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All rights reserved.", + "_appLogoPath": "logo.svg", + "_enableSearch": true + } + } +} diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer.md index c80f29df4f..c12cef2b12 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer.md @@ -1,35 +1,35 @@ ---- -title: Dashboard Designer -author: Natalia Kazakova -legacyId: 15758 ---- -# Dashboard Designer -The **Dashboard Designer** provides an intuitive UI that facilitates data binding and shaping, and layout design. Many of these normally complex tasks can be accomplished with a simple drag-and-drop operation, allowing you to start creating dashboards immediately. - -![MainFeatures_Designer](images/img124547.png) - -## Creating Dashboards -The following topics will guide you through the process of creating a dashboard. -* [Create a Dashboard](dashboard-designer/create-a-dashboard.md) -* [Provide Data](dashboard-designer/provide-data.md) -* [Work with Data](dashboard-designer/work-with-data.md) -* [Add Dashboard Items](dashboard-designer/add-dashboard-items.md) -* [Bind Dashboard Items to Data](dashboard-designer/bind-dashboard-items-to-data.md) -* [Dashboard Item Settings](dashboard-designer/dashboard-item-settings.md) -* [Data Shaping](dashboard-designer/data-shaping.md) -* [Interactivity](dashboard-designer/interactivity.md) -* [Appearance Customization](dashboard-designer/appearance-customization.md) -* [Data Analysis](dashboard-designer/data-analysis.md) -* [Convert Dashboard Items](dashboard-designer/convert-dashboard-items.md) -* [Dashboard Layout](dashboard-designer/dashboard-layout.md) -* [Undo and Redo Operations](dashboard-designer/undo-and-redo-operations.md) -* [Automatic and Manual Updates](dashboard-designer/automatic-and-manual-updates.md) -* [Save a Dashboard](dashboard-designer/save-a-dashboard.md) - -## Printing and Exporting -The Dashboard Designer provides the capability to print or export the individual items of a dashboard, as well as the entire dashboard. -* [Printing and Exporting](dashboard-designer/printing-and-exporting.md) - -## UI Elements -The topics in this section describe the main elements of a Dashboard Designer application. +--- +title: Dashboard Designer +author: Natalia Kazakova +legacyId: 15758 +--- +# Dashboard Designer +The **Dashboard Designer** provides an intuitive UI that facilitates data binding and shaping, and layout design. Many of these normally complex tasks can be accomplished with a simple drag-and-drop operation, allowing you to start creating dashboards immediately. + +![MainFeatures_Designer](images/img124547.png) + +## Creating Dashboards +The following topics will guide you through the process of creating a dashboard. +* [Create a Dashboard](dashboard-designer/create-a-dashboard.md) +* [Provide Data](dashboard-designer/provide-data.md) +* [Work with Data](dashboard-designer/work-with-data.md) +* [Add Dashboard Items](dashboard-designer/add-dashboard-items.md) +* [Bind Dashboard Items to Data](dashboard-designer/bind-dashboard-items-to-data.md) +* [Dashboard Item Settings](dashboard-designer/dashboard-item-settings.md) +* [Data Shaping](dashboard-designer/data-shaping.md) +* [Interactivity](dashboard-designer/interactivity.md) +* [Appearance Customization](dashboard-designer/appearance-customization.md) +* [Data Analysis](dashboard-designer/data-analysis.md) +* [Convert Dashboard Items](dashboard-designer/convert-dashboard-items.md) +* [Dashboard Layout](dashboard-designer/dashboard-layout.md) +* [Undo and Redo Operations](dashboard-designer/undo-and-redo-operations.md) +* [Automatic and Manual Updates](dashboard-designer/automatic-and-manual-updates.md) +* [Save a Dashboard](dashboard-designer/save-a-dashboard.md) + +## Printing and Exporting +The Dashboard Designer provides the capability to print or export the individual items of a dashboard, as well as the entire dashboard. +* [Printing and Exporting](dashboard-designer/printing-and-exporting.md) + +## UI Elements +The topics in this section describe the main elements of a Dashboard Designer application. * [UI Elements](dashboard-designer/ui-elements.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/add-dashboard-items.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/add-dashboard-items.md new file mode 100644 index 0000000000..1be933aaec --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/add-dashboard-items.md @@ -0,0 +1,26 @@ +--- +title: Add Dashboard Items +author: Natalia Kazakova +legacyId: 15768 +--- +# Add Dashboard Items +To create a dashboard item in the Dashboard Designer, click the corresponding button in the **Home** ribbon tab. + +![Ribbon_InsertGroup](../images/img18512.png) + +This creates an empty dashboard item, and displays the required data sections for binding this item to data (for instance, the image below displays the [Pivot](dashboard-item-settings/pivot.md) dashboard item and corresponding data sections). + +![EUDocs_CreatingDashboardItems_NewPivot](../images/img21201.png) + +Perform the following steps to design a dashboard item. +* [Bind](bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) the dashboard item to data. +* Perform the required [data shaping](data-shaping.md) operations (such as grouping, sorting and filtering). +* Use the [interactivity](interactivity.md) features to enable interaction between various dashboard items. +* Adjust the dashboard item's [position and size](dashboard-layout/dashboard-items-layout.md) and specify the [dashboard item caption](dashboard-layout/dashboard-item-caption.md) settings. +* Specify specific dashboard item settings based on its type. To learn more, see [Dashboard Item Settings](dashboard-item-settings.md). + +After you have created and designed the dashboard item, you can create an exact copy. To do this, click the **Duplicate** button in the **Home** ribbon tab... + +![Ribbon_DuplicateDashboardItem](../images/img23150.png) + +... or use the dashboard item's context menu. To remove the dashboard item from the dashboard, use the **Delete** button or the corresponding item in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization.md new file mode 100644 index 0000000000..0e0c3944ab --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization.md @@ -0,0 +1,12 @@ +--- +title: Appearance Customization +author: Natalia Kazakova +legacyId: 16795 +--- +# Appearance Customization +The topics in this section describe how to customize the appearance of a dashboard or any of its elements using conditional formatting and coloring. + +This section contains the following topics: +* [Conditional Formatting](appearance-customization/conditional-formatting.md) +* [Coloring](appearance-customization/coloring.md) +* [Data Display Formatting](appearance-customization/data-display-formatting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring.md new file mode 100644 index 0000000000..cb302a063d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring.md @@ -0,0 +1,54 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 17943 +--- +# Coloring +The Dashboard Designer allows you to paint dashboard item elements such as chart series points or pie segments. + +![Coloring_GlobalColors](../../images/coloring_globalcolors25370.png) + +## Supported Dashboard Items +You can paint the following [dashboard items](../dashboard-item-settings.md): + +* Chart +* Scatter Chart +* Pie +* Pie Map +* Range Filter +* Treemap + +## Color Scheme Overview +The dashboard supports two ways to color dashboard item elements: + +* A **Global Color Scheme** uses consistent colors for identical values across the dashboard. The image below shows a dashboard that contains Pie and Chart dashboard items. Pie segments and chart series points that correspond to _Wisconsin_, _Oregon_ and _Idaho_ dimension values use identical colors from the default palette. + + ![wdd-coloring-global-scheme](../../images/wdd-coloring-global-scheme126076.png) + + For a global color scheme, the dashboard reserves automatically generated colors for specific values regardless of the filter state. +* A **Local Color Scheme** uses an independent set of colors for each dashboard item. The image below shows Pie segments that use colors from a local color scheme. These colors do not affect the Chart items that use a global scheme. + + ![common-coloring-local-scheme](../../images/common-coloring-local-scheme.png) + + For a **Local** color scheme, the dashboard reassigns palette colors when the filter state is changed. + +>[!TIP] +>**Local** colorization paints dashboard item elements more quickly because the control does not request all possible colors and requests only colors used in the current item. + +## Color Measures and Dimensions +You can use predefined color modes to paint individual dimensions or all measures in a dashboard item. + +The following color settings are available: + +| Color Mode Option | Description | +|---|---| +| **Default** | Enables or disables coloring depending on the dashboard item's type. For example, for TreeMap arguments and Chart series, **Default** means **Hue**. For Chart arguments, **Default** means **None**. | +| **Hue** | Elements use different colors. | +| **None** | Elements use the same color. | + +## Documentation + +Refer to the following help topics for more information on how to configure color variation in the WinForms Designer: + +* [Coloring Concepts](coloring/coloring-concepts.md) +* [Customizing a Color Scheme](coloring/customizing-a-color-scheme.md) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/coloring-concepts.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/coloring-concepts.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/coloring-concepts.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/coloring-concepts.md index 6c18e89d17..6e93a26424 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/coloring-concepts.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/coloring-concepts.md @@ -1,98 +1,98 @@ ---- -title: Coloring Concepts -author: Natalia Kazakova -legacyId: 17944 ---- -# Coloring - -The Dashboard Designer associates dimension values/measures and specified colors to paint dashboard item elements. This topic describes how to configure color settings in the WinForms Designer. - -## Coloring Basics - -The following concepts are common to both Desktop and Web Dashboard controls: - -* Color Modes -* Color Schemes -* Supported Dashboard Items - -Refer to the following topic for more information about common concepts: [Coloring Basics](../coloring.md). - -## Color Mode: None - -You can disable default color variation for dashboard item elements. - -If you add a [TreeMap](../../dashboard-item-settings/treemap.md) to a dashboard, individual elements (titles) use different colors: - -![win-coloring-treemap-default](../../../images/win-coloring-treemap-default.png) - -_State_ values (Arguments) use different colors. To disable color variation, go to the Argument settings and select **Color by | None**. - -![win-coloring-treemap-none](../../../images/win-coloring-treemap-none.png) - -Add a [Chart](../../dashboard-item-settings/chart.md) with the same Argument and Value as in the TreeMap: - -![win-coloring-treemap-chart-none](../../../images/win-coloring-treemap-chart-none.png) - -Note that **Default** means **None** for chart arguments. - -## Color Mode: Hue - -You can enable colors in previously added Treemap and Chart items. - -Set the TreeMap's color mode to **Default** or **Hue**: - -![win-coloring-chart-none-treemap-hue](../../../images/win-coloring-chart-none-treemap-hue.png) - - -In the Chart settings, move _State_ from Arguments to Series. **Default** now means **Hue** in this new context. The coloring indicator (![ColoringIndicator](../../../images/coloringindicator25453.png)) on the data item shows that color variation by hue is enabled. - -![win-coloring-chart-treemap-hue](../../../images/win-coloring-chart-treemap-hue.png) - -Add _Category_ as a chart argument and switch to 100% Stacked View: - -![win-coloring-full-stacked-chart](../../../images/win-coloring-full-stacked-chart.png) - -## Use Global Color Scheme - -The same _State_ data items use identical colors. Dashboard constructs a **Global Color Scheme** for this purpose. - -Add a [Range Filter](../../dashboard-item-settings/range-filter.md) with the following settings: - -![win-coloring-range-filter](../../../images/win-coloring-range-filter.png) - -Corresponding _State_ fields are painted with the same colors, so you can associate and compare data from all dashboard items. This happens because all items use **Global Colors** (the default setting). You can see the switch to **Global Colors** in the Ribbon. Click **Edit Colors** to modify the colors used in the palette: - -![win-coloring-custom-color](../../../images/win-coloring-custom-color.png) - -> [!NOTE] -> The dashboard uses the default palette. This palette contains 20 unique colors to paint dimension values/measures. For more information on how to change default colors or create a new color table, refer to the following help topic: [Customizing a Color Scheme](customizing-a-color-scheme.md). - -This is how the Dashboard appears after you change the color for *Georgia* in the palette: - -![win-dashboard-with-global-color-scheme](../../../images/win-dashboard-with-global-color-scheme.png) - -## Use Local Color Scheme - -If you want to use an independent set of colors in the selected dashboard item, switch to the **Local Color Scheme**. - -You can see the Treemap's arguments that use colors from the **Local Color Scheme**: - -![win-coloring-treemap-local-color-scheme](../../../images/win-coloring-treemap-local-color-scheme.png) - -Colors modified in the local color scheme do not affect items that use the global color scheme. The following image shows a custom color for _Georgia_ in the Treemap: - -![win-coloring-treemap-local-color-scheme-custom-color](../../../images/win-coloring-treemap-local-color-scheme-custom-color.png) - -## Dashboard Item Color Mode Specifics - -* [Chart - Coloring](../../dashboard-item-settings/chart/coloring.md) -* [Scatter Chart - Coloring](../../dashboard-item-settings/scatter-chart/coloring.md) -* [Pie - Coloring](../../dashboard-item-settings/pies/coloring.md) -* [Pie Map - Coloring](../../dashboard-item-settings/geo-point-maps/pie-map/coloring.md) -* [Range Filter - Coloring](../../dashboard-item-settings/range-filter/coloring.md) -* [Treemap - Coloring](../../dashboard-item-settings/treemap/coloring.md) - -## How to Customize a Color Scheme - -Refer to the following topic for more information on how to customize a color scheme: -* [Customizing a Color Scheme](customizing-a-color-scheme.md) +--- +title: Coloring Concepts +author: Natalia Kazakova +legacyId: 17944 +--- +# Coloring + +The Dashboard Designer associates dimension values/measures and specified colors to paint dashboard item elements. This topic describes how to configure color settings in the WinForms Designer. + +## Coloring Basics + +The following concepts are common to both Desktop and Web Dashboard controls: + +* Color Modes +* Color Schemes +* Supported Dashboard Items + +Refer to the following topic for more information about common concepts: [Coloring Basics](../coloring.md). + +## Color Mode: None + +You can disable default color variation for dashboard item elements. + +If you add a [TreeMap](../../dashboard-item-settings/treemap.md) to a dashboard, individual elements (titles) use different colors: + +![win-coloring-treemap-default](../../../images/win-coloring-treemap-default.png) + +_State_ values (Arguments) use different colors. To disable color variation, go to the Argument settings and select **Color by | None**. + +![win-coloring-treemap-none](../../../images/win-coloring-treemap-none.png) + +Add a [Chart](../../dashboard-item-settings/chart.md) with the same Argument and Value as in the TreeMap: + +![win-coloring-treemap-chart-none](../../../images/win-coloring-treemap-chart-none.png) + +Note that **Default** means **None** for chart arguments. + +## Color Mode: Hue + +You can enable colors in previously added Treemap and Chart items. + +Set the TreeMap's color mode to **Default** or **Hue**: + +![win-coloring-chart-none-treemap-hue](../../../images/win-coloring-chart-none-treemap-hue.png) + + +In the Chart settings, move _State_ from Arguments to Series. **Default** now means **Hue** in this new context. The coloring indicator (![ColoringIndicator](../../../images/coloringindicator25453.png)) on the data item shows that color variation by hue is enabled. + +![win-coloring-chart-treemap-hue](../../../images/win-coloring-chart-treemap-hue.png) + +Add _Category_ as a chart argument and switch to 100% Stacked View: + +![win-coloring-full-stacked-chart](../../../images/win-coloring-full-stacked-chart.png) + +## Use Global Color Scheme + +The same _State_ data items use identical colors. Dashboard constructs a **Global Color Scheme** for this purpose. + +Add a [Range Filter](../../dashboard-item-settings/range-filter.md) with the following settings: + +![win-coloring-range-filter](../../../images/win-coloring-range-filter.png) + +Corresponding _State_ fields are painted with the same colors, so you can associate and compare data from all dashboard items. This happens because all items use **Global Colors** (the default setting). You can see the switch to **Global Colors** in the Ribbon. Click **Edit Colors** to modify the colors used in the palette: + +![win-coloring-custom-color](../../../images/win-coloring-custom-color.png) + +> [!NOTE] +> The dashboard uses the default palette. This palette contains 20 unique colors to paint dimension values/measures. For more information on how to change default colors or create a new color table, refer to the following help topic: [Customizing a Color Scheme](customizing-a-color-scheme.md). + +This is how the Dashboard appears after you change the color for *Georgia* in the palette: + +![win-dashboard-with-global-color-scheme](../../../images/win-dashboard-with-global-color-scheme.png) + +## Use Local Color Scheme + +If you want to use an independent set of colors in the selected dashboard item, switch to the **Local Color Scheme**. + +You can see the Treemap's arguments that use colors from the **Local Color Scheme**: + +![win-coloring-treemap-local-color-scheme](../../../images/win-coloring-treemap-local-color-scheme.png) + +Colors modified in the local color scheme do not affect items that use the global color scheme. The following image shows a custom color for _Georgia_ in the Treemap: + +![win-coloring-treemap-local-color-scheme-custom-color](../../../images/win-coloring-treemap-local-color-scheme-custom-color.png) + +## Dashboard Item Color Mode Specifics + +* [Chart - Coloring](../../dashboard-item-settings/chart/coloring.md) +* [Scatter Chart - Coloring](../../dashboard-item-settings/scatter-chart/coloring.md) +* [Pie - Coloring](../../dashboard-item-settings/pies/coloring.md) +* [Pie Map - Coloring](../../dashboard-item-settings/geo-point-maps/pie-map/coloring.md) +* [Range Filter - Coloring](../../dashboard-item-settings/range-filter/coloring.md) +* [Treemap - Coloring](../../dashboard-item-settings/treemap/coloring.md) + +## How to Customize a Color Scheme + +Refer to the following topic for more information on how to customize a color scheme: +* [Customizing a Color Scheme](customizing-a-color-scheme.md) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/customizing-a-color-scheme.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/customizing-a-color-scheme.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/customizing-a-color-scheme.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/customizing-a-color-scheme.md index 902536d378..753de68ebc 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/customizing-a-color-scheme.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/customizing-a-color-scheme.md @@ -1,71 +1,71 @@ ---- -title: Customizing a Color Scheme -author: Natalia Kazakova -legacyId: 17945 ---- -# Customizing a Color Scheme -The Dashboard Designer provides the capability to edit colors contained in [global and local color schemes](coloring-concepts.md). You can select the required color from the default dashboard palette or specify a custom color. -* [Invoke a Color Scheme Dialog](#invoke-a-color-scheme-dialog) -* [Edit Colors](#edit-colors) -* [Add a New Value](#add-a-new-value) -* [Add a New Color Table](#add-a-new-color-table) - -## Invoke a Color Scheme Dialog -To edit colors, use the **Color Scheme** dialog. You can invoke this dialog in the following ways. -* To edit colors in a global color scheme, use the **Edit Colors** button in the **Home** ribbon tab or the **Edit Colors** button in the dashboard item's **Design** tab. - - ![Dashboard_EditColors_Ribbon](../../../images/img25387.png)![DashboardItem_EditColors_Ribbon](../../../images/img25388.png) -* To edit colors in a local color scheme, use the **Edit Colors** button in the contextual **Design** ribbon tab. - - ![DashboardItem_EditLocalColors_Ribbon](../../../images/img25449.png) - -Lets consider a Chart dashboard item whose dimensions and measures are colored by hue using local colors. - -![Chart_ColorByHueAll](../../../images/img25392.png) - -For this dashboard item, the **Color Scheme** dialog will contain combinations of all dimension values and a specific measure. - -![LocalColorSchemeDialog](../../../images/img25394.png) - -In this dialog, you can perform the following actions. -* [Edit automatically assigned colors](#edit-colors) or specify new colors. -* [Add new values](#add-a-new-value) to a color table. -* [Add new color tables](#add-a-new-color-table) containing values whose colors are not yet assigned. - -## Edit Colors -You can customize automatically assigned colors in several ways. -* To retain the automatically assigned color for the selected value, right-click the required value in the **Value** column and select **Retain this color**. - - ![RetainThisColor](../../../images/img25395.png) - - This reserves the current palette color for the selected value. -* You can select another palette color by clicking the required cell in the **Color** column. - - ![SelectPaletteColor](../../../images/img25396.png) -* To specify a custom color, click **More Colors...** and pick any color using the RGB or HSB color model in the invoked **Select Color** dialog. - - ![SelectColorDialog](../../../images/img25397.jpeg) - -You can reset the customized color for the selected value using the **Reset** menu item. - -![ResetColor](../../../images/img25407.png) - -## Add a New Value -The **Color Scheme** dialog allows you adding a new value with the specified color to the selected color table. To do this, click the **New Value...** button. - -![NewValueDialog](../../../images/img25403.png) - -In the invoked **New Value** dialog, specify the dimension values, add the required measures and click **OK**. This creates a new value whose color can be specified as described in [Edit Colors](#edit-colors). - -You can remove manually added values using the **Remove** context menu item. - -![RemoveColor](../../../images/img25405.png) - -## Add a New Color Table -The **Color Scheme** dialog also allows you to add a new color table containing values whose colors are not yet assigned. To do this, click **New Color Table...** button. - -![NewColorTableDialog](../../../images/img25408.png) - -In the invoked dialog, specify the data source, add the required dimensions and enable the **'MeasureNames' Dimension** check-box if you need to add measures to a color table. - +--- +title: Customizing a Color Scheme +author: Natalia Kazakova +legacyId: 17945 +--- +# Customizing a Color Scheme +The Dashboard Designer provides the capability to edit colors contained in [global and local color schemes](coloring-concepts.md). You can select the required color from the default dashboard palette or specify a custom color. +* [Invoke a Color Scheme Dialog](#invoke-a-color-scheme-dialog) +* [Edit Colors](#edit-colors) +* [Add a New Value](#add-a-new-value) +* [Add a New Color Table](#add-a-new-color-table) + +## Invoke a Color Scheme Dialog +To edit colors, use the **Color Scheme** dialog. You can invoke this dialog in the following ways. +* To edit colors in a global color scheme, use the **Edit Colors** button in the **Home** ribbon tab or the **Edit Colors** button in the dashboard item's **Design** tab. + + ![Dashboard_EditColors_Ribbon](../../../images/img25387.png)![DashboardItem_EditColors_Ribbon](../../../images/img25388.png) +* To edit colors in a local color scheme, use the **Edit Colors** button in the contextual **Design** ribbon tab. + + ![DashboardItem_EditLocalColors_Ribbon](../../../images/img25449.png) + +Lets consider a Chart dashboard item whose dimensions and measures are colored by hue using local colors. + +![Chart_ColorByHueAll](../../../images/img25392.png) + +For this dashboard item, the **Color Scheme** dialog will contain combinations of all dimension values and a specific measure. + +![LocalColorSchemeDialog](../../../images/img25394.png) + +In this dialog, you can perform the following actions. +* [Edit automatically assigned colors](#edit-colors) or specify new colors. +* [Add new values](#add-a-new-value) to a color table. +* [Add new color tables](#add-a-new-color-table) containing values whose colors are not yet assigned. + +## Edit Colors +You can customize automatically assigned colors in several ways. +* To retain the automatically assigned color for the selected value, right-click the required value in the **Value** column and select **Retain this color**. + + ![RetainThisColor](../../../images/img25395.png) + + This reserves the current palette color for the selected value. +* You can select another palette color by clicking the required cell in the **Color** column. + + ![SelectPaletteColor](../../../images/img25396.png) +* To specify a custom color, click **More Colors...** and pick any color using the RGB or HSB color model in the invoked **Select Color** dialog. + + ![SelectColorDialog](../../../images/img25397.jpeg) + +You can reset the customized color for the selected value using the **Reset** menu item. + +![ResetColor](../../../images/img25407.png) + +## Add a New Value +The **Color Scheme** dialog allows you adding a new value with the specified color to the selected color table. To do this, click the **New Value...** button. + +![NewValueDialog](../../../images/img25403.png) + +In the invoked **New Value** dialog, specify the dimension values, add the required measures and click **OK**. This creates a new value whose color can be specified as described in [Edit Colors](#edit-colors). + +You can remove manually added values using the **Remove** context menu item. + +![RemoveColor](../../../images/img25405.png) + +## Add a New Color Table +The **Color Scheme** dialog also allows you to add a new color table containing values whose colors are not yet assigned. To do this, click **New Color Table...** button. + +![NewColorTableDialog](../../../images/img25408.png) + +In the invoked dialog, specify the data source, add the required dimensions and enable the **'MeasureNames' Dimension** check-box if you need to add measures to a color table. + Click **OK** to add the color table to a color scheme. Then, you can add values to this table (see [Add a New Value](#add-a-new-value)) and specify its colors (see [Edit Colors](#edit-colors)). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting.md new file mode 100644 index 0000000000..cc5a5f1839 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting.md @@ -0,0 +1,103 @@ +--- +title: Conditional Formatting +author: Natalia Kazakova +legacyId: 114184 +--- +# Conditional Formatting +The Dashboard Designer control supports conditional formatting. You can apply a custom style to data elements that satisfy a certain condition for [Grid](../dashboard-item-settings/grid.md), [Pivot](../dashboard-item-settings/pivot.md), [Chart](../dashboard-item-settings/chart.md), [Scatter Chart](../dashboard-item-settings/scatter-chart.md) and [Card](../dashboard-item-settings/cards.md) items. + +![BlogDashboard_ConditionalFormatting](../../images/img118090.png) + +## Format Rules +Comparison rules used in conditional formatting can be categorized as follows: +* [Value](conditional-formatting/value.md) - Compares static values (Greater Than, Less Than, Between, etc.). +* [Top-Bottom](conditional-formatting/top-bottom.md) - Highlights a specific number of top/bottom values (Top N, Bottom N). +* [Average](conditional-formatting/average.md) - Highlights values above or below the average value. +* [A Date Occurring](conditional-formatting/a-date-occurring.md) - Highlights date-time values that are within a specified interval. +* [Expression](conditional-formatting/expression.md) - Uses complex conditions to apply formatting. You can also pass dashboard parameters to expressions. +* [Icon Ranges](conditional-formatting/icon-ranges.md) - Display a specific icon based on a value range. You can select a predefined set of icons or apply a specific icon to each range. +* [Color Ranges](conditional-formatting/color-ranges.md) - Apply specific colors to different value ranges. You can select a predefined set of colors or use custom appearance settings to highlight values within specified ranges. +* [Gradient Ranges](conditional-formatting/gradient-ranges.md) - Apply formatting using gradient color scales. +* [Bar](conditional-formatting/bar.md) - Visualizes numeric values as bars. You can also color bars corresponding to positive and negative values using different colors. +* [Bar Color Ranges](conditional-formatting/bar-color-ranges.md) - Visualize numeric values as bars. Values within a range display a specific color. +* [Bar Gradient Ranges](conditional-formatting/bar-gradient-ranges.md) - Visualize numeric values as bars. Values within a range display a specific bar gradient. + +Format conditions that can be applied to different data item types are as follows: +* numeric + * [Value](conditional-formatting/value.md) + * [Top-Bottom](conditional-formatting/top-bottom.md) + * [Average](conditional-formatting/average.md) + * [Expression](conditional-formatting/expression.md) + * [Icon Ranges](conditional-formatting/icon-ranges.md) + * [Color Ranges](conditional-formatting/color-ranges.md) + * [Gradient Ranges](conditional-formatting/gradient-ranges.md) + * [Bar](conditional-formatting/bar.md) + * [Bar Color Ranges](conditional-formatting/bar-color-ranges.md) + * [Bar Gradient Ranges](conditional-formatting/bar-gradient-ranges.md) +* string + * [Value](conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * [Expression](conditional-formatting/expression.md) +* date-time + * [Value](conditional-formatting/value.md) + * [A Date Occurring](conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) + * [Expression](conditional-formatting/expression.md) + * [Icon Ranges](conditional-formatting/icon-ranges.md) + * [Color Ranges](conditional-formatting/color-ranges.md) + * [Gradient Ranges](conditional-formatting/gradient-ranges.md) + * [Bar](conditional-formatting/bar.md) + * [Bar Color Ranges](conditional-formatting/bar-color-ranges.md) + * [Bar Gradient Ranges](conditional-formatting/bar-gradient-ranges.md) + +## Create and Edit a Format Rule + +You can create format rules in the following ways: + +* Click the **Edit Rules** button on the **Home** ribbon tab. + + ![EditRules_Ribbon](../../images/editrules_ribbon118564.png) + + This action invokes the [Edit Rules](#the-edit-rules-dialog) dialog where you can create a new format rule or manage rules applied to the dashboard item. + +* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. + + ![](../../images/editrulesmenuitem118590.png) + + The **Add Format Rule** option invokes the pop-up menu where you can select the format rule and format condition's type for a new rule. + + When you click **Edit Rules**, the [Edit Rules](#the-edit-rules-dialog) dialog appears. You can edit all created format rules for the selected data item in the dialog. + + The **Clear Rules** button clears the rules for the specified data item. + +## The Edit Rules Dialog + +The **Edit Rules** dialog contains format rules applied to the dashboard item: + +![edit_rules_dialog](../../images/editrulesdialog118565.png) + +You can manage format rules in the dialog in the following ways: + +|Action | Description| +|----|-----| +|Edit the selected rule|Use the **Edit** button or double-click the rule. | +|Delete the selected rule|Use the **Delete** button. | +|Reorder format rules|Use the **Up** and **Down** buttons (![EditRules_UpButton](../../images/img118698.png) and ![EditRules_DownButton](../../images/img118699.png) icons). You can reorder rules to specify their priority. Rules are applied from top to bottom. The bottom rule has the highest priority. | +|Enable/disable a rule|Use the corresponding check box in the left column. | +|Create a new rule|Click the **Add** button and select the format condition. The **calculated by** combo box allows you to select the measure/dimension that is used to calculate the format rule. For Card, when you create a rule for delta, specify the delta type whose values are used to calculate a condition in the **using** combo box. | +|Filter format rules by the specified data item| Use the **Filter by** combo box. | + +The **Add** button invokes a pop-up menu where you can specify appearance settings and set the condition's value for the format rule. Available settings depend on the selected format rule. + +![rule_manager](../../images/win-conditional-formatting-card-rule-manager.png) + +The image below displays the **Greater Than** dialog, which corresponds to the [Value](conditional-formatting/value.md) format condition for a [Grid](../dashboard-item-settings/grid.md) dashboard item. The format condition applies to the _ExtendedPrice_ data item in the **Apply to** drop-down list. + + ![GreaterThanDialog](../../images/img118555.png) +## Dashboard Items Specific + +Refer to the following topics for more information about specific format rule settings: +* [Conditional Formatting - Grid](../dashboard-item-settings/grid/conditional-formatting.md) +* [Conditional Formatting - Pivot](../dashboard-item-settings/pivot/conditional-formatting.md) +* [Conditional Formatting - Card](../dashboard-item-settings/cards/conditional-formatting.md) +* [Conditional Formatting - Chart](../dashboard-item-settings/chart/conditional-formatting.md) +* [Conditional Formatting - Scatter Chart](../dashboard-item-settings/scatter-chart/conditional-formatting.md) + diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/a-date-occurring.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/a-date-occurring.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/a-date-occurring.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/a-date-occurring.md index 4ff3125f51..baee82367c 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/a-date-occurring.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/a-date-occurring.md @@ -1,43 +1,43 @@ ---- -title: A Date Occurring -author: Natalia Kazakova -legacyId: 114397 ---- -# A Date Occurring -A Date Occurring format condition allows you to highlight date-time values that fall into a specified interval. Note that this format condition can be applied to dimensions with the continuous date-time group interval. - -To format values according the Date Occurring condition, click the menu button of the required dimension and select **Add Format Rule | A Date Occurring**. - -![DateOccurringCondition_Menu](../../../images/img118796.png) - -This invokes the **A Date Occurring** dialog that allows you to select a date-time interval(s) whose value should be formatted. - -![DateOccurringFormatCondition](../../../images/img118593.png) - -The following intervals are supported. -* **Is beyond this year** - Dates that follow the current year. -* **Is later this year** - Dates of the current year starting from the following month. -* **Is later this month** - Dates of the current month that follow the next week. -* **Is later this week** - Dates of the current week starting from the day after tomorrow. -* **Is next week** - Dates that belong to the following week. -* **Is tomorrow** - Tomorrow. -* **Is today** - Today. -* **Is yesterday** - Yesterday. -* **Is earlier this week** - Dates of the current week that are prior to yesterday. -* **Is last week** - Dates of the previous week. -* **Is earlier this month** - Dates of the current month that are prior to the previous week. -* **Is earlier this year** - Dates of the current year that are prior to the current month. -* **Is prior to this year** - Dates that are prior to the current year. -* **Empty** - Does not specify any condition. -* **Beyond** - Dates that belong to the month in three-months time and beyond. -* **ThisWeek** - Dates that belong to the current week. -* **ThisMonth** - Dates that belong to the current month. -* **MonthAfter1** - Dates that belong to the following month. -* **MonthAfter2** - Dates that belong to the month in two-months time. -* **MonthAgo1** - Dates that belong to the previous month. -* **MonthAgo2** - Dates that belong to the month two months ago. -* **MonthAgo3** - Dates that belong to the month three months ago. -* **MonthAgo4** - Dates that belong to the month four months ago. -* **MonthAgo5** - Dates that belong to the month five months ago. -* **MonthAgo6** - Dates that belong to the month six months ago. +--- +title: A Date Occurring +author: Natalia Kazakova +legacyId: 114397 +--- +# A Date Occurring +A Date Occurring format condition allows you to highlight date-time values that fall into a specified interval. Note that this format condition can be applied to dimensions with the continuous date-time group interval. + +To format values according the Date Occurring condition, click the menu button of the required dimension and select **Add Format Rule | A Date Occurring**. + +![DateOccurringCondition_Menu](../../../images/img118796.png) + +This invokes the **A Date Occurring** dialog that allows you to select a date-time interval(s) whose value should be formatted. + +![DateOccurringFormatCondition](../../../images/img118593.png) + +The following intervals are supported. +* **Is beyond this year** - Dates that follow the current year. +* **Is later this year** - Dates of the current year starting from the following month. +* **Is later this month** - Dates of the current month that follow the next week. +* **Is later this week** - Dates of the current week starting from the day after tomorrow. +* **Is next week** - Dates that belong to the following week. +* **Is tomorrow** - Tomorrow. +* **Is today** - Today. +* **Is yesterday** - Yesterday. +* **Is earlier this week** - Dates of the current week that are prior to yesterday. +* **Is last week** - Dates of the previous week. +* **Is earlier this month** - Dates of the current month that are prior to the previous week. +* **Is earlier this year** - Dates of the current year that are prior to the current month. +* **Is prior to this year** - Dates that are prior to the current year. +* **Empty** - Does not specify any condition. +* **Beyond** - Dates that belong to the month in three-months time and beyond. +* **ThisWeek** - Dates that belong to the current week. +* **ThisMonth** - Dates that belong to the current month. +* **MonthAfter1** - Dates that belong to the following month. +* **MonthAfter2** - Dates that belong to the month in two-months time. +* **MonthAgo1** - Dates that belong to the previous month. +* **MonthAgo2** - Dates that belong to the month two months ago. +* **MonthAgo3** - Dates that belong to the month three months ago. +* **MonthAgo4** - Dates that belong to the month four months ago. +* **MonthAgo5** - Dates that belong to the month five months ago. +* **MonthAgo6** - Dates that belong to the month six months ago. * **Earlier** - Dates that belong to the month seven months ago and earlier. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/average.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/average.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/average.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/average.md index f949694a42..105b97eaa2 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/average.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/average.md @@ -1,19 +1,19 @@ ---- -title: Average -author: Natalia Kazakova -legacyId: 114187 ---- -# Average -The **Average** format conditions allow you to highlight values above or below an average value. - -The following condition types are supported for measures: -* **Above Average/Above or Equal Average** - - The "Above Average"/"Above or Equal Average" format conditions allow you to apply formatting to elements whose values are above/above or equal to the average. For instance, the following image displays a **Grid** dashboard item whose _Extended Price_ values that are above average (~ 141 000) filled in green. - - ![AboveAverageCondition](../../../images/img118647.png) -* **Below Average/Below or Equal Average** - - The "Below Average"/"Below or Equal Average" format conditions allow you to apply formatting to elements whose values are below/below or equal to the average. For instance, the following image displays a **Grid** dashboard item whose _Extended Price_ values that are below average (~ 141 000) filled in red. - +--- +title: Average +author: Natalia Kazakova +legacyId: 114187 +--- +# Average +The **Average** format conditions allow you to highlight values above or below an average value. + +The following condition types are supported for measures: +* **Above Average/Above or Equal Average** + + The "Above Average"/"Above or Equal Average" format conditions allow you to apply formatting to elements whose values are above/above or equal to the average. For instance, the following image displays a **Grid** dashboard item whose _Extended Price_ values that are above average (~ 141 000) filled in green. + + ![AboveAverageCondition](../../../images/img118647.png) +* **Below Average/Below or Equal Average** + + The "Below Average"/"Below or Equal Average" format conditions allow you to apply formatting to elements whose values are below/below or equal to the average. For instance, the following image displays a **Grid** dashboard item whose _Extended Price_ values that are below average (~ 141 000) filled in red. + ![BelowAverageCondition](../../../images/img118648.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-color-ranges.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-color-ranges.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-color-ranges.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-color-ranges.md index 5b23e02a67..1c259c51f5 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-color-ranges.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-color-ranges.md @@ -1,39 +1,39 @@ ---- -title: Bar Color Ranges -author: Natalia Kazakova -legacyId: 115243 ---- -# Bar Color Ranges -Bar Color Ranges allow you to visualize numeric values using bars whose colors are contained in the specified color set. - -To format values according the required condition, click the data item menu button, select **Add Format Rule | Bar Color Ranges** and choose the required color set. - -![BarColorRanges_Menu](../../../images/img120036.png) - -This invokes the **Color Range Bar** dialog containing the set of value ranges and corresponding colors. The Grid dashboard item on the right displays the default formatting applied using the predefined set of 3 colors. - -![ConditionalFormatting_ColorRangeBarDialog](../../../images/img120018.png) - -This dialog allows you to change the following options specific to Bar Color Ranges. -* The **Format Style** combo box allows you to change the color set used to apply formatting. -* The **Use % ranges** check box specifies whether the percent or absolute scale is used to generate ranges. - - > [!NOTE] - > Note that this option is not available for numeric dimensions. -* To change the appearance settings applied to values corresponding to the specified range, click the button next to the required color and select a new color or specify custom appearance settings. To learn how to specify custom settings, see the **Specify Appearance Settings** paragraph in the [Conditional Formatting](../conditional-formatting.md) topic. - - ![BarColorRangeDialog_ChangeAppearance](../../../images/img120019.png) - - Select **No Style** to disable the indication for the required range. -* You can change range boundaries by specifying the required values. - - ![ColorRangeSetDialog_ChangeRangeStop](../../../images/img118669.png) - - > [!NOTE] - > Note that a new value should fall into a range between corresponding values of the previous and next range. -* To change the comparison logic for the required range, click the comparison sign and select the required option. - - ![ColorRangeSetDialog_ChangeComparisonLogic](../../../images/img118670.png) - - The _greater or equal_ sign includes the smallest value for the current interval, while the _greater_ sign excludes the smallest value from the current interval and includes it in the next interval. +--- +title: Bar Color Ranges +author: Natalia Kazakova +legacyId: 115243 +--- +# Bar Color Ranges +Bar Color Ranges allow you to visualize numeric values using bars whose colors are contained in the specified color set. + +To format values according the required condition, click the data item menu button, select **Add Format Rule | Bar Color Ranges** and choose the required color set. + +![BarColorRanges_Menu](../../../images/img120036.png) + +This invokes the **Color Range Bar** dialog containing the set of value ranges and corresponding colors. The Grid dashboard item on the right displays the default formatting applied using the predefined set of 3 colors. + +![ConditionalFormatting_ColorRangeBarDialog](../../../images/img120018.png) + +This dialog allows you to change the following options specific to Bar Color Ranges. +* The **Format Style** combo box allows you to change the color set used to apply formatting. +* The **Use % ranges** check box specifies whether the percent or absolute scale is used to generate ranges. + + > [!NOTE] + > Note that this option is not available for numeric dimensions. +* To change the appearance settings applied to values corresponding to the specified range, click the button next to the required color and select a new color or specify custom appearance settings. To learn how to specify custom settings, see the **Specify Appearance Settings** paragraph in the [Conditional Formatting](../conditional-formatting.md) topic. + + ![BarColorRangeDialog_ChangeAppearance](../../../images/img120019.png) + + Select **No Style** to disable the indication for the required range. +* You can change range boundaries by specifying the required values. + + ![ColorRangeSetDialog_ChangeRangeStop](../../../images/img118669.png) + + > [!NOTE] + > Note that a new value should fall into a range between corresponding values of the previous and next range. +* To change the comparison logic for the required range, click the comparison sign and select the required option. + + ![ColorRangeSetDialog_ChangeComparisonLogic](../../../images/img118670.png) + + The _greater or equal_ sign includes the smallest value for the current interval, while the _greater_ sign excludes the smallest value from the current interval and includes it in the next interval. * Use the **Add** and **Delete** buttons to add new ranges or delete the selected range respectively. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-gradient-ranges.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-gradient-ranges.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-gradient-ranges.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-gradient-ranges.md index 3d6d0ac442..e32360a36f 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-gradient-ranges.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-gradient-ranges.md @@ -1,38 +1,38 @@ ---- -title: Bar Gradient Ranges -author: Natalia Kazakova -legacyId: 115244 ---- -# Bar Gradient Ranges -The Bar Gradient Ranges allow you to visualize numeric values using bars whose colors are contained in the specified color gradient. - -To format values according the required condition, click the measure menu button, select **Add Format Rule | Bar Gradient Ranges** and choose the required color gradient. - -![BarGradientRanges_Menu](../../../images/img120037.png) - -This invokes the **Bar Gradient Ranges** dialog containing the set of value ranges and corresponding appearance settings. The Grid dashboard item on the right displays the default formatting applied using the predefined Red-Blue gradient. - -![BarGradientRangesDialog](../../../images/img120023.png) - -This dialog allows you to change the following options specific to Bar Gradient Ranges. -* **Number of ranges** allows you to specify the number of ranges used to classify values. Click the **Generate Ranges** button to generate a new gradient scale according to the specified number of ranges. -* The **Use % ranges** check box specifies whether the percent or absolute scale is used to generate ranges. - - > [!NOTE] - > Note that this option is not available for numeric dimensions. -* To change the specific color in the gradient, click the button next to the required color and select a new color or specify a custom background color. This allows you to create a color gradient based on more than two colors. In this case, the specified colors are marked with an empty square. - - ![GradientRangeDialog_ChangeColor](../../../images/img118677.png) - - To learn how to specify a custom color, see the **Specify Appearance Settings** paragraph in the [Conditional Formatting](../conditional-formatting.md) topic. -* You can change range boundaries by specifying the required values. - - ![GradientRangeDialog_ChangeRangeStop](../../../images/img118678.png) - - > [!NOTE] - > Note that a new value should fall into a range between corresponding values of the previous and next range. -* To change the comparison logic for the required range, click the comparison sign and select the required option. - - ![GradientRangeDialog_ChangeComparisonLogic](../../../images/img118679.png) - +--- +title: Bar Gradient Ranges +author: Natalia Kazakova +legacyId: 115244 +--- +# Bar Gradient Ranges +The Bar Gradient Ranges allow you to visualize numeric values using bars whose colors are contained in the specified color gradient. + +To format values according the required condition, click the measure menu button, select **Add Format Rule | Bar Gradient Ranges** and choose the required color gradient. + +![BarGradientRanges_Menu](../../../images/img120037.png) + +This invokes the **Bar Gradient Ranges** dialog containing the set of value ranges and corresponding appearance settings. The Grid dashboard item on the right displays the default formatting applied using the predefined Red-Blue gradient. + +![BarGradientRangesDialog](../../../images/img120023.png) + +This dialog allows you to change the following options specific to Bar Gradient Ranges. +* **Number of ranges** allows you to specify the number of ranges used to classify values. Click the **Generate Ranges** button to generate a new gradient scale according to the specified number of ranges. +* The **Use % ranges** check box specifies whether the percent or absolute scale is used to generate ranges. + + > [!NOTE] + > Note that this option is not available for numeric dimensions. +* To change the specific color in the gradient, click the button next to the required color and select a new color or specify a custom background color. This allows you to create a color gradient based on more than two colors. In this case, the specified colors are marked with an empty square. + + ![GradientRangeDialog_ChangeColor](../../../images/img118677.png) + + To learn how to specify a custom color, see the **Specify Appearance Settings** paragraph in the [Conditional Formatting](../conditional-formatting.md) topic. +* You can change range boundaries by specifying the required values. + + ![GradientRangeDialog_ChangeRangeStop](../../../images/img118678.png) + + > [!NOTE] + > Note that a new value should fall into a range between corresponding values of the previous and next range. +* To change the comparison logic for the required range, click the comparison sign and select the required option. + + ![GradientRangeDialog_ChangeComparisonLogic](../../../images/img118679.png) + The _greater or equal_ sign includes the smallest value in the current interval while the _greater_ sign excludes the smallest value from the current interval and includes it in the next interval. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar.md index 50a8abcf43..4516b16e84 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar.md @@ -1,22 +1,22 @@ ---- -title: Bar -author: Natalia Kazakova -legacyId: 115242 ---- -# Bar -The **Bar** format condition allows you to visualize numeric values using bars. You can also paint bars corresponding to positive and negative values using different colors. - -To format values according to the Bar condition, click the menu button of the required data item and select **Add Format Rule | Bar**. - -![AddFormatRule_ValueItem](../../../images/img118549.png) - -This invokes the **Bar** dialog that allows you to specify the required settings. For instance, the following image displays a **Grid** dashboard item whose _Extended Price_ cell contains data bars corresponding to numeric values. - -![BarConditionDialog](../../../images/img120026.png) - -This dialog allows you to change the following options specific to the Bar format condition. -* By default, lengths of the shortest and longest bars correspond to minimum and maximum values, respectively. If necessary, you can specify values corresponding to the shortest and longest bars manually. To do this, change the type of minimum/maximum value from **Automatic** to **Number** or **Percent**, and specify the required values. -* **Style Settings** and **Negative Style Settings** allow you to specify style settings used to color data bars corresponding to positive and negative values, respectively. To learn how to specify custom style settings, see the **Specify Appearance Settings** paragraph in the [Conditional Formatting](../conditional-formatting.md) topic. -* The **Allow negative axis** option allows you to specify whether negative data bars are displayed in the direction opposite to the positive data bars. -* The **Draw axis** option specifies whether to draw the vertical axis between positive and negative data bars. +--- +title: Bar +author: Natalia Kazakova +legacyId: 115242 +--- +# Bar +The **Bar** format condition allows you to visualize numeric values using bars. You can also paint bars corresponding to positive and negative values using different colors. + +To format values according to the Bar condition, click the menu button of the required data item and select **Add Format Rule | Bar**. + +![AddFormatRule_ValueItem](../../../images/img118549.png) + +This invokes the **Bar** dialog that allows you to specify the required settings. For instance, the following image displays a **Grid** dashboard item whose _Extended Price_ cell contains data bars corresponding to numeric values. + +![BarConditionDialog](../../../images/img120026.png) + +This dialog allows you to change the following options specific to the Bar format condition. +* By default, lengths of the shortest and longest bars correspond to minimum and maximum values, respectively. If necessary, you can specify values corresponding to the shortest and longest bars manually. To do this, change the type of minimum/maximum value from **Automatic** to **Number** or **Percent**, and specify the required values. +* **Style Settings** and **Negative Style Settings** allow you to specify style settings used to color data bars corresponding to positive and negative values, respectively. To learn how to specify custom style settings, see the **Specify Appearance Settings** paragraph in the [Conditional Formatting](../conditional-formatting.md) topic. +* The **Allow negative axis** option allows you to specify whether negative data bars are displayed in the direction opposite to the positive data bars. +* The **Draw axis** option specifies whether to draw the vertical axis between positive and negative data bars. * The **Show bar only** option specifies whether to show bars without corresponding values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/color-ranges.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/color-ranges.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/color-ranges.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/color-ranges.md index 6c7871e4f2..70f8151e92 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/color-ranges.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/color-ranges.md @@ -1,39 +1,39 @@ ---- -title: Color Ranges -author: Natalia Kazakova -legacyId: 114209 ---- -# Color Ranges -Color Ranges allow you to use predefined sets of colors to apply conditional formatting to different ranges of values. You can also use custom appearance settings for specific ranges. - -To format values according the required condition, click the data item menu button, select **Add Format Rule | Color Ranges** and choose the required icon set. - -![ColorRanges_Menu](../../../images/img118665.png) - -This invokes the **Range Set** dialog containing the set of value ranges and corresponding appearance settings. The Grid dashboard item on the right displays the default formatting applied using the predefined set of 3 colors. - -![ColorRangeSetDialog](../../../images/img118666.png) - -This dialog allows you to change the following options specific to Icon Ranges. -* The **Format Style** combo box allows you to change the color set used to apply formatting. -* The **Use % ranges** check box specifies whether the percent or absolute scale is used to generate ranges. - - > [!NOTE] - > Note that this option is not available for date-time dimensions. -* To change the appearance settings applied to values corresponding to the specified range, click the button next to the required color and select a new color or specify custom appearance settings. To learn how to specify custom settings, see the **Specify Appearance Settings** paragraph in the [Conditional Formatting](../conditional-formatting.md) topic. - - ![ColorRangeSetDialog_ChangeAppearance](../../../images/img118667.png) - - Select **No Style** to disable the indication for the required range. -* You can change range boundaries by specifying the required values. - - ![ColorRangeSetDialog_ChangeRangeStop](../../../images/img118669.png) - - > [!NOTE] - > Note that a new value should fall into a range between corresponding values of the previous and next range. -* To change the comparison logic for the required range, click the comparison sign and select the required option. - - ![ColorRangeSetDialog_ChangeComparisonLogic](../../../images/img118670.png) - - The _greater or equal_ sign includes the smallest value for the current interval while the _greater_ sigh excludes the smallest value from the current interval and includes it in the next interval. +--- +title: Color Ranges +author: Natalia Kazakova +legacyId: 114209 +--- +# Color Ranges +Color Ranges allow you to use predefined sets of colors to apply conditional formatting to different ranges of values. You can also use custom appearance settings for specific ranges. + +To format values according the required condition, click the data item menu button, select **Add Format Rule | Color Ranges** and choose the required icon set. + +![ColorRanges_Menu](../../../images/img118665.png) + +This invokes the **Range Set** dialog containing the set of value ranges and corresponding appearance settings. The Grid dashboard item on the right displays the default formatting applied using the predefined set of 3 colors. + +![ColorRangeSetDialog](../../../images/img118666.png) + +This dialog allows you to change the following options specific to Icon Ranges. +* The **Format Style** combo box allows you to change the color set used to apply formatting. +* The **Use % ranges** check box specifies whether the percent or absolute scale is used to generate ranges. + + > [!NOTE] + > Note that this option is not available for date-time dimensions. +* To change the appearance settings applied to values corresponding to the specified range, click the button next to the required color and select a new color or specify custom appearance settings. To learn how to specify custom settings, see the **Specify Appearance Settings** paragraph in the [Conditional Formatting](../conditional-formatting.md) topic. + + ![ColorRangeSetDialog_ChangeAppearance](../../../images/img118667.png) + + Select **No Style** to disable the indication for the required range. +* You can change range boundaries by specifying the required values. + + ![ColorRangeSetDialog_ChangeRangeStop](../../../images/img118669.png) + + > [!NOTE] + > Note that a new value should fall into a range between corresponding values of the previous and next range. +* To change the comparison logic for the required range, click the comparison sign and select the required option. + + ![ColorRangeSetDialog_ChangeComparisonLogic](../../../images/img118670.png) + + The _greater or equal_ sign includes the smallest value for the current interval while the _greater_ sigh excludes the smallest value from the current interval and includes it in the next interval. * Use the **Add** and **Delete** buttons to add new ranges or delete the selected range respectively. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/expression.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/expression.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/expression.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/expression.md index 25041750e1..eb814ab00c 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/expression.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/expression.md @@ -1,17 +1,17 @@ ---- -title: Expression -author: Natalia Kazakova -legacyId: 114398 ---- -# Expression -An Expression format condition allows you to use complex conditions to apply formatting. - -To format values according to the Expression condition, click the menu button of the required data item and select **Add Format Rule | Expression**. - -![AddFormatRule_ValueItem](../../../images/img118549.png) - -This invokes the **Expression** dialog that allows you to specify the required expression. For instance, the following image displays a **Grid** dashboard item whose rows are filled in green if the Extended Price/Quantity values are greater than 150 000 and 7 500, respectively. - -![FormatConditionExpressionDialog](../../../images/img118595.png) - +--- +title: Expression +author: Natalia Kazakova +legacyId: 114398 +--- +# Expression +An Expression format condition allows you to use complex conditions to apply formatting. + +To format values according to the Expression condition, click the menu button of the required data item and select **Add Format Rule | Expression**. + +![AddFormatRule_ValueItem](../../../images/img118549.png) + +This invokes the **Expression** dialog that allows you to specify the required expression. For instance, the following image displays a **Grid** dashboard item whose rows are filled in green if the Extended Price/Quantity values are greater than 150 000 and 7 500, respectively. + +![FormatConditionExpressionDialog](../../../images/img118595.png) + You can pass static values when creating conditions or pass a dashboard parameter to apply conditional formatting dynamically. To learn more, see [Passing Parameter Values](../../data-analysis/using-dashboard-parameters/passing-parameter-values.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/gradient-ranges.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/gradient-ranges.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/gradient-ranges.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/gradient-ranges.md index a8e190d58d..28474bb184 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/gradient-ranges.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/gradient-ranges.md @@ -1,38 +1,38 @@ ---- -title: Gradient Ranges -author: Natalia Kazakova -legacyId: 114190 ---- -# Gradient Ranges -Gradient Ranges allow you to use predefined color gradients to apply conditional formatting to different ranges of values. You can also use specific colors to generate custom gradients. - -To format values according the required condition, click the measure menu button, select **Add Format Rule | Color Ranges** and choose the required color gradient. - -![GradientRanges_Menu](../../../images/img118675.png) - -This invokes the **Gradient Ranges** dialog containing the set of value ranges and corresponding appearance settings. The Grid dashboard item on the right displays the default formatting applied using the predefined Red-Blue gradient. - -![GradientRangeDialog](../../../images/img118676.png) - -This dialog allows you to change the following options specific to Gradient Ranges. -* **Number of ranges** allows you to specify the number of ranges used to classify values. Click the **Generate Ranges** button to generate a new gradient scale according to the specified number of ranges. -* The **Use % ranges** check box specifies whether the percent or absolute scale is used to generate ranges. - - > [!NOTE] - > Note that this option is not available for date-time dimensions. -* To change the specific color in the gradient, click the button next to the required color and select a new color or specify a custom background color. This allows you to create a color gradient based on more than two colors. In this case, the specified colors are marked with an empty square. - - ![GradientRangeDialog_ChangeColor](../../../images/img118677.png) - - To learn how to specify a custom color, see the **Specify Appearance Settings** paragraph in the [Conditional Formatting](../conditional-formatting.md) topic. -* You can change range boundaries by specifying the required values. - - ![GradientRangeDialog_ChangeRangeStop](../../../images/img118678.png) - - > [!NOTE] - > Note that a new value should fall into a range between corresponding values of the previous and next range. -* To change the comparison logic for the required range, click the comparison sign and select the required option. - - ![GradientRangeDialog_ChangeComparisonLogic](../../../images/img118679.png) - +--- +title: Gradient Ranges +author: Natalia Kazakova +legacyId: 114190 +--- +# Gradient Ranges +Gradient Ranges allow you to use predefined color gradients to apply conditional formatting to different ranges of values. You can also use specific colors to generate custom gradients. + +To format values according the required condition, click the measure menu button, select **Add Format Rule | Color Ranges** and choose the required color gradient. + +![GradientRanges_Menu](../../../images/img118675.png) + +This invokes the **Gradient Ranges** dialog containing the set of value ranges and corresponding appearance settings. The Grid dashboard item on the right displays the default formatting applied using the predefined Red-Blue gradient. + +![GradientRangeDialog](../../../images/img118676.png) + +This dialog allows you to change the following options specific to Gradient Ranges. +* **Number of ranges** allows you to specify the number of ranges used to classify values. Click the **Generate Ranges** button to generate a new gradient scale according to the specified number of ranges. +* The **Use % ranges** check box specifies whether the percent or absolute scale is used to generate ranges. + + > [!NOTE] + > Note that this option is not available for date-time dimensions. +* To change the specific color in the gradient, click the button next to the required color and select a new color or specify a custom background color. This allows you to create a color gradient based on more than two colors. In this case, the specified colors are marked with an empty square. + + ![GradientRangeDialog_ChangeColor](../../../images/img118677.png) + + To learn how to specify a custom color, see the **Specify Appearance Settings** paragraph in the [Conditional Formatting](../conditional-formatting.md) topic. +* You can change range boundaries by specifying the required values. + + ![GradientRangeDialog_ChangeRangeStop](../../../images/img118678.png) + + > [!NOTE] + > Note that a new value should fall into a range between corresponding values of the previous and next range. +* To change the comparison logic for the required range, click the comparison sign and select the required option. + + ![GradientRangeDialog_ChangeComparisonLogic](../../../images/img118679.png) + The _greater or equal_ sign includes the smallest value in the current interval while the _greater_ sigh excludes the smallest value from the current interval and includes it in the next interval. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/icon-ranges.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/icon-ranges.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/icon-ranges.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/icon-ranges.md index b1556c4e18..3f4253353e 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/icon-ranges.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/icon-ranges.md @@ -1,39 +1,39 @@ ---- -title: Icon Ranges -author: Natalia Kazakova -legacyId: 114189 ---- -# Icon Ranges -Icon Ranges allow you to use predefined or custom sets of icons to apply conditional formatting to different ranges of values. - -To format values according the required condition, click the data item menu button, select **Add Format Rule | Icon Ranges** and choose the required icon set. - -![IconRanges_Menu](../../../images/img118653.png) - -This invokes the **Range Set** dialog containing the set of value ranges and corresponding icons. The Grid dashboard item on the right displays the default formatting applied using the predefined set of 3 icons. - -![IconRangeSetDialog](../../../images/img118654.png) - -This dialog allows you to change the following options specific to Icon Ranges. -* The **Format Style** combo box allows you to change the icon set used to apply formatting. -* The **Use % ranges** check box specifies whether the percent or absolute scale is used to generate ranges. - - > [!NOTE] - > Note that this option is not available for date-time dimensions. -* To change the icon displayed for values corresponding to the specified range, click the button next to the required icon and select a new icon. - - ![IconRangeSetDialog_ChangeIcon](../../../images/img118656.png) - - Select **No Style** to disable the indication for the required range. -* You can change range boundaries by specifying the required values. - - ![IconRangeSetDialog_ChangeRangeStop](../../../images/img118657.png) - - > [!NOTE] - > Note that a new value should fall into a range between corresponding values of the previous and next range. -* To change the comparison logic for the required range, click the comparison sign and select the required option. - - ![IconRangeSetDialog_ChangeComparisonLogic](../../../images/img118658.png) - - The _greater or equal_ sign includes the smallest value of the current interval while the _greater_ sigh excludes the smallest value from the current interval and includes it in the next interval. +--- +title: Icon Ranges +author: Natalia Kazakova +legacyId: 114189 +--- +# Icon Ranges +Icon Ranges allow you to use predefined or custom sets of icons to apply conditional formatting to different ranges of values. + +To format values according the required condition, click the data item menu button, select **Add Format Rule | Icon Ranges** and choose the required icon set. + +![IconRanges_Menu](../../../images/img118653.png) + +This invokes the **Range Set** dialog containing the set of value ranges and corresponding icons. The Grid dashboard item on the right displays the default formatting applied using the predefined set of 3 icons. + +![IconRangeSetDialog](../../../images/img118654.png) + +This dialog allows you to change the following options specific to Icon Ranges. +* The **Format Style** combo box allows you to change the icon set used to apply formatting. +* The **Use % ranges** check box specifies whether the percent or absolute scale is used to generate ranges. + + > [!NOTE] + > Note that this option is not available for date-time dimensions. +* To change the icon displayed for values corresponding to the specified range, click the button next to the required icon and select a new icon. + + ![IconRangeSetDialog_ChangeIcon](../../../images/img118656.png) + + Select **No Style** to disable the indication for the required range. +* You can change range boundaries by specifying the required values. + + ![IconRangeSetDialog_ChangeRangeStop](../../../images/img118657.png) + + > [!NOTE] + > Note that a new value should fall into a range between corresponding values of the previous and next range. +* To change the comparison logic for the required range, click the comparison sign and select the required option. + + ![IconRangeSetDialog_ChangeComparisonLogic](../../../images/img118658.png) + + The _greater or equal_ sign includes the smallest value of the current interval while the _greater_ sigh excludes the smallest value from the current interval and includes it in the next interval. * Use the **Add** and **Delete** buttons to add new ranges or delete the selected range respectively. Note that new range is added below the selected range. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/top-bottom.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/top-bottom.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/top-bottom.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/top-bottom.md index faadf7106b..fcf59227a9 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/top-bottom.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/top-bottom.md @@ -1,19 +1,19 @@ ---- -title: Top-Bottom -author: Natalia Kazakova -legacyId: 114186 ---- -# Top-Bottom -The **Top-Bottom** format conditions allow you to highlight a specific number of topmost/bottommost values. You can specify this number as an absolute or percent value. - -The following condition types are supported for measures: -* **Top N** - - The "Top N" format condition allows you to apply formatting to elements whose values are ranked at the top. For instance, the following image displays a Grid dashboard item whose top 3 _Extended Price_ values filled in green. - - ![TopNFormatCondition](../../../images/img118645.png) -* **Bottom N** - - The "Bottom N" format condition allows you to apply formatting to elements whose values are ranked at the bottom. For instance, the following image displays a Grid dashboard item whose bottom 40 percent _Extended Price_ values are filled in red. - +--- +title: Top-Bottom +author: Natalia Kazakova +legacyId: 114186 +--- +# Top-Bottom +The **Top-Bottom** format conditions allow you to highlight a specific number of topmost/bottommost values. You can specify this number as an absolute or percent value. + +The following condition types are supported for measures: +* **Top N** + + The "Top N" format condition allows you to apply formatting to elements whose values are ranked at the top. For instance, the following image displays a Grid dashboard item whose top 3 _Extended Price_ values filled in green. + + ![TopNFormatCondition](../../../images/img118645.png) +* **Bottom N** + + The "Bottom N" format condition allows you to apply formatting to elements whose values are ranked at the bottom. For instance, the following image displays a Grid dashboard item whose bottom 40 percent _Extended Price_ values are filled in red. + ![BottomNFormatCondition](../../../images/img118646.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/value.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/value.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/value.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/value.md index 86ccdcb1d8..165316c269 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/value.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/value.md @@ -1,44 +1,44 @@ ---- -title: Value -author: Natalia Kazakova -legacyId: 114185 ---- -# Value -The **Value** format condition allows you to compare static values (such as Greater Than, Less Than, Between, etc.). - -The following condition types are supported for measures or date-time dimensions: -* **Greater Than/Greater Than or Equal To** - - The "Greater Than"/"Greater Than or Equal To" format conditions allow you to apply formatting to elements whose values are greater than/greater than or equal to the specified value. For instance, the following image displays a Grid dashboard item whose _Extended Price_ cells are filled in green if their values are Greater Than 150 000. - - ![GreaterThanCondition](../../../images/img118591.png) - - This format condition can be applied to measures or date-time dimensions. -* **Less Than/Less Than or Equal To** - - The "Less Than"/"Less Than or Equal To" format conditions allow you to apply formatting to elements whose values are less than/less than or equal to the specified value. For instance, the following image displays a Grid dashboard item whose _Extended Price_ cells are filled in red if their values are Less Than 150 000. - - ![LessThanCondition](../../../images/img118635.png) - - This format condition can be applied to measures or date-time dimensions. -* **Equal To/Not Equal To** - - The "Equal To"/"Not Equal To" format conditions allow you to apply formatting to elements whose values are equal to/not equal to the specified value. For instance, the following image displays a Grid dashboard item whose _Sales Person_ cells are filled in blue if their values are equal to 'Robert King'. - - ![EqualToCondition](../../../images/img118636.png) - - This format condition can be applied to measures, string or date-time dimensions. -* **Between/Not Between** - - The "Between"/"Not Between" format conditions allow you to apply formatting to elements whose values are between/not between the specified values. For instance, the following image displays a Grid dashboard item whose _Extended Price_ cells are filled in orange if their values are Between 100 000 and 200 000. - - ![BetweenCondition](../../../images/img118637.png) - - This format condition can be applied to measures or date-time dimensions. -* Text That Contains - - The "Text That Contains" format condition allows you to apply formatting to elements whose values contain the specified text. For instance, the following image displays a Grid dashboard item whose _Sales Person_ cells are in cyan if their values contain the 'An' text. - - ![TextContainsCondition](../../../images/img118638.png) - +--- +title: Value +author: Natalia Kazakova +legacyId: 114185 +--- +# Value +The **Value** format condition allows you to compare static values (such as Greater Than, Less Than, Between, etc.). + +The following condition types are supported for measures or date-time dimensions: +* **Greater Than/Greater Than or Equal To** + + The "Greater Than"/"Greater Than or Equal To" format conditions allow you to apply formatting to elements whose values are greater than/greater than or equal to the specified value. For instance, the following image displays a Grid dashboard item whose _Extended Price_ cells are filled in green if their values are Greater Than 150 000. + + ![GreaterThanCondition](../../../images/img118591.png) + + This format condition can be applied to measures or date-time dimensions. +* **Less Than/Less Than or Equal To** + + The "Less Than"/"Less Than or Equal To" format conditions allow you to apply formatting to elements whose values are less than/less than or equal to the specified value. For instance, the following image displays a Grid dashboard item whose _Extended Price_ cells are filled in red if their values are Less Than 150 000. + + ![LessThanCondition](../../../images/img118635.png) + + This format condition can be applied to measures or date-time dimensions. +* **Equal To/Not Equal To** + + The "Equal To"/"Not Equal To" format conditions allow you to apply formatting to elements whose values are equal to/not equal to the specified value. For instance, the following image displays a Grid dashboard item whose _Sales Person_ cells are filled in blue if their values are equal to 'Robert King'. + + ![EqualToCondition](../../../images/img118636.png) + + This format condition can be applied to measures, string or date-time dimensions. +* **Between/Not Between** + + The "Between"/"Not Between" format conditions allow you to apply formatting to elements whose values are between/not between the specified values. For instance, the following image displays a Grid dashboard item whose _Extended Price_ cells are filled in orange if their values are Between 100 000 and 200 000. + + ![BetweenCondition](../../../images/img118637.png) + + This format condition can be applied to measures or date-time dimensions. +* Text That Contains + + The "Text That Contains" format condition allows you to apply formatting to elements whose values contain the specified text. For instance, the following image displays a Grid dashboard item whose _Sales Person_ cells are in cyan if their values contain the 'An' text. + + ![TextContainsCondition](../../../images/img118638.png) + This format condition can be applied to measures, string or date-time dimensions. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/data-display-formatting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/data-display-formatting.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/data-display-formatting.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/data-display-formatting.md index b54004b1da..f8c9b79823 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/data-display-formatting.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/appearance-customization/data-display-formatting.md @@ -1,18 +1,18 @@ ---- -title: Data Display Formatting -author: Boris Zaitsev ---- -# Data Display Format - -The DevExpress Dashboard allows you to specify format settings for numeric and date-time values, as described in the [Formatting Data](../data-shaping/formatting-data.md) document. However, certain data labels and delta values can be formatted independently to give you more ways to improve data readability and optimize screen space usage. - -Visual elements whose format can be customized are different for different dashboard items. For more information refer to the topics listed below. - - -* [Chart X-Axis Format](../dashboard-item-settings/chart/axes/x-axis.md) -* [Chart Y-Axis Format](../dashboard-item-settings/chart/axes/y-axis.md) -* [Scatter X and Y Axes Formats](../dashboard-item-settings/scatter-chart/axes.md) -* [Grid Delta Column Formats](../dashboard-item-settings/grid/columns/delta-column.md) -* [Gauge Scale Label Format](../dashboard-item-settings/gauges/gauge-scale.md) -* [Choropleth Map Delta Format](../dashboard-item-settings/choropleth-map/map-coloring/delta.md) +--- +title: Data Display Formatting +author: Boris Zaitsev +--- +# Data Display Format + +The DevExpress Dashboard allows you to specify format settings for numeric and date-time values, as described in the [Formatting Data](../data-shaping/formatting-data.md) document. However, certain data labels and delta values can be formatted independently to give you more ways to improve data readability and optimize screen space usage. + +Visual elements whose format can be customized are different for different dashboard items. For more information refer to the topics listed below. + + +* [Chart X-Axis Format](../dashboard-item-settings/chart/axes/x-axis.md) +* [Chart Y-Axis Format](../dashboard-item-settings/chart/axes/y-axis.md) +* [Scatter X and Y Axes Formats](../dashboard-item-settings/scatter-chart/axes.md) +* [Grid Delta Column Formats](../dashboard-item-settings/grid/columns/delta-column.md) +* [Gauge Scale Label Format](../dashboard-item-settings/gauges/gauge-scale.md) +* [Choropleth Map Delta Format](../dashboard-item-settings/choropleth-map/map-coloring/delta.md) * [Card Formats](../dashboard-item-settings/cards/formatting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/automatic-and-manual-updates.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/automatic-and-manual-updates.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/automatic-and-manual-updates.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/automatic-and-manual-updates.md index b115e8cdcf..602132ac59 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/automatic-and-manual-updates.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/automatic-and-manual-updates.md @@ -1,24 +1,24 @@ ---- -title: Automatic and Manual Updates -author: Natalia Kazakova -legacyId: 115245 ---- -# Automatic and Manual Updates -When you perform a data-aware operation in the Dashboard Designer (for instance, [change the binding](bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) of a specified dashboard item or apply [filtering](data-shaping/filtering.md)), the dashboard sends a query to a data source and updates itself automatically according to the returned data. If the dashboard is bound to a large data source, updating the dashboard according to each change can consume a significant amount of time. In this case, you can disable automatic updates and update the dashboard manually when needed. - -Automatic updates are enabled by default and can be managed using the **Automatic Updates** button in the **Home** ribbon tab. - -![AutomaticUpdatesButton_Ribbon](../images/img121079.png) - -Click this button to disable automatic updates. In this case, the dashboard item will not be updated automatically according to each change. Imagine that you have a Grid dashboard item containing the [dimension](dashboard-item-settings/grid/columns/dimension-column.md) and [measure](dashboard-item-settings/grid/columns/measure-column.md) columns. If you change the [sort order](data-shaping/sorting.md) of the _Sales Person_ column or change the [summary type](data-shaping/summarization.md) of the _Extended Price_ column, the Grid will be shaded and will display the ![UpdateCaptionIcon](../images/img121080.png) icon within its caption. - -![AutomaticUpdates_Grid_Main](../images/img121081.png) - -This indicates that this dashboard item requires the update to reflect changes. To update the Grid manually, click the **Update** button in the **Home** ribbon tab. - -![UpdateButton_Ribbon](../images/img121082.png) - -Note that the state of the **Automatic Updates** option is saved to the [dashboard XML definition](save-a-dashboard.md) but affects only the Dashboard Designer. - -> [!NOTE] +--- +title: Automatic and Manual Updates +author: Natalia Kazakova +legacyId: 115245 +--- +# Automatic and Manual Updates +When you perform a data-aware operation in the Dashboard Designer (for instance, [change the binding](bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) of a specified dashboard item or apply [filtering](data-shaping/filtering.md)), the dashboard sends a query to a data source and updates itself automatically according to the returned data. If the dashboard is bound to a large data source, updating the dashboard according to each change can consume a significant amount of time. In this case, you can disable automatic updates and update the dashboard manually when needed. + +Automatic updates are enabled by default and can be managed using the **Automatic Updates** button in the **Home** ribbon tab. + +![AutomaticUpdatesButton_Ribbon](../images/img121079.png) + +Click this button to disable automatic updates. In this case, the dashboard item will not be updated automatically according to each change. Imagine that you have a Grid dashboard item containing the [dimension](dashboard-item-settings/grid/columns/dimension-column.md) and [measure](dashboard-item-settings/grid/columns/measure-column.md) columns. If you change the [sort order](data-shaping/sorting.md) of the _Sales Person_ column or change the [summary type](data-shaping/summarization.md) of the _Extended Price_ column, the Grid will be shaded and will display the ![UpdateCaptionIcon](../images/img121080.png) icon within its caption. + +![AutomaticUpdates_Grid_Main](../images/img121081.png) + +This indicates that this dashboard item requires the update to reflect changes. To update the Grid manually, click the **Update** button in the **Home** ribbon tab. + +![UpdateButton_Ribbon](../images/img121082.png) + +Note that the state of the **Automatic Updates** option is saved to the [dashboard XML definition](save-a-dashboard.md) but affects only the Dashboard Designer. + +> [!NOTE] > Note that automatic updates are disabled if you click the **Cancel** button on the loading panel when performing a time-consuming operation. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data.md new file mode 100644 index 0000000000..6be5278d32 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data.md @@ -0,0 +1,10 @@ +--- +title: Bind Dashboard Items to Data +author: Natalia Kazakova +legacyId: 15767 +--- +# Bind Dashboard Items to Data +This section consists of the following topics. +* [Bind Dashboard Items to Data](bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) +* [Hidden Data Items](bind-dashboard-items-to-data/hidden-data-items.md) +* [Bind Dashboard Items to Data in OLAP mode](bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md new file mode 100644 index 0000000000..ba57a7b9e4 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md @@ -0,0 +1,23 @@ +--- +title: Bind Dashboard Items to Data in OLAP mode +author: Natalia Kazakova +legacyId: 15771 +--- +# Bind Dashboard Items to Data in OLAP mode +In **OLAP** mode, the cube schema is fetched automatically, and the [Data Source Browser](../ui-elements/data-source-browser.md) displays the entire OLAP cube structure. + +![ProvidingData_OLAP_DataSourceBrowser](../../images/img19751.png) + +To visualize data from the OLAP cube, [drag-and-drop](bind-dashboard-items-to-data.md) measures, attributes or hierarchies onto the appropriate data sections in the **DATA ITEMS** area. + +Note that OLAP measures can only be placed in the **Values** section, while dimension attributes and hierarchies can only be placed in other data sections. + +> [!NOTE] +> By default, the dashboard displays only dimension values that have intersections with measures in a cube. To show all available dimension values, add [hidden measures](hidden-data-items.md) to the dashboard item so that all dimension values of the dimension will have not be empty for at least one measure value of these measures. + +OLAP hierarchies allow you to customize each level separately. To access hierarchy level options, invoke the data item menu for the hierarchy and then use the submenu that corresponds to the desired level. + +![ProvidingData_OLAP_Hierarchy](../../images/img19757.png) + +> [!NOTE] +> You can easily drill down through OLAP hierarchies using the [Drill-Down](../interactivity/drill-down.md) feature. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data.md new file mode 100644 index 0000000000..2095249c7b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data.md @@ -0,0 +1,82 @@ +--- +title: Bind Dashboard Items to Data +author: Natalia Kazakova +legacyId: 15769 +--- +# Bind Dashboard Items to Data +This topic explains how to bind the newly [created](../add-dashboard-items.md) dashboard item to [data source](../provide-data.md) fields, to display data. +* [Binding Concepts](#binding-concepts) +* [Create Binding](#create-binding) +* [Modify Binding](#modify-binding) +* [Clear Binding](#clear-binding) + +## Binding Concepts +To bind dashboard items to data in the Dashboard Designer, the [DATA ITEMS](../ui-elements/data-items-pane.md) pane is used. + +![DataItemPane](../../images/img18516.png) + +Each dashboard item type has a specific set of **data sections**, such as _Values_, _Arguments_ and _Series_ in the chart, _Columns_ and _Sparklines_ in the grid, and _Values_, _Columns_ and _Rows_ in the pivot grid. +Each data section corresponds to a particular dashboard item area or element, and should be mapped to data to be displayed within this area/element. + +Mapping is performed using **data items** - objects that are used to bind a dashboard item to data source fields. Data items are used to link the dashboard item to the required data source fields and, thus, visualize data within the dashboard item. + +Another key concept in data binding is the **data item container**, which represents a set of data items. It can contain either a single data item or multiple data items, and allows you to specify various options related to how a [specific dashboard item](../dashboard-item-settings.md) visualizes data. + +![DataItemsPane_VisualElements_Binding](../../images/img22871.png) + +The data item can process data in two ways - as **dimensions** or **measures**. This depends on the data section to which the data item is assigned, and the type of the data item container. +* **dimension** - a data item whose values are not intended to be summarized. + + These values can be of any type - string, date-time or numeric. In any case, the dashboard does not summarize the dimension values, but groups identical values. + You can perform [grouping](../data-shaping/grouping.md), [sorting](../data-shaping/sorting.md), or display the [top](../data-shaping/top-n.md) values for the dimension values. + + You can also customize [data format](../data-shaping/formatting-data.md) settings for numeric and date-time values. To access the data shaping settings, use the data item's _menu button_. + + ![DataItem_MenuButton_Dimension](../../images/img22876.png) + + For instance, dimensions are used to provide data for the chart argument axis, pivot grid column and row headers. +* **measure** - a data item whose values are summarized before they are used in the dashboard. + + These values can be of any type - numeric, date-time or string. In any case, the dashboard will calculate an appropriate [summary](../data-shaping/summarization.md) function against measure values. You can also customize the [data format](../data-shaping/formatting-data.md) settings that affect how summary values are displayed. To access these settings, use the data item's _menu button_. + + ![DataItem_MenuButton](../../images/img22875.png) + + For example, measures are used to provide data for the chart's Y-axis, and to calculate pivot cell values. + +Specific data sections display _Options buttons_ for each data item container. +Use these buttons to invoke a dialog that allows you to specify the settings of this data item container. These settings affect how a particular dashboard item's area/element displays the provided data. + +![DataItemContainer_OptionsButtons](../../images/img22877.png) + +## Create Binding +The DATA ITEMS pane displays data sections of the selected dashboard item. It can be used to add, rearrange or remove data items. + +To bind a dashboard item to data, select the dashboard item. Then choose the required data field from the [Data Source Browser](../ui-elements/data-source-browser.md) and drop it onto the appropriate section in the DATA ITEMS pane. + +![DataItemsPane_DragField](../../images/img22865.png) + +You can remove the data item by dragging it outside the DATA ITEMS pane. + +To learn how to bind a specific dashboard item to data, see the **Providing Data** topic for the required [dashboard item](../dashboard-item-settings.md). + +To rename the data item, click its menu button and select **Rename**, to invoke the **Rename Data Item** dialog. + +![DataItems_RenameDataItem](../../images/img22878.png) + +## Modify Binding +You can modify data binding by dragging data item containers within a data section. To do this, drag the data item container to the required position. + +![DataItemsPane_ModifyDataBinding](../../images/img22873.png) + +You can also modify data binding by dragging data items within the DATA ITEMS pane. This action has the following specifics. +* If you drag the data item to a new position, the settings specified for the corresponding data item container will be restored to the default values. +* If you drag the data item to an existing data item placeholder, the settings of the corresponding data item container will be applied. + +## Clear Binding +To remove all data items for a selected dashboard item, use the **Remove Data Items** button in the **Home** ribbon tab. + +![DataItemsPane_RemoveDataItems](../../images/img23146.png) + +You can also do this via the dashboard item's context menu. + +![DashboardItemMenu_RemoveDataItems](../../images/img23148.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/hidden-data-items.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/hidden-data-items.md new file mode 100644 index 0000000000..0e6b386d9b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/hidden-data-items.md @@ -0,0 +1,43 @@ +--- +title: Hidden Data Items +author: Natalia Kazakova +legacyId: 15770 +--- +# Hidden Data Items +The **HIDDEN DATA ITEMS** area can be used to perform various [data shaping](../data-shaping.md) and analysis operations by measures or dimensions that do not directly take part in the visual representation of data. + +To create hidden data items, choose the required data field from the [Data Source Browser](../ui-elements/data-source-browser.md) and drop it onto the appropriate section in the HIDDEN DATA ITEMS area. + +You can perform the following operations using hidden data items. +* [Filtering](#filtering) +* [Sorting](#sorting) +* [Top N](#top-n) +* [Conditional Formatting](#conditional-formatting) + +## Filtering +You can use **hidden dimensions** to [apply filtering](../data-shaping/filtering.md) to the dashboard item. To do this, select the required hidden dimension in the Filter Editor dialog and specify the required condition. + +![HiddenDimension_Filtering](../../images/img118917.png) + +For instance, the [Grid](../dashboard-item-settings/grid.md) on the image above is filtered by the first quarter of the _OrderDate (Quarter)_ dimension. + +## Sorting +You can [sort](../data-shaping/sorting.md) values of the specified dimension by the **hidden measure**. To do this, select the required measure from the dimension's **Sort By** sub-menu. + +![HiddenMeasure_Sorting](../../images/img118918.png) + +For instance, categories displayed in the [Grid](../dashboard-item-settings/grid.md) on the image above are sorted by values of the hidden _Quantity (Sum)_ measure. + +## Top N +You can use **hidden measures** in [Top N](../data-shaping/top-n.md) conditions. To do this, select the required measure from the **Measure** combo box in the **Top N Values** dialog. + +![HiddenMeasure_TopN](../../images/img118919.png) + +For instance, the [Grid](../dashboard-item-settings/grid.md) on the image above displays top 5 categories for the _Quantity (Sum)_ hidden measure. + +## Conditional Formatting +You can create format rules based on **hidden measures** to apply [conditional formatting](../appearance-customization/conditional-formatting.md) to elements corresponding to visible values. To do this, use the **Add Format Rule** menu of the hidden measure. + +![HiddenMeasure_CondtionalFormatting](../../images/img118920.png) + +For the [Expression](../appearance-customization/conditional-formatting/expression.md) format condition, you can use the required hidden measure in the same manner as in the [Filter Editor](#filtering) dialog. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/convert-dashboard-items.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/convert-dashboard-items.md new file mode 100644 index 0000000000..bb110c0045 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/convert-dashboard-items.md @@ -0,0 +1,30 @@ +--- +title: Convert Dashboard Items +author: Natalia Kazakova +legacyId: 16809 +--- +# Convert Dashboard Items +The Dashboard Designer provides the capability to convert data-bound dashboard items to another type. To convert the selected dashboard item to another type, use the **Convert** button in the ribbon's **Home** tab or the corresponding command in the item's context menu. + +![Ribbon_ConvertDashboardItem](../images/img23151.png) + +The Dashboard Designer always preserves the following settings for data-bound dashboard items. +* The set of [data items](bind-dashboard-items-to-data.md) used to bind the dashboard item to data. +* [Data shaping](data-shaping.md) settings of data items and their names. +* A custom name displayed within the dashboard item [caption](dashboard-layout/dashboard-item-caption.md). + +The following settings are kept if the dashboard item is being converted to an item that also supports this feature. +* [Master Filtering](interactivity/master-filtering.md) settings (e.g., the specified master filter mode) and [Drill-Down](interactivity/drill-down.md) settings (e.g., the target dimension). +* [Conditional Formatting](appearance-customization/conditional-formatting.md) settings. +* [Coloring](appearance-customization/coloring.md) settings. +* [Calculation](data-analysis/window-calculations.md) settings. + +For different types of dashboard items, some specific settings can be preserved. For example, the following settings are preserved. +* Legend settings for the [Chart](dashboard-item-settings/chart.md)/[Scatter Chart](dashboard-item-settings/scatter-chart.md) dashboard items. +* Series types for the [Chart](dashboard-item-settings/chart.md)/[Range Filter](dashboard-item-settings/range-filter.md) dashboard items. +* Element arrangement settings for the [Pie](dashboard-item-settings/pies.md)/[Card](dashboard-item-settings/cards.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. +* Caption settings for the [Pie](dashboard-item-settings/pies.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. +* Navigation settings for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). +* The attribute whose values are displayed within shape titles for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). +* Legend settings for the [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). +* [Clustering](dashboard-item-settings/geo-point-maps/clustering.md) settings for [Geo Point Maps](dashboard-item-settings/geo-point-maps.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/create-a-dashboard.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/create-a-dashboard.md new file mode 100644 index 0000000000..b120b11e1c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/create-a-dashboard.md @@ -0,0 +1,9 @@ +--- +title: Create a Dashboard +author: Natalia Kazakova +legacyId: 16968 +--- +# Create a Dashboard +When you run an application containing the Dashboard Designer, it already contains an empty dashboard. To create a new dashboard, click the **New** button in the ribbon **Home** tab. + +![NewDashboard_RunTime](../images/img22537.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings.md new file mode 100644 index 0000000000..8f801ee10d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings.md @@ -0,0 +1,27 @@ +--- +title: Dashboard Item Settings +author: Natalia Kazakova +legacyId: 16538 +--- +# Dashboard Item Settings +DevExpress Dashboard provides a number of visualization elements designed to present visual or textual information in a dashboard - **dashboard items**. + +This section describes the available dashboard items and their settings. +* [Chart](dashboard-item-settings/chart.md) +* [Scatter Chart](dashboard-item-settings/scatter-chart.md) +* [Grid](dashboard-item-settings/grid.md) +* [Pies](dashboard-item-settings/pies.md) +* [Cards](dashboard-item-settings/cards.md) +* [Gauges](dashboard-item-settings/gauges.md) +* [Pivot](dashboard-item-settings/pivot.md) +* [Choropleth Map](dashboard-item-settings/choropleth-map.md) +* [Geo Point Maps](dashboard-item-settings/geo-point-maps.md) +* [Range Filter](dashboard-item-settings/range-filter.md) +* [Date Filter](dashboard-item-settings/date-filter.md) +* [Images](dashboard-item-settings/images.md) +* [Text Box](dashboard-item-settings/text-box.md) +* [Treemap](dashboard-item-settings/treemap.md) +* [Filter Elements](dashboard-item-settings/filter-elements.md) +* [Dashboard Item Group](dashboard-item-settings/dashboard-item-group.md) +* [Tab Container](dashboard-item-settings/tab-container.md) + diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards.md new file mode 100644 index 0000000000..62f37da33f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards.md @@ -0,0 +1,35 @@ +--- +title: Cards +author: Natalia Kazakova +legacyId: 16585 +--- +# Cards +The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. + +![MainFeatures_Cards](../../images/img18174.png) + +This section consists of the following subsections: +* [Providing Data](cards/providing-data.md) + + Provides information about how to supply the Card dashboard item with data. +* [Layout](cards/layout.md) + + Describes how to manage the position and visibility of elements within a card. +* [Delta](cards/delta.md) + + Provides an overview of the Card dashboard item's capability to display the difference between two parameters. +* [Sparkline](cards/sparkline.md) + + Provides an overview of the Card dashboard item's capability to visualize data using sparklines. +* [Formatting](cards/formatting.md) + + Shows how to format values displayed within a card. +* [Interactivity](cards/interactivity.md) + + Describes features that enable interaction between a Card dashboard item and other items. +* [Cards Arrangement](cards/cards-arrangement.md) + + Describes how to arrange cards within a Card dashboard item. +* [Conditional Formatting](cards/conditional-formatting.md) + + Describes how to format a Card dashboard item’s elements when its values meet a specified condition. diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/cards-arrangement.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/cards-arrangement.md new file mode 100644 index 0000000000..2b89a916e7 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/cards-arrangement.md @@ -0,0 +1,27 @@ +--- +title: Cards Arrangement +author: Natalia Kazakova +legacyId: 16592 +--- +# Cards Arrangement +The **Card** dashboard item allows you to specify the number of columns or rows in which individual cards are arranged. + +Use the buttons in the **Content Arrangement** group of the **Design** Ribbon tab to control how cards are arranged. + +The **Auto Arrange** option is enabled by default, which automatically resizes cards to fit within the dashboard item. + +![Cards_Layout_AutoArrange_Ribbon](../../../images/img25681.png) + +![Cards_Layout_AutoArrange_2](../../../images/img25682.png) + +You can also specify the number of columns in which cards are arranged. Click the **Arrange in Columns** button and specify the appropriate number in the **Count** field. + +![Cards_Layout_ArrangeInColumns_Ribbon](../../../images/img25687.png) + +![Cards_Layout_ArrangeInColumns_2](../../../images/img25688.png) + +Similarly, you can arrange cards in a specific number of rows. + +![Cards_Layout_ArrangeInRows_Ribbon](../../../images/img25685.png) + +![Cards_Layout_ArrangeInRows_2](../../../images/img25686.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/conditional-formatting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/conditional-formatting.md new file mode 100644 index 0000000000..2ae4a36b4c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/conditional-formatting.md @@ -0,0 +1,87 @@ +--- +title: Conditional Formatting +author: Margarita Zakhodyaeva +--- + +# Conditional Formatting + +For a Card dashboard item, you can apply conditional formatting to the card's visual elements (e.g., Title, Subtitle, various values) and change the card's background. + +![](../../../images/winforms-card-conditional-formatting.png) + +> [!Note] +> Cards that use a [legacy layout](https://docs.devexpress.com/Dashboard/113798/create-dashboards/create-dashboards-in-the-winforms-designer/dashboard-item-settings/cards/layout#legacy-layout-v162-and-earlier) do not support conditional formatting. + +## Supported Format Rules + +You can use [measure or dimension](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) values to calculate a format rule. You can also use [delta](delta.md) values to calculate a Card dashboard item's format rules. + +The following list contains available format rules and corresponding data types: + +* numeric + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) + * [Average](../../appearance-customization/conditional-formatting/average.md) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) +* string + * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) +* date-time + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) + + +## Create a Format Rule + +You can create format rules in the following ways: + +* Click the **Edit Rules** button in the **Home** ribbon tab. + + ![EditRules_Ribbon](../../../images/editrules_ribbon118564.png) + + The invoked dialog contains the **calculated by** combo box, where you can select the item whose values are used to calculate the format rule. + + * To apply a format rule to a specific card, use delta values to calculate the rule. The [expression](../../appearance-customization/conditional-formatting/expression.md) format condition is an exception to this rule and applies to all cards. + * To apply a format rule to all cards in a Card item, use hidden measures and series dimensions to calculate the rule. + + For a Card item, the Edit Rules dialog has a **using** combo box. If you use a delta calculation, specify the delta type in this box. Click the **Add** button, select the format rule from the pop-up menu, and specify the rule's condition: + + ![](../../../images/win-conditional-formatting-card-rule-manager.png) + +* click the series dimension/hidden measure menu button. + + ![AddFormatRule_ValueItem](../../../images/addformatrule_valueitem118549.png) + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). + +## Card-Specific Format Condition Settings + +Specify appearance settings and set the condition's value for the format rule. Available settings depend on the selected format rule. + +The appearance settings dialog contains the **Apply to** drop-down list. Select a [layout element](layout.md) to which you want to apply a format rule. Select _All elements_ to apply the format rule to all card elements. + +The image below displays the Greater Than dialog that corresponds to the Value format condition. + + +![](../../../images/win-conditional-formatting-cards-appearance-settings-window.png) + +The background color applies to the entire card. Note that the **Apply to** drop-down list is not in effect. + +![](../../../images/win-conditional-formatting-cards-background.png) + +Some predefined background styles contain a font color. This font color applies to all card elements regardless of drop-down list settings (for any card layout element). + +## Edit a Format Rule + +To edit format rules for the current Card dashboard item, use the following options. +* Click the **Edit Rules** button in the **Home** ribbon tab or use a corresponding item in the Card context menu. +* Click the [menu button](../../ui-elements/data-items-pane.md) for the required data item and select **Edit Rules**. + +All of these actions invoke the **Edit Rules** dialog that contains existing format rules. For more information, see [Conditional Formatting](../../appearance-customization/conditional-formatting.md). diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/delta.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/delta.md new file mode 100644 index 0000000000..784a5034fd --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/delta.md @@ -0,0 +1,40 @@ +--- +title: Delta +author: Natalia Kazakova +legacyId: 16587 +--- +# Delta +Cards allow you to visualize the difference between the [actual and target](providing-data.md) values using special delta values and a delta indicator. If the default layout is used ([Stretched layout type](layout.md)), the card displays the following delta values/elements: + +![Card_StretchedLayout_OnlyDeltaElements](../../../images/img128177.png) +* **Delta Indicator** - Indicates whether the actual value is less or greater than the target value. +* **Percent Variation** and **Absolute Variation** - delta values that show a difference between the actual and target value. You can also display the **Percent of Target** value. To do this, customize the [card's layout](layout.md). + +To customize settings that relate to the calculation and display of delta values/elements, use the Options button (the ![DataItemsArea_OptionsButton](../../../images/img20167.png) icon) displayed next to the data item container in the **[Cards](providing-data.md)** section. + +![Cards_DeltaOptions_OptionsButton](../../../images/img19985.png) + +In the invoked **Card Settings** dialog, go to the **Delta Options** tab: + +![CardSettings_DeltaOptionsTab](../../../images/img128288.png) + +Then, specify the following settings: +* **Result Indication** - + You can specify the condition for displaying delta indication. + * **Greater is Good** - The 'good' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'bad' indication displays. + + ![Card_GreaterIsGood](../../../images/img128178.png) + * **Less is Good** - The 'bad' indication displays if the actual value exceeds the target value; if the target value exceeds the actual value, the 'good' indication displays. + + ![Card_LessIsGood](../../../images/img128179.png) + * **Warning if Greater** - A warning is displays only if the actual value exceeds the target value. + + ![Card_WarningIfGreater](../../../images/img128180.png) + * **Warning if Less** - A warning is displays only if the target value exceeds the actual value. + + ![Card_WarningIfLess](../../../images/img128181.png) + * **No Indication** - Indication does not display. + + ![Card_NoIndication](../../../images/img128182.png) +* **Threshold type** / **Threshold value** - + For instance, you can specify that a specific indication should display when the actual value exceeds the target value _by 10%_ or _by $2K_. Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or absolute values. Then use the **Threshold value** box to specify the comparison tolerance. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/formatting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/formatting.md new file mode 100644 index 0000000000..09ce8522e0 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/formatting.md @@ -0,0 +1,22 @@ +--- +title: Formatting +author: Natalia Kazakova +legacyId: 118816 +--- +# Formatting +The Card dashboard item formats the [actual and target](providing-data.md) values displayed within cards using [format settings](../../data-shaping/formatting-data.md) specified for data items. Click the options buttons (the ![DataItemsArea_OptionsButton](../../../images/img20167.png) icon) displayed next to the data item container in the **Cards** section to change format settings for other values. + +![Cards_DeltaOptions_OptionsButton](../../../images/img19985.png) + +In the invoked **Card Settings** dialog, go to the **Format Options** tab and use the **Select value type** option to specify which values’ format settings should change. + +![CardSettings_FormatOptionsTab](../../../images/img128296.png) + +You can change format settings for the following [value types](layout.md): +* **Actual Value** +* **Target Value** +* **Absolute Variation** +* **Percent of Target** +* **Percent Variation** + +To learn more about format settings, see **Formatting Numeric Values** in the [Formatting Data](../../data-shaping/formatting-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity.md new file mode 100644 index 0000000000..26ae74be26 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity.md @@ -0,0 +1,11 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16589 +--- +# Interactivity +This section describes features that enable interaction between the **Card** dashboard item and other items. These features include **Master Filtering** and **Drill-Down**. + +The section contains the following topics. +* [Master Filtering](interactivity/master-filtering.md) +* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/drill-down.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/drill-down.md new file mode 100644 index 0000000000..624dbde9ab --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/drill-down.md @@ -0,0 +1,29 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16591 +--- +# Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. + +When drill-down is enabled, you can click a card to view the details. + +![Anim_Cards_DrillDown](../../../../images/img19995.gif) + +> [!NOTE] +> When [Master Filtering](master-filtering.md) is enabled, you can view the details by double-clicking a card. + +Drill-down requires that the **Series** section contains several dimensions, from the least to the most detailed dimension. + +![Cards_Interactivity_DrillDown_DataItems](../../../../images/img19987.png) + +> [!NOTE] +> In **OLAP** mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../images/img19513.png) button if you are using the toolbar menu). + +![DataShaping_Interactivity_DrillDown_Ribbon](../../../../images/img19415.png) + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Card dashboard item, or the **Drill Up** command in the Card's context menu. + +![DrillUpCommand_ContextMenu](../../../../images/img22786.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/master-filtering.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/master-filtering.md new file mode 100644 index 0000000000..24c63583a9 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/master-filtering.md @@ -0,0 +1,17 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16590 +--- +# Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a card (or multiple cards by holding down the **CTRL** key) to make other dashboard items only display data related to the selected card(s). + +![Anim_Cards_MasterFilter](../../../../images/img19996.gif) + +To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Card dashboard item, or the **Clear Master Filter** command in the Card's context menu. + +![ContextMenu_ClearMasterFilter](../../../../images/img22716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/layout.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/layout.md new file mode 100644 index 0000000000..a6704a710a --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/layout.md @@ -0,0 +1,66 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 118815 +--- +# Layout +The Card dashboard item allows you to manage the position and visibility of elements displayed on cards. These elements include actual and target values, a [delta indicator and corresponding delta values](delta.md), a [sparkline](sparkline.md), etc. + +To manage the position and visibility of card elements, choose a predefined layout template and customize its settings. +* [Available Layout Templates](#available) +* [Default Layout](#default) +* [Change Layout](#change) + +## Available Layout Templates +The table below contains information about the available layout templates: + +| Layout Type | Example | Description | +|---|---|---| +| Stretched | ![Card_StretchedLayout](../../../images/img128069.png) | The _Stretched_ layout template arranges card elements so that they occupy an entire card area. | +| Centered | ![Card_CompactLayout](../../../images/img128070.png) | The _Centered_ layout template is used to center card elements so that they occupy a specified width/height. | +| Compact | ![Card_CompactLayoutTemplate](../../../images/img128402.png) | The _Compact_ layout template is used to arrange card elements so that they occupy the minimum area. | +| Lightweight | ![Card_LightweightLayoutTemplate](../../../images/img128403.png) | The _Lightweight_ layout template displays the minimum set of elements within a card. | + +For all layout types, you can change the visibility of its elements, or you can specify the display value type for data-bound elements. To learn more, see the [Change Layout](#change) paragraph below. + +## Default Layout +The Card dashboard item uses the [Stretched](#available) layout template that arranges card visual elements in the following way by default: + +![Card_StretchedLayout_VisualElements](../../../images/img128175.png) + +To learn more about the available value types and visual elements, see [Change Layout](#change). + +> [!NOTE] +> **Delta Indicator** and delta values (such as **Percent Variation** or **Absolute Variation**) are colored depending on delta settings. To learn how to manage delta settings, see [Delta](delta.md). + +## Change Layout +To change a card's layout in the Dashboard Designer, click the Options button (the ![DataItemsArea_OptionsButton](../../../images/img20167.png) icon) displayed next to the data item container in the **[Cards](providing-data.md)** section. + +![Cards_DeltaOptions_OptionsButton](../../../images/img19985.png) + +This invokes the **Card Settings** dialog. + +![CardSettings_LayoutOptionsTab](../../../images/img128293.png) + +On the **Layout Options** tab, select the required layout type in the **Select template** list and specify its settings: +* **Min width** - Specifies the minimum width of the card content. +* **Max width** - Specifies the maximum width of the card content. Use the **Auto** option to determine the maximum width automatically. + +You can show/hide the following values and visual elements within the card: + +| Value | Description | Example | +|---|---|---| +| **Title** | Displays values of the last (bottommost) dimension placed in the **[Series](providing-data.md)** section. | _Microsoft Office Keyboard_ | +| **Subtitle** | Displays combined values of all dimensions except the last (bottommost) dimension. | _Technology - Computer Peripherals_ | +| **Absolute Variation** | An absolute difference between the actual and target value (see [Delta](delta.md)). | _+18.1K_ | +| **Actual Value** | A summary value for a measure placed in the **[Actual](providing-data.md)** placeholder. | _$392K_ | +| **Card Name** | A card name. | _Revenue vs. Target_ | +| **Percent of Target** | A percent of a target value (see [Delta](delta.md)). | _104.85 %_ | +| **Percent Variation** | A percent difference between the actual and target value (see [Delta](delta.md)). | _4.85 %_ | +| **Target Value** | A summary value for a measure placed in the **[Target](providing-data.md)** placeholder. | _$374K_ | +| **Dimension {Name}** | Allows you to display values of a specific dimension placed in the **[Series](providing-data.md)** section. | _Technology_ | +| Element | Description | Example | +| **Delta Indicator** | Indicates whether the actual value is less or greater than the target value (see [Delta](delta.md)). | ![Card_DeltaIndicatorExample](../../../images/img128298.png) | +| **Sparkline** | Visualizes the variation of actual or target values. To learn more, see [Sparkline](sparkline.md). | ![Card_SparklineExample](../../../images/img128299.png) | + +Use the **Apply to All Cards** button to propagate the specified layout settings to all cards corresponding to **[Actual-Target](providing-data.md)** pairs. The **Reset** button resets all setting to their default values. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/providing-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/providing-data.md new file mode 100644 index 0000000000..f27d9b66fe --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/providing-data.md @@ -0,0 +1,22 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16586 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Card** dashboard item to data in the Designer. + +## Binding to Data in the Designer +The image below shows a sample Card dashboard item that is bound to data. + +![CardProvidingData_Main](../../../images/img117702.png) + +To bind the Card dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Card data sections. + +| Section | Description | +|---|---| +| **Cards** | Contains data items used to calculate values displayed within cards. Data items are arranged in containers. Each _[data item container](../../ui-elements/data-items-pane.md)_ can hold two data items. The first item contains _actual_ data and the second item (optional) contains _target_ data. If both items are provided, cards show the difference between actual and target values. You can fill several data item containers in the Cards section and use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the dashboard item [caption](../../dashboard-layout/dashboard-item-caption.md) or use its context menu. This drop-down menu is available if the Series section is not empty. Otherwise, a separate card is created for each data item container, and all cards are displayed simultaneously. | +| **Series** | Contains data items whose values are used to label cards. | +| **Sparkline** | Provide a dimension whose data will be used to visualize values using sparklines. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/sparkline.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/sparkline.md new file mode 100644 index 0000000000..f33852af1f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/sparkline.md @@ -0,0 +1,33 @@ +--- +title: Sparkline +author: Natalia Kazakova +legacyId: 16588 +--- +# Sparkline +_Sparklines_ can be used to visualize the variation of [actual or target](providing-data.md) values (for instance, over time). + +![Card_StretchedLayout_Sparkline](../../../images/img128184.png) + +To learn how to display the sparkline for different layout types, see [Layout](layout.md). +* [Data Binding Specifics](#binding) +* [Change Sparkline Options](#options) + +## Data Binding Specifics +You need to provide a date-time or numeric dimension whose data is used as argument values to display a sparkline within the card. + +![Card_Sparkline_DataSections](../../../images/img128185.png) + +If you have provided both actual and target values, a sparkline visualizes the actual value's variation. + +## Change Sparkline Options +To manage sparkline settings, click the Options button (the ![DataItemsArea_OptionsButton](../../../images/img20167.png) icon) displayed next to the data item container. In the invoked **Card Settings** dialog, go to the **Sparkline Options** tab: + +![CardSettings_SparklineOptionsTab](../../../images/img128295.png) + +The following options are available: + +| Sparkline Options | Description | +|---|---| +| Sparkline view type | Defines the sparkline’s view type. Sparkline data points can be represented as **area**, **line**, **bars**, or **win** and **loss** squares. | +| Highlight min/max points | Specifies whether to highlight the minimum/maximum points of a sparkline. | +| Highlight start/end points | Specifies whether to highlight the start/end points of a sparkline. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart.md new file mode 100644 index 0000000000..74e8dd507b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart.md @@ -0,0 +1,41 @@ +--- +title: Chart +author: Natalia Kazakova +legacyId: 16560 +--- +# Chart +The topics in this section describe the features available in the **Chart** dashboard item, and provide extensive information on how to create and customize charts in the Dashboard Designer. + +![MainFeatures_Chart](../../images/img18175.png) + +This section is divided into the following subsections. +* [Providing Data](chart/providing-data.md) + + Explains how to supply the Chart dashboard item with data. +* [Series](chart/series.md) + + Enumerates and describes different types of series that can be displayed within the Chart dashboard item. +* [Panes](chart/panes.md) + + Introduces the concept of chart panes (visual areas within a diagram that display chart series), and describes how to create them. +* [Interactivity](chart/interactivity.md) + + Describes features that enable interaction between the Chart and other dashboard items. +* [Coloring](chart/coloring.md) + + Describes coloring capabilities of the Chart dashboard item. +* [Axes](chart/axes.md) + + Describes how to customize settings related to chart axes. +* [Trend Indicators](chart/trend-indicators.md) + + Describes how to create trend indicators and display them in Chart dashboard items. +* [Legend](chart/legend.md) + + Describes the chart legend and its options. +* [Orientation](chart/orientation.md) + + Describes how to toggle the chart's orientation. +* [Conditional Formatting](chart/conditional-formatting.md) + + Describes the format condition settings. diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes.md new file mode 100644 index 0000000000..a725cab14f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes.md @@ -0,0 +1,11 @@ +--- +title: Axes +author: Natalia Kazakova +legacyId: 16556 +--- +# Axes +The **Chart** dashboard item displays two axes by default: the _X-axis_ and the _Y-axis_. The topics in this section describe how to customize axis settings. + +The section contains the following topics. +* [X-Axis](axes/x-axis.md) +* [Y-Axis](axes/y-axis.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/x-axis.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/x-axis.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/x-axis.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/x-axis.md index 22baed09cb..22823adf4e 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/x-axis.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/x-axis.md @@ -1,73 +1,73 @@ ---- -title: X-Axis -author: Natalia Kazakova -legacyId: 16557 ---- -# X-Axis -The **X-axis** is the axis of arguments. - -![Chart_XAxis](../../../../images/img19404.png) - -This topic consists of the following sections. -* [Common X-Axis Settings](#generalsettings) -* [Numeric Formats](#numericformatsettings) -* [DateTime Formats](#datetimeformatsettings) -* [Continuous and Discrete X-Axes](#continuousanddiscretexaxes) - -## Common X-Axis Settings -To access X-axis settings, use the **X-Axis Settings** button in the **Diagram** section of the **Design** Ribbon tab. - -![Chart_XAxisOptions_Button](../../../../images/img19467.png) - -This will invoke the **X-Axis Settings** dialog. - -![Chart_XAxisOptions_Form](../../../../images/img19403.png) - -This dialog contains the following settings. - -| Setting | Description | -|---|---| -| **Reverse** | Allows you to reverse the X-axis. If the X-axis is reversed, its values are ordered from right to left. | -| **Show X-axis** | Allows you to hide and show the X-axis. | -| **Show title** | Allows you to hide and show the X-axis title. You can choose whether to use the default text or specify a custom string. | -| **Enable zooming** | Allows you to enable zooming for the X-axis. The X-axis' scroll bar provides the capability to perform navigation in the zoomed diagram. | -| **Limit visible points** | Allows you to limit the number of points displayed on the chart's diagram along the X-axis. The X-axis' scroll bar provides the capability to perform navigation if the number of all points exceeds the number of visible points. | - -## Numeric Format X-Axis Settings -If arguments are numeric, the **X-Axis Settings** dialog contains a **Numeric Format** tab. It allows you to specify the numeric display formats for X-Axis data, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. - -![Chart_XAxisOptions_NumericFormat](../../../../images/chart_xaxisoptions_form_numeric_formats.png) - -The tab contains the following settings. - -* **Format type** - Specifies format types for numeric values. -* **Unit** - Specifies the unit to convert the numeric values. -* **Precision** - Specifies the number of fractional digits to display. -* **Currency** - Specifies the currency symbol and format provided by the current culture settings. -* **Culture** - Specifies the name of a culture that defines the currency symbol and format. -* **Include group separator** - Specifies whether separators should be inserted between digit groups. - -## DateTime Format X-Axis Settings -For date and time arguments, the **X-Axis Settings** dialog displays a **Numeric Format** tab. It allows you to specify the date and time display formats for X-Axis data. - -Using the dialog, you can override default formats applied according to the data grouping type, as described in the [Grouping](../../../data-shaping/grouping.md) document. The following image shows the Date Time Format tab in the dialog when the grouping type is set to **Exact Date**. Click the **Reset to Default** button to return all format settings back to their default values. - -![Chart_XAxisOptions_NumericFormat](../../../../images/chart_xaxisoptions_form_datetime_formats.png) - -The tab contains settings described in detail in the [Formatting Data](../../../data-shaping/formatting-data.md) document. - - -## Continuous and Discrete X-Axes -If the dimension in the Arguments section contains numeric data, the Chart can create either a continuous X-axis or a discrete X-axis. - -| Continuous X-axis | Discrete X-axis | -|---|---| -| If a continuous axis is used, the distance between argument values is proportional to their values. | On a discrete axis, all argument values are an equal distance from each other. | -| ![Chart_NumericAxis_Continuous](../../../../images/img18302.png) | ![Chart_NumericAxis_Discrete](../../../../images/img18303.png) | - -To specify the X-axis type in the Designer, invoke the data item menu for the argument dimension and select the axis type. - -![Chart_Layout_XAxis_ContinuousDiscrete](../../../../images/img19550.png) - -> [!NOTE] +--- +title: X-Axis +author: Natalia Kazakova +legacyId: 16557 +--- +# X-Axis +The **X-axis** is the axis of arguments. + +![Chart_XAxis](../../../../images/img19404.png) + +This topic consists of the following sections. +* [Common X-Axis Settings](#generalsettings) +* [Numeric Formats](#numericformatsettings) +* [DateTime Formats](#datetimeformatsettings) +* [Continuous and Discrete X-Axes](#continuousanddiscretexaxes) + +## Common X-Axis Settings +To access X-axis settings, use the **X-Axis Settings** button in the **Diagram** section of the **Design** Ribbon tab. + +![Chart_XAxisOptions_Button](../../../../images/img19467.png) + +This will invoke the **X-Axis Settings** dialog. + +![Chart_XAxisOptions_Form](../../../../images/img19403.png) + +This dialog contains the following settings. + +| Setting | Description | +|---|---| +| **Reverse** | Allows you to reverse the X-axis. If the X-axis is reversed, its values are ordered from right to left. | +| **Show X-axis** | Allows you to hide and show the X-axis. | +| **Show title** | Allows you to hide and show the X-axis title. You can choose whether to use the default text or specify a custom string. | +| **Enable zooming** | Allows you to enable zooming for the X-axis. The X-axis' scroll bar provides the capability to perform navigation in the zoomed diagram. | +| **Limit visible points** | Allows you to limit the number of points displayed on the chart's diagram along the X-axis. The X-axis' scroll bar provides the capability to perform navigation if the number of all points exceeds the number of visible points. | + +## Numeric Format X-Axis Settings +If arguments are numeric, the **X-Axis Settings** dialog contains a **Numeric Format** tab. It allows you to specify the numeric display formats for X-Axis data, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. + +![Chart_XAxisOptions_NumericFormat](../../../../images/chart_xaxisoptions_form_numeric_formats.png) + +The tab contains the following settings. + +* **Format type** - Specifies format types for numeric values. +* **Unit** - Specifies the unit to convert the numeric values. +* **Precision** - Specifies the number of fractional digits to display. +* **Currency** - Specifies the currency symbol and format provided by the current culture settings. +* **Culture** - Specifies the name of a culture that defines the currency symbol and format. +* **Include group separator** - Specifies whether separators should be inserted between digit groups. + +## DateTime Format X-Axis Settings +For date and time arguments, the **X-Axis Settings** dialog displays a **Numeric Format** tab. It allows you to specify the date and time display formats for X-Axis data. + +Using the dialog, you can override default formats applied according to the data grouping type, as described in the [Grouping](../../../data-shaping/grouping.md) document. The following image shows the Date Time Format tab in the dialog when the grouping type is set to **Exact Date**. Click the **Reset to Default** button to return all format settings back to their default values. + +![Chart_XAxisOptions_NumericFormat](../../../../images/chart_xaxisoptions_form_datetime_formats.png) + +The tab contains settings described in detail in the [Formatting Data](../../../data-shaping/formatting-data.md) document. + + +## Continuous and Discrete X-Axes +If the dimension in the Arguments section contains numeric data, the Chart can create either a continuous X-axis or a discrete X-axis. + +| Continuous X-axis | Discrete X-axis | +|---|---| +| If a continuous axis is used, the distance between argument values is proportional to their values. | On a discrete axis, all argument values are an equal distance from each other. | +| ![Chart_NumericAxis_Continuous](../../../../images/img18302.png) | ![Chart_NumericAxis_Discrete](../../../../images/img18303.png) | + +To specify the X-axis type in the Designer, invoke the data item menu for the argument dimension and select the axis type. + +![Chart_Layout_XAxis_ContinuousDiscrete](../../../../images/img19550.png) + +> [!NOTE] > Note that the continuous X-axis is not supported in [OLAP](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) mode. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/y-axis.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/y-axis.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/y-axis.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/y-axis.md index 13fce39894..07f0966ed8 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/y-axis.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/y-axis.md @@ -1,44 +1,44 @@ ---- -title: Y-Axis -author: Natalia Kazakova -legacyId: 16558 ---- -# Y-Axis -The **Y-axis** is the numerical axis of values. - -![Chart_YAxis](../../../../images/img18800.png) - -To access the Y-axis settings, use the **Y-Axis Settings** button in the **Diagram** section of the **Design** Ribbon tab. - -![Chart_YAxisOptions_Button](../../../../images/img18775.png) - -This will invoke the **Y-Axis Settings** dialog. - -![Chart_YAxisOptions_Form](../../../../images/img18777.png) - -Use the combo box at the top to select the [pane](../panes.md) for the Y-axis settings you need to edit. - -## Common Settings -The dialog contains the following settings. -* **Always show zero level** - Specifies whether or not the axis' zero level is visible. If this option is unchecked, the visible axis range is defined based on the values plotted in the chart. - - ![Chart_YAxisOptions_AlwaysShowZeroLevel](../../../../images/img18788.png) -* **Reverse** - Allows you to reverse the X-axis. If the X-axis is reversed, its values are ordered from top to down. -* **Show grid lines** - Allows you to hide and show grid lines for the Y-axis. -* **Show Y-axis** - Allows you to hide and show the Y-axis. -* **Show title** - Allows you to hide and show the Y-axis title. You can choose whether to use the default text or specify a custom string. -* **Logarithmic scale** - Specifies whether the axis should display its numerical values using a logarithmic scale. The combo box next to this option allows you to select the logarithmic base from one of the predefined values. - -## Numeric Format -The **Numeric Format** tab allows you to specify the numeric display formats for Y-Axis data, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. - -![Chart_YAxisOptions_NumericFormat](../../../../images/chart_yaxisoptions_form_numeric_formats.png) - -The tab contains the following settings. - -* **Format type** - Specifies format types for numeric values. -* **Unit** - Specifies the unit to convert the numeric values. -* **Precision** - Specifies the number of fractional digits to display. -* **Currency** - Specifies the currency symbol and format provided by the current culture settings. -* **Culture** - Specifies the name of a culture that defines the currency symbol and format. +--- +title: Y-Axis +author: Natalia Kazakova +legacyId: 16558 +--- +# Y-Axis +The **Y-axis** is the numerical axis of values. + +![Chart_YAxis](../../../../images/img18800.png) + +To access the Y-axis settings, use the **Y-Axis Settings** button in the **Diagram** section of the **Design** Ribbon tab. + +![Chart_YAxisOptions_Button](../../../../images/img18775.png) + +This will invoke the **Y-Axis Settings** dialog. + +![Chart_YAxisOptions_Form](../../../../images/img18777.png) + +Use the combo box at the top to select the [pane](../panes.md) for the Y-axis settings you need to edit. + +## Common Settings +The dialog contains the following settings. +* **Always show zero level** - Specifies whether or not the axis' zero level is visible. If this option is unchecked, the visible axis range is defined based on the values plotted in the chart. + + ![Chart_YAxisOptions_AlwaysShowZeroLevel](../../../../images/img18788.png) +* **Reverse** - Allows you to reverse the X-axis. If the X-axis is reversed, its values are ordered from top to down. +* **Show grid lines** - Allows you to hide and show grid lines for the Y-axis. +* **Show Y-axis** - Allows you to hide and show the Y-axis. +* **Show title** - Allows you to hide and show the Y-axis title. You can choose whether to use the default text or specify a custom string. +* **Logarithmic scale** - Specifies whether the axis should display its numerical values using a logarithmic scale. The combo box next to this option allows you to select the logarithmic base from one of the predefined values. + +## Numeric Format +The **Numeric Format** tab allows you to specify the numeric display formats for Y-Axis data, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. + +![Chart_YAxisOptions_NumericFormat](../../../../images/chart_yaxisoptions_form_numeric_formats.png) + +The tab contains the following settings. + +* **Format type** - Specifies format types for numeric values. +* **Unit** - Specifies the unit to convert the numeric values. +* **Precision** - Specifies the number of fractional digits to display. +* **Currency** - Specifies the currency symbol and format provided by the current culture settings. +* **Culture** - Specifies the name of a culture that defines the currency symbol and format. * **Include group separator** - Specifies whether separators should be inserted between digit groups. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/coloring.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/coloring.md new file mode 100644 index 0000000000..e59b541c25 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/coloring.md @@ -0,0 +1,18 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 16875 +--- +# Coloring + +The Chart dashboard item paints different measures and series dimensions by [hue](../../appearance-customization/coloring/coloring-concepts.md) in **Default** color mode. The image below shows the chart item whose _State_ series dimension values are painted in different colors. A special icon (![ColoringIndicator](../../../images/coloringindicator25453.png)) on the data item shows that color variation is enabled. + +![win-chart-colored-by-default](../../../images/win-chart-colored-by-default.png) + +> [!NOTE] +> Note that the Chart dashboard item does not support coloring for the [financial](series/financial-series.md) series. + +>[!Tip] +>**Documentation:**
+>* [Conditional Formatting](conditional-formatting.md) +>* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/conditional-formatting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/conditional-formatting.md new file mode 100644 index 0000000000..a1c9af776f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/conditional-formatting.md @@ -0,0 +1,89 @@ +--- +title: Conditional Formatting +author: Margarita Zakhodyaeva +--- +# Conditional Formatting + +Use conditional formatting to highlight chart elements such as [bars](series/bar-series.md), [lines](series/point-and-line-series.md), [areas](series/area-series.md), and [data points](series/point-and-line-series.md). + +The following series types support conditional formatting: +* [Bar](series/bar-series.md) +* [Point/Line](series/point-and-line-series.md) +* [Area](series/area-series.md) +* [Bubble](series/weighted-series.md) +* [Range Bar](series/range-series.md) + +>![Bar Series Type Chart](../../../images/chart-bar-series-type-with-conditional-formatting-applied.png) +## Supported Format Rules + +You can use the following data in rule calculations: + +- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Values** section +- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Arguments**/**Series** section +- hidden measures + +The following list contains available format rules and corresponding data types: + +* numeric + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) + * [Average](../../appearance-customization/conditional-formatting/average.md) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) +* string + * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) +* date-time + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) + +## Create and Edit a Format Rule + +You can create and edit format rules in the following ways: + +* Click the **Edit Rules** button on the **Home** ribbon tab. + +* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). + +## Chart-Specific Format Condition Settings + +Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. + +The image below displays the **Greater Than** dialog (a [Value](../../appearance-customization/conditional-formatting/value.md) format condition applied to a chart). The condition colors points/bars if their values exceed 3000. + +![chart-greater-than-dialog-example](../../../images/chart-greater-than-dialog-example.png) + +Enable **Display in Legend** to add information about the applied rule to the chart. Set the **Caption** field to specify the legend's text. For Range format rules, the legend's text is generated automatically and depends on the range intervals. + +Use the **Apply to chart elements** drop-down list to apply a rule to points or lines. + +* **Point**: A rule applies to the data points such as bars, points and bubbles. +* **Line/Area**: A rule applies to lines and areas. + +The image below displays the Chart item with the applied **Greater Than** format rule. The **Apply to chart elements** option is set to **Point** and the rule is applied to points of the line series. + +![chart-with-applied-value-format-rule](../../../images/chart-with-applied-value-format-rule.png) + +If you select **Line/Area**, the format rule applies to the line when at least one line point meets the rule's condition: + +![line-chart-with-applied-value-format-rule](../../../images/line-chart-with-applied-value-format-rule.png) + +## Coloring + +A Chart item paints elements in pale gray if they do not meet the applied format condition. Note that this does not apply to elements that use the [Hue](coloring.md) color mode. + +![](../../../images/chart-coloring-by-default-cf.png) + +Select the **Color by Hue** option in a Data item's pane to restore the color scheme. + +![](../../../images/chart-coloring-by-hue-with-applied-format-rule.png) + +> [!Tip] +> **Documentation:** +> [Chart - Coloring](coloring.md) diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity.md new file mode 100644 index 0000000000..ed9e9d7054 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity.md @@ -0,0 +1,11 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16550 +--- +# Interactivity +This section describes features that enable interaction between the **Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +The section contains the following topics. +* [Master Filtering](interactivity/master-filtering.md) +* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/drill-down.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/drill-down.md new file mode 100644 index 0000000000..8d0a42cbbe --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/drill-down.md @@ -0,0 +1,60 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16552 +--- +# Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. + +The Chart dashboard item supports drill down on argument or series values. + +## Drill Down on an Argument +When drill down on arguments is enabled, you can click a series point to view a detail chart for the corresponding argument value. + +![Chart_Interactivity_DrillDownOnArguments](../../../../images/img21870.png) + +> [!NOTE] +> When [Filtering by Arguments](master-filtering.md) is enabled, you can view the details by double-clicking a series point. + +Drill down on arguments requires that the Arguments section contains several data items, from the least detailed to the most detailed item. + +![Chart_Interactivity_DrillDownOnArguments_DataItems](../../../../images/img19557.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill down on arguments, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../images/img21873.png) button if you are using the toolbar menu)... + +![Chart_Interactivity_DrillDown_Ribbon](../../../../images/img21872.png) + +...and the **Arguments** button (or the ![Chart_Interactivity_FilterByArguments_Toolbar](../../../../images/img19511.png) button if you are using the toolbar menu). + +![Chart_Interactivity_FilterByArguments_Ribbon](../../../../images/img19310.png) + +## Drill Down on a Series +When drill down on a series is enabled, you can click a series point (or corresponding legend item) to view a detail chart for the corresponding series. + +![Chart_Interactivity_DrillDownOnSeries](../../../../images/img21871.png) + +> [!NOTE] +> When [Filtering by Series](master-filtering.md) is enabled, you can view the details by double-clicking a series point. + +Drill down on a series requires that the Series section contains several data items, from the least detailed to the most detailed item. + +![Chart_Interactivity_DrillDownOnSeries_DataItems](../../../../images/img19556.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill down on a series, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../images/img21873.png) button if you are using the toolbar menu)... + +![Chart_Interactivity_DrillDown_Ribbon](../../../../images/img21872.png) + +...and the **Series** button (or the ![Chart_Interactivity_FilterBySeries_Toolbar](../../../../images/img19512.png) button if you are using the toolbar menu). + +![Chart_Interactivity_FilterBySeries_Ribbon](../../../../images/img19311.png) + +## Drill Up +To return to the previous detail level (drill up), use the **Drill Up** button within the Chart [caption](../../../dashboard-layout/dashboard-item-caption.md) or in the context menu. + +![Chart_Interactivity_DrillUp](../../../../images/img19460.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/master-filtering.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/master-filtering.md new file mode 100644 index 0000000000..e107526a68 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/master-filtering.md @@ -0,0 +1,45 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16551 +--- +# Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +The Chart dashboard item supports filtering by **argument**, **series** or **points**. + +## Filtering by Arguments +When filtering by arguments is enabled, you can click series points to make other dashboard items only display data related to selected argument values. + +![Chart_Interactivity_FilterByArguments](../../../../images/img19303.png) + +To enable filtering by arguments in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Arguments** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_FilterByArguments_Toolbar](../../../../images/img19511.png) button if you are using the toolbar menu). + +![Chart_Interactivity_FilterByArguments_Ribbon](../../../../images/img19310.png) + +## Filtering by Series +When filtering by series is enabled, you can click a series point to make other dashboard items only display data related to the selected series. + +![Chart_Interactivity_FilterBySeries](../../../../images/img19304.png) + +To enable filtering by series in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Series** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_FilterBySeries_Toolbar](../../../../images/img19512.png) button if you are using the toolbar menu). + +![Chart_Interactivity_FilterBySeries_Ribbon](../../../../images/img19311.png) + +## Filtering by Points +When filtering by points is enabled, you can click a individual point to make other dashboard items display only data related to the selected point. + +![Chart_Interactivity_FilterByPoints](../../../../images/img120412.png) + +To enable filtering by points in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Points** button in the **Data** Ribbon tab. + +![Chart_Interactivity_FilterByPoints_Ribbon](../../../../images/img120413.png) + +## Reset Filtering +To reset filtering, use the **Clear Master Filter** button in the Chart's [caption](../../../dashboard-layout/dashboard-item-caption.md) area… + +![Chart_Interactivity_ClearFiltering](../../../../images/img19312.png) + +…or the corresponding command in the Chart's context menu. + +![ContextMenu_ClearMasterFilter](../../../../images/img22716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/legend.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/legend.md new file mode 100644 index 0000000000..2824955959 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/legend.md @@ -0,0 +1,23 @@ +--- +title: Legend +author: Natalia Kazakova +legacyId: 16555 +--- +# Legend +A **legend** is an element of a chart that identifies [chart series](providing-data.md) and series points (for instance, [colored points](../../appearance-customization/coloring/coloring-concepts.md) corresponding to argument values). + +![Charts_Legend](../../../images/img18275.png) + +This topic describes how to customize various legend settings. + +## Visibility +You can specify whether or not a chart should display a legend. + +In the Designer, use the **Show Legend** button in the **Legend** section of the **Design** Ribbon tab. + +![Charts_Legend_ShowLegendButton](../../../images/img18776.png) + +## Position and Orientation +To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. + +![Charts_Legend_PositionAndOrientationGallery](../../../images/img19468.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/orientation.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/orientation.md new file mode 100644 index 0000000000..c971970f4e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/orientation.md @@ -0,0 +1,14 @@ +--- +title: Orientation +author: Natalia Kazakova +legacyId: 16559 +--- +# Orientation +You can rotate the Chart so that the X-axis becomes vertical, and the Y-axis becomes horizontal. + +![Chart_Rotation_False](../../../images/img18277.png) +![Chart_Rotation_True](../../../images/img18276.png) + +To rotate a Chart in the Designer, use the **Rotate** button in the **Diagram** group of the **Design** Ribbon tab. + +![Chart_Rotation_RibbonButton](../../../images/img18774.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/panes.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/panes.md new file mode 100644 index 0000000000..630ad96f7d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/panes.md @@ -0,0 +1,23 @@ +--- +title: Panes +author: Natalia Kazakova +legacyId: 16549 +--- +# Panes +The Chart dashboard item can contain any number of **panes**. Panes are visual areas within a diagram that display chart series. + +Each pane has its own [Y-axis](axes/y-axis.md) and displays a specific set of series. All panes in a chart share the same [X-axis](axes/x-axis.md). + +![Chart_MultiplePanes](../../../images/img117869.png) + +To add a pane, click the **Add Pane** button (the ![Chart_Panes_AddPane](../../../images/img19543.png) icon) at the top right of the [DATA ITEMS](../../ui-elements/data-items-pane.md) pane. + +![Chart_AddPane](../../../images/img117870.png) + +Once a new pane is added, the Dashboard Designer creates another **Values** section in the DATA ITEMS pane. + +![Chart_MultiplePanes_DataBinding](../../../images/img117872.png) + +Use this section to provide data items that supply values to be displayed in the new pane (see [Providing Data](providing-data.md) for details on data binding). + +To remove a pane, click the **Remove Pane** button (the ![Chart_Panes_RemovePane](../../../images/img19544.png) icon) displayed in the corresponding **Values** section. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/providing-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/providing-data.md new file mode 100644 index 0000000000..9cdc30d456 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/providing-data.md @@ -0,0 +1,33 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16540 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Chart** dashboard item to data in the Designer. +* [Binding to Data in the Designer](#bindingdesigner) +* [Transposing Arguments and Series](#transposing) + +## Binding to Data in the Designer +The image below shows a sample Chart dashboard item that is bound to data. + +![ChartProvidingData_Main](../../../images/img117697.png) + +To bind the Chart dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. The table below lists and describes the Chart's data sections. + +| Section | Description | +|---|---| +| **Values** | Contains data items against which the [Y-coordinates](axes/y-axis.md) of data points are calculated. The _[Options](../../ui-elements/data-items-pane.md)_ button next to the **Value** data item allows you to select the [series type](series/series-overview.md) and specify different options. Note that some types of series accept several measures. To learn more, see the documentation for the required [series type](series/series-overview.md). | +| **Arguments** | Contains data items that provide values displayed along the [X-axis](axes/x-axis.md) of the chart. | +| **Series** | Contains data items whose values are used to create [chart series](series/series-overview.md). | + +## Transposing Arguments and Series +The Chart dashboard item provides the capability to transpose chart arguments and series. In this case, data items contained in the **Arguments** section are moved to the **Series** section, and vice versa. + +![ChartTranspose_Example](../../../images/img126578.png) + +To transpose the selected Chart dashboard item, use the **Transpose** button in the **Home** ribbon tab. + +![TransposeButton_Ribbon](../../../images/img23683.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series.md new file mode 100644 index 0000000000..26aa9c213e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series.md @@ -0,0 +1,30 @@ +--- +title: Series +author: Natalia Kazakova +legacyId: 16541 +--- +# Series +This section describes how to select a desired series type in the overview topic, and lists the variety of available series types. + +The section consists of the following topics. +* [Series Overview](series/series-overview.md) + + Provides information on how to specify a series type in the Dashboard Designer. +* [Bar Series](series/bar-series.md) + + Lists the available types of bar series. +* [Point and Line Series](series/point-and-line-series.md) + + Lists the available types of point and line series. +* [Area Series](series/area-series.md) + + Lists the available types of area series. +* [Range Series](series/range-series.md) + + Lists the available types of range series. +* [Weighted Series](series/weighted-series.md) + + Lists the available types of weighted series. +* [Financial Series](series/financial-series.md) + + Lists the available types of financial series. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/area-series.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/area-series.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/area-series.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/area-series.md index f397f3cf19..8c7444651c 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/area-series.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/area-series.md @@ -1,51 +1,51 @@ ---- -title: Area Series -author: Natalia Kazakova -legacyId: 16545 ---- -# Area Series -Area series connect numeric data points by different types of line segments and fill the area between the line and X-axis/other series. - -The following types of Point and Line series are available. -* [Area](#area) -* [Stacked Area](#stacked-area) -* [Full-Stacked Area](#full-stacked-area) -* [Step Area](#step-area) -* [Spline Area](#spline-area) -* [Stacked Spline Area](#stacked-spline-area) -* [Full-Stacked Spline Area](#full-stacked-spline-area) - -## Area -Area series connect numeric data points by straight line segments and fill the area between the line and X-axis. - -![AreaSeries](../../../../images/img117751.png) - -## Stacked Area -Stacked Area series can be used to show the trend of the contribution for each value. Stacked Area series connect numeric data points by straight line segments and fill the area between the line and previous series. - -![StackedAreaSeries](../../../../images/img117752.png) - -## Full-Stacked Area -Full-Stacked Area series are useful to show the trend of the percentage for each value. - -![FullStackedAreaSeries](../../../../images/img117759.png) - -## Step Area -Step Area series use vertical and horizontal lines to connect the numeric data points forming a step-like progression and fill the area between the line and X-axis. - -![StepAreaSeries](../../../../images/img117769.png) - -## Spline Area -Spline Area series plot a fitted curve through each numeric data point and fill the area between the line and X-axis. - -![SplineAreaSeries](../../../../images/img117770.png) - -## Stacked Spline Area -Stacked Area series can be used to show the trend of the contribution for each value. Stacked Area series plot a fitted curve through each numeric data point, and fill the area between the line and previous series. - -![StackedSplineAreaSeries](../../../../images/img117771.png) - -## Full-Stacked Spline Area -Full-Stacked Spline Area series are useful to show the trend of the percentage for each value. - +--- +title: Area Series +author: Natalia Kazakova +legacyId: 16545 +--- +# Area Series +Area series connect numeric data points by different types of line segments and fill the area between the line and X-axis/other series. + +The following types of Point and Line series are available. +* [Area](#area) +* [Stacked Area](#stacked-area) +* [Full-Stacked Area](#full-stacked-area) +* [Step Area](#step-area) +* [Spline Area](#spline-area) +* [Stacked Spline Area](#stacked-spline-area) +* [Full-Stacked Spline Area](#full-stacked-spline-area) + +## Area +Area series connect numeric data points by straight line segments and fill the area between the line and X-axis. + +![AreaSeries](../../../../images/img117751.png) + +## Stacked Area +Stacked Area series can be used to show the trend of the contribution for each value. Stacked Area series connect numeric data points by straight line segments and fill the area between the line and previous series. + +![StackedAreaSeries](../../../../images/img117752.png) + +## Full-Stacked Area +Full-Stacked Area series are useful to show the trend of the percentage for each value. + +![FullStackedAreaSeries](../../../../images/img117759.png) + +## Step Area +Step Area series use vertical and horizontal lines to connect the numeric data points forming a step-like progression and fill the area between the line and X-axis. + +![StepAreaSeries](../../../../images/img117769.png) + +## Spline Area +Spline Area series plot a fitted curve through each numeric data point and fill the area between the line and X-axis. + +![SplineAreaSeries](../../../../images/img117770.png) + +## Stacked Spline Area +Stacked Area series can be used to show the trend of the contribution for each value. Stacked Area series plot a fitted curve through each numeric data point, and fill the area between the line and previous series. + +![StackedSplineAreaSeries](../../../../images/img117771.png) + +## Full-Stacked Spline Area +Full-Stacked Spline Area series are useful to show the trend of the percentage for each value. + ![FullStackedSplineAreaSeries](../../../../images/img117772.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/bar-series.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/bar-series.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/bar-series.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/bar-series.md index 844ada3edd..71acc78c6b 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/bar-series.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/bar-series.md @@ -1,27 +1,27 @@ ---- -title: Bar Series -author: Natalia Kazakova -legacyId: 16543 ---- -# Bar Series -Bar series visualize data using rectangular bars with lengths proportional to the values that they represent. - -The following types of Bar series are available. -* [Bar](#bar) -* [Stacked Bar](#stacked-bar) -* [Full-Stacked Bar](#full-stacked-bar) - -## Bar -Bar series can be used to compare values across categories. - -![BarSeries_Bar](../../../../images/img117740.png) - -## Stacked Bar -Stacked Bar series show the contribution of individual categories to the whole. - -![BarSeries_StackedBar](../../../../images/img117741.png) - -## Full-Stacked Bar -Full-Stacked Bar series allow you to compare the percentage that each value contributes to a total across categories. - +--- +title: Bar Series +author: Natalia Kazakova +legacyId: 16543 +--- +# Bar Series +Bar series visualize data using rectangular bars with lengths proportional to the values that they represent. + +The following types of Bar series are available. +* [Bar](#bar) +* [Stacked Bar](#stacked-bar) +* [Full-Stacked Bar](#full-stacked-bar) + +## Bar +Bar series can be used to compare values across categories. + +![BarSeries_Bar](../../../../images/img117740.png) + +## Stacked Bar +Stacked Bar series show the contribution of individual categories to the whole. + +![BarSeries_StackedBar](../../../../images/img117741.png) + +## Full-Stacked Bar +Full-Stacked Bar series allow you to compare the percentage that each value contributes to a total across categories. + ![BarSeries_FullStackedBar](../../../../images/img117742.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/financial-series.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/financial-series.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/financial-series.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/financial-series.md index a974ef1508..b721a4e96d 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/financial-series.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/financial-series.md @@ -1,49 +1,49 @@ ---- -title: Financial Series -author: Natalia Kazakova -legacyId: 16548 ---- -# Financial Series -Financial series are used to illustrate stock prices. - -The following types of Financial series are available. -* [High-Low-Close](#high-low-close) -* [Stock](#stock) -* [Candle Stick](#candle-stick) - -## Coloring Specifics -Note that financial series do not support a standard [coloring](../../../appearance-customization/coloring.md) mechanism used to color chart series points. The Chart dashboard item colors series points of financial series in the following way. -* **Black** if the price at the end of the previous period is lower than the price at the end of the current period. -* **Red** if the price at the end of the previous period is larger than the price at the end of the current period. - -## High-Low-Close -When you select the High-Low-Close series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays three data item placeholders. High-Low-Close series require three measures to be provided. - -![HighLowClose_DataBinding](../../../../images/img117795.png) -* **High** - the maximum price within the specified period (the top of the series point). -* **Low** - the minimum price within the specified period (the bottom of the series point). -* **Close** - the price at the end of the specified period (the tick mark). - -![HighLowCloseSeries](../../../../images/img117792.png) - -## Stock -When you select the Stock series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays four data item placeholders. Stock series require four measures to be provided. - -![OpenHighLowClose_DataBinding](../../../../images/img117798.png) -* **Open** - the price at the beginning of the specified period (the left tick mark). -* **High** - the maximum price within the specified period (the top of the series point). -* **Low** - the minimum price within the specified period (the bottom of the series point). -* **Close** - the price at the end of the specified period (the right tick mark). - -![OpenHighLowCloseSeries](../../../../images/img117793.png) - -## Candle Stick -When you select the Candle Stick series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays four data item placeholders. Candle Stick series require four measures to be provided. - -![CandleStick_DataBinding](../../../../images/img117799.png) -* **Open** - the price at the beginning of the specified period. -* **High** - the maximum price within the specified period (the upper shadow top). -* **Low** - the minimum price within the specified period (the lower shadow bottom). -* **Close** - the price at the end of the specified period. - +--- +title: Financial Series +author: Natalia Kazakova +legacyId: 16548 +--- +# Financial Series +Financial series are used to illustrate stock prices. + +The following types of Financial series are available. +* [High-Low-Close](#high-low-close) +* [Stock](#stock) +* [Candle Stick](#candle-stick) + +## Coloring Specifics +Note that financial series do not support a standard [coloring](../../../appearance-customization/coloring.md) mechanism used to color chart series points. The Chart dashboard item colors series points of financial series in the following way. +* **Black** if the price at the end of the previous period is lower than the price at the end of the current period. +* **Red** if the price at the end of the previous period is larger than the price at the end of the current period. + +## High-Low-Close +When you select the High-Low-Close series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays three data item placeholders. High-Low-Close series require three measures to be provided. + +![HighLowClose_DataBinding](../../../../images/img117795.png) +* **High** - the maximum price within the specified period (the top of the series point). +* **Low** - the minimum price within the specified period (the bottom of the series point). +* **Close** - the price at the end of the specified period (the tick mark). + +![HighLowCloseSeries](../../../../images/img117792.png) + +## Stock +When you select the Stock series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays four data item placeholders. Stock series require four measures to be provided. + +![OpenHighLowClose_DataBinding](../../../../images/img117798.png) +* **Open** - the price at the beginning of the specified period (the left tick mark). +* **High** - the maximum price within the specified period (the top of the series point). +* **Low** - the minimum price within the specified period (the bottom of the series point). +* **Close** - the price at the end of the specified period (the right tick mark). + +![OpenHighLowCloseSeries](../../../../images/img117793.png) + +## Candle Stick +When you select the Candle Stick series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays four data item placeholders. Candle Stick series require four measures to be provided. + +![CandleStick_DataBinding](../../../../images/img117799.png) +* **Open** - the price at the beginning of the specified period. +* **High** - the maximum price within the specified period (the upper shadow top). +* **Low** - the minimum price within the specified period (the lower shadow bottom). +* **Close** - the price at the end of the specified period. + ![CandleStickSeries](../../../../images/img117794.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/point-and-line-series.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/point-and-line-series.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/point-and-line-series.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/point-and-line-series.md index ff9c0316ed..59103b9a49 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/point-and-line-series.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/point-and-line-series.md @@ -1,45 +1,45 @@ ---- -title: Point and Line Series -author: Natalia Kazakova -legacyId: 16544 ---- -# Point and Line Series -Point series visualize data as a set of individual numeric data points. Line series are used to connect numeric data points by different types of line segments. - -The following types of Point and Line series are available. -* [Point](#point) -* [Line](#line) -* [Stacked Line](#stacked-line) -* [Full-Stacked Line](#full-stacked-line) -* [Step Line](#step-line) -* [Spline](#spline) - -## Point -Point series visualize data as a set of individual numeric data points. - -![PointSeries](../../../../images/img117745.png) - -## Line -Line series connect numeric data points by straight line segments. - -![LineSeries](../../../../images/img117746.png) - -## Stacked Line -Stacked Line series can be used to show the trend of the contribution for each value. - -![StackedLineSeries](../../../../images/img117747.png) - -## Full-Stacked Line -Stacked Line series are useful for showing the trend of the percentage for each value. - -![FullStackedLineSeries](../../../../images/img117748.png) - -## Step Line -Step Line series use vertical and horizontal lines to connect the numeric data points forming a step-like progression. - -![StepLineSeries](../../../../images/img117749.png) - -## Spline -Spline series plot a fitted curve through each numeric data point. - +--- +title: Point and Line Series +author: Natalia Kazakova +legacyId: 16544 +--- +# Point and Line Series +Point series visualize data as a set of individual numeric data points. Line series are used to connect numeric data points by different types of line segments. + +The following types of Point and Line series are available. +* [Point](#point) +* [Line](#line) +* [Stacked Line](#stacked-line) +* [Full-Stacked Line](#full-stacked-line) +* [Step Line](#step-line) +* [Spline](#spline) + +## Point +Point series visualize data as a set of individual numeric data points. + +![PointSeries](../../../../images/img117745.png) + +## Line +Line series connect numeric data points by straight line segments. + +![LineSeries](../../../../images/img117746.png) + +## Stacked Line +Stacked Line series can be used to show the trend of the contribution for each value. + +![StackedLineSeries](../../../../images/img117747.png) + +## Full-Stacked Line +Stacked Line series are useful for showing the trend of the percentage for each value. + +![FullStackedLineSeries](../../../../images/img117748.png) + +## Step Line +Step Line series use vertical and horizontal lines to connect the numeric data points forming a step-like progression. + +![StepLineSeries](../../../../images/img117749.png) + +## Spline +Spline series plot a fitted curve through each numeric data point. + ![SplineSeries](../../../../images/img117750.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/range-series.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/range-series.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/range-series.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/range-series.md index 886ceef5b1..e4485af662 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/range-series.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/range-series.md @@ -1,30 +1,30 @@ ---- -title: Range Series -author: Natalia Kazakova -legacyId: 16546 ---- -# Range Series -Range series are generally used to show variations in a specified time range like temperature, price, etc. - -The following types of Range series are available. -* [Range Bar](#range-bar) -* [Range Area](#range-area) - -## Data Binding Specifics -A range series is a space between two simple series displayed as a filled area (**Range Area**) or bars that stretch from a point in one series to the corresponding point in the other (**Range Bar**). Thus, you need to provide two measures instead of one to display a range series. -* **Value 1** - a measure against which the first set of values is calculated. -* **Value 2** - a measure against which the second set of values is calculated. - -When you select the **Range Bar** or **Range Area** series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays two data item placeholders. Drag and drop the required measures to corresponding placeholders. - -![RangeSeries_DataBinding](../../../../images/img117779.png) - -## Range Bar -Range Bar series are similar to [Bar series](bar-series.md) except that they are drawn between a range of values. - -![RangeBar](../../../../images/img117776.png) - -## Range Area -Range Area series are similar to [Area series](area-series.md) except that their areas are filled between a range of values. - +--- +title: Range Series +author: Natalia Kazakova +legacyId: 16546 +--- +# Range Series +Range series are generally used to show variations in a specified time range like temperature, price, etc. + +The following types of Range series are available. +* [Range Bar](#range-bar) +* [Range Area](#range-area) + +## Data Binding Specifics +A range series is a space between two simple series displayed as a filled area (**Range Area**) or bars that stretch from a point in one series to the corresponding point in the other (**Range Bar**). Thus, you need to provide two measures instead of one to display a range series. +* **Value 1** - a measure against which the first set of values is calculated. +* **Value 2** - a measure against which the second set of values is calculated. + +When you select the **Range Bar** or **Range Area** series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays two data item placeholders. Drag and drop the required measures to corresponding placeholders. + +![RangeSeries_DataBinding](../../../../images/img117779.png) + +## Range Bar +Range Bar series are similar to [Bar series](bar-series.md) except that they are drawn between a range of values. + +![RangeBar](../../../../images/img117776.png) + +## Range Area +Range Area series are similar to [Area series](area-series.md) except that their areas are filled between a range of values. + ![RangeArea](../../../../images/img117777.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/series-overview.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/series-overview.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/series-overview.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/series-overview.md index cb6242ee64..7ada2afc04 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/series-overview.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/series-overview.md @@ -1,66 +1,66 @@ ---- -title: Series Overview -author: Natalia Kazakova -legacyId: 16542 ---- -# Series Overview -The Chart dashboard item supports a variety of series types - from simple bar and line charts to complex candle stick and bubble graphs. -* [Bar Series](bar-series.md) -* [Point and Line Series](point-and-line-series.md) -* [Area Series](area-series.md) -* [Range Series](range-series.md) -* [Weighted Series](weighted-series.md) -* [Financial Series](financial-series.md) - -This topic describes how to change the series type and specify various series options (for instance, how to use secondary axis or enable point labels). -* [Series Types](#series-types) -* [Series Options](#series-options) -* [Series Point Labels](#series-point-labels) - -## Series Types -To switch between series types in the Dashboard Designer, click the **Options** button next to the required [data item](../../../ui-elements/data-items-pane.md) (or placeholder) in the **Values** section. - -![ChartValues_OptionsButton](../../../../images/img23036.png) - -In the invoked **Series Options** dialog, select the required series type and click **OK**. - -![Charts_SeriesOptionsDialog](../../../../images/img23037.png) - -You can also do this using the **Series Type** gallery in the **Design** Ribbon tab. - -![Charts_SeriesTypes_Ribbon](../../../../images/img19302.png) - -## Series Options -To manage common series options, use the **Common Options** tab of the **Series Options** dialog. - -![Charts_SeriesOptions_CommonOptions](../../../../images/img23040.png) -* **Plot on secondary axis** - Specifies whether or not the secondary axis is used to plot the current series. -* **Ignore empty points** - Specifies whether or not empty points are ignored when plotting the current series. - - Note that this option is in effect for the [Line](point-and-line-series.md), [Area](area-series.md) and [Range Area](range-series.md) series. -* **Show point markers** - Specifies whether or not to show point markers for the current series. - - > [!NOTE] - > Note that point markers are always shown when [Master Filtering](../../../interactivity/master-filtering.md) is enabled for the Chart dashboard item. - - Note that this option is in effect for the [Line](point-and-line-series.md) and [Area](area-series.md) series. - -## Series Point Labels -The **Point Label Options** tab of the **Series Options** dialog allows you to enable series point labels and manage their settings. - -![Charts_SeriesOptions_PointLabelOptions](../../../../images/img23041.png) -* **Show point labels** - Specifies whether or not to show point labels for the current series. -* **Content** - Specifies the type of content displayed within point labels. -* **Overlapping mode** - Specifies the label overlap mode. - - > [!NOTE] - > This option is not in effect when the dashboard is displayed in the Web Viewer. -* **Orientation** - Specifies the orientation of point labels. - -**Bar options** - -> [!NOTE] -> These settings are in effect for [Bar](bar-series.md) series only. - -* **Show for zero values** - Specifies whether or not to show labels for points with zero values. +--- +title: Series Overview +author: Natalia Kazakova +legacyId: 16542 +--- +# Series Overview +The Chart dashboard item supports a variety of series types - from simple bar and line charts to complex candle stick and bubble graphs. +* [Bar Series](bar-series.md) +* [Point and Line Series](point-and-line-series.md) +* [Area Series](area-series.md) +* [Range Series](range-series.md) +* [Weighted Series](weighted-series.md) +* [Financial Series](financial-series.md) + +This topic describes how to change the series type and specify various series options (for instance, how to use secondary axis or enable point labels). +* [Series Types](#series-types) +* [Series Options](#series-options) +* [Series Point Labels](#series-point-labels) + +## Series Types +To switch between series types in the Dashboard Designer, click the **Options** button next to the required [data item](../../../ui-elements/data-items-pane.md) (or placeholder) in the **Values** section. + +![ChartValues_OptionsButton](../../../../images/img23036.png) + +In the invoked **Series Options** dialog, select the required series type and click **OK**. + +![Charts_SeriesOptionsDialog](../../../../images/img23037.png) + +You can also do this using the **Series Type** gallery in the **Design** Ribbon tab. + +![Charts_SeriesTypes_Ribbon](../../../../images/img19302.png) + +## Series Options +To manage common series options, use the **Common Options** tab of the **Series Options** dialog. + +![Charts_SeriesOptions_CommonOptions](../../../../images/img23040.png) +* **Plot on secondary axis** - Specifies whether or not the secondary axis is used to plot the current series. +* **Ignore empty points** - Specifies whether or not empty points are ignored when plotting the current series. + + Note that this option is in effect for the [Line](point-and-line-series.md), [Area](area-series.md) and [Range Area](range-series.md) series. +* **Show point markers** - Specifies whether or not to show point markers for the current series. + + > [!NOTE] + > Note that point markers are always shown when [Master Filtering](../../../interactivity/master-filtering.md) is enabled for the Chart dashboard item. + + Note that this option is in effect for the [Line](point-and-line-series.md) and [Area](area-series.md) series. + +## Series Point Labels +The **Point Label Options** tab of the **Series Options** dialog allows you to enable series point labels and manage their settings. + +![Charts_SeriesOptions_PointLabelOptions](../../../../images/img23041.png) +* **Show point labels** - Specifies whether or not to show point labels for the current series. +* **Content** - Specifies the type of content displayed within point labels. +* **Overlapping mode** - Specifies the label overlap mode. + + > [!NOTE] + > This option is not in effect when the dashboard is displayed in the Web Viewer. +* **Orientation** - Specifies the orientation of point labels. + +**Bar options** + +> [!NOTE] +> These settings are in effect for [Bar](bar-series.md) series only. + +* **Show for zero values** - Specifies whether or not to show labels for points with zero values. * **Position** - Specifies the position of point labels relative to bars. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/weighted-series.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/weighted-series.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/weighted-series.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/weighted-series.md index ec66418204..a2cc17e63e 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/weighted-series.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/weighted-series.md @@ -1,24 +1,24 @@ ---- -title: Weighted Series -author: Natalia Kazakova -legacyId: 16547 ---- -# Weighted Series -Weighted series allow you to visualize data in three dimensions. - -The following types of Weighted series are available. -* [Bubble](#bubble) - -## Data Binding Specifics -Data points in a weighted series present the following two measures. -* **Value** - the Y-coordinate of series points. -* **Weight** - the size of series points. - -When you select the **Bubble** series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays two data item placeholders. Drag and drop the required measures to corresponding placeholders. - -![BubbleSeries_DataBinding](../../../../images/img117789.png) - -## Bubble -Bubble series are similar to [Point series](point-and-line-series.md) except that they allow you to provide an additional measure whose values are expressed in a bubble size. - +--- +title: Weighted Series +author: Natalia Kazakova +legacyId: 16547 +--- +# Weighted Series +Weighted series allow you to visualize data in three dimensions. + +The following types of Weighted series are available. +* [Bubble](#bubble) + +## Data Binding Specifics +Data points in a weighted series present the following two measures. +* **Value** - the Y-coordinate of series points. +* **Weight** - the size of series points. + +When you select the **Bubble** series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays two data item placeholders. Drag and drop the required measures to corresponding placeholders. + +![BubbleSeries_DataBinding](../../../../images/img117789.png) + +## Bubble +Bubble series are similar to [Point series](point-and-line-series.md) except that they allow you to provide an additional measure whose values are expressed in a bubble size. + ![BubbleSeries](../../../../images/img117790.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/trend-indicators.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/trend-indicators.md new file mode 100644 index 0000000000..a0333b70a3 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/trend-indicators.md @@ -0,0 +1,99 @@ +--- +title: Trend Indicators +--- + +The Dashboard Designer allows you to display trend indicators in Chart dashboard items. + +The following indicator types are available: + +* Trend Line + + Displays the general direction of associated points. It is often used to identify existing data trends and can help forecast future trends. +* Regression Line + + Visualizes data using a mathematical formula that minimizes the distance between the line itself and associated data points. It is used to model the relationship between two variables and can be used to make predictions about one variable based on the value of another. +* Custom Indicator + + A custom indicator type registered in a dashboard. + +## Create a Trend Indicator + +Click the **Trend Indicators** button in the **Analysis** group of the **Data** Ribbon page. This command invokes the Trend Indicators dialog: + +![Trend Indicator Button](../../../images/create-a-trend-indicator.png) + +The dialog contains the following buttons: + +* Add + + Creates a new indicator. + +* Remove + + Removes the selected indicator. + +* OK + + Saves changes and closes the dialog. + +* Apply + + Saves changes and keeps the dialog open. + +* Cancel + + Closes the dialog and discards unsaved changes. + + +New indicators are generated with default settings: + +![Add a new indicator](../../../images/add-new-indicator.png) + +You can change the following settings before displaying an indicator in a Chart dashboard item. + +* Name + + The name of the trend indicator within the indicators collection. + +* Type + + The indicator type: Trend Line, Regression Line, or any registered Custom Type. + +* Value + + The measure data item that is used to calculate the trend indicator. + +* Value Level + + The value that specifies which series point value should be used to calculate the indicator. + +* Display In Legend + + Specifies whether to display the trend indicator in the legend. + +* Legend Text + + The text that identifies the trend indicator within the legend. + +* Dash Style + + The dash style used to paint the line. + +* Thickness + + The thickness of the indicator line. + +* Color + + The color for the trend indicator. + +* Visible + + Specifies whether to display the trend indicator. + +You can edit the created indicator in the Trend Indicators dialog: + +![Configure Trend Line in the UI](../../../images/configure-trend-line-in-the-ui.png) + + + diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map.md new file mode 100644 index 0000000000..1a2de6394d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map.md @@ -0,0 +1,34 @@ +--- +title: Choropleth Map +author: Natalia Kazakova +legacyId: 16605 +--- +# Choropleth Map +The topics in this section describe the features available in the **Choropleth Map** dashboard item. + +The Choropleth Map dashboard item allows you to colorize the required areas in proportion to the provided values. + +![MainFeatures_Maps](../../images/img21964.png) + +This section consists of the following subsections: +* [Providing Maps](choropleth-map/providing-maps.md) + + Describes how to use default dashboard maps or provide custom maps. +* [Providing Data](choropleth-map/providing-data.md) + + Explains how to supply the Choropleth Map dashboard item with data. +* [Map Coloring](choropleth-map/map-coloring.md) + + Details how to color map shapes based on the values provided. +* [Map Navigation](choropleth-map/map-navigation.md) + + Explains how to manage map zooming and scrolling. +* [Interactivity](choropleth-map/interactivity.md) + + Describes features that enable interaction between the Choropleth Map and other dashboard items. +* [Labels](choropleth-map/labels.md) + + Describes how to display additional information related to map shapes. +* [Legend](choropleth-map/legend.md) + + Explains the map legend and its options. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/interactivity.md new file mode 100644 index 0000000000..d555fc8e9d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/interactivity.md @@ -0,0 +1,20 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16610 +--- +# Interactivity +This document describes the **Master Filtering** feature, which enables interaction between the **Choropleth Map** and other dashboard items. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**).To learn more about the filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a shape (or multiple shapes by holding down the **CTRL** key) to make other dashboard items only display data related to the selected shape(s). + +![ChoroplethMap_MasterFiltering](../../../images/img22240.png) + +To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the map's [caption](../../dashboard-layout/dashboard-item-caption.md), or the **Clear Master Filter** command in the map's context menu. + +![ContextMenu_ClearMasterFilter](../../../images/img22716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/labels.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/labels.md new file mode 100644 index 0000000000..39335a2b5b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/labels.md @@ -0,0 +1,35 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 17935 +--- +# Labels +A Choropleth map provides the capability to display titles within map shapes and allows you to manage what data to show in the shape tooltips. + +To manage map titles and tooltips, click the **Shape Labels** button in the **Design** ribbon tab. + +![ShapeLabelsButton_Ribbon](../../../images/img25014.png) + +This invokes the **Shape Label Settings** dialog. + +![ShapeLabelSettingsDialog](../../../images/img25015.png) + +In this dialog, you can specify attributes whose values will be displayed within shapes and tooltips. Use the ![Map_LoupeButton](../../../images/img24941.png) button to preview the available attributes and their values for the current map. + +## Shape Titles +The **Title attribute** option allows you to select the attribute whose values are displayed within corresponding map shapes. + +![ChoroplethMap_TitleAttribute](../../../images/img25017.png) + +You can also use the **Include summary value** option to add summary values to shape titles. + +## Tooltips +The **Choropleth Map** dashboard item displays a tooltip that shows information related to a hovered shape. + +![ChoroplethMap_Tooltip](../../../images/img23695.png) + +You can choose whether to use a [binding attribute](providing-data.md) to display as the title of shape tooltips (the **Use binding attribute** option) or specify a custom attribute using the **Tooltip attribute** option. + +![ShapeLabelSettingsDialog_TooltipAttribute](../../../images/img25018.png) + +The Choropleth Map also allows you to add supplementary content to the tooltips using the TOOLTIP DATA ITEMS area. To learn more, see the [Providing Data](providing-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/legend.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/legend.md new file mode 100644 index 0000000000..5c8bb60e9d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/legend.md @@ -0,0 +1,19 @@ +--- +title: Legend +author: Natalia Kazakova +legacyId: 16611 +--- +# Legend +A legend is an element of a map that shows values corresponding to each [color](map-coloring.md). + +![ChoroplethMap_Legend](../../../images/img22232.png) + +## Visibility +To display a legend within a map, use the **Show Legend** button in the **Legend** group of the **Design** Ribbon tab. + +![ChoroplethMap_ShowLegend_Ribbon](../../../images/img22233.png) + +## Position and Orientation +To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. + +![Map_LegendPosition_Ribbon](../../../images/img22236.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring.md index 07f9b023cf..2b0c4fad32 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring.md @@ -1,31 +1,31 @@ ---- -title: Map Coloring -author: Natalia Kazakova -legacyId: 16608 ---- -# Map Coloring -The **Choropleth Map** dashboard item colors map shapes depending on the [data provided](providing-data.md). - -For instance, you can visualize a sales amount or population density. - -![MapColorizer_Sales](../../../images/img22206.png) - -## Palette and Scale Settings -The **Choropleth Map** automatically selects palette and scale settings to color map shapes. - -If you need to customize these settings, click the **Options** button next to the data item that contains these values. - -![MapColorizer_OptionsButton](../../../images/img22208.png) - -This invokes the **Choropleth Map Options** dialog. - -![MapColorizer_ChoroplethMapOptions](../../../images/img22209.png) - -You can specify the following settings in this window. -* **Color palette** - allows you to specify the start and end color of the palette. -* **Scale settings** - specifies whether a _percent_ scale or an _absolute_ scale is used to define a set of colors. You can specify the number of levels that represent the number of colors used to color the map. -* **Preview** is used to display a full set of palette colors generated based on the start/end colors and the number of levels. Use the **Allow Edit** check box to automatically change the generated colors or specify value ranges for each color. - -To learn how to display a map legend, see [Legend](legend.md). - +--- +title: Map Coloring +author: Natalia Kazakova +legacyId: 16608 +--- +# Map Coloring +The **Choropleth Map** dashboard item colors map shapes depending on the [data provided](providing-data.md). + +For instance, you can visualize a sales amount or population density. + +![MapColorizer_Sales](../../../images/img22206.png) + +## Palette and Scale Settings +The **Choropleth Map** automatically selects palette and scale settings to color map shapes. + +If you need to customize these settings, click the **Options** button next to the data item that contains these values. + +![MapColorizer_OptionsButton](../../../images/img22208.png) + +This invokes the **Choropleth Map Options** dialog. + +![MapColorizer_ChoroplethMapOptions](../../../images/img22209.png) + +You can specify the following settings in this window. +* **Color palette** - allows you to specify the start and end color of the palette. +* **Scale settings** - specifies whether a _percent_ scale or an _absolute_ scale is used to define a set of colors. You can specify the number of levels that represent the number of colors used to color the map. +* **Preview** is used to display a full set of palette colors generated based on the start/end colors and the number of levels. Use the **Allow Edit** check box to automatically change the generated colors or specify value ranges for each color. + +To learn how to display a map legend, see [Legend](legend.md). + Also, the Choropleth Map allows you to visualize the difference between the _actual_ and _target_ values of a particular parameter. To learn more, see the [Delta](map-coloring/delta.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring/delta.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring/delta.md new file mode 100644 index 0000000000..2dd49bddfc --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring/delta.md @@ -0,0 +1,57 @@ +--- +title: Delta +author: Natalia Kazakova +legacyId: 16609 +--- +# Delta +The **Choropleth Map** allows you to indicate the difference between the _actual_ and _target_ values of a particular parameter. This difference is called **delta**. + +![ChoroplethMap_DeltaSales](../../../../images/img22211.png) + +## Delta Options +To specify delta indication settings, click the **Options** button next to the data item container. + +![ChoroplethMap_Delta_OptionsButton](../../../../images/img22213.png) + +This invokes the **Choropleth Map Options** dialog. When the map type is set to **Delta**, this dialog contains the following settings. + +![ChoroplethMap_DeltaOptionsDialog](../../../../images/img22214.png) +* **Value Type** + + You can specify which values to display within map tooltips. Use the **Value type** combo box to select the value that will be displayed as the delta value. + + | Value Type | Tooltip | + |---|---| + | **Actual value** | ![Map_DeltaValueType_ActualValue](../../../../images/img22215.png) | + | **Absolute variation** | ![Map_DeltaValueType_AbsoluteVariation](../../../../images/img22216.png) | + | **Percent variation** | ![Map_DeltaValueType_PercentVariation](../../../../images/img22217.png) | + | **Percent of target** | ![Map_DeltaValueType_PercentOfTarget](../../../../images/img22218.png) | +* **Result Indication** + + You can specify the condition that will be used to select the indicator color. To do this, use the **Result indication** combo box. + + | Result Indication | Area Color | + |---|---| + | **Greater is good** | ![Map_DeltaResultIndicaion_GreaterIsGood_1](../../../../images/img22221.png)![Map_DeltaResultIndicaion_GreaterIsGood_2](../../../../images/img22222.png) | + | **Less is good** | ![Map_DeltaResultIndicaion_LessIsGood_1](../../../../images/img22223.png)![Map_DeltaResultIndicaion_LessIsGood_2](../../../../images/img22224.png) | + | **Warning if greater** | ![Map_DeltaResultIndicaion_WarningIfGreater_1](../../../../images/img22225.png)![Map_DeltaResultIndicaion_WarningIfGreater_2](../../../../images/img22226.png) | + | **Warning if less** | ![Map_DeltaResultIndicaion_WarningIfLess_1](../../../../images/img22227.png)![Map_DeltaResultIndicaion_WarningIfLess_2](../../../../images/img22228.png) | + | **No indication** | ![Map_DeltaResultIndicaion_WarningIfLess_1](../../../../images/img22227.png)![Map_DeltaResultIndicaion_WarningIfGreater_2](../../../../images/img22226.png) | +* **Threshold type** and **Threshold value** + + You can specify that a required indicator should only be displayed when the difference between the actual and target values exceeds a specified value. For instance, the actual value exceeds the target value by 10%, or by $2K. + + Use the **Threshold type** combo box to select whether you wish to specify the threshold in percentage values or in absolute values. Then use the **Threshold value** box to specify the threshold value. + +The **Format** tab allows you to specify the numeric display formats for for different value types, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. + +![](../../../../images/choroplethmap_deltaoptionsdialog_format.png) + +The tab contains the following settings. + +* **Format type** - Specifies format types for numeric values. +* **Unit** - Specifies the unit to convert the numeric values. +* **Precision** - Specifies the number of fractional digits to display. +* **Currency** - Specifies the currency symbol and format provided by the current culture settings. +* **Culture** - Specifies the name of a culture that defines the currency symbol and format. +* **Include group separator** - Specifies whether separators should be inserted between digit groups. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-navigation.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-navigation.md new file mode 100644 index 0000000000..d780cd7abf --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-navigation.md @@ -0,0 +1,15 @@ +--- +title: Map Navigation +author: Natalia Kazakova +legacyId: 17930 +--- +# Map Navigation +The Choropleth Map dashboard item allows you to perform navigation actions such as zooming and scrolling. + +The Dashboard Designer allows you to specify the initial zooming/scrolling state for the Choropleth map using the mouse. + +You can disable the capability to scroll/zoom the map using the **Lock Navigation** button in the **Design** ribbon tab. + +![MapNavigationGroup](../../../images/img25019.png) + +Use the **Full Extent** button to display the entire map within the dashboard item. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-data.md new file mode 100644 index 0000000000..a81ee9b184 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-data.md @@ -0,0 +1,42 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16607 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Choropleth Map** dashboard item to data in the Designer. + +The image below shows a sample Choropleth Map dashboard item that is bound to data. + +![ChoroplethMapDataBinding_Main](../../../images/img117705.png) + +To bind the Choropleth Map dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. +The Choropleth Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. +Tables below list the available data sections. + +**DATA ITEMS** +* **Attribute** - + Allows you to associate map shapes with data source field values. + + To associate map shapes with data source field values, drag-and-drop the required dimension to the data item's placeholder and select the required attribute in the **Map Attribute Binding** dialog. To invoke this dialog, click the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![ChoroplethMap_MapAttributeBindingIcon](../../../images/img22351.png) icon) next to the **Attribute** placeholder. + + ![MapAttributeBindingDialog_ChoroplethMap](../../../images/img117708.png) + + Select the required attribute and click **OK**. +* **Maps** - + Contains data items whose values are used to color map shapes. Map shape colors vary based on the map type. + + Click the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![Grid_ColumnTypeIndicators_MeasureColumn](../../../images/img19671.png) or ![Grid_ColumnTypeIndicators_DeltaColumn](../../../images/img19669.png) icon depending on the map type) next to the **Value** placeholder and select the required map type in the invoked **Choropleth Map Options** dialog. + + ![ChoroplethMapOptions_MapType](../../../images/img117709.png) + * If you select **Value**, the Choropleth map colors map shapes depending on the values provided. To learn more, see [Map Coloring](map-coloring.md). + * If you select **Delta**, the Choropleth map colors map shapes depending on the difference between two values. To learn how to specify delta indication settings, see [Delta](map-coloring/delta.md). + + > [!NOTE] + > You can fill several data item containers in the **Maps** section and use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the dashboard item caption. + +**TOOLTIP DATA ITEMS** +* **Measures** - + Allows you to add supplementary content to the tooltips. Drag and drop the required measures to provide additional data. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-maps.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-maps.md new file mode 100644 index 0000000000..fee8ed07b2 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-maps.md @@ -0,0 +1,57 @@ +--- +title: Providing Maps +author: Natalia Kazakova +legacyId: 16606 +--- +# Providing Maps +This document explains how to use the default **DevExpress Dashboard maps**, or provide custom maps. + +## Default Maps +DevExpress Dashboard ships with a set of default maps showing various parts of the world. The following maps are included. +* **World Countries** - a world map. +* **Europe** - a map of Europe. +* **Asia** - a map of Asia. +* **North America** - a map of North America. +* **South America** - a map of South America. +* **Africa** - a map of Africa. +* **USA** - a map of the USA. +* **Canada** - a map of Canada. + +> [!NOTE] +> Note that the **World Countries** map has a lower level of detail than maps of specific regions and may not contain some countries. As an alternative, you can load a custom map with the required granularity. + +To select the required default map, use the **Default Map** button in the **Open** group of the **Design** ribbon tab. + +![Map_DefaultMaps_Ribbon](../../../images/img22183.png) + +As an alternative, use the corresponding command in the map context menu. + +## Custom Maps +DevExpress Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types. +* **.shp** file - holds map shapes (points/lines/polygons). +* **.dbf** file - contains attributes for each shape. + +To open an existing shapefile, use the **Load Map** or **Import Map** button in the Ribbon, or the command in the context menu (**Load Map...** or **Import Map...**). + +![Map_LoadOpenMap_Ribbon](../../../images/img22192.png) + +In the invoked dialog, locate the required **.shp** file. Note that custom maps created in the Cartesian coordinate system are not supported. + +> [!NOTE] +> If the map is opened using the **Load Map** button, the [dashboard XML definition](../../save-a-dashboard.md) will contain the path to a map shapefile. If the map is opened using the **Import Map** button, the dashboard XML definition will contain the map itself. + +> [!NOTE] +> Attributes from the corresponding **.dbf** file located in the same directory will be included in the map automatically. + +## Map Attributes +After you select the default map or a custom map, you can view supplemental information (such as the name of the country, state, etc.). To do this, click the **Options** button next to the **Attribute** placeholder. + +![Map_MapAttributeBinding](../../../images/img22198.png) + +In the invoked **Map Attribute Binding** dialog, click **Preview**. + +![Map_ShapefileAttributesPreview](../../../images/img22197.png) + +This table displays the available attributes for the current map. Each set of attribute values is related to a specific map shape. + +To learn how to bind the map attribute to a data source field, see the [Providing Data](providing-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/dashboard-item-group.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/dashboard-item-group.md new file mode 100644 index 0000000000..80fcdb164f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/dashboard-item-group.md @@ -0,0 +1,34 @@ +--- +title: Dashboard Item Group +author: Natalia Kazakova +legacyId: 17942 +--- +# Dashboard Item Group +DevExpress Dashboard provides the capability to combine dashboard items into a group. The dashboard item group serves two main purposes. +* Combine dashboard items within the dashboard into a separate [layout group](../dashboard-layout/dashboard-items-layout.md). +* Manage [interaction](../interactivity/master-filtering.md) between dashboard items within and outside the group. + +For instance, you can combine related [filter elements](filter-elements.md) and [data visualization dashboard items](../add-dashboard-items.md) into a group. + +![Fundamentals_DashboardItemGroup](../../images/img24788.png) +* [Create a Group](#create-a-group) +* [Interactivity](#interactivity) + +## Create a Group +To create a new group, use the **Group** button in the **Home** ribbon tab. + +![GroupButton_Ribbon](../../images/img24852.png) + +You can add dashboard items to a group and manage item layout using [drag-and-drop](../dashboard-layout/dashboard-items-layout.md). To learn how to manage a group's caption, see the [Dashboard Item Caption](../dashboard-layout/dashboard-item-caption.md) topic. + +> [!NOTE] +> Note that a dashboard item group cannot be added to another group. + +## Interactivity +The dashboard item group provides the capability to manage [interaction](../interactivity/master-filtering.md) between dashboard items within and outside the group. + +The **Master Filter** button allows you to specify whether the current group allows you to filter external dashboard items using master filter items contained within the group. If this option is disabled, master filter items contained within the group can filter only dashboard items from this group.**** + +![GrouMasterFilterButton_Ribbon](../../images/img24853.png) + +The **Ignore Master Filters** button allows you to isolate dashboard items contained within the group from being filtered using external master filter items. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/date-filter.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/date-filter.md new file mode 100644 index 0000000000..a0ca24ed5f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/date-filter.md @@ -0,0 +1,107 @@ +--- +title: Date Filter +author: Boris Zaitsev +--- +# Date Filter + +The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. + +The DateFilter item displays a set of intervals that can be used as quick filters. + +![Date Filter](../../images/datefilter-autoheight.png) + +End-users can click the button to invoke the Date Picker: + +![Date Filter - Date Picker Drop-Down](../../images/datefilter-dropdown-daycalendar.png) + +## Add a New Date Filter to the Dashboard + +To create a Date Filter item, click the **Filter Elements** drop-down button in the **Insert** group on the **Home** ribbon page and select **Date Filter**. + +![DateFilter - Ribbon](../../images/datefilter-ribbon.png) + +## Bind to Data + +You can use `DateTime`/`DateOnly` fields for a date filter. + +Use the **Data Items Pane** to perform data binding. Drag the dimension field from the [Data Source Browser](../ui-elements/data-source-browser.md) to the data item, and click the _Options_ button to select [group intervals](../data-shaping/formatting-data.md). + +![DATA ITEMS Pane](../../images/datefilter-data-items-pane.png) + +## Filter Type + +A filter can be a DateTime value, DateTime range or infinite interval before or after a specified date. + +To specify the filter type, click the drop-down **Filter Type** in the ribbon (Date Filter Tools contextual tab-> Design page -> Layout group): + +![datefilter-filtertype-ribbon](../../images/datefilter-filtertype-ribbon.png) + +## Date Picker + +![Date Picker](../../images/datefilter-datepicker.png) + +The DateFilter item contains a Date Picker - a button with a drop-down calendar. This button initially displays "Click to set filter". + +The calendar drops down when the end user: + +* clicks the button without a specified range (the button with the "Click to set filter" caption) +* clicks the ![edit-date-filter-icon](../../images/editdatefilter.png) icon on the button with the specified datetime range. + +A drop-down calendar may contain a single calendar control (the Filter Type is Exact, Before or After) or two calendar controls (the Filter Type is Between). + +When the user selects the date, the Date Picker caption displays information about that date (date range) and the ![edit-date-filter-icon](../../images/editdatefilter.png) icon. The caption text is constructed from a custom string with date placeholders. If the user clicks the caption, The Date Picker button acts as a checked button to apply the date range (checked) or reset the date filter (unchecked) to its default value. When the user clicks the icon, the drop-down calendar appears and enables the user to select another date range. + +To show or hide the Date Picker component, click the **Show Date Picker** check button in the ribbon (Date Filter Tools contextual tab-> Design page -> Layout group): + +![](../../images/datefilter-showdatepicker-ribbon.png) + +## Display Format + +To specify the date-time value format, use the **Format** submenu in the data item menu, as described in the [Formatting Data](../data-shaping/formatting-data.md) topic. + +To specify a custom string displayed in the Date Picker component, use the **Edit Names** dialog. To invoke the dialog, right-click the DateFilter item and click the Edit Names... menu item or click the **Edit Names** button in the **Design** Ribbon tab. + +![datefilter-displaytextpattern-editnames-dialog](../../images/datefilter-displaytextpattern-editnames-dialog.png) + +You can include placeholders in a custom string. The {0} placeholder is the interval's start, the {1} placeholder is the interval's end. + +## Create Quick Filters + +Quick Filters are buttons displayed within the DateFilter item. Each button has a DateTime range assigned to it. You can click the button to apply that range as a Date filter. The button is checked until the end-user clicks the same button once more to reset the filter to its default value. The buttom becomes unchecked if the end user clicks another button. + +![Quick Filters](../../images/datefilter-quick-filters.png) + +The item's context menu contains commands with the same captions that act as quick filters. + +A newly created DateFilter dashboard item has no quick filters. To add a quick filter: + +* in the dashboard designer, click the _[Options](../ui-elements/data-items-pane.md)_ button (the ![BoundImageAttributeOptionsButton](../../images/img123296.png) icon) next to the _Argument_ placeholder +* or select the _Edit Periods_ command in the context menu +* or click the **Edit Periods** in the ribbon (Date Filter Tools contextual tab-> Design page -> Interactivity group): + + ![datefilter-editperiods-ribbon](../../images/datefilter-editperiods-ribbon.png) + +This invokes the **Edit Periods** dialog. You can select a [predefined range](range-filter/predefined-ranges.md) or add a custom period, specify the quick filter's range and caption. + +![datefilter-edit-periods-dialog](../../images/datefilter-edit-periods-dialog.png) + +## Arrange Quick Filters + +Quick filters in the DateFilter item can be arranged horizontally or vertically. The default mode is _auto height_, in which quick filters are displayed horizontally and the dashboard item shrinks automatically to fit the items and save space. + +To specify the arrangement mode, click the **Arrangement Mode** drop-down in the ribbon (Date Filter Tools contextual tab-> Design page -> Layout group): + +![datefilter-arrangement-ribbon](../../images/datefilter-arrangement-ribbon.png) + +Auto Height Arrangement Mode: + +![Auto Height Arrangement Mode](../../images/datefilter-autoheight.png) + +Vertical Arrangement Mode: + +![Vertical Arrangement Mode](../../images/datefilter-vertical.png) + + +Horizontal Arrangement Mode: + +![Horizontal Arrangement Mode](../../images/datefilter-horizontal.png) diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements.md new file mode 100644 index 0000000000..5ac7e37f29 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements.md @@ -0,0 +1,12 @@ +--- +title: Filter Elements +author: Natalia Kazakova +legacyId: 17938 +--- +# Filter Elements +Filter elements represent a special type of dashboard item that allows you to apply filtering to other dashboard items. + +Topics in this section. +* [Filter Elements Overview](filter-elements/filter-elements-overview.md) +* [Providing Data](filter-elements/providing-data.md) +* [Interactivity](filter-elements/interactivity.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/filter-elements-overview.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/filter-elements-overview.md new file mode 100644 index 0000000000..62089252bd --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/filter-elements-overview.md @@ -0,0 +1,58 @@ +--- +title: Filter Elements Overview +author: Natalia Kazakova +legacyId: 17939 +--- +# Filter Elements Overview +The **Dashboard Designer** allows you to create filter elements that used to filter other dashboard items. +* [Combo Box](#combo-box) +* [List Box](#list-box) +* [Tree View](#tree-view) +* [Date Filter](#date-filter) + +To add the required filter element to the dashboard, use the **Filter Elements** button in the **Home** ribbon tab. + +![FilterElements_Ribbon](../../../images/img24808.png) + +## Combo Box +The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. + +You can switch the combo box type in the ribbon **Design** tab. + +![ComboboxTypes_Ribbon](../../../images/img24836.png) + +| Combo Box Type | Example | Description | +|---|---|---| +| **Standard** | ![Combobox_Standard](../../../images/img24834.png) | Allows yous to select only a single value. | +| **Checked** | ![Combobox_Checked](../../../images/img24835.png) | Allows you to select multiple values in the invoked drop-down list. | + +## List Box +The **List Box** dashboard item allows you to select a value(s) from the list. + +You can switch the list box type in the ribbon **Design** tab. + +![ListboxTypes_Ribbon](../../../images/img24837.png) + +| List Box Type | Example | Description | +|---|---|---| +| **Checked** | ![Listbox_Checked](../../../images/img24840.png) | Allows you to select multiple values in the list box. | +| **Radio** | ![Listbox_Radio](../../../images/img24841.png) | Allows you to select only a single value in the radio group. | + +## Tree View +The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. + +![Treeview_Checked](../../../images/img24843.png) + +You can manage the initial expanded state of filter values using the **Auto Expand** button in the **Design** ribbon tab. + +![Treeview_AutoExpand](../../../images/img24844.png) + +## Date Filter + +The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. + +The DateFilter item displays a set of intervals that can be used as quick filters. + +![Date Filter](../../../images/datefilter-autoheight.png) + +See [Date Filter](../date-filter.md) for details. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/interactivity.md new file mode 100644 index 0000000000..9e95b919d8 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/interactivity.md @@ -0,0 +1,32 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 17941 +--- +# Interactivity +This document describes the filtering capabilities supported by filter elements. You can use filter elements to apply master filtering to other dashboard items or introduce hierarchical filtering by adding several connected filters. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +> [!IMPORTANT] +> Note that filter elements do not support Master Filter selection modes. You can switch the selection mode by [changing the type](filter-elements-overview.md) of the required filter element. + +Depending on the filter element type, you can select a value(s) to make other dashboard items display only data related to the selected value(s). + +![FilterElements_Interactivity](../../../images/img24829.png) + +You can also create a set of related filter elements containing relevant filter values. For instance, in the image below, the **State/Province** filter element contains states related to the 'United States' value, while the **City** filter element contains cities related to the 'New York' value. + +![CascadingFiltering](../../../images/img24833.png) + +Disable the **Ignore Master Filters** option for the required filter element to allow applying filtering to this element. + +## Filter Element Options +_Standard_ Combo Box and _Radio_ List Box filter elements have the _(Allow Empty Filter)_ option that enables the filter mode without selected items. To enable the mode, click the **Allow Empty Filter** button in the **Design** ribbon tab. + +![ShowAllValue_Ribbon](../../../images/img26111.png) + +The **Enable Search** button displays the search box that allows you to search and filter as you type: + +![Enable_Search](../../../images/img256001.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/providing-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/providing-data.md new file mode 100644 index 0000000000..426a7d7de0 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/providing-data.md @@ -0,0 +1,20 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 17940 +--- +# Providing Data +This topic describes how to bind filter elements to data using the **Dashboard Designer**. + +The Dashboard Designer allows you to bind various dashboard items to data in a consistent manner (see [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details), the only difference being the data sections that these dashboard items comprise. + +## Binding Overview +All filter elements provide the **Dimensions** data section, which accepts dimensions used to provide filter values. + +To learn about the specifics of binding various filter elements to data, see the table below. + +| Dashboard Item | Data Sections | Description | +|---|---|---| +| **Combo Box** | ![ComboBox_ProvidingData](../../../images/img24813.png) | The Combo Box filter element can contain several dimensions at the **Dimensions** data section. In this case, the drop-down list will contain combinations of dimension values. | +| **List Box** | ![ListBox_ProvidingData](../../../images/img24814.png) | The List Box filter element can contain several dimensions at the **Dimensions** data section. In this case, the list will contain combinations of dimension values. | +| **Tree View** | ![TreeView_ProvidingData](../../../images/img24815.png) | The Tree View filter element allows you to display dimension values in a hierarchical way. This can be the set of dimensions with different [group intervals](../../data-shaping/grouping.md) (for instance, Year/Quarter/Month) or the set of related dimensions (for instance, geographical data such as continents/countries/cities). | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges.md new file mode 100644 index 0000000000..d56dc3cd51 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges.md @@ -0,0 +1,29 @@ +--- +title: Gauges +author: Natalia Kazakova +legacyId: 16593 +--- +# Gauges +The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. + +![MainFeatures_Gauges](../../images/img18176.png) + +This section consists of the following subsections: +* [Providing Data](gauges/providing-data.md) + + Provides information about how to supply the Gauge dashboard item with data. +* [Delta](gauges/delta.md) + + Provides an overview of the Gauge dashboard item's capability to display the difference between two parameters. +* [Gauge Scale](gauges/gauge-scale.md) + + Describes options that relate to the gauge scales. +* [Interactivity](gauges/interactivity.md) + + Describes features that enable interaction between the Gauge dashboard item and other items. +* [Layout](gauges/layout.md) + + Describes layout options of the Gauge dashboard item. +* [Style](gauges/style.md) + + Provides information about how to specify the gauge style. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/delta.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/delta.md new file mode 100644 index 0000000000..0865b740dc --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/delta.md @@ -0,0 +1,57 @@ +--- +title: Delta +author: Natalia Kazakova +legacyId: 16595 +--- +# Delta +Gauges allow you to display the difference between the _actual_ and _target_ values of a particular parameter. This difference is called **delta**. + +Delta is shown with a _delta indicator_ (indicating whether the actual value is less than or greater than the target value) and _delta values_ (representing this difference as an absolute value or a variation). + +![Delta_Gauge](../../../images/img20029.png) + +To customize settings that relate to the calculation and display of deltas, use the options buttons (the ![DataItemsArea_OptionsButton](../../../images/img20167.png) icon) displayed next to the data item container in the Gauges section of the DATA ITEMS pane. + +![Gauges_DeltaOptions_OptionsButton](../../../images/img19991.png) + +These buttons invoke the **Gauge Options** dialog. + +![Gauges_DeltaOptions_OptionsWindow](../../../images/img19992.png) + +Use it to define the condition for displaying delta indication, specify which delta values should be displayed, and introduce the comparison tolerance. +* [Delta Values](#deltavalues) +* [Delta Indication](#deltaindicationcondition) +* [Comparison Tolerance](#comparisontolerance) + +## Delta Values +You can specify which values should be displayed within gauges. Use the **Value type** combo box in the **Gauge Options** window to select the value that will be displayed as the delta value. + +| Value Type | Result | +|---|---| +| Actual Value | ![Gauges_Delta_Values_ActualValue](../../../images/img20094.png) | +| Absolute Variation | ![Gauges_Delta_Values_AbsoluteVariation](../../../images/img20093.png) | +| Percentage Variation | ![Gauges_Delta_Values_PercentVariation](../../../images/img20096.png) | +| Percentage of Target | ![Gauges_Delta_Values_PercentOfTarget](../../../images/img20095.png) | + +## Delta Indication +You can specify the condition for displaying delta indication. To do this, use the **Result indication** combo box in the **Gauge Options** window. +* Greater is Good - The 'good' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'bad' indication is displayed. + + ![Gauges_Delta_Indication_GreaterIsGood](../../../images/img20088.png) +* Less is Good - The 'bad' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'good' indication is displayed. + + ![Gauges_Delta_Indication_LessIsGood](../../../images/img20089.png) +* No Indication - Indication is not displayed. + + ![Gauges_Delta_Indication_NoIndication](../../../images/img20090.png) +* Warning if Greater - A warning is displayed if the actual value exceeds the target value; otherwise, no indication is displayed. + + ![Gauges_Delta_Indication_WarningIfGreater](../../../images/img20091.png) +* Warning if Less - A warning is displayed if the target value exceeds the actual value; otherwise, no indication is displayed. + + ![Gauges_Delta_Indication_WarningIfLess](../../../images/img20092.png) + +## Comparison Tolerance +The comparison tolerance allows you to create more advanced conditions for displaying delta indication. For instance, you can specify that a specific indication should be displayed when the actual value exceeds the target value _by 10%_ or _by $2K_. + +Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or in absolute values. Then use the **Threshold value** box to specify the comparison tolerance. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/gauge-scale.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/gauge-scale.md new file mode 100644 index 0000000000..4ae3ab3c3d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/gauge-scale.md @@ -0,0 +1,32 @@ +--- +title: Gauge Scale +author: Natalia Kazakova +legacyId: 16596 +--- +# Gauge Scale +By default, the Gauge dashboard item automatically determines the range of the gauge scales based on the values they display. + +![Gauges_MinimumMaximumValues](../../../images/img18659.png) + +You can override this behavior and specify the maximum and minimum values on the scale. + +To do this, invoke the **Gauge Options** window using the **Options** button displayed in the data item container in the Gauges section of the DATA ITEMS pane. + +![Gauges_DeltaOptions_OptionsButton](../../../images/img19991.png) + +In the **Gauge Options** window, uncheck the **Auto** check box for the maximum or minimum value, and specify this value in the corresponding field. + +![Gauges_Scale_OptionsWindow](../../../images/img20099.png) + +The **Format** tab allows you to specify the numeric display formats for for different value types, as described in the [Formatting Data](../../data-shaping/formatting-data.md) document. + +![Gauges_Scale_OptionsWindow_Format](../../../images/gauges_scale_optionswindow_format.png) + +The tab contains the following settings. + +* **Format type** - Specifies format types for numeric values. +* **Unit** - Specifies the unit to convert the numeric values. +* **Precision** - Specifies the number of fractional digits to display. +* **Currency** - Specifies the currency symbol and format provided by the current culture settings. +* **Culture** - Specifies the name of a culture that defines the currency symbol and format. +* **Include group separator** - Specifies whether separators should be inserted between digit groups. diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity.md new file mode 100644 index 0000000000..84524b95a9 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity.md @@ -0,0 +1,11 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16597 +--- +# Interactivity +This section describes features that enable interaction between the **Gauge** dashboard item and other items. These features include **Master Filtering** and **Drill-Down**. + +The section contains the following topics. +* [Master Filtering](interactivity/master-filtering.md) +* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/drill-down.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/drill-down.md new file mode 100644 index 0000000000..3bfcdfc73c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/drill-down.md @@ -0,0 +1,29 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16599 +--- +# Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. + +When drill-down is enabled, you can click a gauge to view the details. + +![Anim_Gauges_DrillDown](../../../../images/img19997.gif) + +> [!NOTE] +> When [Master Filtering](master-filtering.md) is enabled, you can view the details by double-clicking a gauge. + +Drill-down requires that the **Series** section contains several dimensions, from the least detailed to the most detailed dimension. + +![Cards_Interactivity_DrillDown_DataItems](../../../../images/img19987.png) + +> [!NOTE] +> In **OLAP** mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../images/img19513.png) button if you are using the toolbar menu). + +![DataShaping_Interactivity_DrillDown_Ribbon](../../../../images/img19415.png) + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Gauge dashboard item, or the **Drill Up** command in the Gauge’s context menu. + +![DrillUpCommand_ContextMenu](../../../../images/img22786.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/master-filtering.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/master-filtering.md new file mode 100644 index 0000000000..b947e78129 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/master-filtering.md @@ -0,0 +1,15 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16598 +--- +# Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. + +When master filtering is enabled, you can click a gauge (or multiple gauges by holding down the **CTRL** key) to make other dashboard items only display data related to the selected gauge(s). + +![Anim_Gauges_MasterFilter](../../../../images/img19998.gif) + +To learn how to enable master filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Gauge dashboard item, or the **Clear Master Filter** command in the Gauge’s context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/layout.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/layout.md new file mode 100644 index 0000000000..14cc62172f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/layout.md @@ -0,0 +1,21 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 16600 +--- +# Layout +The **Gauge** dashboard item allows you to specify the number of columns or rows in which individual gauges are arranged. + +To control how gauges are arranged, use the buttons in the **Content Arrangement** group of the **Design** Ribbon tab. + +By default, the **Auto Arrange** option is enabled, which automatically resizes gauges to fit within the dashboard item. + +![Gauges_Layout_AutoArrange](../../../images/img20007.png) + +You can also specify the number of columns in which gauges are arranged. Click the **Arrange in Columns** button and specify the appropriate number in the **Count** field. + +![Gauges_Layout_ArrangeInColumns](../../../images/img20005.png) + +Similarly, you can arrange pies in a specific number of rows by clicking the **Arrange in Rows** button. + +![Gauges_Layout_ArrangeInRows](../../../images/img20006.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/providing-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/providing-data.md new file mode 100644 index 0000000000..df1712c9e5 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/providing-data.md @@ -0,0 +1,20 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16594 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Gauge** dashboard item to data in the Designer. + +The image below shows a sample Gauge dashboard item that is bound to data. + +![GaugeProvidingData_Main](../../../images/img117703.png) + +To bind the Gauge dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Gauge's data sections. + +| Section | Description | +|---|---| +| **Gauges** | Contains data items used to calculate values displayed by gauges. Data items are arranged in containers. Each _[data item container](../../ui-elements/data-items-pane.md)_ can hold two data items. The first item contains _actual_ data and the second item (optional) contains _target_ data. If both items are provided, gauges show the difference between actual and target values. You can fill several data item containers in the Gauges section and use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the dashboard item caption. This drop-down menu is available if the Series section is not empty. Otherwise, a separate gauge is created for each data item container, and all gauges are displayed simultaneously. | +| **Series** | Contains data items whose values are used to label gauges. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/style.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/style.md new file mode 100644 index 0000000000..28402452ca --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/style.md @@ -0,0 +1,41 @@ +--- +title: Style +author: Natalia Kazakova +legacyId: 16601 +--- +# Style +The **Gauge** dashboard item allows you to select the gauge type. + +The following types are supported. + +**Full Circular:** + +![Gauges_ViewType_FullCircular](../../../images/img18618.png) + +**Half Circular:** + +![Gauges_ViewType_HalfCircular](../../../images/img18619.png) + +**Left-Quarter Circular:** + +![Gauges_ViewType_LeftQuarterCircular](../../../images/img18620.png) + +**Right-Quarter Circular:** + +![Gauges_ViewType_RightQuarterCircular](../../../images/img18623.png) + +**Three-Fourths Circular** + +![Gauges_ViewType_ThreeQuarterCircular](../../../images/img18624.png) + +**Linear Horizontal:** + +![Gauges_ViewType_LinearHorizontal](../../../images/img18621.png) + +**Linear Vertical:** + +![Gauges_ViewType_LinearVertical](../../../images/img18622.png) + +To select the gauge type, use the buttons in the **Style** group of the **Design** Ribbon tab. + +![Gauges_ViewType_Ribbon](../../../images/img20166.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps.md new file mode 100644 index 0000000000..05386ffb3a --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps.md @@ -0,0 +1,32 @@ +--- +title: Geo Point Maps +author: Natalia Kazakova +legacyId: 16612 +--- +# Geo Point Maps +The topics in this section describe various types of **Geo Point Map** dashboard items that allow you to place callouts, bubbles or pies on the map using geographical coordinates. + +![MapsOverview_GeoPointMap](../../images/img23628.png) + +This section consists of the following subsections. +* [Map Types Overview](geo-point-maps/map-types-overview.md) + + Lists the available types of Geo Point maps and their features. +* [Providing Maps](geo-point-maps/providing-maps.md) + + Explains how to use default dashboard maps or provide custom maps. +* [Geo Point Map](geo-point-maps/geo-point-map.md) | [Bubble Map](geo-point-maps/bubble-map.md) | [Pie Map](geo-point-maps/pie-map.md) + + Describe specific capabilities of various Geo Point Map types. +* [Clustering](geo-point-maps/clustering.md) + + Describes the feature that enables grouping of neighboring map objects. +* [Interactivity](geo-point-maps/interactivity.md) + + Describes features that enable interaction between the Geo Point maps and other dashboard items. +* [Labels](geo-point-maps/labels.md) + + Describes how to display additional information related to map shapes. +* [Map Navigation](geo-point-maps/map-navigation.md) + + Explains how to manage map zooming and scrolling. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map.md new file mode 100644 index 0000000000..666aab3a73 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map.md @@ -0,0 +1,14 @@ +--- +title: Bubble Map +author: Natalia Kazakova +legacyId: 16718 +--- +# Bubble Map +The **Bubble Map** dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. + +![MapsOverview_BubbleMap](../../../images/img23629.png) + +Topics in this section describe specific capabilities of the Bubble Map dashboard item. +* [Providing Data](bubble-map/providing-data.md) +* [Coloring](bubble-map/coloring.md) +* [Legends](bubble-map/legends.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/coloring.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/coloring.md new file mode 100644 index 0000000000..80062623d4 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/coloring.md @@ -0,0 +1,18 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 16782 +--- +# Coloring +The Bubble Map dashboard item automatically selects palette and scale settings used to color bubbles depending on the [provided](providing-data.md) values. + +![BubbleMap_DataItems](../../../../images/img23580.png) + +To customize these settings, click the **Options** button next to the **Color** placeholder. This invokes the **Color Scale Options** dialog, which allows you to specify the palette and scale options. + +![BubbleMapWin_ColorScaleOptionsDialog](../../../../images/img126626.png) + +You can specify the following settings in this window. +* **Color palette** - allows you to specify the start and end color of the palette. +* **Scale settings** - specifies whether a _percent_ scale or an _absolute_ scale is used to define a set of colors. You can specify the number of levels that represent the number of colors used to color the map. +* **Preview** is used to display a full set of palette colors generated based on the start/end colors and the number of levels. Use the **Allow Edit** check box to automatically change the generated colors or specify value ranges for each color. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/legends.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/legends.md new file mode 100644 index 0000000000..7f3bc3cf11 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/legends.md @@ -0,0 +1,35 @@ +--- +title: Legends +author: Natalia Kazakova +legacyId: 17257 +--- +# Legends +Bubble Map provides two types of legends used to identify map objects - color and weighted legends. +* [Color Legend](#color) +* [Weighted Legend](#weighted) + +## Color Legend +The color legend helps you to identify which colors correspond to specific values. + +![ChoroplethMap_Legend](../../../../images/img22232.png) + +To display a color legend within a map, use the **Show Color Legend** button in the **Color Legend** section of the **Design** Ribbon tab. + +![ChoroplethMap_ShowLegend_Ribbon](../../../../images/img22233.png) + +To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. + +![Map_LegendPosition_Ribbon](../../../../images/img22236.png) + +## Weighted Legend +The weighted legend allows you to identify values corresponding to specific bubble sizes. + +![GeoPointMap_WeightedLegend](../../../../images/img23624.png) + +To select the required weighted legend type, use the **Show Weighted Legend** button in the **Weighted Legend** section of the **Design** Ribbon tab. + +![ShowWeightedLegendRibbon](../../../../images/img23625.png) + +To specify the legend's position, select one of the predefined options from the gallery in the **Design** Ribbon tab. + +![WeightedLegendPosition_Ribbon](../../../../images/img23627.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md new file mode 100644 index 0000000000..e28330e0f3 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md @@ -0,0 +1,28 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16781 +--- +# Providing Data +This topic describes how to bind the **Bubble Map** dashboard item to data using the **Dashboard Designer**. + +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner (see [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details). The only difference is in the data sections that these dashboard items have. + +The image below shows a sample Bubble Map dashboard item that is bound to data. + +![BubbleMap_DataItems](../../../../images/img23580.png) + +Note that the Bubble Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. +Tables below list the available data sections. + +**DATA ITEMS** +* **Latitude** - Accepts a dimension used to provide geographic latitude. +* **Longitude** - Accepts a dimension used to provide geographic longitude. +* **Weight** - Accepts a measure used to evaluate the bubble's weight. +* **Color** - Accepts a measure used to evaluate the bubble's color. + + The Bubble Map dashboard item automatically selects palette and scale settings used to color bubbles. To customize these settings, click the **Options** button next to the **Color** placeholder. This invokes the **Color Scale Options** dialog, which allows you to specify the palette and scale options. To learn how to use this dialog, see [Coloring](coloring.md). + +**TOOLTIP DATA ITEMS** +* **Dimensions** - Accepts dimensions allowing you to add supplementary content to the tooltips. +* **Measures** - Accepts measures allowing you to add summaries to the tooltips. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md new file mode 100644 index 0000000000..2670615a1b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md @@ -0,0 +1,19 @@ +--- +title: Clustering +author: Natalia Kazakova +legacyId: 17256 +--- +# Clustering +When a **Geo Point** map contains a large number of objects (callouts, bubbles or pies), showing each object individually on the map is not useful. The **Dashboard Designer** provides the capability to group neighboring map objects. This feature is called **Clustering**. + +For instance, the **Geo Point Map** dashboard item combines callouts to bubbles. + +![ClusteredCallouts](../../../images/img23590.png) + +The **Bubble Map** and **Pie Map** dashboard items cluster bubbles/pies with other bubbles/pies. + +![ClusteringPies](../../../images/img23641.png) + +To enable clustering in the Designer, use the **Enable Clustering** button in the **Data** ribbon tab. + +![ClusteringButton_Ribbon](../../../images/img23585.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map.md new file mode 100644 index 0000000000..048a1a3d37 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map.md @@ -0,0 +1,12 @@ +--- +title: Geo Point Map +author: Natalia Kazakova +legacyId: 16714 +--- +# Geo Point Map +The **Geo Point Map** dashboard item allows you to place callouts on the map using geographical coordinates. + +![MapsOverview_GeoPointMap](../../../images/img23628.png) + +Topics in this section describe specific capabilities of the Geo Point Map dashboard item. +* [Providing Data](geo-point-map/providing-data.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md new file mode 100644 index 0000000000..77dae9c0a7 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md @@ -0,0 +1,31 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16614 +--- +# Providing Data +This topic describes how to bind the **Geo Point Map** dashboard item to data using the **Dashboard Designer**. + +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner (see [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details). The only difference is in the data sections that these dashboard items have. + +The image below shows a sample Geo Point Map dashboard item that is bound to data. + +![GeoPointMap_DataItems](../../../../images/img23579.png) + +Note that the Geo Point Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. +Tables below list the available data sections. + +**DATA ITEMS** + +| Section | Description | +|---|---| +| **Latitude** | Accepts a dimension used to provide geographic latitude. | +| **Longitude** | Accepts a dimension used to provide geographic longitude. | +| **Value** | Accepts values related to geographic points. These values are displayed within map callouts. | + +**TOOLTIP DATA ITEMS** + +| Section | Description | +|---|---| +| **Dimensions** | Accepts dimensions allowing you to add supplementary content to the tooltips. | +| **Measures** | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/interactivity.md new file mode 100644 index 0000000000..a2114490b6 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/interactivity.md @@ -0,0 +1,23 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16615 +--- +# Interactivity +This document describes the **Master Filtering** capability, which enables interaction between the **Geo Point Map** and other dashboard items. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about the filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies by holding down the **CTRL** key) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). + +![GeoPointMap_MasterFilter](../../../images/img22296.png) + +> [!NOTE] +> When you select a [clustered](clustering.md) bubble or pie, master filtering is applied by all points that are clustered into this bubble/pie. + +To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the map's [caption](../../dashboard-layout/dashboard-item-caption.md), or the **Clear Master Filter** command in the context menu. + +![ContextMenu_ClearMasterFilter](../../../images/img22716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/labels.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/labels.md new file mode 100644 index 0000000000..262efe8560 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/labels.md @@ -0,0 +1,25 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 17937 +--- +# Labels +Geo Point maps provide the capability to display titles within map shapes and allows you to add supplementary content to the callout/bubble/pie tooltips. + +## Shape Titles +To manage map titles, click the **Shape Title** button in the **Design** ribbon tab. + +![ShapeTitleButton_Ribbon](../../../images/img25024.png) + +This invokes the **Shape Title Settings** dialog. + +![GeoPointMap_ShapeTitleDialog](../../../images/img25025.png) + +In this dialog, you can specify attributes whose values will be displayed within shapes. Use the ![Map_LoupeButton](../../../images/img24941.png) button to preview the available attributes and their values for the current map. + +The **Title attribute** option allows you to select the attribute whose values are displayed within corresponding map shapes. + +![GeoPointMap_CustomTitle_Sum](../../../images/img25026.png) + +## Tooltips +Geo Point maps also allow you to add supplementary content to the callout/bubble/pie tooltips using the TOOLTIP DATA ITEMS area. To learn more, see the Tooltip Data Items paragraph in the [Providing Data](geo-point-map/providing-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-navigation.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-navigation.md new file mode 100644 index 0000000000..be4de8203e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-navigation.md @@ -0,0 +1,15 @@ +--- +title: Map Navigation +author: Natalia Kazakova +legacyId: 17936 +--- +# Map Navigation +Geo Point maps allow you to perform navigation actions such as zooming and scrolling. + +The Dashboard Designer allows you to specify the initial zooming/scrolling state for the Geo Point map using the mouse. + +You can disable the capability to scroll/zoom the map using the **Lock Navigation** button in the **Design** ribbon tab. + +![MapNavigationGroup](../../../images/img25019.png) + +Use the **Full Extent** button to display the entire map within the dashboard item. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-types-overview.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-types-overview.md new file mode 100644 index 0000000000..baed4d40c5 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-types-overview.md @@ -0,0 +1,37 @@ +--- +title: Map Types Overview +author: Natalia Kazakova +legacyId: 17255 +--- +# Map Types Overview +The **Dashboard Designer** allows you to create three types of **Geo Point** maps. +* The **[Geo Point Map](geo-point-map.md)** dashboard item allows you to place callouts on the map using geographical coordinates. + + ![MapsOverview_GeoPointMap](../../../images/img23628.png) +* The **[Bubble Map](bubble-map.md)** dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. + + ![MapsOverview_BubbleMap](../../../images/img23629.png) +* The **[Pie Map](pie-map.md)** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. + + ![MapsOverview_PieMap](../../../images/img23630.png) + +To create the required **Geo Point Map** dashboard item, use the **Geo Point Maps** button in the **Home** ribbon tab. + +![GeoPointMapsButton_Ribbon](../../../images/img23576.png) + +To learn more about common capabilities of all Geo Point map types, see the following topics. +* [Providing Maps](providing-maps.md) + + Explains how to use default dashboard maps or provide custom maps. +* [Clustering](clustering.md) + + Describes the feature that enables grouping of neighboring map objects. +* [Interactivity](interactivity.md) + + Describes features that enable interaction between the Geo Point maps and other dashboard items. +* [Labels](labels.md) + + Describes how to display additional information related to map shapes. +* [Map Navigation](map-navigation.md) + + Explains how to manage map zooming and scrolling. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map.md new file mode 100644 index 0000000000..3ddc46c28c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map.md @@ -0,0 +1,15 @@ +--- +title: Pie Map +author: Natalia Kazakova +legacyId: 16779 +--- +# Pie Map +The **Pie Map** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. + +![MapsOverview_PieMap](../../../images/img23630.png) + +Topics in this section describe specific capabilities of the Pie Map dashboard item. +* [Providing Data](pie-map/providing-data.md) +* [Pie Options](pie-map/pie-options.md) +* [Coloring](pie-map/coloring.md) +* [Legends](pie-map/legends.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/coloring.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/coloring.md new file mode 100644 index 0000000000..b03306d83d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/coloring.md @@ -0,0 +1,18 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 16789 +--- +# Coloring +In **Default** color mode, the Pie Map dashboard item colors its segments in the following way: + +* If the Pie Map dashboard item contains arguments (the **Arguments** section), different argument values are colored by [hue](../../../appearance-customization/coloring/coloring-concepts.md). +* If the Pie Map dashboard item contains only measures (the **Values** section), values corresponding to different measures are colored by hue. + +The image below illustrates the Pie Map dashboard item whose argument values are painted in different colors. A special icon (![ColoringIndicator](../../../../images/coloringindicator25453.png)) on the data item shows that color variation is enabled. + +![PieMap_DataItems](../../../../images/img23581.png) + +>[!Tip] +>**Documentation:**
+>* [Coloring Basics](../../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/legends.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/legends.md new file mode 100644 index 0000000000..d243d0d7aa --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/legends.md @@ -0,0 +1,38 @@ +--- +title: Legends +author: Natalia Kazakova +legacyId: 16794 +--- +# Legends +The Pie Map provides two types of legends used to identify map objects - color and weighted legends. +* [Color Legend](#color) +* [Weighted Legend](#weighted) + +## Color Legend +The color legend helps you to identify which colors correspond to specific argument values. + +![PieMap_LegendExample](../../../../images/img126627.png) + +To display a color legend within a map, use the **Show Color Legend** button in the **Color Legend** section of the **Design** Ribbon tab. + +![ChoroplethMap_ShowLegend_Ribbon](../../../../images/img22233.png) + +To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. + +![Map_LegendPosition_Ribbon](../../../../images/img22236.png) + +## Weighted Legend +The weighted legend allows you to identify values corresponding to specific pie sizes. + +![GeoPointMap_WeightedLegend](../../../../images/img23624.png) + +> [!NOTE] +> The Pie Map dashboard item does not display the weighted legend if [weighed pies](pie-options.md) are disabled. + +To select the required weighted legend type, use the **Show Weighted Legend** button in the **Weighted Legend** section of the **Design** Ribbon tab. + +![ShowWeightedLegendRibbon](../../../../images/img23625.png) + +To specify the legend's position, select one of the predefined options from the gallery in the **Design** Ribbon tab. + +![WeightedLegendPosition_Ribbon](../../../../images/img23627.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md new file mode 100644 index 0000000000..a6e11d4f6b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md @@ -0,0 +1,13 @@ +--- +title: Pie Options +author: Natalia Kazakova +legacyId: 16788 +--- +# Pie Options +The Pie Map dashboard item allows you to take into account the weight of pies. In this case, the relative sizes of the pies depend on the corresponding summary values. + +![WeightedPies](../../../../images/img126625.png) + +To enable this capability, use the **Weighted Pies** button in the **Design** ribbon tab. + +![WeightedPies_Ribbon](../../../../images/img23646.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md new file mode 100644 index 0000000000..2740fc58ed --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md @@ -0,0 +1,32 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16783 +--- +# Providing Data +This topic describes how to bind the **Pie Map** dashboard item to data using the **Dashboard Designer**. + +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner (see [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details). The only difference is in the data sections that these dashboard items have. + +The image below shows a sample Pie Map dashboard item that is bound to data. + +![PieMap_DataItems](../../../../images/img23581.png) + +Note that the Pie Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. +Tables below list the available data sections. + +**DATA ITEMS** + +| Section | Description | +|---|---| +| **Latitude** | Accepts a dimension used to provide geographic latitude. | +| **Longitude** | Accepts a dimension used to provide geographic longitude. | +| **Values** | Accepts measures used to calculate pie values. In case of negative measure values, Pie Map uses their absolute values. If you added a data item to the **Argument** section and several data items to the **Values** section, you can use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon in the map's [caption](../../../dashboard-layout/dashboard-item-caption.md) or use the map's context menu. | +| **Argument** | Allows you to provide data for pie arguments. | + +**TOOLTIP DATA ITEMS** + +| Section | Description | +|---|---| +| **Dimensions** | Accepts dimensions allowing you to add supplementary content to the tooltips. | +| **Measures** | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/providing-maps.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/providing-maps.md new file mode 100644 index 0000000000..f781ee060b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/providing-maps.md @@ -0,0 +1,44 @@ +--- +title: Providing Maps +author: Natalia Kazakova +legacyId: 16613 +--- +# Providing Maps +This document explains how to use the default **DevExpress Dashboard maps**, or provide custom maps. + +## Default Maps +DevExpress Dashboard ships with a set of default maps showing various parts of the world. The following maps are included. +* **World Countries** - a world map. +* **Europe** - a map of Europe. +* **Asia** - a map of Asia. +* **North America** - a map of North America. +* **South America** - a map of South America. +* **Africa** - a map of Africa. +* **USA** - a map of the USA. +* **Canada** - a map of Canada. + +> [!NOTE] +> Note that the **World Countries** map has a lower level of detail than maps of specific regions and may not contain some countries. As an alternative, you can load a custom map with the required granularity. + +To select the default map, use the **Default Map** button in the **Design** ribbon tab. + +![Map_DefaultMaps_Ribbon](../../../images/img22183.png) + +As an alternative, use the corresponding command in the map's context menu. + +## Custom Maps +DevExpress Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types. +* **.shp** file - holds map shapes (points/lines/polygons). +* **.dbf** file - contains attributes for each shape. + +To open an existing shapefile, use the **Load Map** or **Import Map** button in the Ribbon, or the command in the context menu (**Load Map...** or **Import Map...**). + +![Map_LoadOpenMap_Ribbon](../../../images/img22192.png) + +In the invoked dialog, locate the required **.shp** file. Note that custom maps created in the Cartesian coordinate system are not supported. + +> [!NOTE] +> If the map is opened using the **Load Map** button, the [dashboard XML definition](../../save-a-dashboard.md) will contain the path to a map shapefile. If the map is opened using the **Import Map** button, the dashboard XML definition will contain the map itself. + +> [!NOTE] +> Attributes from the corresponding **.dbf** file located in the same directory will automatically be included in the map. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid.md new file mode 100644 index 0000000000..584cada899 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid.md @@ -0,0 +1,35 @@ +--- +title: Grid +author: Natalia Kazakova +legacyId: 16561 +--- +# Grid +The topics in this section describe the features available in the **Grid** dashboard item, and provide extensive information on how to create and customize grids in the **Dashboard Designer**. + +![MainFeatures_Grid](../../images/img18177.png) + +This section consists of the following subsections. +* [Providing Data](grid/providing-data.md) + + Provides information about how to supply the Grid dashboard item with data. +* [Columns](grid/columns.md) + + Describes different types of grid columns. +* [Interactivity](grid/interactivity.md) + + Describes features that imply interaction between the Grid and other dashboard items. +* [Conditional Formatting](grid/conditional-formatting.md) + + Describes the conditional formatting feature that provides the capability to apply formatting to grid cells whose values meet the specified condition. +* [Totals](grid/totals.md) + + Describes totals that allow you to calculate summaries against values displayed within Grid columns. +* [Layout](grid/layout.md) + + Describes the Grid's layout options. +* [Column Filter](grid/column-filter.md) + + Describes how you can search data in the Grid item. +* [Style](grid/style.md) + + Describes the Grid's style settings. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/column-filter.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/column-filter.md new file mode 100644 index 0000000000..7f2f1a82b0 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/column-filter.md @@ -0,0 +1,56 @@ +# Column Filter for a WinForms Grid Item + +Column filters (filter row and header filter) allow users to search data in the Grid item. These filters do not affect data outside the Grid. + +## Filter Row + +The **filter row** allows a user to filter data by individual column values. To display a filter row, go to the Grid's **Design** Ribbon tab in the Designer and enable the **Filter Row** button in the **Column Filter** group: + +![WinForms Designer - Display a filter row](../../../images/win-designer-display-filter-row.png) + +When the filter row appears, a user can enter the condition in the text box to filter column values: + +![WinForms Designer - Filter row](../../../images/win-designer-filter-row-text-box.png) + +The filter row's cells can be of different types--text boxes for string and numeric values, calendars for dates, and so on. + +## Header Filter + +The **header filter** allows users to filter values in an individual column. A user can include or exclude values from the applied filter to show the result. + +![WinForms Designer - Header filter](../../../images/win-designer-header-filter.png) + +The header filter is always enabled, so you cannot disable it in the UI. + +## Update Totals + +A user can configure a Grid item to reflect changes in column values and recalculate [totals](totals.md) based on the applied column filters. + +To update totals, go to the Grid's **Design** Ribbon tab in the Designer and enable the **Update Totals** button in the **Column Filter** group: + +![WinForms Designer - Enable Totals Updates](../../../images/win-designer-recalculate-totals.png) + +As a result, the Grid item recalculates totals depending on the applied column filters: + +![WinForms Designer - Updated totals in a filter row](../../../images/win-designer-filter-row-update-totals.png) + +## Limitations + +### Filter Row Limitations + +The following Grid [columns](columns.md) do not support the filter row: + +- Dimension (for Image display mode only) +- Measure (for Bar display mode only) +- Sparkline +- Delta + +A Grid item does not support a filter row for window calculations and calculated fields that use the w-function if the **Update Totals** option is enabled. + +### Update Totals Limitations + +You cannot enable totals recalculation in OLAP data sources. + +### Other Limitations + +Although column filters within a Grid item are case-insensitive, totals are calculated on the server and their case-sensitivity setting depends on the database settings. If case-sensitivity settings are different, the total value can differ from the Grid's data. Make sure that the Grid item and the database use the same case-sensitivity settings. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns.md new file mode 100644 index 0000000000..6b63f63b0f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns.md @@ -0,0 +1,27 @@ +--- +title: Columns +author: Natalia Kazakova +legacyId: 16563 +--- +# Columns +The topics in this section describe the different types of grid columns, and contain information on when to use each column type and how to customize them based on the type. + +This section consists of the following topics. +* [Column Type Overview](columns/column-type-overview.md) + + Provides general information about column types and describes how to change the type of a particular column. +* [Dimension Column](columns/dimension-column.md) + + Describes dimension column specifics. +* [Hyperlink Column](columns/hyperlink-column.md) + + Describes hyperlink column specifics. +* [Measure Column](columns/measure-column.md) + + Describes measure column specifics. +* [Delta Column](columns/delta-column.md) + + Describes delta column specifics. +* [Sparkline Column](columns/sparkline-column.md) + + Describes sparkline column specifics. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/column-type-overview.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/column-type-overview.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/column-type-overview.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/column-type-overview.md index 7fe30c6dda..62e2abd79a 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/column-type-overview.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/column-type-overview.md @@ -1,46 +1,46 @@ ---- -title: Column Type Overview -author: Natalia Kazakova -legacyId: 16564 ---- -# Column Type Overview -The **Grid** dashboard item supports four types of columns. -* [Dimension Column](dimension-column.md) - - Displays values in the bound data item "as is". -* [Hyperlink Column](hyperlink-column.md) - - Allows you to display hyperlinks in the Grid dashboard item. -* [Measure Column](measure-column.md) - - Displays summaries calculated against data in the bound data item. -* [Delta Column](delta-column.md) - - Bound to two measures, it calculates summaries for both measures, and displays the difference between these summaries. -* [Sparkline Column](sparkline-column.md) - - Displays values in the bound data item using sparklines. - -![Grid_ColumnTypes](../../../../images/img19187.png) - -When you drop a data item into the **Columns** section, the type for the new column is determined automatically, based on the data type. - -## Column Type Indication -The type of the column is indicated within the corresponding data item container in the DATA ITEMS area. - -![Grid_Columns_ColumnTypeIndicators](../../../../images/img19668.png) - -Column type indicators are defined as follows: - -| Icon | Column Type | -|---|---| -| ![Grid_ColumnTypeIndicators_DimensionColumn](../../../../images/img19670.png) | [Dimension Column](dimension-column.md) | -| ![Grid_ColumnTypeIndicators_SparklineColumn](../../../../images/img21673-hyperlink.png) | [Hyperlink Column](hyperlink-column.md) | -| ![Grid_ColumnTypeIndicators_MeasureColumn](../../../../images/img19671.png) | [Measure Column](measure-column.md) | -| ![Grid_ColumnTypeIndicators_DeltaColumn](../../../../images/img19669.png) | [Delta Column](delta-column.md) | -| ![Grid_ColumnTypeIndicators_SparklineColumn](../../../../images/img21673.png) | [Sparkline Column](sparkline-column.md) | - -## Changing Column Type -To change the column type, click the column type indicator. In the invoked **Column Options** window, select the required column type in the **Column type** section. - +--- +title: Column Type Overview +author: Natalia Kazakova +legacyId: 16564 +--- +# Column Type Overview +The **Grid** dashboard item supports four types of columns. +* [Dimension Column](dimension-column.md) + + Displays values in the bound data item "as is". +* [Hyperlink Column](hyperlink-column.md) + + Allows you to display hyperlinks in the Grid dashboard item. +* [Measure Column](measure-column.md) + + Displays summaries calculated against data in the bound data item. +* [Delta Column](delta-column.md) + + Bound to two measures, it calculates summaries for both measures, and displays the difference between these summaries. +* [Sparkline Column](sparkline-column.md) + + Displays values in the bound data item using sparklines. + +![Grid_ColumnTypes](../../../../images/img19187.png) + +When you drop a data item into the **Columns** section, the type for the new column is determined automatically, based on the data type. + +## Column Type Indication +The type of the column is indicated within the corresponding data item container in the DATA ITEMS area. + +![Grid_Columns_ColumnTypeIndicators](../../../../images/img19668.png) + +Column type indicators are defined as follows: + +| Icon | Column Type | +|---|---| +| ![Grid_ColumnTypeIndicators_DimensionColumn](../../../../images/img19670.png) | [Dimension Column](dimension-column.md) | +| ![Grid_ColumnTypeIndicators_SparklineColumn](../../../../images/img21673-hyperlink.png) | [Hyperlink Column](hyperlink-column.md) | +| ![Grid_ColumnTypeIndicators_MeasureColumn](../../../../images/img19671.png) | [Measure Column](measure-column.md) | +| ![Grid_ColumnTypeIndicators_DeltaColumn](../../../../images/img19669.png) | [Delta Column](delta-column.md) | +| ![Grid_ColumnTypeIndicators_SparklineColumn](../../../../images/img21673.png) | [Sparkline Column](sparkline-column.md) | + +## Changing Column Type +To change the column type, click the column type indicator. In the invoked **Column Options** window, select the required column type in the **Column type** section. + ![Grid_Columns_ChangeColumnType](../../../../images/img19667.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/delta-column.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/delta-column.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/delta-column.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/delta-column.md index f54a646274..1b1f1eba36 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/delta-column.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/delta-column.md @@ -1,67 +1,67 @@ ---- -title: Delta Column -author: Natalia Kazakova -legacyId: 16567 ---- -# Delta Column -A **delta column** calculates summaries against two measures, and displays the difference between these summaries. This difference can be indicated with a numeric value displayed within the delta element and an additional delta indication. - -![Grid_DeltaColumn](../../../../images/img19228.png) - -## Data Binding Specifics -Delta columns are bound to two measures that provide two values: the **Actual** value and the **Target** value. The difference between these values is displayed in the column. - -When you switch the column type to **Delta**, the data item container is changed, to accept the Actual and Target measures. - -![Grid_ColumnTypes_DeltaColumns_DataBinding](../../../../images/img19680.png) - -## Display Mode -Values in the delta column can be displayed as text, or represented by bars. - -![Grid_DeltaColumn_Bars](../../../../images/img19229.png) - -To select between these modes, invoke the **Column Options** window (see the [Column Type Overview](column-type-overview.md) topic to learn how to do this) and select **Value** or **Bar**. - -![Grid_ColumnTypes_DeltaColumn_Options_Bar](../../../../images/img19678.png) - -If bars are displayed, use the **Always show zero level** check box to specify whether the bar's minimum value is zero (checked) or an automatically selected value that ensures that the difference between bars is clearly displayed (unchecked). - -![Grid_ColumnTypes_AlwaysShowZeroLevel](../../../../images/img20131.png) - -## Delta Values and Indication -If the display type is set to **Value**, the **Column Options** window displays options that allow you to configure delta values and indication. - -![Grid_ColumnTypes_DeltaColumn_Options_Value](../../../../images/img19679.png) - -You can specify which values should be displayed in the delta column. To do this, use the **Value type** combo box in the **Column Options** window. - -| Actual value | Absolute variation | Percent variation | Percent of target | -|---|---|---|---| -| ![Grid_Delta_Values_ActualValue](../../../../images/img20117.png) | ![Grid_Delta_Values_AbsoluteVariation](../../../../images/img20116.png) | ![Grid_Delta_Values_PercentVariation](../../../../images/img20119.png) | ![Grid_Delta_Values_PercentOfTarget](../../../../images/img20118.png) | - -To specify the condition for displaying delta indication, use the **Result indication** combo box in the **Column Options** window. - -| Greater is good | Less is good | Warning if greater | Warning if less | No indication | -|---|---|---|---|---| -| ![Grid_Delta_Indication_LessIsGood](../../../../images/img20112.png) | ![Grid_Delta_Indication_LessIsGood](../../../../images/img20112.png) | ![Grid_Delta_Indication_WarningIfGreater](../../../../images/img20114.png) | ![Grid_Delta_Indication_WarningIfLess](../../../../images/img20115.png) | ![Grid_Delta_Indication_NoIndication](../../../../images/img20113.png) | - - -The **Format** tab allows you to specify the numeric display format for different value types, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. - -![](../../../../images/grid_columntypes_deltacolumn_options_numericformat.png) - -The tab contains the following settings. - -* **Format type** - Specifies format types for numeric values. -* **Unit** - Specifies the unit to convert the numeric values. -* **Precision** - Specifies the number of fractional digits to display. -* **Currency** - Specifies the currency symbol and format provided by the current culture settings. -* **Culture** - Specifies the name of a culture that defines the currency symbol and format. -* **Include group separator** - Specifies whether separators should be inserted between digit groups. - -## Comparison Tolerance -The comparison tolerance allows you to specify more advanced conditions for displaying delta indication. For instance, you can set a specific indication to be displayed when the actual value exceeds the target value _by 10%_ or _by $2K_. - -Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or in absolute values. Then use the **Threshold value** box to specify the comparison tolerance. - +--- +title: Delta Column +author: Natalia Kazakova +legacyId: 16567 +--- +# Delta Column +A **delta column** calculates summaries against two measures, and displays the difference between these summaries. This difference can be indicated with a numeric value displayed within the delta element and an additional delta indication. + +![Grid_DeltaColumn](../../../../images/img19228.png) + +## Data Binding Specifics +Delta columns are bound to two measures that provide two values: the **Actual** value and the **Target** value. The difference between these values is displayed in the column. + +When you switch the column type to **Delta**, the data item container is changed, to accept the Actual and Target measures. + +![Grid_ColumnTypes_DeltaColumns_DataBinding](../../../../images/img19680.png) + +## Display Mode +Values in the delta column can be displayed as text, or represented by bars. + +![Grid_DeltaColumn_Bars](../../../../images/img19229.png) + +To select between these modes, invoke the **Column Options** window (see the [Column Type Overview](column-type-overview.md) topic to learn how to do this) and select **Value** or **Bar**. + +![Grid_ColumnTypes_DeltaColumn_Options_Bar](../../../../images/img19678.png) + +If bars are displayed, use the **Always show zero level** check box to specify whether the bar's minimum value is zero (checked) or an automatically selected value that ensures that the difference between bars is clearly displayed (unchecked). + +![Grid_ColumnTypes_AlwaysShowZeroLevel](../../../../images/img20131.png) + +## Delta Values and Indication +If the display type is set to **Value**, the **Column Options** window displays options that allow you to configure delta values and indication. + +![Grid_ColumnTypes_DeltaColumn_Options_Value](../../../../images/img19679.png) + +You can specify which values should be displayed in the delta column. To do this, use the **Value type** combo box in the **Column Options** window. + +| Actual value | Absolute variation | Percent variation | Percent of target | +|---|---|---|---| +| ![Grid_Delta_Values_ActualValue](../../../../images/img20117.png) | ![Grid_Delta_Values_AbsoluteVariation](../../../../images/img20116.png) | ![Grid_Delta_Values_PercentVariation](../../../../images/img20119.png) | ![Grid_Delta_Values_PercentOfTarget](../../../../images/img20118.png) | + +To specify the condition for displaying delta indication, use the **Result indication** combo box in the **Column Options** window. + +| Greater is good | Less is good | Warning if greater | Warning if less | No indication | +|---|---|---|---|---| +| ![Grid_Delta_Indication_LessIsGood](../../../../images/img20112.png) | ![Grid_Delta_Indication_LessIsGood](../../../../images/img20112.png) | ![Grid_Delta_Indication_WarningIfGreater](../../../../images/img20114.png) | ![Grid_Delta_Indication_WarningIfLess](../../../../images/img20115.png) | ![Grid_Delta_Indication_NoIndication](../../../../images/img20113.png) | + + +The **Format** tab allows you to specify the numeric display format for different value types, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. + +![](../../../../images/grid_columntypes_deltacolumn_options_numericformat.png) + +The tab contains the following settings. + +* **Format type** - Specifies format types for numeric values. +* **Unit** - Specifies the unit to convert the numeric values. +* **Precision** - Specifies the number of fractional digits to display. +* **Currency** - Specifies the currency symbol and format provided by the current culture settings. +* **Culture** - Specifies the name of a culture that defines the currency symbol and format. +* **Include group separator** - Specifies whether separators should be inserted between digit groups. + +## Comparison Tolerance +The comparison tolerance allows you to specify more advanced conditions for displaying delta indication. For instance, you can set a specific indication to be displayed when the actual value exceeds the target value _by 10%_ or _by $2K_. + +Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or in absolute values. Then use the **Threshold value** box to specify the comparison tolerance. + ![Grid_ColumnTypes_DeltaColumn_Options_Value](../../../../images/img19679.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md similarity index 96% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md index 874441b4d5..4979a29cbf 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md @@ -1,11 +1,11 @@ ---- -title: Dimension Column -author: Natalia Kazakova -legacyId: 16565 ---- -# Dimension Column -The **dimension column** displays values from the bound data item "as is". - -![Grid_ColumnTypes](../../../../images/img19187.png) - +--- +title: Dimension Column +author: Natalia Kazakova +legacyId: 16565 +--- +# Dimension Column +The **dimension column** displays values from the bound data item "as is". + +![Grid_ColumnTypes](../../../../images/img19187.png) + If the dimension column is bound to a data source containing images, it can display images. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/hyperlink-column.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/hyperlink-column.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/hyperlink-column.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/hyperlink-column.md index 2fac9c52d7..2cb4fc0b1a 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/hyperlink-column.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/hyperlink-column.md @@ -1,65 +1,65 @@ ---- -title: Hyperlink Column -author: Natalia Kazakova ---- -# Hyperlink Column - -A _hyperlink_ column allows you to display hyperlinks in the Grid dashboard item. - -![GridHyperLinkColumn_Example_Win](../../../../images/GridHyperLinkColumn_Example_Win.png) - -You can provide hyperlinks as a separate data column. or they can be automatically created at run-time from any column using the specified **URI pattern**. - -In this document, the sample data source contains four fields: country name, official country name, Wikipedia country page's URI and the GDP value. - -![GridHyperLinkColumn_UnderlyingDataSource](../../../../images/GridHyperLinkColumn_UnderlyingDataSource.png) - -The following sections describe how to create hyperlink columns in more detail: - -- [Data Field Containing Uri Values](#data-field-containing-uri-values) -- [Uri Pattern](#uri-pattern) - -## Data Field Containing Uri Values - -Drag the _Name_ data field from the Data Source tree view to the column's [data item container](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). The data field is automatically processed as [dimension](dimension-column.md). Drag and drop the GDP data field to another column's data item container. The data field is recognized as [measure](measure-column.md) and summarized. - -![GridHyperLinkColumn_InitialGrid](../../../../images/GridHyperLinkColumn_InitialGrid.png) - -[Drop](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) the _Link_ field between the _Name_ and the _GDP (Sum)_ data items. The Grid recognizes this field as **dimension** and displays links as plain text. - -![GridHyperLinkColumn_HyperlinkAsText](../../../../images/GridHyperLinkColumn_HyperlinkAsText.png) - -Click the [Column Type Indicator](column-type-overview.md) button next to the _Name_ data item and change its type to **Hyperlink**. - -![GridHyperlinkColumn_column_options](../../../../images/gridhyperlinkcolumn_column_options.png) - -The Grid displays column values as clickable hyperlinks allowing you to navigate to the Wiki's pages. - -![GridHyperLinkColumn_HyperlinkAsLink](../../../../images/GridHyperLinkColumn_HyperlinkAsLink.png) - -You can bind the Display value and URI value to different data fields. Click the _New Column_ data item placeholder and change its type to **Hyperlink**. - -![GridHyperlinkColumn_hyperlinkandurifromdata](../../../../images/gridhyperlinkcolumn_hyperlinkandurifromdata.png) - -Drag and drop the _OfficialName_ field to the _Display Value_ data item placeholder to display official country names. Drag and drop the _Link_ field to the _Uri_ data item placeholder to specify URIs. - -The grid displays official country names with links obtained from the _Link_ data source field. - -![GridHyperLinkColumn_HyperlinkWithDisplayText](../../../../images/GridHyperLinkColumn_HyperlinkWithDisplayText.png) - -## Uri Pattern -In this case, a specified URI pattern is used to generate links. - -Drag the _Name_ data field from the Data Source tree view to the column's [data item container](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). The data field is automatically processed as [dimension](dimension-column.md). Drag and drop the GDP data field to another column's data item container. The data field is recognized as [measure](measure-column.md) and summarized. - -![GridHyperLinkColumn_InitialGrid](../../../../images/GridHyperLinkColumn_InitialGrid.png) - -Click the [Column Type Indicator](column-type-overview.md) button next to the Name data item and change its type to **Hyperlink**. Specify the **URI Pattern** option as follows: - -```https://en.wikipedia.org/wiki/{0}``` - -![GridHyperLinkColumn_ColumnOptionsDialog](../../../../images/GridHyperLinkColumn_ColumnOptionsDialog.png) - -The ```{0}``` placeholder is replaced with the _Name_ data item value. The links are generated for country names and displayed in the grid as illustrated in the following picture. - +--- +title: Hyperlink Column +author: Natalia Kazakova +--- +# Hyperlink Column + +A _hyperlink_ column allows you to display hyperlinks in the Grid dashboard item. + +![GridHyperLinkColumn_Example_Win](../../../../images/GridHyperLinkColumn_Example_Win.png) + +You can provide hyperlinks as a separate data column. or they can be automatically created at run-time from any column using the specified **URI pattern**. + +In this document, the sample data source contains four fields: country name, official country name, Wikipedia country page's URI and the GDP value. + +![GridHyperLinkColumn_UnderlyingDataSource](../../../../images/GridHyperLinkColumn_UnderlyingDataSource.png) + +The following sections describe how to create hyperlink columns in more detail: + +- [Data Field Containing Uri Values](#data-field-containing-uri-values) +- [Uri Pattern](#uri-pattern) + +## Data Field Containing Uri Values + +Drag the _Name_ data field from the Data Source tree view to the column's [data item container](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). The data field is automatically processed as [dimension](dimension-column.md). Drag and drop the GDP data field to another column's data item container. The data field is recognized as [measure](measure-column.md) and summarized. + +![GridHyperLinkColumn_InitialGrid](../../../../images/GridHyperLinkColumn_InitialGrid.png) + +[Drop](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) the _Link_ field between the _Name_ and the _GDP (Sum)_ data items. The Grid recognizes this field as **dimension** and displays links as plain text. + +![GridHyperLinkColumn_HyperlinkAsText](../../../../images/GridHyperLinkColumn_HyperlinkAsText.png) + +Click the [Column Type Indicator](column-type-overview.md) button next to the _Name_ data item and change its type to **Hyperlink**. + +![GridHyperlinkColumn_column_options](../../../../images/gridhyperlinkcolumn_column_options.png) + +The Grid displays column values as clickable hyperlinks allowing you to navigate to the Wiki's pages. + +![GridHyperLinkColumn_HyperlinkAsLink](../../../../images/GridHyperLinkColumn_HyperlinkAsLink.png) + +You can bind the Display value and URI value to different data fields. Click the _New Column_ data item placeholder and change its type to **Hyperlink**. + +![GridHyperlinkColumn_hyperlinkandurifromdata](../../../../images/gridhyperlinkcolumn_hyperlinkandurifromdata.png) + +Drag and drop the _OfficialName_ field to the _Display Value_ data item placeholder to display official country names. Drag and drop the _Link_ field to the _Uri_ data item placeholder to specify URIs. + +The grid displays official country names with links obtained from the _Link_ data source field. + +![GridHyperLinkColumn_HyperlinkWithDisplayText](../../../../images/GridHyperLinkColumn_HyperlinkWithDisplayText.png) + +## Uri Pattern +In this case, a specified URI pattern is used to generate links. + +Drag the _Name_ data field from the Data Source tree view to the column's [data item container](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). The data field is automatically processed as [dimension](dimension-column.md). Drag and drop the GDP data field to another column's data item container. The data field is recognized as [measure](measure-column.md) and summarized. + +![GridHyperLinkColumn_InitialGrid](../../../../images/GridHyperLinkColumn_InitialGrid.png) + +Click the [Column Type Indicator](column-type-overview.md) button next to the Name data item and change its type to **Hyperlink**. Specify the **URI Pattern** option as follows: + +```https://en.wikipedia.org/wiki/{0}``` + +![GridHyperLinkColumn_ColumnOptionsDialog](../../../../images/GridHyperLinkColumn_ColumnOptionsDialog.png) + +The ```{0}``` placeholder is replaced with the _Name_ data item value. The links are generated for country names and displayed in the grid as illustrated in the following picture. + ![GridHyperLinkColumn_UriPatternLink](../../../../images/GridHyperLinkColumn_UriPatternLink.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md index e33d561b74..4c691d98ce 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md @@ -1,19 +1,19 @@ ---- -title: Measure Column -author: Natalia Kazakova -legacyId: 16566 ---- -# Measure Column -A **measure column** displays summaries calculated against data in a bound data item. - -![Grid_ColumnTypes](../../../../images/img19187.png) - -Values in the measure column can be displayed as text or represented by bars. - -![Grid_MeasureColumn_Bars](../../../../images/img19232.png) - -To select between these modes, invoke the **Column Options** window (see [Column Type Overview](column-type-overview.md) to learn how to do this) and select **Value** or **Bar**. - -![Grid_ColumnTypes_MeasureColumn_Options](../../../../images/img19674.png) - +--- +title: Measure Column +author: Natalia Kazakova +legacyId: 16566 +--- +# Measure Column +A **measure column** displays summaries calculated against data in a bound data item. + +![Grid_ColumnTypes](../../../../images/img19187.png) + +Values in the measure column can be displayed as text or represented by bars. + +![Grid_MeasureColumn_Bars](../../../../images/img19232.png) + +To select between these modes, invoke the **Column Options** window (see [Column Type Overview](column-type-overview.md) to learn how to do this) and select **Value** or **Bar**. + +![Grid_ColumnTypes_MeasureColumn_Options](../../../../images/img19674.png) + If bars are displayed, use the **Always show zero level** check box to specify whether the bar's zero level is always visible. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md index b655610986..7f5ea80fd3 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md @@ -1,30 +1,30 @@ ---- -title: Sparkline Column -author: Natalia Kazakova -legacyId: 16568 ---- -# Sparkline Column -A **sparkline column** visualizes the variation in summary values over time. - -![Grid_SparklineColumn](../../../../images/img21665.png) - -## Data Binding Specifics -The sparkline column is bound to a measure providing sparkline values and to a dimension providing a date-time interval. - -![Grid_ColumnTypes_SparklineColumns_DataBinding](../../../../images/img21666.png) - -## Sparkline Options -You can control sparkline appearance settings using the **Column Options** dialog. To invoke this dialog, click the column type indicator (![Grid_ColumnTypeIndicators_SparklineColumn](../../../../images/img21673.png)). - -![Grid_Sparkline_ColumnOptionsDialog](../../../../images/img21674.png) - -In this dialog, you can control various settings that affect how the sparkline is displayed within a grid cell. - -![Grid_SparklineAppearance](../../../../images/img21675.png) - -| Sparkline Options | Description | -|---|---| -| Show start/end values | Species whether or not to display sparkline start/end values within a grid cell. | -| Sparkline view type | Defines the view type of a sparkline. Sparkline view types include **Line**, **Area**, **Bar**, and **Win/Loss**. | -| Highlight min/max points | Specifies whether or not to highlight the minimum/maximum points of a sparkline. | +--- +title: Sparkline Column +author: Natalia Kazakova +legacyId: 16568 +--- +# Sparkline Column +A **sparkline column** visualizes the variation in summary values over time. + +![Grid_SparklineColumn](../../../../images/img21665.png) + +## Data Binding Specifics +The sparkline column is bound to a measure providing sparkline values and to a dimension providing a date-time interval. + +![Grid_ColumnTypes_SparklineColumns_DataBinding](../../../../images/img21666.png) + +## Sparkline Options +You can control sparkline appearance settings using the **Column Options** dialog. To invoke this dialog, click the column type indicator (![Grid_ColumnTypeIndicators_SparklineColumn](../../../../images/img21673.png)). + +![Grid_Sparkline_ColumnOptionsDialog](../../../../images/img21674.png) + +In this dialog, you can control various settings that affect how the sparkline is displayed within a grid cell. + +![Grid_SparklineAppearance](../../../../images/img21675.png) + +| Sparkline Options | Description | +|---|---| +| Show start/end values | Species whether or not to display sparkline start/end values within a grid cell. | +| Sparkline view type | Defines the view type of a sparkline. Sparkline view types include **Line**, **Area**, **Bar**, and **Win/Loss**. | +| Highlight min/max points | Specifies whether or not to highlight the minimum/maximum points of a sparkline. | | Highlight start/end points | Specifies whether or not to highlight the start/end points of a sparkline. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/conditional-formatting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/conditional-formatting.md new file mode 100644 index 0000000000..c15c9ef05f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/conditional-formatting.md @@ -0,0 +1,67 @@ +--- +title: Conditional Formatting +author: Natalia Kazakova +legacyId: 114224 +--- +# Conditional Formatting +A Grid dashboard item applies conditional formatting to data items that supply data to the [dimension](columns/dimension-column.md) and [measure](columns/measure-column.md) column types. + +![grid-with-applied-format-rules](../../../images/grid-with-applied-format-rules.png) + +You can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. + +## Supported Format Rules + +The following list contains available format rules and corresponding data types: +* numeric + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) + * [Average](../../appearance-customization/conditional-formatting/average.md) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) + * [Bar](../../appearance-customization/conditional-formatting/bar.md) + * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) + * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) +* string + * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) +* date-time + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) + * [Bar](../../appearance-customization/conditional-formatting/bar.md) + * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) + * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) + +## Create and Edit a Format Rule + +You can create and edit format rules in the following ways: + +* Click the **Edit Rules** button on the **Home** ribbon tab. + +* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). + +## Grid-Specific Format Condition Settings + +Specify appearance settings and set the condition's value for the format rule. Available settings depend on the selected format rule. The image below displays the **Greater Than** dialog, which corresponds to the [Value](../../appearance-customization/conditional-formatting/value.md) format condition for a Grid dashboard item. The format condition applies to the _ExtendedPrice_ data item in the **Apply to** drop-down list. + +![GreaterThanDialog](../../../images/img118555.png) + +The **Apply to row** check box allows you to specify whether to apply the formatting to the entire grid row. + +You can configure and customize current format condition appearance settings. + +* Choose a predefined background color/font or click an empty square to add a new preset in the **Appearance** tab. + + ![NewRuleDialog_AppearanceTab](../../../images/img118585.png) + +* Add a predefined icon in the **Icons** tab. + + diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity.md new file mode 100644 index 0000000000..68fa8fd52b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity.md @@ -0,0 +1,11 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16569 +--- +# Interactivity +This section describes features that enable interaction between the **Grid** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +The section consists of the following topics. +* [Master Filtering](interactivity/master-filtering.md) +* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/drill-down.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/drill-down.md new file mode 100644 index 0000000000..760b20f4d6 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/drill-down.md @@ -0,0 +1,31 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16571 +--- +# Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. + +The **Grid** dashboard item supports drill-down for rows. + +When drill-down is enabled, you can click a grid row to view the details. + +![Anim_Grid_DrillDown](../../../../images/img19684.gif) + +> [!NOTE] +> When [Master Filtering](../../cards/interactivity/master-filtering.md) is enabled, you can view the details by double-clicking a grid row. + +Drill-down requires that the **Columns** section contains several dimensions at the top, from the least detailed to the most detailed dimension. + +![Grid_Interactivity_DrillDown_DataItems](../../../../images/img19685.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../images/img19513.png) button if you are using the toolbar menu). + +![DataShaping_Interactivity_DrillDown_Ribbon](../../../../images/img19415.png) + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) within the grid's [caption](../../../dashboard-layout/dashboard-item-caption.md) area, or the **Drill Up** command in the grid's context menu. + +![DrillUpCommand_ContextMenu](../../../../images/img22786.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/master-filtering.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/master-filtering.md new file mode 100644 index 0000000000..6f0308828e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/master-filtering.md @@ -0,0 +1,20 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16570 +--- +# Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +## Configure Master Filters in the Designer +The **Grid** dashboard item supports filtering by rows. + +When Master Filtering is enabled, you can click a grid row (or multiple rows by holding down the **CTRL** key) to make other dashboard items only display data related to the selected record(s). + +![MainFeatures_MasterFiltering_Win](../../../../images/img25347.gif) + +To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the grid's [caption](../../../dashboard-layout/dashboard-item-caption.md) area, or the **Clear Master Filter** command in the grid's context menu. + +![ContextMenu_ClearMasterFilter](../../../../images/img22716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/layout.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/layout.md new file mode 100644 index 0000000000..9120f86031 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/layout.md @@ -0,0 +1,70 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 16576 +--- +# Layout +The Grid dashboard item allows you to customize its layout in various ways. You can manage the width of grid columns, specify the visibility of column headers, enable cell merging, etc. + +To do this, use the **Layout** and **Column Width Mode** groups in the **Design** Ribbon tab. + +![Grid_Layout_Ribbon](../../../images/img19697.png) +* [Column Width Modes](#column-width-modes) +* [Column Header](#column-header) +* [Cell Merging](#cell-merging) +* [Word Wrapping](#word-wrapping) + +## Column Width Modes +The Grid dashboard item allows you to manage column widths using different modes. Use buttons in the **Column Width Mode** group to manage the column width modes. + +![Grid_ColumnAutoWidth_Ribbon](../../../images/img24746.png) + +The following modes are available. + +### AutoFit to Contents + +The grid adjusts columns to the minimum width required to completely display their content automatically. If the entire content cannot be displayed within the dashboard item, horizontal scrolling is enabled.. + +### AutoFit to Grid + +The grid adjusts the width of all columns to fit their content in an optimal way. If you are changing the size of the dashboard item, the width of columns is changed proportionally.. + +### Manual + +The grid allows you to adjust column widths manually. + +In this mode, you can adjust the width of individual columns in the following ways. +* Specify the width of the required column by dragging the right edge of the column header. + + ![Grid_ManualColumnWidth](../../../images/img24747.png) + + In this case, all columns preserve their relative size when the grid width is changed. +* Specify the column width and fix it by right-clicking the required column header and selecting **Fix Width**. + + ![Grid_FixColumnWidth](../../../images/img24937.png) + + You can also specify the fixed column width by selecting **Column Width...** This invokes the **Column Width** window that allows you to specify the width of the column in characters. + + ![Grid_ColumnWidthDialog](../../../images/img26123.png) +* Fit the column width to its content and fix it by right-clicking the required column header and selecting **Fit to Content**. + +## Column Header +Use the **Column Headers** button to toggle column header visibility. + +![Grid_Layout_NoLinesAndHeaders](../../../images/img19700.png) + +## Cell Merging +The Grid allows you to merge neighboring cells with identical values . To do this, use the **Merge Cells** button. + +![Grid_Layout_MergeCells](../../../images/img19698.png) + +> [!NOTE] +> Note that [banded rows](style.md) are not available when cell merging is enabled. + +## Word Wrapping +The word wrapping feature enables the capability to display cell content on multiple lines if the size of a dashboard item is insufficient to completely display the cell content on a single line. + +![Grid_WordWrapping](../../../images/img24749.png) + +> [!NOTE] +> The word wrapping feature is not in effect when the **AutoFit to Contents** [column width mode](#column-width-modes) is enabled. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/providing-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/providing-data.md new file mode 100644 index 0000000000..ef16da79f7 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/providing-data.md @@ -0,0 +1,20 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16562 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Grid** dashboard item to data in the Designer. + +The image below shows a sample Grid dashboard item that is bound to data. + +![GridProvidingData_Main](../../../images/img117700.png) + +To bind the Grid dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes a Grid's data sections. + +| Section | Description | +|---|---| +| **Columns** | Contains data items that provide values for grid columns. The _[Options](../../ui-elements/data-items-pane.md)_ button next to the **Column** data item allows you to select the [column type](columns/column-type-overview.md) and specify their options. | +| **Sparkline** | Contains a data item that provides arguments for sparkline columns. To learn more, see [Sparkline Column](columns/sparkline-column.md). | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/style.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/style.md new file mode 100644 index 0000000000..958e6fcce4 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/style.md @@ -0,0 +1,26 @@ +--- +title: Style +author: Natalia Kazakova +legacyId: 17928 +--- +# Style +The Grid dashboard item allows you to specify various style settings. + +To do this, use the **Style** group in the **Design** Ribbon tab. + +![Grid_RibbonStyleGroup](../../../images/img24743.png) +* [Grid Lines](#grid-lines) +* [Banded Rows](#banded-rows) + +## Grid Lines +The **Horizontal Lines** and **Vertical Lines** buttons control grid line visibility. + +![Grid_Layout_NoLinesAndHeaders](../../../images/img19700.png) + +## Banded Rows +To paint the background of odd and even rows differently, use the **Banded Rows** button. + +![Grid_Layout_BandedRows](../../../images/img19699.png) + +> [!NOTE] +> Note that banded rows are not available when [cell merging](layout.md) is enabled. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/totals.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/totals.md new file mode 100644 index 0000000000..89d2fa5cc1 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/totals.md @@ -0,0 +1,66 @@ +--- +title: Totals +author: Natalia Kazakova +legacyId: 17423 +--- +# Totals +The Grid dashboard item enables you to add a summary value (a **total**) calculated against displayed values of an individual column, and show the result under this column. Note that you can add any number of totals for each column. For example, you can obtain the number of column records, average or maximum value, etc. + +![Dashboard-Grid-Totals-Main](../../../images/img120084.png) + +This topic describes how to create, edit or clear totals. + +The topic consists of the following sections. +* [Totals Overview](#overview) +* [Create and Edit Totals](#create) +* [Clear Totals](#clear) + + + +## Totals Overview +You can use the following summary functions when creating totals. +* **Count** - The number of records. +* **Sum** - The sum of the values. + + ![func_sum](../../../images/img4460.png) +* **Min** - The smallest value. +* **Max** - The largest value. +* **Average** - The average of the values. + + ![func_average](../../../images/img4457.png) +* **Auto** - The total is calculated using the type of [summary function](../../data-shaping/summarization.md) specified for the measure corresponding to the current Grid column. Note that in this case, the total is calculated based on values of the corresponding data field from the underlying data source. Note that the **Auto** type is not supported when the Grid is bound to the [OLAP](../../provide-data/connecting-to-olap-cubes.md) data source. + +You can create totals using different sets of summary functions. This depends on the type of the data source field providing data for the target column. + +| Icon | Data Source Field Type | Supported Totals | +|---|---|---| +| ![field-list-icon-boolean](../../../images/img18791.png) | Boolean | Count | +| ![field-list-icon-byte](../../../images/img18792.png) | Byte | Count | +| ![field-list-icon-date-time](../../../images/img18795.png) | Date-time | Min, Max, Count | +| ![field-list-icon-number](../../../images/img18796.png) ![UIElements_DataSourceBrowser_FieldListIconNumericFloat](../../../images/img20881.png) | Numeric | All available types | +| ![field-list-icon-string](../../../images/img18798.png) | String | Min, Max, Count | + +> [!IMPORTANT] +> Note that the **Auto** type is available only for the [Measure](columns/measure-column.md) column. + + + +## Create and Edit Totals +To create a total, use the context menu of the column header. Right-click the required column header, select **Add Total** and specify the type of summary function used to calculate a total. + +![Dashboard-Grid-Totals-AddTotal](../../../images/img120080.png) + +To change the total type, right-click the required total and select a new total type. + +![Dashboard-Grid-Totals-ChangeTotalType](../../../images/img120104.png) + + + +## Clear Totals +You can delete one total or all the totals in a particular column. +* To delete a single total, right-click a total and select **Remove**. + + ![Dashboard-Grid-Totals-DeleteOneTotal](../../../images/img120107.png) +* To delete all column totals, right-click the column header and select **Clear Totals** in the invoked context menu. + + ![Dashboard-Grid-Totals-ClearTotals](../../../images/img120106.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images.md new file mode 100644 index 0000000000..2f19521434 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images.md @@ -0,0 +1,15 @@ +--- +title: Images +author: Natalia Kazakova +legacyId: 16621 +--- +# Images +The Dashboard Designer allows you to add images to a dashboard. + +![MainFeatures_Image](../../images/img18213.png) + +You can either add a static image or you can use the Bound Image as a detail item along with the [Master Filtering](../interactivity/master-filtering.md) feature. +* [Image Types Overview](images/image-types-overview.md) +* [Providing Images](images/providing-images.md) +* [Interactivity](images/interactivity.md) +* [Image Settings](images/image-settings.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-settings.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-settings.md new file mode 100644 index 0000000000..d0d9917f1c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-settings.md @@ -0,0 +1,28 @@ +--- +title: Image Settings +author: Natalia Kazakova +legacyId: 116557 +--- +# Image Settings +You can customize the representation of Image and Bound Image dashboard items in different ways. + +## Image Alignment +To specify how the image is aligned within the dashboard item, use the **Alignment** group in the **Design** ribbon tab. + +![Image_Alignment_Ribbon](../../../images/img20213.png) + +## Image Size Mode +You can specify the image size mode that defines how the image fits within the dashboard item. + +To do this, use the **Size Mode** group in the Ribbon's **Design** tab. + +![Image_SizeMode_Ribbon](../../../images/img20223.png) + +The following table illustrates each size mode in two cases: when the image is smaller than the dashboard item, and vice versa. + +| Size Mode | Image Smaller than Dashboard Item | Image Larger than Dashboard Item | Description | +|---|---|---|---| +| Clip | ![Image_SizeMode_1_Clip](../../../images/img20215.png) | ![Image_SizeMode_2_Clip](../../../images/img20219.png) | The image is clipped if it is larger than the **Image** dashboard item. | +| Stretch | ![Image_SizeMode_1_Stretch](../../../images/img20217.png) | ![Image_SizeMode_2_Stretch](../../../images/img20221.png) | The image is stretched or shrunk to fit the size of the **Image** dashboard item. | +| Squeeze | ![Image_SizeMode_1_Squeeze](../../../images/img20216.png) | ![Image_SizeMode_2_Squeeze](../../../images/img20220.png) | If the dimensions of the **Image** dashboard item exceed those of the image it contains, the image is shown in full-size. Otherwise, the image is resized to fit the dimensions of the **Image** dashboard item. | +| Zoom | ![Image_SizeMode_1_Zoom](../../../images/img20218.png) | ![Image_SizeMode_2_Zoom](../../../images/img20222.png) | The image is sized proportionally (without clipping), so that it best fits the **Image** dashboard item. If the aspect ratio of the **Image** dashboard item is the same as the aspect ratio of the image, it will be resized to fit into the **Image** dashboard item while maintaining its aspect ratio. Otherwise, the image will be resized in the closest fitting dimension (either the height or the width), and the remaining dimension will be resized while maintaining the image's aspect ratio. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-types-overview.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-types-overview.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-types-overview.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-types-overview.md index f06286375c..0491c50c16 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-types-overview.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-types-overview.md @@ -1,17 +1,17 @@ ---- -title: Image Types Overview -author: Natalia Kazakova -legacyId: 116560 ---- -# Image Types Overview -The **Dashboard Designer** allows you to create two types of an **Image** dashboard item. -* The **Image** dashboard item allows you to add **static** images to a dashboard. - - ![MainFeatures_Image](../../../images/img18213.png) -* The **Bound Image** dashboard item can be bound to a set of images (for instance, stored in the database). You can use the Bound Image as a detail item along with the [Master Filtering](../../interactivity/master-filtering.md) feature. - - ![ImageOverview_BoundImage](../../../images/img123287.png) - -To create the required Image dashboard item, use the **Images** button in the **Home** ribbon tab. - +--- +title: Image Types Overview +author: Natalia Kazakova +legacyId: 116560 +--- +# Image Types Overview +The **Dashboard Designer** allows you to create two types of an **Image** dashboard item. +* The **Image** dashboard item allows you to add **static** images to a dashboard. + + ![MainFeatures_Image](../../../images/img18213.png) +* The **Bound Image** dashboard item can be bound to a set of images (for instance, stored in the database). You can use the Bound Image as a detail item along with the [Master Filtering](../../interactivity/master-filtering.md) feature. + + ![ImageOverview_BoundImage](../../../images/img123287.png) + +To create the required Image dashboard item, use the **Images** button in the **Home** ribbon tab. + ![ImagesButtonRibbon](../../../images/img123288.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/interactivity.md new file mode 100644 index 0000000000..cd3fd833bf --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/interactivity.md @@ -0,0 +1,18 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 116561 +--- +# Interactivity +This document describes the features that enable interaction between the **Bound Image** and other dashboard items. These features include **Master Filtering**. + +## Master Filtering +The Dashboard allows you to use most of the data-aware dashboard items as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +Data displayed in the **Bound Image** dashboard item can be filtered by other master filter items. For instance, the **Bound Image** below shows an image corresponding to a category selected in the [Grid](../grid.md) dashboard item. + +![ImageOverview_BoundImage](../../../images/img123287.png) + +You can prevent the Bound Image from being affected by other master filter items using the **Ignore Master Filters** button on the **Data** ribbon tab. + +![Pivot_IgnoreMasterFilters_Ribbon](../../../images/img25865.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/providing-images.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/providing-images.md new file mode 100644 index 0000000000..616033110d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/providing-images.md @@ -0,0 +1,38 @@ +--- +title: Providing Images +author: Natalia Kazakova +legacyId: 116559 +--- +# Providing Images +## Providing Static Images +To load an image to a dashboard item, use the **Load Image** and **Import Image** buttons in the Ribbon, or commands in the context menu (**Load Image...** and **Import Image...**, respectively). + +![Image_LoadImage_Ribbon](../../../images/img20214.png) + +These commands invoke the **Open** dialog, which allows you to locate the desired image. + +The **Load Image** command saves the path to the image in the dashboard definition, while the **Import Image** command saves the image itself. + +## Binding the Bound Image to Data +The Bound Image dashboard item provides the Attribute data section containing the corresponding placeholder. + +![BoundImageDataSections](../../../images/img123290.png) + +Specify the binding mode for the Bound Image by clicking the Options button (the icon) next to the Attribute placeholder. This invokes the following dialog. + +![ImageBindingOptionsDialog](../../../images/img123297.png) + +This dialog provides two options. +* **Binary Array** - Use this mode if images are stored in the data source as byte arrays. +* **URI** - Use this mode to locate images accessible by a predefined URI. In this case, the data source field should return strings that are parts of URIs to these images. + +For instance, the URI pattern in the form below specifies the path to the folder containing the required images. + +![ImageBindingOptionsDialog_URI](../../../images/img123307.png) + +Data source field values will be inserted to the position of the {0} placeholder. Thus, the Bound Image maps the current dimension value with the image placed at the specified URI. + +> [!NOTE] +> Note that the Bound Image can display only a single image simultaneously. If [Master Filtering](../../interactivity/master-filtering.md) is not applied to the Bound Image, it selects the displayed image in the following ways. +> * In the **Binary Array** mode, the displayed image cannot be predicted precisely as a result of sorting limitations for the _image_/_binary_ data types. Use the [Master Filtering](../../interactivity/master-filtering.md) feature to display the specified image. +> * In the **URI** mode, the Bound Image displays an image corresponding a first attribute value taking into account the attribute's sort order. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies.md new file mode 100644 index 0000000000..4f39c0b6e6 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies.md @@ -0,0 +1,29 @@ +--- +title: Pies +author: Natalia Kazakova +legacyId: 16581 +--- +# Pies +The **Pie** dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. + +![MainFeatures_Pies](../../images/img18178.png) + +This section consists of the following subsections: +* [Providing Data](pies/providing-data.md) + + Describes how to supply the Pie dashboard item with data. +* [Interactivity](pies/interactivity.md) + + Describes features that enable interaction between the Pie dashboard item and other items. +* [Coloring](pies/coloring.md) + + Describes coloring capabilities of the Pie dashboard item. +* [Layout](pies/layout.md) + + Describes layout options of the Pie dashboard item. +* [Labels](pies/labels.md) + + Explains how to customize data labels and tooltips. +* [Style](pies/style.md) + + Describes how to select the style of pie charts. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/coloring.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/coloring.md new file mode 100644 index 0000000000..4d6b7ecacb --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/coloring.md @@ -0,0 +1,19 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 16984 +--- +# Coloring +In **Default** color mode, the Pie dashboard item colors its segments in the following way: + +* If the Pie dashboard item contains measures (the **Values** section) and series dimensions (the **Series** section), only values corresponding to different measures are colored by [hue](../../appearance-customization/coloring/coloring-concepts.md). + + ![](../../../images/win-coloring-pie-values-colored-by-default.png) + +* If the Pie dashboard item contains arguments (the **Arguments** section), different argument values are colored by hue. + + ![](../../../images/win-coloring-pie-arguments-colored-by-default.png) + +>[!Tip] +>**Documentation:**
+>* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity.md new file mode 100644 index 0000000000..df7fbc1a0c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity.md @@ -0,0 +1,11 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16578 +--- +# Interactivity +This section describes features that enable interaction between the **Pie** dashboard item and other items. These features include **Master Filtering** and **Drill-Down**. + +The section contains the following topics. +* [Master Filtering](interactivity/master-filtering.md) +* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/drill-down.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/drill-down.md new file mode 100644 index 0000000000..adefd2e1a1 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/drill-down.md @@ -0,0 +1,58 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16580 +--- +# Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. + +The **Pie** dashboard item supports drill-down on **argument** or **series** values. + +## Drill Down on an Argument +When drill down on an argument is enabled, you can click a pie segment to view a detail diagram for the corresponding argument value. + +![Anim_Pies_DrillDownOnArguments](../../../../images/img19909.png) + +> [!NOTE] +> When [Filtering by Arguments](master-filtering.md) is enabled, you can view the details by double-clicking a pie segment. + +Drill down on an argument requires that the Arguments section contains several data items, from the least detailed to the most detailed item. + +![Pies_Interactivity_DrillDown_Arguments_DataItems](../../../../images/img19972.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill down on an argument, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../images/img21873.png) button if you are using the toolbar menu)... + +![Chart_Interactivity_DrillDown_Ribbon](../../../../images/img21872.png) + +...and the **Arguments** button (or the ![Pies_Interactivity_MasterFilter_Arguments_Toolbar](../../../../images/img19919.png) button if you are using the toolbar menu). + +![Pies_Interactivity_MasterFilter_Arguments_Ribbon](../../../../images/img19915.png) + +## Drill Down on a Series +When drill down on a series is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. + +![Anim_Pies_DrillDownOnSeries](../../../../images/img19910.png) + +> [!NOTE] +> When [Filtering by Series](master-filtering.md) is enabled, you can view the details by double-clicking a pie chart. + +Drill down on a series requires that the Series section contains several data items, from the least detailed to the most detailed item. + +![Pies_Interactivity_DrillDown_Series_DataItems](../../../../images/img19973.png) + +> [!NOTE] +> In **OLAP** mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill down on a series, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../images/img21873.png) button if you are using the toolbar menu)... + +![Chart_Interactivity_DrillDown_Ribbon](../../../../images/img21872.png) + +...and the **Series** button (or the ![Pies_Interactivity_MasterFilter_Series_Toolbar](../../../../images/img19920.png) button if you are using the toolbar menu). + +![Pies_Interactivity_MasterFilter_Series_Ribbon](../../../../images/img19916.png) + +## Drill Up +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) area of the Pie dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/master-filtering.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/master-filtering.md new file mode 100644 index 0000000000..a64f61e75b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/master-filtering.md @@ -0,0 +1,39 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16579 +--- +# Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. + +The **Pie** dashboard item supports filtering by **argument** or **series** values. + +## Filtering by Arguments +When filtering by arguments is enabled, you can click a pie segment to make other dashboard items only display data related to the selected argument value. + +![Anim_Pies_MasterFilterByArguments](../../../../images/img19911.png) + +To enable filtering by arguments in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Arguments** button in the **Data** Ribbon tab (or the ![Pies_Interactivity_MasterFilter_Arguments_Toolbar](../../../../images/img19919.png) button if you are using the toolbar menu). + +![Pies_Interactivity_MasterFilter_Arguments_Ribbon](../../../../images/img19915.png) + +## Filtering by Series +When filtering by series is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. + +![Anim_Pies_MasterFilterBySeries](../../../../images/img19912.png) + +To enable filtering by series in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Series** button in the **Data** Ribbon tab (or the ![Pies_Interactivity_MasterFilter_Series_Toolbar](../../../../images/img19920.png) button if you are using the toolbar menu). + +![Pies_Interactivity_MasterFilter_Series_Ribbon](../../../../images/img19916.png) + +## Filtering by Points +When filtering by points is enabled, you can click a single pie segment to make other dashboard items display only data related to the selected segment. + +![Pies_MasterFilterByPoints](../../../../images/img120502.png) + +To enable filtering by points in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Points** button in the **Data** Ribbon tab. + +![Pies_Interactivity_MasterFilter_Points_Ribbon](../../../../images/img120503.png) + +## Reset Filtering +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) area of the Pie dashboard item, or the **Clear Master Filter** command in the Pie's context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/labels.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/labels.md new file mode 100644 index 0000000000..b2dca6ee83 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/labels.md @@ -0,0 +1,15 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 16583 +--- +# Labels +![Pies_Layout_LabelsAndTooltips](../../../images/img19947.png) + +You can specify which information should be displayed within data labels and tooltips. To do this, use the **Data Labels** and **Tooltips** buttons in the **Labels** group of the **Design** Ribbon tab. + +![Pies_Layout_Labels_Ribbon](../../../images/img19948.png) + +These buttons invoke a drop-down menu that is similar for both buttons. This menu allows you to specify which values are displayed within data labels or tooltips. + +![Pies_Layout_Labels_DropDown](../../../images/img19949.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/layout.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/layout.md new file mode 100644 index 0000000000..9ec66e92cf --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/layout.md @@ -0,0 +1,27 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 16582 +--- +# Layout +The **Pie** dashboard item allows you to specify the number of columns or rows in which individual diagrams are arranged. + +To control how pies are arranged, use the buttons in the **Content Arrangement** group of the **Design** Ribbon tab. + +By default, the **Auto Arrange** option is enabled, which automatically resizes pies to fit within the dashboard item. + +![Pies_Layout_AutoArrange_Ribbon](../../../images/img25674.png) + +![Pies_Layout_Arrangement_Auto_2](../../../images/img25675.png) + +You can also specify the number of columns in which pies are arranged. Click the **Arrange in Columns** button and specify the appropriate number in the **Count** field. + +![Pies_Layout_Arrangement_Columns_Ribbon](../../../images/img25676.png) + +![Pies_Layout_Arrangement_Columns_2](../../../images/img25677.png) + +Similarly, you can arrange pies in a specific number of rows. + +![Pies_Layout_Arrangement_Rows_Ribbon](../../../images/img25678.png) + +![Pies_Layout_Arrangement_Rows_2](../../../images/img25679.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/providing-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/providing-data.md new file mode 100644 index 0000000000..0d3c50b39c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/providing-data.md @@ -0,0 +1,33 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16577 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pie** dashboard item to data in the Designer. +* [Binding to Data in the Designer](#bindingdesigner) +* [Transposing Arguments and Series](#transposing) + +## Binding to Data in the Designer +The image below shows a sample Pie dashboard item that is bound to data. + +![PiesProvidingData_Main](../../../images/img117701.png) + +To bind the Pie dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Pie's data sections. + +| Section | Description | +|---|---| +| **Values** | Contains data items that define the share of pie segments. In case of negative measure values, Pie uses their absolute values. | +| **Arguments** | Contains data items that provide values used to label pie segments. | +| **Series** | Contains data items whose values are used to label pie charts. | + +## Transposing Arguments and Series +The Pie dashboard item provides the capability to transpose pie arguments and series. In this case, data items contained in the **Arguments** section are moved to the **Series** section, and vice versa. + +![Pies_Transpose](../../../images/img126584.png) + +To transpose the selected Pie dashboard item, use the **Transpose** button in the **Home** ribbon tab. + +![TransposeButton_Ribbon](../../../images/img23683.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/style.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/style.md new file mode 100644 index 0000000000..5b3ab34e36 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/style.md @@ -0,0 +1,13 @@ +--- +title: Style +author: Natalia Kazakova +legacyId: 16584 +--- +# Style +The **Pie** dashboard item allows you to select whether diagrams should be painted as **pies** or **donuts**. + +![PieStyle_Pie](../../../images/img25671.png)![PieStyle_Donut](../../../images/img25672.png) + +To select the diagram style, use the **Pie** and **Donut** buttons in the **Style** section of the **Design** Ribbon tab. + +![Pies_Layout_Style_Ribbon](../../../images/img19951.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot.md new file mode 100644 index 0000000000..1896681ccc --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot.md @@ -0,0 +1,26 @@ +--- +title: Pivot +author: Natalia Kazakova +legacyId: 16602 +--- +# Pivot +The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. + +![MainFeatures_PivotGrid](../../images/img18212.png) + +This section consists of the following subsections: +* [Providing Data](pivot/providing-data.md) + + Explains how to supply the Pivot dashboard item with data. +* [Interactivity](pivot/interactivity.md) + + Describes features that enable interaction between the Pivot and other dashboard items. +* [Conditional Formatting](pivot/conditional-formatting.md) + + Describes the conditional formatting feature that provides the capability to apply formatting to cells whose values meet the specified condition. +* [Layout](pivot/layout.md) + + Describes the Pivot dashboard item's layout options. +* [Expanded State](pivot/expanded-state.md) + + Describes how to specify whether to expand column/row groups by default. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/conditional-formatting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/conditional-formatting.md new file mode 100644 index 0000000000..3d1b845902 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/conditional-formatting.md @@ -0,0 +1,92 @@ +--- +title: Conditional Formatting +author: Natalia Kazakova +legacyId: 114225 +--- +# Conditional Formatting + +A Pivot dashboard item applies conditional formatting to cell values. You can calculate a format rule by measures placed in the **Values** section and dimensions placed in the **Columns** or **Rows** section. + +> [!NOTE] +> Note that you can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. + +![pivot-with-applied-format-rules](../../../images/pivot-with-applied-format-rules.png) + +## Supported Format Rules + +The following list contains available format rules and corresponding data types: +* numeric + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) + * [Average](../../appearance-customization/conditional-formatting/average.md) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) + * [Bar](../../appearance-customization/conditional-formatting/bar.md) + * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) + * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) +* string + * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) +* date-time + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) + * [Bar](../../appearance-customization/conditional-formatting/bar.md) + * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) + * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) + +## Create and Edit a Format Rule + +You can create and edit format rules in the following ways: + +* Click the **Edit Rules** button on the **Home** ribbon tab. + +* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). + +## Pivot-Specific Format Condition Settings + +You can configure and customize current format condition appearance settings. + +* Choose a predefined background color/font or click an empty square to add a new preset in the **Appearance** tab. + + ![NewRuleDialog_AppearanceTab](../../../images/img118585.png) + +* Add a predefined icon in the **Icons** tab. + +The **Appearance** tab contains the following Pivot-specific settings: + +| Option | Description | +| --|--| +| **Enabled** | Enables/disables the current format rule. | +| **Intersection Mode** | Specifies the level at which to apply conditional formatting to pivot cells. | +| **Intersection Row/Column Dimension** | Applies the format rule to the specified row/column dimension, if you select the _Specific Level_ as the intersection mode.| +| **Apply to Row/Column** | Specifies whether to apply the formatting to the Pivot item's entire row/column. + +A Pivot item allows you to specify the field intersection to which a format rule is applied. + +| Intersection Level Mode| Description | +| --|--| +| _Auto_ | Identifies the default level. For the Pivot dashboard item, _Auto_ identifies the First Level. | +| _First Level_ |The first level values are used to apply conditional formatting. | +| _Last Level_ | The last level values are used to apply conditional formatting. | +| _All Levels_ | All pivot data cells are used to apply conditional formatting. | +| _Specific Level_ | The specified measures/dimensions are used to apply conditional formatting. | + + +The image below displays different intersection levels with the applied conditional format rule: + +![winforms_pivot_intersection_level_mode](../../../images/winforms_pivot_intersection_level_mode.png) + +To apply a format rule to the row or column Grand Total, change the **Intersection Level Mode** to _Specific level_ and set the _[Grand Total]_ value as the intersection row/column dimension. + +Note the following limitations: + +1. The dashboard cannot calculate conditional formatting in a Pivot item for multiple range levels with _percentage_ values. In this case, the "All Levels" intersection mode is not available for a conditional formatting rule. +2. The format condition dialog does not contain any Pivot-specific settings for a dimension from **Columns** and **Rows**. diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/expanded-state.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/expanded-state.md new file mode 100644 index 0000000000..d68c478f53 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/expanded-state.md @@ -0,0 +1,15 @@ +--- +title: Expanded State +author: Natalia Kazakova +legacyId: 118817 +--- +# Expanded State +If the [Columns or Rows](providing-data.md) section contains several data items, the Pivot column and row headers are arranged in a hierarchy and make up column and row groups. + +![Pivot_Layout_ExpandCollapseGroups](../../../images/img20151.png) + +You can collapse and expand row and column groups using the ![Pivot_Layout_ExpandCollapse_DownArrow](../../../images/img20154.png) and ![Pivot_Layout_ExpandCollapse_UpArrow](../../../images/img20155.png) buttons. However, the current expanded state of column and row groups do not save in the dashboard definition. If necessary, you can specify the default expanded state using the **Initial State** button in the **Design** ribbon tab. + +![Pivot_ExpandedState_Ribbon](../../../images/img128430.png) + +This button invokes the popup menu that allows you to select whether column and row groups should be collapsed or expanded by default. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/interactivity.md new file mode 100644 index 0000000000..ce0af0ed6c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/interactivity.md @@ -0,0 +1,14 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 18086 +--- +# Interactivity +This document describes the features that enable interaction between the **Pivot** and other dashboard items. These features include **Master Filtering**. + +## Master Filtering +The Dashboard allows you to use any data-aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +Data displayed in the Pivot dashboard item can be filtered by other master filter items. You can prevent the pivot from being affected by other master filter items using the **Ignore Master Filters** button on the **Data** Ribbon tab. + +![Pivot_IgnoreMasterFilters_Ribbon](../../../images/img25865.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/layout.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/layout.md new file mode 100644 index 0000000000..66f6ab6eb8 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/layout.md @@ -0,0 +1,72 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 16604 +--- +# Layout +This topic describes how to control the Pivot dashboard item layout, the visibility of totals and grand totals, etc. +* [Layout Type](#layouttype) +* [Totals Visibility](#totalsvisibility) +* [Totals Position](#totalsposition) +* [Values Visibility](#valuesvisibility) +* [Values Position](#valuesposition) +* [Reset Layout Options](#resetlayout) + +## Layout Type +If the Pivot dashboard item contains a hierarchy of dimensions in the [Rows](providing-data.md) section, you can specify the layout used to arrange values corresponding to individual groups. + +| Layout type | Example | Description | +|---|---|---| +| **Compact** | ![Pivot_CompactLayout](../../../images/img127490.png) | Displays values from different Row dimensions in a single column. Note that in this case totals are shown at the top of a group, and you cannot change [totals position](#totalsposition). | +| **Tabular** | ![Pivot_TabularLayout](../../../images/img127491.png) | Displays values from different Row dimensions in separate columns. | + +Use the **Layout** button in the **Design** ribbon tab to change the Pivot layout. + +![Pivot_LayoutButtonRibbon](../../../images/img128425.png) + +## Totals Visibility +You can control the visibility of totals and grand totals for the entire Pivot dashboard item. For instance, the image below displays the Pivot dashboard item with the disabled row totals. + +![Pivot_DisableRowTotals_Example](../../../images/img127500.png) + +To manage the visibility of totals and grand totals, use the **Totals** and **Grand Totals** buttons in the **Design** ribbon tab, respectively. + +![Pivot_TotalsVisibilityRibbon](../../../images/img128426.png) + +These buttons invoke a popup menu that allows you to manage the visibility of column and row totals/grand totals separately. + +Moreover, you can control the visibility of totals for individual dimensions/measures by using the data item's context menu (**Show Totals** and **Show Grand Totals** options). + +![Pivot_ShowTotals_DataItemMenu](../../../images/img127503.png) + +## Totals Position +If necessary, you can change the Pivot dashboard item’s totals/grand totals position. For instance, in the image below the row totals are moved from the bottom to the top. + +![Pivot_RowTotals_Bottom_Top](../../../images/img127504.png) + +To manage totals position, use the **Row Totals Position** and **Column Totals Position** buttons in the **Design** ribbon tab. + +![Pivot_TotalsPositionRibbon](../../../images/img128427.png) + +## Values Visibility +The Pivot dashboard item can contain several measures in the [Values](providing-data.md) section to hide summary values corresponding to specific measures. For instance, the image below shows the Pivot with hidden _Quantity_ values. + +![Pivot_ValuesVisibility](../../../images/img127507.png) + +To do this, use the **Show Values** command in the measure menu. + +![Pivot_ValuesVisibility_Menu](../../../images/img127508.png) + +## Values Position +The Pivot dashboard item allows you to control the position of headers used to arrange summary values corresponding to different measures. For instance, you can display values in columns or rows. + +![Pivot_ValuesPosition](../../../images/img127505.png) + +To manage this position, use the **Values Position** button in the **Design** ribbon tab. + +![Pivot_ValuesPositionRibbon](../../../images/img128428.png) + +## Reset Layout Options +To reset layout options, click the **Reset Layout Options** button in the **Design** ribbon tab. + +![Pivot_ResetLayoutOptionsRibbon](../../../images/img128429.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/providing-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/providing-data.md new file mode 100644 index 0000000000..44ad96825a --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/providing-data.md @@ -0,0 +1,33 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16603 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pivot** dashboard item to data in the Designer. +* [Binding to Data in the Designer](#bindingdesigner) +* [Transposing Columns and Rows](#transposing) + +## Binding to Data in the Designer +The image below shows a sample Pivot dashboard item that is bound to data. + +![PivotProvidingData_Main](../../../images/img117704.png) + +To bind the Pivot dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes a Pivot's data sections. + +| Section | Description | +|---|---| +| **Values** | Contains data items used to calculate values displayed in the pivot table. | +| **Columns** | Contains data items whose values are used to label columns. | +| **Rows** | Contains data items whose values are used to label rows. | + +## Transposing Columns and Rows +The **Pivot** dashboard item provides the capability to transpose pivot columns and rows. In this case, data items contained in the Columns section are moved to the Rows section and vice versa. + +![Pivot_Transpose](../../../images/img126591.png) + +To transpose the selected Pivot dashboard item, use the **Transpose** button in the **Home** ribbon tab. + +![TransposeButton_Ribbon](../../../images/img23683.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter.md new file mode 100644 index 0000000000..1580523015 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter.md @@ -0,0 +1,26 @@ +--- +title: Range Filter +author: Natalia Kazakova +legacyId: 16618 +--- +# Range Filter +The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. + +![MainFeatures_RangeFilter](../../images/img18179.png) + +This section consists of the following subsections. +* [Providing Data](range-filter/providing-data.md) + + Explains how to supply the Range Filter dashboard item with data. +* [Series](range-filter/series.md) + + Enumerates and describes different types of series that can be displayed within the Range Filter dashboard item. +* [Interactivity](range-filter/interactivity.md) + + Describes features that enable interaction between the Range Filter and other dashboard items. +* [Predefined Ranges](range-filter/predefined-ranges.md) + + Shows you how to add predefined date-time periods that can be used to perform a selection (for instance, _year-to-date_ or _quarter-to-date_). +* [Coloring](range-filter/coloring.md) + + Describes coloring capabilities of the Range Filter dashboard item. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/coloring.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/coloring.md new file mode 100644 index 0000000000..353ecb0a33 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/coloring.md @@ -0,0 +1,14 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 16985 +--- +# Coloring +The Range Filter dashboard item paints different measures and series dimensions by [hue](../../appearance-customization/coloring/coloring-concepts.md) in **Default** color mode. The image below shows the Range Filter item whose _State_ series dimension values are painted in different colors. A special icon (![ColoringIndicator](../../../images/coloringindicator25453.png)) on the data item shows that color variation is enabled. + +![win-range-filter-colored-by-default](../../../images/win-range-filter-colored-by-default.png) + +>[!Tip] +>**Documentation:**
+>* [Coloring Basics](../../appearance-customization/coloring.md) + diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/interactivity.md new file mode 100644 index 0000000000..1065afc843 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/interactivity.md @@ -0,0 +1,22 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 18087 +--- +# Interactivity +This document describes the features that enable interaction between the **Range Filter** and other dashboard items. These features include **Master Filtering**. + +## Master Filtering +The Dashboard allows you to use any data-aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +Master filtering is always enabled for the Range Filter dashboard item. This Range Filter displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. + +![MainFeatures_RangeFilter](../../../images/img18179.png) + +To enable filtering across data sources for the Range Filter, use the **Cross-Data-Source Filtering** button in the **Data** Ribbon tab. + +![DataShaping_Interactivity_MasterFilter_CrossDataSource_Ribbon](../../../images/img19416.png) + +You can enable/disable ignoring of other master filter items using the **Ignore Master Filters** button in the **Data** Ribbon tab. + +![DataShaping_Interactivity_MasterFilter_Ignore_Ribbon](../../../images/img19417.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/predefined-ranges.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/predefined-ranges.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/predefined-ranges.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/predefined-ranges.md index 7f749f18d1..00a49e2124 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/predefined-ranges.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/predefined-ranges.md @@ -1,70 +1,70 @@ ---- -title: Predefined Ranges -author: Natalia Kazakova -legacyId: 117399 ---- -# Predefined Ranges -The Range Filter dashboard item allows you to add a number of predefined date-time periods that can be used to perform a selection (for instance, _year-to-date_ or _quarter-to-date_). - -![RangeFilter_PredefinedRanges_Viewer](../../../images/img125408.png) - -To add a period, click the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![BoundImageAttributeOptionsButton](../../../images/img123296.png) icon) next to the [Argument](providing-data.md) placeholder or use the **Edit Periods** button in the ribbon's **Design** tab. This invokes the **Edit Periods** dialog. - -![RangeFilter_EditPeriodsDialog](../../../images/img123455.png) - -To add the selected period, use the ![RangeFilter_AddPeriodIcon](../../../images/img125409.png) button or double-click this period. - -![RangeFilter_EditPeriodsDialog_AddPeriod](../../../images/img123456.png) - -This period will be added to the right pane of the Edit Periods dialog. The following settings are available for the added period. -* **Caption** - Specifies the caption corresponding to the period. -* **Period** - Displays the date-time interval corresponding to the period. -* **Default** - Allows you to use the selected period as the default selection in the Range Filter dashboard item. - -If necessary, you can customize the selected period by clicking the **Edit** button in the Edit Periods dialog. This invokes the **Period** dialog. - -![RangeFilter_PeriodDialog](../../../images/img123459.png) - -> [!NOTE] -> Note that the **Edit** dialog above contains the displayed periods (**Year**, **Quarter**, **Month**, **Day**) if the [group interval](../../data-shaping/grouping.md) of the Range Filter argument is set to **Day-Month-Year**. - -This dialog allows you to add the following periods. -* **Year** - A period duration is measured in years. - * **Previous Year** - Identifies the entire previous year. - * **This Year** - Identifies the entire current year. - * **Next Year** - Identifies the entire next year. - * **Last Years** - Identifies a specific number of previous years. Use the **Include current** option to specify whether or not the period is ended with the current year. - * **Next Years** - Identifies a specific number of next years. Use the **Include current** option to specify whether or not the period is started from the current year. - * **Year-to-date** - A period from the beginning of the current year and up to the current day. -* **Quarter** - Period duration is measured in quarters. - * **Previous Quarter** - Identifies the entire previous quarter. - * **This Quarter** - Identifies the entire current quarter. - * **Next Quarter** - Identifies the entire next quarter. - * **Last Quarter** - Identifies a specific number of previous quarters. Use the **Include current** option to specify whether or not the period ends with the current quarter. - * **Next Quarter** - Identifies a specific number of following quarters. Use the **Include current** option to specify whether or not the period starts from the current quarter. - * **Quarter-to-date** - A period from the beginning of the current quarter and up to the current day. -* **Month** - Period duration is measured in months. - * **Previous Month** - Identifies the entire previous month. - * **This Month** - Identifies the entire current month. - * **Next Month** - Identifies the entire next month. - * **Last Month** - Identifies a specific number of previous months. Use the **Include current** option to specify whether or not the period ends with the current month. - * **Next Month** - Identifies a specific number of the following months. Use the **Include current** option to specify whether or not the period starts with the current month. - * **Month-to-date** - A period from the beginning of the current month and up to the current day. -* **Day** - Period duration is measured in days. - * **Previous Day** - Identifies the entire previous day. - * **This Day** - Identifies the entire current day. - * **Next Day** - Identifies the entire next day. - * **Last Day** - Identifies a specific number of previous days. Use the **Include current** option to specify whether or not the period ends with the current day. - * **Next Day** - Identifies a specific number of the following days. Use the **Include current** option to specify whether or not the period starts with the current day. -* **Custom** - A custom period. - * Allows you to specify a period with the custom boundaries (**Start point** and **End point**). - - ![RangeFilter_PeriodDialog_Custom](../../../images/img123464.png) - - You can specify the following settings for the start/end boundaries. - * **None** - The selection will begin from the start/end of the visible range. - * **Fixed** - Allows you to select a specific date value using the calendar. - * **Flow** - Allows you to select a relative date value. The **Interval** option specifies the interval between the current date and the required date. The **Offset** option allows you to set the number of such intervals. - - > [!NOTE] +--- +title: Predefined Ranges +author: Natalia Kazakova +legacyId: 117399 +--- +# Predefined Ranges +The Range Filter dashboard item allows you to add a number of predefined date-time periods that can be used to perform a selection (for instance, _year-to-date_ or _quarter-to-date_). + +![RangeFilter_PredefinedRanges_Viewer](../../../images/img125408.png) + +To add a period, click the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![BoundImageAttributeOptionsButton](../../../images/img123296.png) icon) next to the [Argument](providing-data.md) placeholder or use the **Edit Periods** button in the ribbon's **Design** tab. This invokes the **Edit Periods** dialog. + +![RangeFilter_EditPeriodsDialog](../../../images/img123455.png) + +To add the selected period, use the ![RangeFilter_AddPeriodIcon](../../../images/img125409.png) button or double-click this period. + +![RangeFilter_EditPeriodsDialog_AddPeriod](../../../images/img123456.png) + +This period will be added to the right pane of the Edit Periods dialog. The following settings are available for the added period. +* **Caption** - Specifies the caption corresponding to the period. +* **Period** - Displays the date-time interval corresponding to the period. +* **Default** - Allows you to use the selected period as the default selection in the Range Filter dashboard item. + +If necessary, you can customize the selected period by clicking the **Edit** button in the Edit Periods dialog. This invokes the **Period** dialog. + +![RangeFilter_PeriodDialog](../../../images/img123459.png) + +> [!NOTE] +> Note that the **Edit** dialog above contains the displayed periods (**Year**, **Quarter**, **Month**, **Day**) if the [group interval](../../data-shaping/grouping.md) of the Range Filter argument is set to **Day-Month-Year**. + +This dialog allows you to add the following periods. +* **Year** - A period duration is measured in years. + * **Previous Year** - Identifies the entire previous year. + * **This Year** - Identifies the entire current year. + * **Next Year** - Identifies the entire next year. + * **Last Years** - Identifies a specific number of previous years. Use the **Include current** option to specify whether or not the period is ended with the current year. + * **Next Years** - Identifies a specific number of next years. Use the **Include current** option to specify whether or not the period is started from the current year. + * **Year-to-date** - A period from the beginning of the current year and up to the current day. +* **Quarter** - Period duration is measured in quarters. + * **Previous Quarter** - Identifies the entire previous quarter. + * **This Quarter** - Identifies the entire current quarter. + * **Next Quarter** - Identifies the entire next quarter. + * **Last Quarter** - Identifies a specific number of previous quarters. Use the **Include current** option to specify whether or not the period ends with the current quarter. + * **Next Quarter** - Identifies a specific number of following quarters. Use the **Include current** option to specify whether or not the period starts from the current quarter. + * **Quarter-to-date** - A period from the beginning of the current quarter and up to the current day. +* **Month** - Period duration is measured in months. + * **Previous Month** - Identifies the entire previous month. + * **This Month** - Identifies the entire current month. + * **Next Month** - Identifies the entire next month. + * **Last Month** - Identifies a specific number of previous months. Use the **Include current** option to specify whether or not the period ends with the current month. + * **Next Month** - Identifies a specific number of the following months. Use the **Include current** option to specify whether or not the period starts with the current month. + * **Month-to-date** - A period from the beginning of the current month and up to the current day. +* **Day** - Period duration is measured in days. + * **Previous Day** - Identifies the entire previous day. + * **This Day** - Identifies the entire current day. + * **Next Day** - Identifies the entire next day. + * **Last Day** - Identifies a specific number of previous days. Use the **Include current** option to specify whether or not the period ends with the current day. + * **Next Day** - Identifies a specific number of the following days. Use the **Include current** option to specify whether or not the period starts with the current day. +* **Custom** - A custom period. + * Allows you to specify a period with the custom boundaries (**Start point** and **End point**). + + ![RangeFilter_PeriodDialog_Custom](../../../images/img123464.png) + + You can specify the following settings for the start/end boundaries. + * **None** - The selection will begin from the start/end of the visible range. + * **Fixed** - Allows you to select a specific date value using the calendar. + * **Flow** - Allows you to select a relative date value. The **Interval** option specifies the interval between the current date and the required date. The **Offset** option allows you to set the number of such intervals. + + > [!NOTE] > Note that the **Offset** option can accept negative and positive values. Negative values correspond to dates before the current date, while positive values correspond to future dates. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/providing-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/providing-data.md new file mode 100644 index 0000000000..4bf1a75de5 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/providing-data.md @@ -0,0 +1,23 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16619 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Range Filter** dashboard item to data in the Designer. + +The image below shows a sample Range Filter dashboard item that is bound to data. + +![RangeProvidingData_Main](../../../images/img117712.png) + +To bind the Range Filter dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Range Filter data sections. + +| Section | Description | +|---|---| +| **Values** | Contains data items against which the Y-coordinates of data points are calculated. | +| **Argument** | Contains a data item that provides values displayed along the horizontal axis of the Range Filter. These values are used for [filtering](interactivity.md). You can use only continuous **Date**, **Date-Time** and **Numeric** values as arguments. Discrete types like **String** or **Time** are not supported. Note that the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![BoundImageAttributeOptionsButton](../../../images/img123296.png) icon) allows you to create _[predefined ranges](predefined-ranges.md)_ used to select the required date-time interval. | +| **Series** | Contains data items whose values are used to create chart series. | + + diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/series.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/series.md new file mode 100644 index 0000000000..15126f6ca0 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/series.md @@ -0,0 +1,41 @@ +--- +title: Series +author: Natalia Kazakova +legacyId: 16620 +--- +# Series +The **Range Filter** dashboard item supports various **Line** and **Area** series types. + +To switch between series types in the Designer, click the options button next to the required data item in the **Values** section. In the invoked **Series Type** dialog, select the required series type and click **OK**. + +![RangeFilter_SeriesTypes](../../../images/img20159.png) + +You can also do this using the buttons in the **Series Type** group of the **Design** Ribbon tab. + +![RangeFilter_SeriesTypes_Ribbon](../../../images/img20158.png) + +The Range Filter supports the following series types. + +**Line:** + +![RangeFilter_SeriesTypes_Line](../../../images/img20163.png) + +**Stacked Line:** + +![RangeFilter_SeriesTypes_StackedLine](../../../images/img20165.png) + +**Full-Stacked Line** + +![RangeFilter_SeriesTypes_FullStackedLine](../../../images/img20162.png) + +**Area:** + +![RangeFilter_SeriesTypes_Area](../../../images/img20160.png) + +**Stacked Area:** + +![RangeFilter_SeriesTypes_StackedArea](../../../images/img20164.png) + +**Full-Stacked Area:** + +![RangeFilter_SeriesTypes_FullStackedArea](../../../images/img20161.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart.md new file mode 100644 index 0000000000..37c032deb2 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart.md @@ -0,0 +1,35 @@ +--- +title: Scatter Chart +author: Natalia Kazakova +legacyId: 115246 +--- +# Scatter Chart +The topics in this section describe the features available in the **Scatter Chart** dashboard item, and provide information on how to create and customize scatter charts in the **DevExpress Dashboard Suite**. + +![ScatterChart_Main](../../images/img120189.png) + +This section is divided into the following subsections. +* [Providing Data](scatter-chart/providing-data.md) + + Explains how to supply the Scatter Chart dashboard item with data. +* [Interactivity](scatter-chart/interactivity.md) + + Describes features that enable interaction between the Scatter Chart and other dashboard items. +* [Coloring](scatter-chart/coloring.md) + + Describes coloring capabilities of the Scatter Chart dashboard item. +* [Legend](scatter-chart/legend.md) + + Describes the chart legend and its options. +* [Axes](scatter-chart/axes.md) + + Describes how to customize settings related to chart axes. +* [Orientation](scatter-chart/orientation.md) + + Describes how to toggle the chart's orientation. +* [Labels](scatter-chart/labels.md) + + Describes point labels and tooltips that contain descriptions of data points. +* [Conditional Formatting](scatter-chart/conditional-formatting.md) + + Describes the format condition settings. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/axes.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/axes.md new file mode 100644 index 0000000000..3ff5a0d89c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/axes.md @@ -0,0 +1,42 @@ +--- +title: Axes +author: Natalia Kazakova +legacyId: 115252 +--- +# Axes +Scatter Chart X and Y-axes are numerical axis of values. You can specify various axes settings to change visual data presentation. + +![ScatterChart_Axes](../../../images/img120332.png) + +To access X and Y-axis settings, use the **X-Axis Settings/Y-Axis Settings** buttons in the **Diagram** section of the **Design** Ribbon tab. + +![Chart_YAxisOptions_Button](../../../images/img18775.png) + +This will invoke the **X-Axis Settings/Y-Axis Settings** dialog. + +![ScatterChart_YAxisSettings](../../../images/img120294.png) + +In this dialog, you can specify the following settings. +* **Always show zero level** - Specifies whether or not the axis' zero level is visible. If this option is unchecked, the visible axis range is defined based on the values plotted in the chart. + + > [!NOTE] + > Note that the **X-Axis Settings** dialog does not contain this option. +* **Reverse** - Allows you to reverse the axis. If the axis is reversed, its values are ordered from top to down. +* **Show grid lines** - Allows you to hide and show grid lines for the axis. +* **Show axis** - Allows you to hide and show the axis. +* **Show title** - Allows you to hide and show the axis title. You can choose whether to use the default text or specify a custom string. +* **Logarithmic scale** - Specifies whether or not the axis should display its numerical values using a logarithmic scale. The combo box next to this option allows you to select the logarithmic base from one of the predefined values. + + +The **Numeric Format** tab allows you to specify the numeric display formats for axis data, as described in the [Formatting Data](../../data-shaping/formatting-data.md) document. + +![scatterchart_xaxisoptions_form_numeric_formats](../../../images/scatterchart_xaxisoptions_form_numeric_formats.png) + +The tab contains the following settings. + +* **Format type** - Specifies format types for numeric values. +* **Unit** - Specifies the unit to convert the numeric values. +* **Precision** - Specifies the number of fractional digits to display. +* **Currency** - Specifies the currency symbol and format provided by the current culture settings. +* **Culture** - Specifies the name of a culture that defines the currency symbol and format. +* **Include group separator** - Specifies whether separators should be inserted between digit groups. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/coloring.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/coloring.md new file mode 100644 index 0000000000..fc99eff772 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/coloring.md @@ -0,0 +1,17 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 16890 +--- +# Coloring + +The Scatter Chart dashboard item does not paint its arguments in **Default** mode. + +The image below displays the Scatter Chart dashboard item whose _State_ points use **Default** mode: + +![win-coloring-scetter-chart-colored-by-default](../../../images/win-coloring-scetter-chart-colored-by-default.png) + +>[!Tip] +>**Documentation:**
+>* [Conditional Formatting](conditional-formatting.md) +>* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/conditional-formatting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/conditional-formatting.md new file mode 100644 index 0000000000..698384689e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/conditional-formatting.md @@ -0,0 +1,77 @@ +--- +title: Conditional Formatting +author: Margarita Zakhodyaeva +--- +# Conditional Formatting + +Use conditional formatting to highlight points in a Scatter Chart dashboard item. + +![win-scatter-chart-cf](../../../images/win-scatter-chart-cf.png) + +## Supported Format Rules + +You can use the following data in rule calculations: + +- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **X and Y axis** sections +- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Weight** section +- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Arguments** section +- hidden measures + +The following list contains available format rules and corresponding data types: + +* numeric + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) + * [Average](../../appearance-customization/conditional-formatting/average.md) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) +* string + * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) +* date-time + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) + + +## Create and Edit a Format Rule + +You can create and edit format rules in the following ways: + +* Click the **Edit Rules** button on the **Home** ribbon tab. + +* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). + +## Format Condition Settings Specific to Scatter Charts + +Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. + +The image below displays the **Greater Than** dialog (a [Value](../../appearance-customization/conditional-formatting/value.md) format condition applied to a scatter chart). The condition colors bubbles if their values exceed 18. + +![win-scatter-chart-cf-appearance-settings-dialog](../../../images/win-scatter-chart-cf-appearance-settings-dialog.png) + +If you enable **Display in Legend**, the chart shows information about the applied rule. Set the **Caption** field to specify the legend's text. +The image below displays the Scatter Chart item with the applied **Greater Than** format rule. The **Display in Legend** option is activated and the rule's caption is displayed in the legend: + +![win-scatter-chart-conditional-formatting](../../../images/win-scatter-chart-conditional-formatting.png) + +For Range format rules, the legend display text is generated automatically and depends on the range intervals: + +![win-scatter-chart-with-range-rule](../../../images/win-scatter-chart-with-range-rule.png) + +## Coloring + +A Scatter Chart item paints elements in pale gray if they do not meet the applied format condition. Note that this does not apply to elements that use the [Hue](coloring.md) color mode. + +Select the **Color by Hue** option in a Data item's pane to restore the color scheme. + +![win-scatter-chart-color-by-hue](../../../images/win-scatter-chart-color-by-hue-with-cf.png) + +> [!Tip] +> **Documentation:** +> [Scatter Chart - Coloring](coloring.md) diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity.md new file mode 100644 index 0000000000..57a7b5a984 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity.md @@ -0,0 +1,11 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 115248 +--- +# Interactivity +This section describes features that enable interaction between the Scatter Chart and other dashboard items. These features include Master Filtering and Drill-Down. + +The section contains the following topics. +* [Master Filtering](interactivity/master-filtering.md) +* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/drill-down.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/drill-down.md new file mode 100644 index 0000000000..2996097628 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/drill-down.md @@ -0,0 +1,27 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 115250 +--- +# Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. + +When drill-down is enabled, you can click a point to view the details. + +![ScatterChart_DrillDown](../../../../images/img120198.png) + +> [!NOTE] +> When [Master Filtering](../../../interactivity/master-filtering.md) is enabled, you can view the details by double-clicking a point. + +Drill-down requires that the **Arguments** section contain several dimensions, from the least to the most detailed dimension. + +![ScatterChart_DrillDownArguments](../../../../images/img120199.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. To learn more about OLAP mode, see [Bind Dashboard Items to Data in OLAP mode](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md). + +To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../images/img19513.png) button if you are using the toolbar menu). + +![Chart_Interactivity_DrillDown_Ribbon](../../../../images/img21872.png) + +To return to the previous detail level (drill up), use the **Drill Up** (![DrillDown_DrillUpArrow](../../../../images/img18627.png)) button in the caption of the Scatter Chart dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/master-filtering.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/master-filtering.md new file mode 100644 index 0000000000..494d10b760 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/master-filtering.md @@ -0,0 +1,17 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 115249 +--- +# Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +The Scatter Chart dashboard item supports filtering by points that correspond to specific argument values or their combinations. + +When Master Filtering is enabled, you can click a point (or multiple points by holding down the **CTRL** key) to make other dashboard items only display data related to the selected point(s). + +![ScatterChart_MasterFiltering](../../../../images/img120190.png) + +To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. + +To reset filtering, use the **Clear Master Filter** (![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png)) button in the Chart's caption area, or the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/labels.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/labels.md new file mode 100644 index 0000000000..f668667e6f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/labels.md @@ -0,0 +1,34 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 115254 +--- +# Labels +The Scatter Chart display can display **point labels** that contain descriptions for data points, and provide **tooltips** with additional information. + +![ScatterChartLabels](../../../images/img120329.png) + +## Point Labels +To manage the visibility of point labels, click the **Point Labels** button in the **Design** ribbon tab. + +![ScatterChart_PointLabelsRibbon](../../../images/img120330.png) + +In the invoked **Point Label Settings** dialog, enable the **Show point labels** check box to show point labels. + +![ScatterChart_PointLabelSettingsDialog](../../../images/img120331.png) + +You can specify the following settings for point labels: +* **Content** - Specifies the type of content displayed within point labels. You can select one of the following options. + * _Values_ - Point labels show summary values from X and Y-axes. + * _Argument_ - Point labels show argument values. + * _Argument and values_ - Point labels show argument values and corresponding summary values. + * _Weight_ - Point labels show the weight summary value. + * _Argument and weight_ - Point labels show the argument value and the corresponding weight summary value. +* **Overlapping mode** - Specifies the label overlap mode. The following options are available. + * _Hide overlapping labels_ - If two or more labels overlap, some of them are automatically hidden to avoid overlapping. + * _None_ - The overlapping resolving algorithm is disabled. + * _Reposition overlapping labels_ - The default algorithm to re-position point labels in a random way, and avoid overlapping labels. +* **Orientation** - Specifies the orientation of point labels. The following options are available. + * _Default_ - A point label is displayed in its default orientation. + * _Rotate to the Right_ - A point label is rotated 90 degrees clockwise. + * _Rotate to the Left_ - A point label is rotated 90 degrees counter clockwise. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/legend.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/legend.md new file mode 100644 index 0000000000..c71b5b1cf8 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/legend.md @@ -0,0 +1,23 @@ +--- +title: Legend +author: Natalia Kazakova +legacyId: 115251 +--- +# Legend +A **legend** is an element of a scatter chart that identifies chart points (for instance, [colored points](../../appearance-customization/coloring/coloring-concepts.md) corresponding to argument values). + +![ScatterChart_Legend](../../../images/img120201.png) + +This topic describes how to customize various legend settings. + +## Visibility +You can specify whether or not a chart should display a legend. + +In the Designer, use the **Show Legend** button in the **Legend** section of the **Design** Ribbon tab. + +![Charts_Legend_ShowLegendButton](../../../images/img18776.png) + +## Position and Orientation +To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. + +![Charts_Legend_PositionAndOrientationGallery](../../../images/img19468.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/orientation.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/orientation.md new file mode 100644 index 0000000000..46a490bc7c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/orientation.md @@ -0,0 +1,11 @@ +--- +title: Orientation +author: Natalia Kazakova +legacyId: 115253 +--- +# Orientation +You can rotate the Scatter Chart so that the [X-axis](axes.md) becomes vertical, and the [Y-axis](axes.md) becomes horizontal. + +To rotate a Chart in the Designer, use the **Rotate** button in the **Diagram** section of the **Design** Ribbon tab. + +![Chart_Rotation_RibbonButton](../../../images/img18774.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/providing-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/providing-data.md new file mode 100644 index 0000000000..7686995946 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/providing-data.md @@ -0,0 +1,34 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 115247 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Scatter Chart** dashboard item to data in the Designer. +* [Binding to Data in the Designer](#bindingdesigner) +* [Transposing X- and Y-axis](#transposing) + +## Binding to Data in the Designer +The image below shows a sample Scatter Chart dashboard item that is bound to data. + +![ScatterChart_ProvidingData](../../../images/img120276.png) + +To bind the Scatter Chart dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Scatter Chart data sections. + +| Section | Description | +|---|---| +| **X-Axis** | Contains the data item against which the X-coordinates of data points are calculated. | +| **Y-Axis** | Contains the data item against which the Y-coordinates of data points are calculated. | +| **Weight** | Contains the data item whose values are used to calculate the weight of data points. | +| **Arguments** | Contains data items providing scatter chart arguments that are used to create data points. | + +## Transposing X- and Y-axis +The Scatter Chart dashboard item provides the capability to transpose its axes. In this case, the data item contained in the **X-Axis** section is moved to the **Y-Axis** section, and vice versa. + +![ScatterChart_Transpose](../../../images/img126580.png) + +To transpose the selected Scatter Chart dashboard item, use the **Transpose** button in the **Home** ribbon tab. + +![TransposeButton_Ribbon](../../../images/img23683.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/tab-container.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/tab-container.md new file mode 100644 index 0000000000..ed15b88414 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/tab-container.md @@ -0,0 +1,71 @@ +--- +title: Tab Container +author: Boris Zaitsev +legacyId: '400237' +--- +# Tab Container + +The **Tab container** dashboard item allows you to split the dashboard layout into several pages. Common filter controls for large elements in a dashboard can be located on a separate tab page. + +![](../../images/fundamentals_tabcontainer.png) + +* [Overview](#overview) +* [Tab Order](#tab-order) +* [Display Item as Page](#display-item-as-page) +* [Selection](#selection) +* [Interactivity](#interactivity) + +## Overview +To create a tab container, use the **Tab Container** button in the **Home** ribbon tab: + +![](../../images/ribbon-home-insert-tabcontainer.png) + +A newly created tab container contains an empty tab page (_Page 1_). + +![](../../images/winforms-designer-tabcontainer-new.png) + +Click the + (_plus_) icon to add an empty page to the tab container. You can use [drag-and-drop](../dashboard-layout/dashboard-items-layout.md) to add dashboard items to a tab page and manage the layout. Tab containers cannot be nested, so you cannot add a tab container to another tab container. However, a tab container can contain [item groups](dashboard-item-group.md). + +See the [Dashboard Item Caption](../dashboard-layout/dashboard-item-caption.md) topic to learn how to manage a tab container's caption. + +## Tab Order +To change the tab page order, click the **Reorder Tabs** button on the **Tab settings** group. + +![](../../images/ribbon-design-tabsettings-reordertabs.png) + +The **Tabs Order** dialog is invoked. + +![](../../images/tabcontainer-tabsorder-dialog.png) + +Click up and down arrows to change the order of the tab pages in the tab container. + +## Display Item as Page + +The tab caption is above the caption of the content element on the page. If a tab page contains a single element, the _Display Item as Page_ feature is activated. It merges the dashboard item with a tab page and displays a single caption, as illustrated below. + +![](../../images/winforms-designer-tab-display-item-as-page.png) + +To disable the _Display Item as Page_ feature, use one of the following methods: +* Select the tab page and click the **Display Item as Page** button in the **Layout** group on the **Design** ribbon tab of the **Page Tools** contextual tab set. + + ![](../../images/ribbon-design-layout-displayitemaspage.png) +* Select the **Display Item as Page** command in the tab page context menu. + + +## Selection +Click the element's border or use the item's context menu to select a page or a tab container: + +![](../../images/select-tab-page-menu.png) + + +## Interactivity +The tab page allows you to manage the [interaction](../interactivity/master-filtering.md) between dashboard items inside and outside the page. + +The **Master Filter** button (in the **Interactivity** group on the **Data** ribbon tab of the **Page Tools** contextual tab set) controls whether the current tab page allows you to filter dashboard items outside the page using master filter items contained within the page. If this button is switched off, master filter items in the page can filter only dashboard items in this page. + +> [!Note] +> The default tab page behaves opposite to the default group. While the group isolates filter items from the outside, the tab page does not change the item's data interactivity behavior. + +![](../../images/groupmasterfilterbutton_ribbon24853.png) + +The **Ignore Master Filters** button (in the **Interactivity** group on the **Data** ribbon tab of the **Page Tools** contextual tab set) allows you to isolate dashboard items contained within the page from external master filter items. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box.md new file mode 100644 index 0000000000..fa198b18ec --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box.md @@ -0,0 +1,14 @@ +--- +title: Text Box +author: Natalia Kazakova +legacyId: 16622 +--- +# Text Box +Use the **Text Box** dashboard item to display rich text within a dashboard. + +![MainFeatures_TextEditor](../../images/img18215.png) + +You can either add a static text or you can use the Text Box as a detail item along with the [Master Filtering](../interactivity/master-filtering.md) or [Filtering](../data-shaping/filtering.md) features. +* [Editing Text](text-box/editing-text.md) +* [Providing Data](text-box/providing-data.md) +* [Interactivity](text-box/interactivity.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/editing-text.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/editing-text.md new file mode 100644 index 0000000000..9f40e9d9ab --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/editing-text.md @@ -0,0 +1,18 @@ +--- +title: Editing Text +author: Natalia Kazakova +legacyId: 16861 +--- +# Editing Text +To edit the text within the Text Box, click the **Edit** button in the ribbon's **Design** tab or use the corresponding item in the context menu. + +![Text_EditText](../../../images/img20224.png) + +This adds the **Text Box Editor** context category to the Dashboard Designer's ribbon and allows you to modify the content within the Text Box. + +![TextBoxEditorContextCategory](../../../images/img123328.png) + +After you change the document, click **Edit** again to finish editing. + +> [!NOTE] +> Note that the Text Box can be [bound](../../bind-dashboard-items-to-data.md) to data. To learn how to do this, see [Providing Data](providing-data.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/interactivity.md new file mode 100644 index 0000000000..81067517c8 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/interactivity.md @@ -0,0 +1,18 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16872 +--- +# Interactivity +This document describes the features that enable interaction between the **Text Box** and other dashboard items. These features include **Master Filtering**. + +## Master Filtering +The Dashboard allows you to use most of the data-aware dashboard items as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +Data displayed in the Text Box dashboard item can be filtered by other master filter items. For instance, the Text Box below shows data corresponding to a product selected in the [List Box](../filter-elements/filter-elements-overview.md) dashboard item. + +![MainFeatures_TextEditor](../../../images/img18215.png) + +You can prevent the Text Box from being affected by other master filter items using the **Ignore Master Filters** button on the **Data** ribbon tab. + +![Pivot_IgnoreMasterFilters_Ribbon](../../../images/img25865.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/providing-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/providing-data.md new file mode 100644 index 0000000000..ffab62415d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/providing-data.md @@ -0,0 +1,26 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16862 +--- +# Providing Data +The Text Box dashboard item can be [bound to data](../../bind-dashboard-items-to-data.md) as other data-aware dashboard items. To do this, perform the following steps. +1. Drop the _Name_, _RetailPrice_ and _Description_ data source fields from the _Products_ table to the **Values** section of the Text Box. + + ![TextBoxBind_ValuesSection](../../../images/img123342.png) + + Note that [summary types](../../data-shaping/summarization.md) of the created measures are **Min**, **Sum** and **Min**, respectively. +2. Click the [Edit](editing-text.md) button in the **Design** ribbon tab and add the _Name_, _Retail Price_ and _Description_ strings to the document. + + ![TextBoxBind_NewDocument](../../../images/img123341.png) +3. Place the pointer next to _Name_, right-click the document and select **Insert Field** (or use the [Insert Field](editing-text.md) button in the ribbon). Then, click the _Select value_ placeholder and select the _Name (Min)_ measure. + + ![TextBoxBind_FieldContextMenu](../../../images/img123343.png) +4. Perform the third step for _Retail Price_ and _Description_. + + ![TextBoxBind_Bound](../../../images/img123348.png) +5. Click the [Edit](editing-text.md) button again to leave the editing mode. The Text Box will show data in the following way. + + ![TextBoxBind_FinalDocument](../../../images/img123350.png) + + You can use this Text Box as a detail item along with the [Master Filtering](interactivity.md) feature to filter data according to the selected product. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap.md new file mode 100644 index 0000000000..04be29999e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap.md @@ -0,0 +1,17 @@ +--- +title: Treemap +author: Natalia Kazakova +legacyId: 15389 +--- +# Treemap +Use the Treemap dashboard item to visualize data in nested rectangles that are called _tiles_. + +![Treemap_Main_Win](../../images/img125423.png) + +This section is divided into the following subsections. +* [Providing Data](treemap/providing-data.md) +* [Interactivity](treemap/interactivity.md) +* [Layout](treemap/layout.md) +* [Grouping](treemap/grouping.md) +* [Coloring](treemap/coloring.md) +* [Labels](treemap/labels.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/coloring.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/coloring.md new file mode 100644 index 0000000000..066e7261f6 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/coloring.md @@ -0,0 +1,18 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 15564 +--- +# Coloring +In **Default** color mode, the Treemap dashboard item colors its tiles in the following ways: + +* If the Treemap dashboard item contains only measures (the **Values** section), values corresponding to different measures are colored by [hue](../../appearance-customization/coloring/coloring-concepts.md). + + ![win-treemap-colored-by-default-measures](../../../images/win-treemap-colored-by-default-measures.png) +* If the Treemap dashboard item contains arguments (the **Arguments** section), values corresponding to the first argument are colored by hue. + + ![win-treemap-colored-by-default-arguments](../../../images/win-treemap-colored-by-default-arguments.png) + +>[!Tip] +>**Documentation:**
+>* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/grouping.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/grouping.md new file mode 100644 index 0000000000..955388b1eb --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/grouping.md @@ -0,0 +1,19 @@ +--- +title: Grouping +author: Natalia Kazakova +legacyId: 15458 +--- +# Grouping +If you use several [arguments](providing-data.md) in the Treemap, you can group tiles corresponding to child values by parent values. For instance, the following Treemap dashboard item displays combinations of categories and sub-categories. + +![TreemapWin_ProvidingData_TwoValuesAndArguments](../../../images/img125485.png) + +To group sub-categories inside corresponding categories, click the _Product Category_ [menu button](../../ui-elements/data-items-pane.md) and select **Group Tiles**. + +![TreemapWin_ProvidingData_GroupTiles](../../../images/img125487.png) + +Product tiles will be grouped into category groups. + +![TreemapWin_ProvidingData_Grouping](../../../images/img125486.png) + +Note that the ![Treemap_GroupingIcon](../../../images/img125513.png) icon will be displayed within the _Product Category_ dimension. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity.md new file mode 100644 index 0000000000..5ea8b30fa3 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity.md @@ -0,0 +1,11 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 15455 +--- +# Interactivity +This section describes features that enable interaction between the **Treemap** dashboard item and other items. These features include **Master Filtering** and **Drill-Down**. + +The section contains the following topics. +* [Master Filtering](interactivity/master-filtering.md) +* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/drill-down.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/drill-down.md new file mode 100644 index 0000000000..61da9129ad --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/drill-down.md @@ -0,0 +1,30 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 118489 +--- +# Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. + +When drill-down is enabled, you can click a tile to view its details. + +> [!NOTE] +> When [Master Filtering](../../../interactivity/master-filtering.md) is enabled, you can view the details by double-clicking a tile. + +![Treemap_DrillDown](../../../../images/img127987.png) + +Drill-down requires that the **Arguments** section contains several dimensions, from the least detailed to the most detailed dimension. + +![Treemap_DrillDown_Arguments](../../../../images/img127988.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../images/img19513.png) button if you are using the toolbar menu). + +![DataShaping_Interactivity_DrillDown_Ribbon](../../../../images/img19415.png) + +To return to the previous detail level (drill up), use the **Drill Up** (![DrillDown_DrillUpArrow](../../../../images/img18627.png)) button in the caption of the Treemap dashboard item, or the **Drill Up** command in the context menu. + +> [!NOTE] +> [Grouping](../grouping.md) is not in effect when the drill-down is enabled. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/master-filtering.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/master-filtering.md new file mode 100644 index 0000000000..0aff2e4059 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/master-filtering.md @@ -0,0 +1,16 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 118488 +--- +# Master Filtering +The **Dashboard Designer** allows you to use any data aware dashboard item as a filter for other dashboard items. To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +The Treemap dashboard item supports filtering by tiles/[groups](../grouping.md). + +When Master Filtering is enabled, you can click a tile or group caption (or multiple tiles/groups by holding down the **CTRL** key) to make other dashboard items only display data related to the selected tile/group(s). + +![Treemap_MasterFiltering2](../../../../images/img125442.png) + +> [!NOTE] +> If the Single Master Filter is used, you can select only tiles corresponding to the bottommost level. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/labels.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/labels.md new file mode 100644 index 0000000000..cc04ae1d8b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/labels.md @@ -0,0 +1,17 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 15594 +--- +# Labels +The Treemap displays **labels** that contain descriptions for tiles and [groups](grouping.md), and provide **tooltips** with additional information. + +![Treemap_LabelTooltipExample](../../../images/img125431.png) + +You can specify which information should be displayed within tile and group labels separately. To do this, use the **Labels** and **Tooltips** buttons in the **Design** Ribbon tab. + +![Treemap_LabelTooltip_Ribbon](../../../images/img125432.png) + +Use buttons within the **Tile Labels**/**Group Labels** ribbon groups to manage tile and group labels, respectively. These buttons invoke the drop-down menu, which is similar for all buttons. + +![Treemap_LabelTooltip_DropDown](../../../images/img125433.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/layout.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/layout.md new file mode 100644 index 0000000000..1b0453fdd6 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/layout.md @@ -0,0 +1,25 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 15457 +--- +# Layout +This topic describes how to change a layout algorithm used to arrange Treemap tiles. To do this in the Designer, use buttons from the **Layout** group placed in the **Design** ribbon tab. + +![Treemap_LayoutButtons_Ribbon](../../../images/img125439.png) + +The following algorithms are available. + +| Algorithm | Example | Description | +|---|---|---| +| **Slice and Dice** | ![Treemap_SliceAndDice](../../../images/img125436.png) | This layout algorithm divides the space between items, slicing it in the specified direction depending on item value. | +| **Squarified** | ![Treemap_Squarified](../../../images/img125437.png) | The Squarified algorithm arranges tiles so that their width/height ratio will be closer to 1. | +| **Striped** | ![Treemap_Striped](../../../images/img125438.png) | This algorithm is a modified version of the Squarified algorithm. The difference here is that tiles are drawn side by side as columns or rows. | + +You can also set a layout direction to specify an arrangement of tiles depending on their sizes. To do this, click the **Layout Direction** button and select the required direction. + +![Treemap_LayoutDirection_Ribbon](../../../images/img125440.png) +* **Bottom Left - Top Right** - Arrange tiles from the bottom-left to the top-right corner. +* **Bottom Right - Top Left** - Arrange tiles from the bottom-right to the top-left corner. +* **Top Left - Bottom Right** - Arrange tiles from the top-left to the bottom-right corner. +* **Top Right - Bottom Left** - Arrange tiles from the top-right to the bottom-left corner. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/providing-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/providing-data.md new file mode 100644 index 0000000000..fca0941dd8 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/providing-data.md @@ -0,0 +1,31 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 15454 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) topic. The only difference is in the data sections that the required dashboard item has. + +The Treemap dashboard item has the **Values** and **Arguments** data sections that provide numeric and discrete categorical data, respectively. The steps below provide the most common scenarios of binding a Treemap to data. +1. Drop the _Sales_ and _Profit_ fields to the **Values** section. + + ![TreemapWin_ProvidingData_TwoValues](../../../images/img125483.png) + + The Treemap will draw two tiles whose sizes correspond to the _Sales_ and _Profit_ summary values. +2. Drop the _Product Category_ field to **Arguments**. + + ![TreemapWin_ProvidingData_Layers](../../../images/img125484.png) + + Treemap will create individual tiles for all categories. You can switch between _Sales_ and _Profit_ values by clicking the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the item's [caption](../../dashboard-layout/dashboard-item-caption.md) or you can use its context menu. +3. Drop the child _Product Sub-Category_ field into **Arguments**. + + ![TreemapWin_ProvidingData_TwoValuesAndArguments](../../../images/img125485.png) + + The Treemap will visualize all combinations of categories and corresponding sub-categories using individual tiles. +4. If the **Arguments** section contains several dimensions, you can [group](grouping.md) child tiles by values of the parent dimension. To group sub-categories inside corresponding categories, click the _CategoryName_ menu button and select **Group Tiles**. + + ![TreemapWin_ProvidingData_GroupTiles](../../../images/img125487.png) + + Sub-category tiles will be grouped into category groups. + + ![TreemapWin_ProvidingData_Grouping](../../../images/img125486.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-layout.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-layout.md new file mode 100644 index 0000000000..e1d4604215 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-layout.md @@ -0,0 +1,49 @@ +--- +title: Dashboard Layout +author: Natalia Kazakova +legacyId: 16518 +--- +# Dashboard Layout + +This topic describes the features related to the dashboard layout in the WinForms Designer. + +## Dashboard Width and Height + +The control automatically stretches or shrinks content (dashboard items) in a dashboard to fit available screen space. You can adjust the layout options and specify the width and height of content. + +In the Ribbon menu, click the **Layout Options** button: + +![|layout-options-button-in-ribbon](../images/layout-options-button-ribbon.png) + +This invokes the **Dashboard Layout Options** dialog that allows you to specify the width and height of the dashboard: + +![layout-options-dialog](../images/layout-options-dialog.png) + +* _Auto_ + + The height or width of a dashboard surface fits to content. +* _Fixed_ + + The height or width of a dashboard surface is set in pixels. + +## Dashboard Title +The Dashboard Title is at the top of the dashboard surface and can contain text, images, and command buttons. + +![DashboardTitleArea](../images/img19734.png) + +See the following article for more information: [Dashboard Title](dashboard-layout/dashboard-title.md). +## Dashboard Items Layout + +The Dashboard Designer allows users to arrange and resize dashboard items and groups using drag-and-drop operations. + +![Layout_ItemsLayoutMain](../images/img20477.png) + +See the following article for more information: [Dashboard Items Layout](dashboard-layout/dashboard-items-layout.md). +## Dashboard Item Caption +Dashboard Item Caption is located on the dashboard surface and contains relevant up-to-date information and command buttons. + +![DashboardItem_Caption](../images/img18278.png) + +Refer to the following article for details: [Dashboard Item Caption](dashboard-layout/dashboard-item-caption.md). + + diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-item-caption.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-item-caption.md new file mode 100644 index 0000000000..da83d47b32 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-item-caption.md @@ -0,0 +1,39 @@ +--- +title: Dashboard Item Caption +author: Natalia Kazakova +legacyId: 16517 +--- +# Dashboard Item Caption +Each dashboard item has a caption that is displayed at the top of the item. The caption contains static text along with other information, as well as command buttons. + +![DashboardItem_Caption](../../images/img18278.png) + +To show or hide the caption of a dashboard item, click the **Show Caption** button in the **Design** Ribbon tab... + +![Layout_ShowCaption_Ribbon](../../images/img21856.png) + +...or right-click the item when designing the dashboard, and click the **Show Caption** menu item. + +![ItemMenu_ShowCaption](../../images/img20446.png) + +> [!NOTE] +> The caption of the Range Filter dashboard item is not visible by default. + +The caption of the Dashboard item contains the following information and buttons, depending on the dashboard item type: +* **Dashboard Item Name** - represents the static text within a dashboard item's caption. +* **Data Item Container Name** - represents the name of the **data item container**. To learn more about data item containers, see the **Providing Data** topic for the corresponding dashboard item. + + You can change the default name of the dashboard item or data item container using the **Edit Names** dialog. To invoke this dialog, right-click the item when designing the dashboard, and click the **Edit Names...** menu item (alternatively, you can use the **Edit Names** button in the **Design** Ribbon tab). + + ![Layout_EditNamesDialog_Common](../../images/img20476.png) +* **Drill-Down** value - shows the value or values from the current drill-down hierarchy. To learn more, see the [Drill-Down](../interactivity/drill-down.md) topic. +* **Export to** button - allows you to print or export a dashboard item. To learn how to print individual dashboard items, see the [Printing and Exporting](../printing-and-exporting.md) topic. +* **Values** button - invokes a drop-down menu that allows you to switch between the provided values (in the pie, card, gauge and map dashboard items). To learn more, see the **Providing Data** topic for the corresponding dashboard item. +* **Clear Master Filter** button - allows you to reset filtering when a dashboard item acts as the [Master Filter](../interactivity/master-filtering.md). To learn more, see the **Master Filtering** topic in the **Interactivity** section for the corresponding dashboard item. +* **Drill Up** button - allows you to return to the previous detail level when the [drill-down](../interactivity/drill-down.md) capability is enabled for this item. To learn more, see the **Drill-Down** topic in the **Interactivity** section for the corresponding dashboard item. +* **Clear Selection** button - allows you to clear the selection inside an item. +* **Initial Extent** button - restores the Map dashboard items' default size and position. +* **Select Date Time Periods** button / menu - allows you to select date-time periods for the Range Filter. +* **Multiselection** button - allows you to filter data by selecting multiple elements in dashboard items. +* **Maximize** button - expands any dashboard item into the whole dashboard size to examine data in greater detail. Refer to [Dashboard Items Layout](dashboard-items-layout.md) for more information. +* **Restore** button - restores the expanded item to its initial state. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-items-layout.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-items-layout.md new file mode 100644 index 0000000000..5dc96370c8 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-items-layout.md @@ -0,0 +1,67 @@ +--- +title: Dashboard Items Layout +author: Natalia Kazakova +legacyId: 16515 +--- +# Dashboard Items Layout +The **Dashboard Designer** provides the capability to arrange and resize dashboard items and [groups](../dashboard-item-settings/dashboard-item-group.md) in various ways, using simple drag-and-drop operations. + +![Layout_ItemsLayoutMain](../../images/img20477.png) + +* [Layout Concepts](#layout-concepts) +* [Item Resizing](#item-resizing) +* [Maximize and Restore Item](#maximize-and-restore-item) +* [Item Positioning](#item-positioning) + +## Layout Concepts +The dashboard arranges dashboard items and [groups](../dashboard-item-settings/dashboard-item-group.md) using _layout items_ and _layout groups_. They are special containers that are used to present a dashboard layout as a hierarchical structure. +* A layout item is used as a container that displays an individual dashboard item. +* A layout group is used as a container that is used to arrange layout items (or other layout groups) either horizontally or vertically. At the same time, layout groups are used as containers that display [dashboard item groups](../dashboard-item-settings/dashboard-item-group.md). + +Thus, a dashboard layout is hierarchically arranged from the root layout group to bottommost layout items, which display individual dashboard items. + +![DashboardLayoutHierarchy](../../images/img25963.png) + +## Item Resizing +You can resize individual items/groups of items by dragging their edges. + +![Layout_ResizingItem](../../images/img20595.png) + +By default, a 2x2 layout group of dashboard items is horizontally oriented and contains two child layout groups. This arranges dashboard items in two 'columns' and allows you to set a different height for items in different columns. You can switch the orientation of the 2x2 group to **Vertical** using the indicator at the group intersection. + +![ItemsResizing_Crosshair](../../images/img24753.png) + +This allows you to specify different widths for dashboard items in different 'rows'. The table below lists and describes different modes. + +| Indicator | Result | Description | +|---|---|---| +| ![VertIndicator_Layout](../../images/img24756.png) | ![Crosshair_VerticalResizing](../../images/img25985.png) | Orients the layout group horizontally and allows you to change the height of individual items and the width of 'columns'. | +| ![HorzIndicator_Layout](../../images/img24755.png) | ![Crosshair_HorizontalResizing](../../images/img25984.png) | Orients the layout group vertically and allows you to change the width of individual items and the height of 'rows'. | + +## Maximize and Restore Item +You can expand any dashboard item into the whole dashboard size to examine data in greater detail. The expanded dashboard item size in this case is the same as the root layout group. + +- To maximize a dashboard item, click the **Maximize** button in the [dashboard item caption](dashboard-item-caption.md). + + ![](../../images/win-dashboard-maximize-dashboard-item.png) + +- To restore the item size, click **Restore**. + + ![](../../images/win-dashboard-restore-dashboard-item.png) + +## Item Positioning +You can change the position of a dashboard item by using drag-and-drop and one of the following approaches. +* If the [caption](dashboard-item-caption.md) of the dashboard item is visible, click it and hold down the left mouse button while dragging the item. +* If the caption of the dashboard item is not visible, click the ![Layout_DragAndDropIcon](../../images/img20487.png) icon in the top left corner, and hold down the left mouse button while dragging the item. + +Depending on the required dashboard item position, a new layout group is created (if required) to maintain the arrangement of items. Thus, the dashboard item can be inserted to the desired area of a new or existing dashboard layout group. + +The following table illustrates how a dashboard item is dragged. + +| Action | Description | +|---|---| +| ![DashboardDesigner_DraggingItem_1](../../images/img117901.png) | Select the required dashboard item. | +| ![DashboardDesigner_DraggingItem_2](../../images/img117902.png) | Drag the dashboard item to the expected area. The _drag indicator_ ( ![DashboardDesigner_DragIndicator](../../images/img117906.png) ) will show possible positions for the dashboard item. | +| ![DashboardDesigner_DraggingItem_3](../../images/img117903.png) | Move the mouse cursor to the required position. The _drop indicator_ ( ![DashboardDesigner_DropIndicator](../../images/img117907.png) ) highlights the hovered position. | +| ![DashboardDesigner_DraggingItem_4](../../images/img117904.png) | Then, the _drop indicator_ sequentially displays areas that can be occupied by the dashboard item. Release the left mouse button when the drop indicator displays the required area. | +| ![DashboardDesigner_DraggingItem_5](../../images/img117905.png) | The dashboard item is moved to a new position. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-title.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-title.md new file mode 100644 index 0000000000..16ca2b98ff --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-title.md @@ -0,0 +1,33 @@ +--- +title: Dashboard Title +author: Natalia Kazakova +legacyId: 16516 +--- +# Dashboard Title +The **Dashboard Title** is located at the top of the dashboard surface. It can contain text or image content. + +![DashboardTitleArea](../../images/img19734.png) + +If you are using the Ribbon menu in the **Dashboard Designer**, you can change title settings by clicking the **Title** button. + +![TitleButton_Ribbon](../../images/img19847.png) + +This invokes the **Dashboard Title** dialog, which allows you to change the text within the dashboard title, add an image, etc. + +![DashboardTitle_Dialog](../../images/img19848.png) + +This dialog allows you to specify the following options. +* **Visible** - Specifies whether or not the dashboard title is visible. +* **Show Master Filter state** - Specifies whether or not to show the state of master filter items in the dashboard title. + + When you hover over the filter icon (![DashboardTitle_MasterFilterIcon](../../images/img23138.png)), all master filters applied to the dashboard are displayed in the invoked popup. + + ![DashboardTitle_MasterFilterPopup](../../images/img23137.png) +* **Alignment** - Specifies the alignment of the dashboard title. +* **Load** button - Allows you to specify the image displayed within the dashboard title. In this case, the dashboard definition will contain the URL to access the image. + + **Import** button - Allows you to specify the image displayed within the dashboard title. In this case, the dashboard definition will contain an image as a byte array. + +The dashboard title can contain command buttons. +* **Export To** button - allows you to print/export the dashboard. To learn more about printing and exporting, see the [Printing and Exporting](../printing-and-exporting.md) topic. +* **Parameters** button - allows you to modify dashboard parameter values. To learn more about parameters, see the [Using Dashboard Parameters](../data-analysis/using-dashboard-parameters.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis.md new file mode 100644 index 0000000000..89a8a3b59c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis.md @@ -0,0 +1,13 @@ +--- +title: Data Analysis +author: Natalia Kazakova +legacyId: 16805 +--- +# Data Analysis +This section describes how to perform advanced data analysis using the aggregate and window functions, dashboard parameters, etc. + +The section consists of the following topics. +* [Aggregations](data-analysis/aggregations.md) +* [Window Calculations](data-analysis/window-calculations.md) +* [Using Dashboard Parameters](data-analysis/using-dashboard-parameters.md) +* [Expression Constants, Operators, and Functions](data-analysis/expression-constants-operators-and-functions.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations.md new file mode 100644 index 0000000000..77253784c4 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations.md @@ -0,0 +1,9 @@ +--- +title: Aggregations +author: Natalia Kazakova +legacyId: 116587 +--- +# Aggregations +Topics in this section describe functions used to introduce additional aggregation levels to prepare underlying data. +* [Summary Level Aggregations](aggregations/summary-level-aggregations.md) +* [Intermediate Level Aggregations](aggregations/intermediate-level-aggregations.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/intermediate-level-aggregations.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/intermediate-level-aggregations.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/intermediate-level-aggregations.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/intermediate-level-aggregations.md index 2cf7bf4b9c..060ac308b6 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/intermediate-level-aggregations.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/intermediate-level-aggregations.md @@ -1,190 +1,190 @@ ---- -title: Intermediate Level Aggregations -author: Natalia Kazakova -legacyId: 116589 ---- -# Intermediate Level Aggregations -The Dashboard can aggregate and summarize data on different levels. -* The [Query Builder](../../work-with-data/using-the-query-builder.md) allows you to prepare an underlying data source before analyzing data. You can apply grouping, sorting, summarization and other data shaping operations during data selection. -* [Dashboard items](../../dashboard-item-settings.md) aggregate and summarize data at a visualization level using dimensions and measures, respectively. To learn more, see [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). -* The **Aggr** function allows you to introduce an intermediate detail level that is not related to the visualization level. This allows you to create custom aggregations at different levels and combine these aggregations with existing visualizations. - -## Overview -The **Aggr** function aggregates and summarizes underlying data using the detail level specified by a predefined set of dimensions and a specified summary function. This function can be used during the creation of a new [calculated field](../../work-with-data/creating-calculated-fields.md) in the Expression Editor. - -The **Aggr** function has the following syntax. - -``` -Aggr(summaryExpression, dimension1, dimension2, ...) - -``` - -The first argument is a [summary expression](summary-level-aggregations.md) calculated against a specific data source field. The next arguments are the set of dimensions whose values are aggregated and used to calculate summaries specified using the first argument. -For instance, the following function calculates sums of sales for each product within the specified category. - -``` -Aggr(Sum([Sales]), [Category], [Product]) - -``` - -If you created the calculated field that includes the **Aggr** function and dropped the created field into an existing [dashboard item](../../dashboard-item-settings.md), the Dashboard joins the resulting aggregation with the already displayed data. This means that you can add data with the increased or decreased granularity to the dashboard item. There are two main scenarios. -* In the first scenario, an aggregation has a **less detailed granularity** than visualized data. - - In this scenario, an underlying data source contains the list of orders for two categories and corresponding products. - - ![Aggr_UnderlyingData](../../../images/img122834.png) - - To aggregate this data by individual categories, create a calculated field with the following expression. - - ``` - Aggr(Sum([Sales]), [Category]) - - ``` - - The following internal table will be generated for this calculated field. - - ![Aggr_Overview_UnderlyingAndInternalLow](../../../images/img122839.png) - - The sample [Grid](../../dashboard-item-settings/grid.md) dashboard item contains more detailed data and includes the following columns: _Category_, _Product_ and the sum of _Sales_. - - ![Aggr_Overview_CategoryProductGrid](../../../images/img122838.png) - - If you drop the created calculated field to the Grid, the sum of sales for each category will be repeated for each Grid row. - - ![Aggr_Overview_GridAndInternalLow](../../../images/img122840.png) - - For instance, you can use these values later to calculate a contribution of each product to a category’s sales. -* An aggregation has a **more detailed granularity** than visualized data. - - To aggregate this data by categories and products, create a calculated field with the following expression. - - ``` - Aggr(Sum([Sales]), [Category], [Product]) - - ``` - - The following internal table will be generated for this calculated field. - - ![Aggr_Overview_GridAndInternalHigh](../../../images/img122841.png) - - Drop the created calculated field to the Grid and set its summary type to **Min**. The Grid will display minimum product sales within each category. - - ![Aggr_Overview_GridAndInternalHigh](../../../images/img122842.png) - -## Example 1 - Best/Worst Sales by Year -The following example shows how to display best and worst monthly sales for each year. - -In this example, the [Chart](../../dashboard-item-settings/chart.md) dashboard item shows the sum of sales by different years. The _Sales_ field is placed in the [Values](../../dashboard-item-settings/chart/providing-data.md) section and the _OrderDate_ (with the **Year** [group interval](../../data-shaping/grouping.md)) is placed in the [Arguments](../../dashboard-item-settings/chart/providing-data.md) section. - -![Aggr_Example1_SalesByYear](../../../images/img122812.png) - -To display sales by the best/worst months for each year, create a new [calculated field](../../work-with-data/creating-calculated-fields.md) with the following expression. - -``` -Aggr(Sum([Sales]), GetYear([OrderDate]), GetMonth([OrderDate])) - -``` - -Drop this field (_Sales by Year/Month_ in the image below) to the Values section and set its [summary type](../../data-shaping/summarization.md) to **Max**. Then, drop this field to Values again and set its summary type to **Min**. The Chart will visualize sales by the best/worst months in a year. - -![Aggr_Example1_SalesByMonths](../../../images/img122813.png) - -## Example 2 - Percent of Total -This example will demonstrate how to calculate a contribution of individual quarter sales to year sales. - -In this example, the [Pivot](../../dashboard-item-settings/pivot.md) dashboard item displays the sum of sales by year/quarter. The _Sales_ field is placed in the [Values](../../dashboard-item-settings/pivot/providing-data.md) section and the hierarchy of _OrderDate_ fields (with the **Year** and **Quarter** [group intervals](../../data-shaping/grouping.md)) is placed in [Rows](../../dashboard-item-settings/pivot/providing-data.md). - -![Aggr_Example2_SalesByQuarterYear](../../../images/img122821.png) - -To calculate a contribution of each quarter to a year sales, do the following. -* Calculate totals for each year using the **Aggr** function by creating the following calculated field. - - ``` - Aggr(Sum([Sales]), GetYear([OrderDate])) - - ``` - - Set the name of the created field to _Sales by Year_. -* Calculate a contribution of each quarter to year sales by creating the following calculated field. - - ``` - Sum([Sales]) / Max([Sales by Year]) - - ``` - - Name this field _Percent of Total_ and drop it to **Values** to see the result. - -![Aggr_Example2_SalesByQuarterYear_PercentOfTotal](../../../images/img122822.png) - -## Example 3 - Customer Acquisition -In this example, a customer acquisition will be evaluated by grouping customers by the quarter/year of their first purchase to compare sales contributions. - -The [Chart](../../dashboard-item-settings/chart.md) dashboard item below visualizes sales by quarter/year. - -![Aggr_Example3_CohortAnalysis](../../../images/img122827.png) - -The following expression determines the minimum order date (the first purchase date) per customer. - -``` -Aggr(Min(GetDateQuarterYear([OrderDate])), [CustomerID]) - -``` - -Set the name of the created field to _Customer First Order_ and drop this field to the **Series** section to see the result. - -![Aggr_Example3_CohortAnalysis_Result](../../../images/img122828.png) - -## Example 4 - Customer Order Count -In this example, you will learn how to divide customers count by the number of orders they made. - -The Chart below shows the number of orders that is made by each customer. - -![Aggr_Example4_CustomerOrderCount](../../../images/img122830.png) - -The calculated field below evaluates the number of unique orders made by each customer. - -``` -Aggr(CountDistinct([OrderID]), [CustomerID]) - -``` - -Set the name of this field to _Customer Order Count_ and drop this field to arguments. Then, drop the _CustomerID_ field to **Values** and change its [summary type](../../data-shaping/summarization.md) to **Count Distinct**. - -![Aggr_Example4_CustomerOrderCount_Result](../../../images/img122829.png) - -The Chart will show the number of customers that made a specific number of orders. - -## Example 5 - Best Product Sales by Year -This scenario requires the use of nested aggregations. In this example, the dashboard will show products with the best sales in a year along with sales values. - -The initial [Grid](../../dashboard-item-settings/grid.md) dashboard item shows sales of all products by year (the _OrderDate_ column with the **Year** [group interval](../../data-shaping/grouping.md) and the _Sales_ column). The data source also contains the _ProductName_ field. - -![Aggr_Example5_SalesByYear](../../../images/img122866.png) - -To implement this scenario, perform the following steps. -* Create the calculated field that will return product sales for individual years. - - ``` - Aggr(Sum([Sales]), GetYear([OrderDate]), [ProductName]) - - ``` - - Set its name to _Product Sales by Year_. -* Create the calculated field that will return maximum sales values. - - ``` - Aggr(Max([Product Sales by Year]), GetYear([OrderDate])) - - ``` - - Set its name to _Max Product Sales by Year_. -* Finally, create a calculated field returning the name of the product with the best sales and a corresponding sales value. - - ``` - Iif([Max Product Sales by Year] = [Product Sales by Year], [ProductName] + ' ($ ' + [Product Sales by Year] + ')', null) - - ``` - - Specify the name as _Best Sales Product_. Then, drop this field to the **Columns** section to see the result. - +--- +title: Intermediate Level Aggregations +author: Natalia Kazakova +legacyId: 116589 +--- +# Intermediate Level Aggregations +The Dashboard can aggregate and summarize data on different levels. +* The [Query Builder](../../work-with-data/using-the-query-builder.md) allows you to prepare an underlying data source before analyzing data. You can apply grouping, sorting, summarization and other data shaping operations during data selection. +* [Dashboard items](../../dashboard-item-settings.md) aggregate and summarize data at a visualization level using dimensions and measures, respectively. To learn more, see [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). +* The **Aggr** function allows you to introduce an intermediate detail level that is not related to the visualization level. This allows you to create custom aggregations at different levels and combine these aggregations with existing visualizations. + +## Overview +The **Aggr** function aggregates and summarizes underlying data using the detail level specified by a predefined set of dimensions and a specified summary function. This function can be used during the creation of a new [calculated field](../../work-with-data/creating-calculated-fields.md) in the Expression Editor. + +The **Aggr** function has the following syntax. + +``` +Aggr(summaryExpression, dimension1, dimension2, ...) + +``` + +The first argument is a [summary expression](summary-level-aggregations.md) calculated against a specific data source field. The next arguments are the set of dimensions whose values are aggregated and used to calculate summaries specified using the first argument. +For instance, the following function calculates sums of sales for each product within the specified category. + +``` +Aggr(Sum([Sales]), [Category], [Product]) + +``` + +If you created the calculated field that includes the **Aggr** function and dropped the created field into an existing [dashboard item](../../dashboard-item-settings.md), the Dashboard joins the resulting aggregation with the already displayed data. This means that you can add data with the increased or decreased granularity to the dashboard item. There are two main scenarios. +* In the first scenario, an aggregation has a **less detailed granularity** than visualized data. + + In this scenario, an underlying data source contains the list of orders for two categories and corresponding products. + + ![Aggr_UnderlyingData](../../../images/img122834.png) + + To aggregate this data by individual categories, create a calculated field with the following expression. + + ``` + Aggr(Sum([Sales]), [Category]) + + ``` + + The following internal table will be generated for this calculated field. + + ![Aggr_Overview_UnderlyingAndInternalLow](../../../images/img122839.png) + + The sample [Grid](../../dashboard-item-settings/grid.md) dashboard item contains more detailed data and includes the following columns: _Category_, _Product_ and the sum of _Sales_. + + ![Aggr_Overview_CategoryProductGrid](../../../images/img122838.png) + + If you drop the created calculated field to the Grid, the sum of sales for each category will be repeated for each Grid row. + + ![Aggr_Overview_GridAndInternalLow](../../../images/img122840.png) + + For instance, you can use these values later to calculate a contribution of each product to a category’s sales. +* An aggregation has a **more detailed granularity** than visualized data. + + To aggregate this data by categories and products, create a calculated field with the following expression. + + ``` + Aggr(Sum([Sales]), [Category], [Product]) + + ``` + + The following internal table will be generated for this calculated field. + + ![Aggr_Overview_GridAndInternalHigh](../../../images/img122841.png) + + Drop the created calculated field to the Grid and set its summary type to **Min**. The Grid will display minimum product sales within each category. + + ![Aggr_Overview_GridAndInternalHigh](../../../images/img122842.png) + +## Example 1 - Best/Worst Sales by Year +The following example shows how to display best and worst monthly sales for each year. + +In this example, the [Chart](../../dashboard-item-settings/chart.md) dashboard item shows the sum of sales by different years. The _Sales_ field is placed in the [Values](../../dashboard-item-settings/chart/providing-data.md) section and the _OrderDate_ (with the **Year** [group interval](../../data-shaping/grouping.md)) is placed in the [Arguments](../../dashboard-item-settings/chart/providing-data.md) section. + +![Aggr_Example1_SalesByYear](../../../images/img122812.png) + +To display sales by the best/worst months for each year, create a new [calculated field](../../work-with-data/creating-calculated-fields.md) with the following expression. + +``` +Aggr(Sum([Sales]), GetYear([OrderDate]), GetMonth([OrderDate])) + +``` + +Drop this field (_Sales by Year/Month_ in the image below) to the Values section and set its [summary type](../../data-shaping/summarization.md) to **Max**. Then, drop this field to Values again and set its summary type to **Min**. The Chart will visualize sales by the best/worst months in a year. + +![Aggr_Example1_SalesByMonths](../../../images/img122813.png) + +## Example 2 - Percent of Total +This example will demonstrate how to calculate a contribution of individual quarter sales to year sales. + +In this example, the [Pivot](../../dashboard-item-settings/pivot.md) dashboard item displays the sum of sales by year/quarter. The _Sales_ field is placed in the [Values](../../dashboard-item-settings/pivot/providing-data.md) section and the hierarchy of _OrderDate_ fields (with the **Year** and **Quarter** [group intervals](../../data-shaping/grouping.md)) is placed in [Rows](../../dashboard-item-settings/pivot/providing-data.md). + +![Aggr_Example2_SalesByQuarterYear](../../../images/img122821.png) + +To calculate a contribution of each quarter to a year sales, do the following. +* Calculate totals for each year using the **Aggr** function by creating the following calculated field. + + ``` + Aggr(Sum([Sales]), GetYear([OrderDate])) + + ``` + + Set the name of the created field to _Sales by Year_. +* Calculate a contribution of each quarter to year sales by creating the following calculated field. + + ``` + Sum([Sales]) / Max([Sales by Year]) + + ``` + + Name this field _Percent of Total_ and drop it to **Values** to see the result. + +![Aggr_Example2_SalesByQuarterYear_PercentOfTotal](../../../images/img122822.png) + +## Example 3 - Customer Acquisition +In this example, a customer acquisition will be evaluated by grouping customers by the quarter/year of their first purchase to compare sales contributions. + +The [Chart](../../dashboard-item-settings/chart.md) dashboard item below visualizes sales by quarter/year. + +![Aggr_Example3_CohortAnalysis](../../../images/img122827.png) + +The following expression determines the minimum order date (the first purchase date) per customer. + +``` +Aggr(Min(GetDateQuarterYear([OrderDate])), [CustomerID]) + +``` + +Set the name of the created field to _Customer First Order_ and drop this field to the **Series** section to see the result. + +![Aggr_Example3_CohortAnalysis_Result](../../../images/img122828.png) + +## Example 4 - Customer Order Count +In this example, you will learn how to divide customers count by the number of orders they made. + +The Chart below shows the number of orders that is made by each customer. + +![Aggr_Example4_CustomerOrderCount](../../../images/img122830.png) + +The calculated field below evaluates the number of unique orders made by each customer. + +``` +Aggr(CountDistinct([OrderID]), [CustomerID]) + +``` + +Set the name of this field to _Customer Order Count_ and drop this field to arguments. Then, drop the _CustomerID_ field to **Values** and change its [summary type](../../data-shaping/summarization.md) to **Count Distinct**. + +![Aggr_Example4_CustomerOrderCount_Result](../../../images/img122829.png) + +The Chart will show the number of customers that made a specific number of orders. + +## Example 5 - Best Product Sales by Year +This scenario requires the use of nested aggregations. In this example, the dashboard will show products with the best sales in a year along with sales values. + +The initial [Grid](../../dashboard-item-settings/grid.md) dashboard item shows sales of all products by year (the _OrderDate_ column with the **Year** [group interval](../../data-shaping/grouping.md) and the _Sales_ column). The data source also contains the _ProductName_ field. + +![Aggr_Example5_SalesByYear](../../../images/img122866.png) + +To implement this scenario, perform the following steps. +* Create the calculated field that will return product sales for individual years. + + ``` + Aggr(Sum([Sales]), GetYear([OrderDate]), [ProductName]) + + ``` + + Set its name to _Product Sales by Year_. +* Create the calculated field that will return maximum sales values. + + ``` + Aggr(Max([Product Sales by Year]), GetYear([OrderDate])) + + ``` + + Set its name to _Max Product Sales by Year_. +* Finally, create a calculated field returning the name of the product with the best sales and a corresponding sales value. + + ``` + Iif([Max Product Sales by Year] = [Product Sales by Year], [ProductName] + ' ($ ' + [Product Sales by Year] + ')', null) + + ``` + + Specify the name as _Best Sales Product_. Then, drop this field to the **Columns** section to see the result. + ![Aggr_Example5_BestProductByYear_Result](../../../images/img122867.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/summary-level-aggregations.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/summary-level-aggregations.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/summary-level-aggregations.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/summary-level-aggregations.md index 2c01363aee..debbab640f 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/summary-level-aggregations.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/summary-level-aggregations.md @@ -1,41 +1,41 @@ ---- -title: Summary Level Aggregations -author: Natalia Kazakova -legacyId: 116588 ---- -# Summary Level Aggregations -The Dashboard Designer aggregates data when you construct a [calculated field expression](../../work-with-data/creating-calculated-fields.md). This allows you to evaluate calculated fields on a summary level. - -In the Dashboard Designer, you can use the following set of predefined aggregate functions: - -![BlogDashboard_SummaryCalculatedField_Functions](../../../images/img118142.png) - -| Function | Description | -|---|---| -| Aggr(SummaryExpression, Dimensions) | Aggregates underlying data using the detail level specified by a predefined set of dimensions and a specified summary function. For more information, see [Intermediate Level Aggregations](intermediate-level-aggregations.md). | -| Avg(Value) | Returns the average of all the values in the expression. | -| Count() | Returns the number of values. | -| CountDistinct(Value) | Returns the number of distinct values. | -| Max(Value) | Returns the maximum value across all records. | -| Min(Value) | Returns the minimum value across all records. | -| Median(Value) | Returns the median of the values. | -| Sum(Value) | Returns the sum of all values. | -| Var(Value) | Returns an estimate of the variance of a population where the sample is a subset of the entire population. | -| Varp(Value) | Returns the variance of a population where the population is the entire data to be summarized. | -| StdDev(Value) | Returns an estimate of the standard deviation of a population where the sample is a subset of the entire population. | -| StdDevp(Value) | Returns the standard deviation of a population where the population is the entire data to be summarized. | - -These functions can be used for all types of numeric fields. After creating such calculated fields, you can use them as measures in an OLAP cube. - -## Custom Aggregate Functions - -Along with the predefined aggregations (like Min, Max, Sum, Avg), the Dashboard supports custom aggregation functions. A custom aggregate function appears in the Expression Editor's categories if the function was registered in your application. - -The following image illustrates the custom _StringConcat_ function in the **Aggregate** function’s category: - -![win-custom-aggr-function-in-expression-editor](../../../images/win-custom-aggr-function-in-expression-editor.png) - -Names of custom aggregate functions are stored in the **Custom Aggregate Names** category and can be used as arguments when you create window calculations as _WindowAggregate_ and _RunningAggregate_. - -Refer to the following topic for detains: [Calculation Functions Reference](../window-calculations/calculation-functions-reference.md). - +--- +title: Summary Level Aggregations +author: Natalia Kazakova +legacyId: 116588 +--- +# Summary Level Aggregations +The Dashboard Designer aggregates data when you construct a [calculated field expression](../../work-with-data/creating-calculated-fields.md). This allows you to evaluate calculated fields on a summary level. + +In the Dashboard Designer, you can use the following set of predefined aggregate functions: + +![BlogDashboard_SummaryCalculatedField_Functions](../../../images/img118142.png) + +| Function | Description | +|---|---| +| Aggr(SummaryExpression, Dimensions) | Aggregates underlying data using the detail level specified by a predefined set of dimensions and a specified summary function. For more information, see [Intermediate Level Aggregations](intermediate-level-aggregations.md). | +| Avg(Value) | Returns the average of all the values in the expression. | +| Count() | Returns the number of values. | +| CountDistinct(Value) | Returns the number of distinct values. | +| Max(Value) | Returns the maximum value across all records. | +| Min(Value) | Returns the minimum value across all records. | +| Median(Value) | Returns the median of the values. | +| Sum(Value) | Returns the sum of all values. | +| Var(Value) | Returns an estimate of the variance of a population where the sample is a subset of the entire population. | +| Varp(Value) | Returns the variance of a population where the population is the entire data to be summarized. | +| StdDev(Value) | Returns an estimate of the standard deviation of a population where the sample is a subset of the entire population. | +| StdDevp(Value) | Returns the standard deviation of a population where the population is the entire data to be summarized. | + +These functions can be used for all types of numeric fields. After creating such calculated fields, you can use them as measures in an OLAP cube. + +## Custom Aggregate Functions + +Along with the predefined aggregations (like Min, Max, Sum, Avg), the Dashboard supports custom aggregation functions. A custom aggregate function appears in the Expression Editor's categories if the function was registered in your application. + +The following image illustrates the custom _StringConcat_ function in the **Aggregate** function’s category: + +![win-custom-aggr-function-in-expression-editor](../../../images/win-custom-aggr-function-in-expression-editor.png) + +Names of custom aggregate functions are stored in the **Custom Aggregate Names** category and can be used as arguments when you create window calculations as _WindowAggregate_ and _RunningAggregate_. + +Refer to the following topic for detains: [Calculation Functions Reference](../window-calculations/calculation-functions-reference.md). + diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/expression-constants-operators-and-functions.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/expression-constants-operators-and-functions.md new file mode 100644 index 0000000000..cbb971f970 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/expression-constants-operators-and-functions.md @@ -0,0 +1,389 @@ +--- +title: Expression Constants, Operators, and Functions +author: Boris Zaitsev +--- +# Expression Constants, Operators, and Functions + +The DevExpress Dashboard uses criteria language that you can use in various DevExpress products for building expressions. An expression is a string that evaluates some value. The criteria language is based on the the cross-platform library with some additions and subtractions specific for dashboards. This topic details basic and dashboard-specific constants, operators, and functions. + +The tables below contain constants, operators, and functions you can use in dashboard expressions. + +## Constants + +| Constant | Description | Example | +|---|---|---| +| String constants | Wrap string constants in apostrophes. If a string contains an apostrophe, double the apostrophe. | [Country] == 'France' or [Name] == 'O''Neil'| +| Date-time constants | Wrap date-time constants in '#'. | [OrderDate] >= #2018-03-22 13:18:51.94944# | +| True | Represents the Boolean True value. | [InStock] == True | +| False | Represents the Boolean False value. | [InStock] == False | +| Enumeration | Specify an enumeration value using its underlying integer value. Note that you cannot specify an enumeration value using its qualified name. | [Status] == 1 | +| Guid | Wrap a Guid constant in curly braces. Use Guid constants in a relational operation with equality or inequality operators only. | [OrderID] == {513724e5-17b7-4ec6-abc4-0eae12c72c1f} | +| Numeric | Specify different numeric constant types in a string form using suffixes: Int32 (int) - _1_, Int16 (short) - _1s_, Byte (byte) - _1b_, Double (double) - _1.0_, Single (float) - _1.0f_, Decimal (decimal) - _1.0m_, | [Price] == 25.0m | +| ? | Represents a null reference that does not refer to any object. We recommend using the **IsNull** unary operator (for example, "[Region] is null") or the **IsNull** logical function (for example, "IsNull([Region])") instead. | [Region] != ? | + +You can build parameterized criteria using any number of positional parameters. To do this, add parameter placeholders (question mark characters) to a criteria expression to identify parameter positions and provide a list of parameter values. When building criteria, parameter placeholders are substituted with parameter values in values in the order they are listed. + +_CriteriaOperator.Parse("[Name] == ? and [Age] == ?", "John", 33)_ + +The following two examples are identical, but the second one allows you to avoid formatting errors. + +_CriteriaOperator.Parse("[OrderDate] >= #1/1/2009#")_ + +_CriteriaOperator.Parse("[OrderDate] >= ?", new DateTime(2009, 1, 1))_ + +When parameters are not specified, a parameter placeholder is substituted with null. + +_CriteriaOperator.Parse("[Region] != ?")_ + +## Operators + +| Operator | Description | Example | +|--|--|--| +| + | Adds the value of one numeric expression to another or concatenates two strings. | [UnitPrice] + 4 or [FirstName] + ' ' + [LastName] | +| - | Finds the difference between two numbers. | [Price1] - [Price2] | +| * | Multiplies the value of two expressions. | [Quantity] * [UnitPrice] * (1 - [BonusAmount]) | +| / | Divides the first operand by the second. | [Quantity] / 2 | +| % | Returns the remainder (modulus) obtained by dividing one numeric expression by another. | [Quantity] % 3 | +| \| | Performs a bitwise inclusive OR on two numeric expressions. Compares each bit of its first operand to the corresponding bit of its second operand. If either bit is 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag1] | [Flag2] | +| & | The bitwise AND operator. Compares each bit of its first operand to the corresponding bit of its second operand. If both bits are 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag] & 10 | +| ^ | Performs a bitwise exclusive OR on two numeric expressions. | [Flag1] ^ [Flag2] | +| == | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] == 10 | +| = | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] = 10 | +| != | Returns true if the operands do not have the same value; otherwise, it returns false. | [Country] != 'France' | +| < | Less than operator. Used to compare expressions. | [UnitPrice] < 20 | +| <= | Less than or equal to operator. Used to compare expressions. | [UnitPrice] <= 20 | +| >= | Greater than or equal to operator. Used to compare expressions. | [UnitPrice] >= 30 | +| > | Greater than operator. Used to compare expressions. | [UnitPrice] > 30 | +| In (,,,) | Tests for the existence of a property in an object. | [Country] In ('USA', 'UK', 'Italy') | +| Between (,) | Specifies a range to test. Returns true if a value is greater than or equal to the first operand and less than or equal to the second operand. | [Quantity] Between (10, 20) | +| And | Performs a logical conjunction on two Boolean expressions. | [InStock] And ([ExtendedPrice]> 100) | +| && | Performs a logical conjunction on two Boolean expressions. | [InStock] && ([ExtendedPrice]> 100) | +| Or | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' Or [Country]=='UK' | +| \| | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' \| [Country]=='UK' | +| ~ | Performs a bitwise negation on a numeric expression. | ~[Roles] = 251 | +| Not | Performs a logical negation on a Boolean expression. | Not [InStock] | +| ! | Performs a logical negation on a Boolean expression. | ![InStock] | +| + | Returns a numeric expression's value (a unary operator). | +[Value] = 10 | +| - | Returns the negative of a numeric expression's value (a unary operator). | -[Value] = 20 | +| Is Null | Returns true if an expression is a null reference, the one that does not refer to any object. | [Region] is null | + +## Functions + +**Advanced Functions - Intermediate Aggregation Level** + +| Function | Description | Example | +|---|---|---| +| aggr(SummaryExpression, Dimensions) | Uses the detail level specified by a predefined set of dimensions and a specified summary function to aggregate underlying data.| aggr(Sum([Sales]), [Category], [Product]) | +| w(WindowExpression, partitionByFunction, orderByFunction) | Calculates aggregated values with the specified window function for the window defined by the specified partitioning and ordering. | w(RankDense(Sum([ProductSales]), 'desc'), partitionBy([CategoryName]), orderBy()) | +| partitionBy(column1, column2, ...) | Specifies the columns by which the data rows are partitioned. The window function is applied to each partition separately. The _partitionBy_ function can be used only as a _w function_ argument. | partitionBy([Product])| +| orderBy(column1, column2, ...) | Specifies the logical order in which the window function calculation is performed on the rows in the window. The _orderBy_ function can be used only as a _w function_ argument.| orderBy(GetYear([Date]), desc(Sum([Sales]))) | +| asc(column) | Specifies that the values in the specified column are sorted in ascending order. This is the default sort order. The _asc_ function can be used only as a _w function_ argument. |asc(Sum([Sales]))| +| desc(column) | Specifies that the values in the specified column are sorted in descending order. The _desc_ function can be used only as a _w function_ argument. | desc(Sum([Sales]))| + + +**Aggregate Functions** + +| Function | Description | Example | +|---|---|---| +| Avg(Value) | Returns the average of all the values in the expression. | Avg([Profit]) | +| Count() | Returns the number of values. | Count() | +| CountNotNull(Value) | Returns a number of non-null objects in a collection. | CountNotNull([Orders]) | +| CountDistinct(Value) | Returns the number of distinct values. | CountDistinct([Orders]) | +| Max(Value) | Returns the maximum value across all records. | Max([Profit]) | +| Min(Value) | Returns the minimum value across all records. | Min([Profit]) | +| Mode(Value) | Returns the mode of the values. | Mode([Profit]) | +| Median(Value) | Returns the median of the values. | Median([Profit]) | +| Sum(Value) | Returns the sum of all values. | Sum([Profit]) | +| Var(Value) | Returns an estimate of the variance of a population, where the sample is a subset of the entire population. | Var([Orders]) | +| Varp(Value) | Returns the variance of a population, where the population is the entire data to be summarized. | Varp([Orders]) | +| StdDev(Value) | Returns an estimate of the standard deviation of a population, where the sample is a subset of the entire population. | StdDev([Orders]) | +| StdDevp(Value) | Returns the standard deviation of a population, where the population is the entire data to be summarized. | StdDevp([Orders]) | + + +**Window Functions** + +| Function | Description | Example | Image | +|--|--|--|--| +| Last() | Returns the number of rows from the current row to the last row in the window. | Last() | ![CalculationFunction_Last](../../images/calculationfunction_last123018.png) | +| First() | Returns the number of rows from the current row to the first row in the window. | First() | ![CalculationFunction_First](../../images/calculationfunction_first123016.png) | +| Index() | Returns the index of the current row in the window. | Index() | ![CalculationFunction_Index](../../images/calculationfunction_index123017.png) | +| Size() | Returns the number of rows in the window. | Size() | ![CalculationFunction_Size](../../images/calculationfunction_size123029.png) | +| Lookup(SummaryExpression, Position) | Returns the value of the expression in a target position specified as a relative offset from the current position. | Lookup(Sum([Sales]), 3) | ![CalculationFunction_Lookup](../../images/calculationfunction_lookup123019.png) | +| RankCompetition(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the standard competition rank for the current row in the window. | RankCompetition(Sum([Sales]), 'asc') | - | +| RankDense(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the dense rank for the current row in the window. | RankDense(Sum([Sales]), 'asc') | - | +| RankUnique(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the unique rank for the current row in the window. | RankUnique(Sum([Sales]), 'asc') | - | +| RankModified(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the modified competition rank for the current row in the window. | RankModified(Sum([Sales]), 'asc') | - | +| RankPercentile(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the percentile rank for the current row in the window. | RankPercentile(Sum([Sales]), 'desc') | - | +| RunningAvg(SummaryExpression) | Returns the running average of the specified expression from the first row in the window to the current row. | RunningAvg(Sum([Sales])) | ![CalculationFunction_RunningAvg](../../images/calculationfunction_runningavg123020.png) | +| RunningCount(SummaryExpression) | Returns the running count of the specified expression from the first row in the window to the current row. | RunningCount(Sum([Sales])) | - | +| RunningMax(SummaryExpression) | Returns the running maximum of the specified expression from the first row in the window to the current row. | | RunningMax(Sum([Sales])) | ![CalculationFunction_RunningMax](../../images/calculationfunction_runningmax123021.png) | +| RunningMin(SummaryExpression) | Returns the running minimum of the specified expression from the first row in the window to the current row. | RunningMin(Sum([Sales])) | ![CalculationFunction_RunningMin](../../images/calculationfunction_runningmin123026.png) | +| RunningSum(SummaryExpression) | Returns the running sum of the specified expression from the first row in the window to the current row. | RunningSum(Sum([Sales])) | ![CalculationFunction_RunningSum](../../images/calculationfunction_runningsum123027.png) | +| WindowAvg(SummaryExpression, StartOffset, EndOffset) | Returns the average of the expression within the window, which is defined using offsets from the current row. | WindowAvg(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowAvg](../../images/calculationfunction_windowavg123031.png) | +| WindowCount(SummaryExpression, StartOffset, EndOffset) | Returns the count of the expression within the window. | WindowCount(Sum([Sales]), First()+2, Last()) | +![CalculationFunction_WindowCount_plus2](../../images/calculationfunction_windowcount_plus2123032.png) | +| WindowCountDistinct(SummaryExpression, StartOffset, EndOffset) | Returns the distinct count of the expression within the window. | WindowCountDistinct(Sum([Sales]), First(), Last()) | - | +| WindowMax(SummaryExpression, StartOffset, EndOffset) | Returns the maximum of the expression within the window. | WindowMax(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMax](../../images/calculationfunction_windowmax123033.png) | +| WindowMin(SummaryExpression, StartOffset, EndOffset) | Returns the minimum of the expression within the window. | WindowMin(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMin](../../images/calculationfunction_windowmin123036.png) | +| WindowMode(SummaryExpression, StartOffset, EndOffset) | Returns the mode of the expression within the window. | WindowMode(Sum([Sales]), First(), Last()) | - | +| WindowMedian(SummaryExpression, StartOffset, EndOffset) | Returns the median of the expression within the window. | WindowMedian(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMedian](../../images/calculationfunction_windowmedian123035.png) | +| WindowSum(SummaryExpression, StartOffset, EndOffset) | Returns the sum of the expression within the window. | WindowSum(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowSum-plus2](../../images/calculationfunction_windowsum-plus2123037.png) | +| WindowVar(SummaryExpression, StartOffset, EndOffset) | Returns the variance of the expression within the window. | WindowVar(Sum([Sales]), First(), Last()) | - | +| WindowVarp(SummaryExpression, StartOffset, EndOffset) | Returns the biased variance of the expression within the window. | WindowVarp(Sum([Sales]), First(), Last()) | - | +| WindowStdDev(SummaryExpression, StartOffset, EndOffset) | Returns the sample standard deviation of the expression within the window. | WindowStdDev(Sum([Sales]), First(), Last()) | - | +| WindowStdDevp(SummaryExpression, StartOffset, EndOffset) | Returns the biased standard deviation of the expression within the window. | WindowStdDevp(Sum([Sales]), First(), Last()) | - | +| Total(SummaryExpression) | Returns the total based on values from the underlying data source for the specified expression in a calculation window. | Total(Sum([Sales])) | ![CalculationFunction_Total](../../images/calculationfunction_total123030.png) | + +> [!IMPORTANT] +> Note that window functions cannot be used inside [Aggr](aggregations.md). + +**Date-time Functions** + +| Function | Description | Example | +|---|---|---| +| AddDays(DateTime, DaysCount) | Returns a date-time value that is the specified number of days from the specified DateTime. | AddDays([OrderDate], 30) | +| AddHours(DateTime, HoursCount) | Returns a date-time value that is the specified number of hours from the specified DateTime. | AddHours([StartTime], 2) | +| AddMilliSeconds(DateTime, MilliSecondsCount) | Returns a date-time value that is the specified number of milliseconds from the specified DateTime. | AddMilliSeconds(([StartTime], 5000)) | +| AddMinutes(DateTime, MinutesCount) | Returns a date-time value that is the specified number of minutes from the specified DateTime. | AddMinutes([StartTime], 30) | +| AddMonths(DateTime, MonthsCount) | Returns a date-time value that is the specified number of months from the specified DateTime. | AddMonths([OrderDate], 1) | +| AddSeconds(DateTime, SecondsCount) | Returns a date-time value that is the specified number of seconds from the specified DateTime. | AddSeconds([StartTime], 60) | +| AddTicks(DateTime, TicksCount) | Returns a date-time value that is the specified number of ticks from the specified DateTime. | AddTicks([StartTime], 5000) | +| AddTimeSpan(DateTime, TimeSpan) | Returns a date-time value that is from the specified DateTime for the given TimeSpan. | AddTimeSpan([StartTime], [Duration]) | +| AddYears(DateTime, YearsCount) | Returns a date-time value that is the specified number of years from the specified DateTime. | AddYears([EndDate], -1) | +| DateDiffDay(startDate, endDate) | Returns the number of day boundaries between two non-nullable dates. | DateDiffDay([StartTime], Now()) | +| DateDiffHour(startDate, endDate) | Returns the number of hour boundaries between two non-nullable dates. | DateDiffHour([StartTime], Now()) | +| DateDiffMilliSecond(startDate, endDate) | Returns the number of millisecond boundaries between two non-nullable dates. | DateDiffMilliSecond([StartTime], Now()) | +| DateDiffMinute(startDate, endDate) | Returns the number of minute boundaries between two non-nullable dates. | DateDiffMinute([StartTime], Now()) | +| DateDiffMonth(startDate, endDate) | Returns the number of month boundaries between two non-nullable dates. | DateDiffMonth([StartTime], Now()) | +| DateDiffSecond(startDate, endDate) | Returns the number of second boundaries between two non-nullable dates. | DateDiffSecond([StartTime], Now()) | +| DateDiffTick(startDate, endDate) | Returns the number of tick boundaries between two non-nullable dates. | DateDiffTick([StartTime], Now()) | +| DateDiffYear(startDate, endDate) | Returns the number of year boundaries between two non-nullable dates. | DateDiffYear([StartTime], Now()) | +| GetDate(DateTime) | Extracts a date from the defined DateTime. | GetDate([OrderDateTime]) | +| GetDateHour(DateTime) | Extracts the date part with the hour value from the defined DateTime. | GetDateHour([OrderDate]) | +| GetDateHourMinute(DateTime) | Extracts the date part with the hour and minute values from the defined DateTime. | GetDateHourMinute([OrderDate]) | +| GetDateHourMinuteSecond(DateTime) | Extracts the date part with the hour, minute, and second values from the defined DateTime. | GetDateHourMinuteSecond([OrderDate]) | +| GetDateMonthYear(DateTime) | Extracts the date with the month and year from the defined DateTime. | GetDateMonthYear([OrderDate]) | +| GetDateQuarterYear(DateTime) | Extracts the date with the quarter and year from the defined DateTime. | GetDateQuarterYear([OrderDate]) | +| GetDateWeekYear() |Returns the date of the first day of the week for a given DateTime (uses culture settings). | GetDateHourMinuteSecond([OrderDate]) | +| GetDay(DateTime) | Extracts a day from the defined DateTime. | GetDay([OrderDate]) | +| GetDayOfWeek(DateTime) | Extracts a day of the week from the defined DateTime. | GetDayOfWeek([OrderDate]) | +| GetDayOfYear(DateTime) | Extracts a day of the year from the defined DateTime. | GetDayOfYear([OrderDate]) | +| GetHour(DateTime) | Extracts an hour from the defined DateTime. | GetHour([StartTime]) | +| GetMilliSecond(DateTime) | Extracts milliseconds from the defined DateTime. | GetMilliSecond([StartTime]) | +| GetMinute(DateTime) | Extracts minutes from the defined DateTime. | GetMinute([StartTime]) | +| GetMonth(DateTime) | Extracts a month from the defined DateTime. | GetMonth([StartTime]) | +| GetSecond(DateTime) | Extracts seconds from the defined DateTime. | GetSecond([StartTime]) | +| GetTimeOfDay(DateTime) | Extracts the time of the day from the defined DateTime in ticks. | GetTimeOfDay([StartTime]) | +| GetWeekOfMonth(DateTime) | Extracts the week of the month from the defined DateTime. | GetWeekOfMonth([OrderDate]) | +| GetWeekOfYear(DateTime) | Extracts the week of the year from the defined DateTime. | GetWeekOfYear([OrderDate]) | +| GetYear(DateTime) | Extracts a year from the defined DateTime. | GetYear([StartTime]) | +| IsApril(DateTime) | Returns True if the specified date falls within April. | IsApril([OrderDate]) | +| IsAugust(DateTime) | Returns True if the specified date falls within August. | IsAugust([OrderDate]) | +| IsDecember(DateTime) | Returns True if the specified date falls within December. | IsDecember([OrderDate]) | +| IsFebruary(DateTime) | Returns True if the specified date falls within February. | IsFebruary([OrderDate]) | +| IsJanuary(DateTime) | Returns True if the specified date falls within January. | IsJanuary([OrderDate]) | +| IsJuly(DateTime) | Returns True if the specified date falls within July. | IsJuly([OrderDate]) | +| IsJune(DateTime) | Returns True if the specified date falls within June. | IsJune([OrderDate]) | +| IsLastMonth(DateTime) | Returns True if the specified date falls within the previous month. | IsLastMonth([OrderDate]) | +| IsLastYear(DateTime) | Returns True if the specified date falls within the previous year. | IsLastYear([OrderDate]) | +| IsMarch(DateTime) | Returns True if the specified date falls within March. | IsMarch([OrderDate]) | +| IsMay(DateTime) | Returns True if the specified date falls within May. | IsMay([OrderDate]) | +| IsNextMonth(DateTime) | Returns True if the specified date falls within the next month. | IsNextMonth([OrderDate]) | +| IsNextYear(DateTime) | Returns True if the specified date falls within the next year. | IsNextYear([OrderDate]) | +| IsNovember(DateTime) | Returns True if the specified date falls within November. | IsNovember([OrderDate]) | +| IsOctober(DateTime) | Returns True if the specified date falls within October. | IsOctober([OrderDate]) | +| IsSameDay(DateTime) | Returns True if the specified date/time values fall within the same day. | IsSameDay([OrderDate]) | +| IsSeptember(DateTime) | Returns True if the specified date falls within September. | IsSeptember([OrderDate]) | +| IsThisMonth(DateTime) | Returns True if the specified date falls within the current month. | IsThisMonth([OrderDate]) | +| IsThisWeek(DateTime) | Returns True if the specified date falls within the current week. | IsThisWeek([OrderDate]) | +| IsYearToDate(DateTime) | Returns True if the specified date falls within the year-to-date period. This period starts from the first day of the current year and continues to the current date (including the current date). | IsYearToDate([OrderDate]) | +| IsThisYear(DateTime) | Returns True if the specified date falls within the current year. | IsThisYear([OrderDate]) | +| LocalDateTimeDayAfterTomorrow() | Returns a date-time value corresponding to the day after Tomorrow. | AddDays(LocalDateTimeDayAfterTomorrow(), 5) | +| LocalDateTimeLastMonth() | Returns the DateTime value corresponding to the first day of the previous month. | AddMonths(LocalDateTimeLastMonth(), 5) | +| LocalDateTimeLastWeek() | Returns a date-time value corresponding to the first day of the previous week. | AddDays(LocalDateTimeLastWeek(), 5) | +| LocalDateTimeLastYear() | Returns the DateTime value corresponding to the first day of the previous year. | AddYears(LocalDateTimeLastYear(), 5) | +| LocalDateTimeNextMonth() | Returns a date-time value corresponding to the first day of the next month. | AddMonths(LocalDateTimeNextMonth(), 5) | +| LocalDateTimeNextWeek() | Returns a date-time value corresponding to the first day of the following week. | AddDays(LocalDateTimeNextWeek(), 5) | +| LocalDateTimeNextYear() | Returns a date-time value corresponding to the first day of the following year. | AddYears(LocalDateTimeNextYear(), 5) | +| LocalDateTimeNow() | Returns a date-time value corresponding to the current moment in time. | AddDays(LocalDateTimeNow(), 5) | +| LocalDateTimeThisMonth() | Returns a date-time value corresponding to the first day of the current month. | AddMonths(LocalDateTimeThisMonth(), 5) | +| LocalDateTimeThisWeek() | Returns a date-time value corresponding to the first day of the current week. | AddDays(LocalDateTimeThisWeek(), 5) | +| LocalDateTimeThisYear() | Returns a date-time value corresponding to the first day of the current year. | AddYears(LocalDateTimeThisYear(), 5) | +| LocalDateTimeToday() | Returns a date-time value corresponding to Today. | AddDays(LocalDateTimeToday(), 5) | +| LocalDateTimeTomorrow() | Returns a date-time value corresponding to Tomorrow. | AddDays(LocalDateTimeTomorrow(), 5) | +| LocalDateTimeTwoMonthsAway() | Returns the DateTime value corresponding to the first day of the following month. | AddMonths(LocalDateTimeTwoMonthAway(), 5) | +| LocalDateTimeTwoWeeksAway() | Returns the DateTime value corresponding to the first day of the following week. | AddDays(LocalDateTimeTwoWeeksAway(), 5) | +| LocalDateTimeTwoYearsAway() | Returns the DateTime value corresponding to the first day of the following year. | AddYears(LocalDateTimeTwoYearsAway(), 5) | +| LocalDateTimeYearBeforeToday() | Returns the DateTime value corresponding to the day one year ago. | AddYears(LocalDateTimeYearBeforeToday(), 5) | +| LocalDateTimeYesterday() | Returns a date-time value corresponding to Yesterday. | AddDays(LocalDateTimeYesterday(), 5) | +| MakeDateTime(Year, Month, Day) | Returns a date value constructed from the specified Year, Month and Day. | MakeDateTime(2018, 5, 5) | +| MakeDateTime(Year, Month, Day, Hour) | Returns a date value constructed from the specified Year, Month, Day and Hour. | MakeDateTime(2018, 5, 5, 20) | +| MakeDateTime(Year, Month, Day, Hour, Minute) | Returns a date value constructed from the specified Year, Month, Day, Hour and Minute. | MakeDateTime(2018, 5, 5, 20, 18) | +| MakeDateTime(Year, Month, Day, Hour, Minute, Second) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute and Second. | MakeDateTime(2018, 5, 5, 20, 18, 30) | +| Now() | Returns the current system date and time. | AddDays(Now(), 5) | +| ToDateTime(Value) | Converts Value to a DateTime value. | ToDateTime([Orders]) | +| Today() | Returns the current date. Regardless of the actual time, this function returns midnight of the current date. | AddMonths(Today(), 1) | +| UtcNow() | Returns the current system date and time, expressed as Coordinated Universal Time (UTC). | AddDays(UtcNow(), 7) | + +**Logical Functions** + +{| +|- + +! Function +! Description +! Example +|- + +| Iif(Expression1, True_Value1, ..., ExpressionN, True_ValueN, False_Value) +| Returns one of several specified values depending upon the values of logical expressions. + +The function can take *2N+1* arguments (*N* - the number of specified logical expressions): + +- Each odd argument specifies a logical expression; + +- Each even argument specifies the value that is returned if the previous expression evaluates to **true**; + +- **...** + +- The last argument specifies the value that is returned if the previously evaluated logical expressions yielded **false**. +| Iif(Name = 'Bob', 1, 0)") + +Iif(Name = 'Bob', 1, Name = 'Dan', 2, Name = 'Sam', 3, 0) + +|- + +| IsNull(Value) +| Returns True if the specified Value is NULL. +| IsNull([OrderDate]) +|- + +| IsNull(Value1, Value2) +| Returns Value1 if it is not set to NULL; otherwise, Value2 is returned. +| IsNull([ShipDate], [RequiredDate]) +|- + +| IsNullOrEmpty(String) +| Returns True if the specified String object is NULL or an empty string; otherwise, False is returned. +| IsNullOrEmpty([ProductName]) +|- + +| ToBoolean(Value) +| Converts Value to an equivalent Boolean value. +| ToBoolean([Value]) +|} + +**Math Functions** + +| Function | Description | Example | +|---|---|---| +| Abs(Value) | Returns the given numeric expression's absolute, positive value. | Abs(1 - [Discount]) | +| Acos(Value) | Returns a number's arccosine (the angle in radians, whose cosine is the given float expression). | Acos([Value]) | +| Asin(Value) | Returns a number's arcsine (the angle in radians, whose sine is the given float expression). | Asin([Value]) | +| Atn(Value) | Returns a number's arctangent (the angle in radians, whose tangent is the given float expression). | Atn([Value]) | +| Atn2(Value1, Value2) | Returns the angle whose tangent is the quotient of two specified numbers in radians. | Atn2([Value1], [Value2]) | +| BigMul(Value1, Value2) | Returns an Int64 containing the full product of two specified 32-bit numbers. | BigMul([Amount], [Quantity]) | +| Ceiling(Value) | Returns the smallest integer that is greater than or equal to the numeric expression. | Ceiling([Value]) | +| Cos(Value) | Returns the angle's cosine, in radians. | Cos([Value]) | +| Cosh(Value) | Returns the angle's hyperbolic cosine, in radians. | Cosh([Value]) | +| Exp(Value) | Returns the float expression's exponential value. | Exp([Value]) | +| Floor(Value) | Returns the largest integer less than or equal to the numeric expression. | Floor([Value]) | +| Log(Value) | Returns a specified number's natural logarithm. | Log([Value]) | +| Log(Value, Base) | Returns the logarithm of a specified number in a specified Base. | Log([Value], 2) | +| Log10(Value) | Returns a specified number's base 10 logarithm. | Log10([Value]) | +| Max(Value1, Value2) | Returns the maximum value from the specified values. | Max([Value1], [Value2]) | +| Min(Value1, Value2) | Returns the minimum value from the specified values. | Min([Value1], [Value2]) | +| Power(Value, Power) | Returns a specified number raised to a specified power. | Power([Value], 3) | +| Rnd() | Returns a random number that is less than 1, but greater than or equal to zero. | Rnd()*100 | +| Round(Value) | Rounds the given value to the nearest integer. | Round([Value]) | +| Round(Value, Precision) | Rounds the given value to the nearest integer, or to a specified number of decimal places. | Round([Value], 2) | +| Sign(Value) | Returns the positive (+1), zero (0), or negative (-1) sign of the given expression. | Sign([Value]) | +| Sin(Value) | Returns the sine of the angle defined in radians. | Sin([Value]) | +| Sinh(Value) | Returns the hyperbolic sine of the angle defined in radians. | Sinh([Value]) | +| Sqr(Value) | Returns the square root of a given number. | Sqr([Value]) | +| Tan(Value) | Returns the tangent of the angle defined in radians. | Tan([Value]) | +| Tanh(Value) | Returns the hyperbolic tangent of the angle defined in radians. | Tanh([Value]) | +| ToDecimal(Value) | Converts Value to an equivalent decimal number. | ToDecimal([Value]) | +| ToDouble(Value) | Converts Value to an equivalent 64-bit double-precision floating-point number. | ToDouble([Value]) | +| ToFloat(Value) | Converts Value to an equivalent 32-bit single-precision floating-point number. | ToFloat([Value]) | +| ToInt(Value) | Converts Value to an equivalent 32-bit signed integer. | ToInt([Value]) | +| ToLong(Value) | Converts Value to an equivalent 64-bit signed integer. | ToLong([Value]) | + +**String Functions** + +| Function | Description | Example | +|---|---|---| +| Ascii(String) | Returns the ASCII code value of the leftmost character in a character expression. | Ascii('a') | +| Char(Number) | Converts an integerASCIICode to a character. | Char(65) + Char(51) | +| CharIndex(String1, String2) | Returns the starting position of String1 within String2, beginning from the zero character position to the end of a string. | CharIndex('e', 'devexpress') | +| CharIndex(String1, String2, StartLocation) | Returns the starting position of String1 within String2, beginning from the StartLocation character position to the end of a string. | CharIndex('e', 'devexpress', 2) | +| Concat(String1, ... , StringN) | Returns a string value containing the concatenation of the current string with any additional strings. | Concat('A', ')', [ProductName]) | +| EndsWith(String1, SubString1) | Returns True if the end of String1 matches SubString1; otherwise, False is returned. | EndsWith([Description], 'The end.') | +| Insert(String1, StartPosition, String2) | Inserts String2 into String1 at the position specified by StartPositon | Insert([Name], 0, 'ABC-') | +| Len(Value) | Returns an integer containing either the number of characters in a string or the nominal number of bytes required to store a variable. | Len([Description]) | +| Lower(String) | Returns String in lowercase. | Lower([ProductName]) | +| PadLeft(String, Length) | Left-aligns the defined string's characters, padding its left side with white space characters up to a specified total length. | PadLeft([Name], 30) | +| PadLeft(String, Length, Char) | Left-aligns the defined string's characters, padding its left side with the specified Char up to a specified total length. | PadLeft([Name], 30, '<') | +| PadRight(String, Length) | Right-aligns the defined string’s characters, padding its left side with empty space characters up to a specified total length. | PadRight([Name], 30) | +| PadRight(String, Length, Char) | Right-aligns the defined string’s characters, padding its left side with the specified Char up to a specified total length. | PadRight([Name], 30, '>') | +| Remove(String, StartPosition) | Deletes all the characters from this instance, beginning at a specified position. | Remove([Name], 3) | +| Remove(String, StartPosition, Length) | Deletes a specified number of characters from this instance, beginning at a specified position. | Remove([Name], 0, 3) | +| Replace(String, SubString2, String3) | Returns a copy of String1, in which SubString2 has been replaced with String3. | Replace([Name], 'The ', '') | +| Reverse(String) | Reverses the order of elements within String. | Reverse([Name]) | +| StartsWith(String1, SubString1) | Returns True if the beginning of String1 matches SubString1; otherwise, False. | StartsWith([Title], 'The best') | +| Substring(String, StartPosition, Length) | Retrieves a substring from String. The substring starts at StartPosition and has a specified Length. | Substring([Description], 2, 3) | +| Substring(String, StartPosition) | Retrieves a substring from String. The substring starts at StartPosition. | Substring([Description], 2) | +| ToStr(Value) | Returns a string representation of an object. | ToStr([ID]) | +| Trim(String) | Removes all leading and trailing SPACE characters from String. | Trim([ProductName]) | +| Upper(String) | Returns String in uppercase. | Upper([ProductName]) | + + + + +## Operator Precedence +When an expression contains multiple operators, their precedence controls the order in which expression elements are evaluated. + +* Literal values +* Parameters +* Identifiers +* OR (left-associative) +* AND (left-associative) +* ==, != +* <, >, <=, >= +* -, + (left-associative) +* *, /, % (left-associative) +* NOT +* unary - +* In +* Iif +* Trim(), Len(), Substring(), IsNull() +* '[]' (for set-restriction) +* '()' + +The default precedence can be changed by grouping elements with parentheses. For instance, the operators are performed in a default order in the first of the following two code samples. In the second code sample, the addition operation is performed first, because its associated elements are grouped with parentheses, and the multiplication operation is performed last. + +_Amount == 2 + 48 * 2_ + +_Amount == (2 + 48) * 2_ + +## Case Sensitivity +Operators are case insensitive. Although field values’ case sensitivity depends on the data source. + +> [!NOTE] +> A data source affects certain operators' behavior. For instance, by default, the SQL Server Express 2005 is configured as case insensitive. In this case, the following expression always evaluates to **true**: +> +> _Lower(Name) == Upper(Name)_ + +## Escape Keywords +You can mark a keyword-like field name with an escape character (@ sign). In the expression below, the **CriteriaOperator.Parse** method interprets \@Or as the field named "Or", not the logical operator OR. + +_\@Or = 'value'_ + + +## Escape Characters + +Use a backslash (\) as an escape character for characters in expressions. Examples: + +- \\[ +- \\\ +- \\' diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters.md index 8dd5dfa586..856f4272dd 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters.md @@ -1,13 +1,13 @@ ---- -title: Use Dashboard Parameters -author: Natalia Kazakova -legacyId: 16521 ---- -# Use Dashboard Parameters -You can use **dashboard parameters** when it is necessary to pass data of a certain type to a dashboard (e.g., to pass a specific value to the data source filter string or a calculated field). - -The topics in this section describe how to use dashboard parameters. -* [Create Dashboard Parameters](using-dashboard-parameters/creating-parameters.md) -* [Create Cascading Parameters](using-dashboard-parameters/create-cascading-parameters.md) -* [Reference Dashboard Parameters](using-dashboard-parameters/passing-parameter-values.md) +--- +title: Use Dashboard Parameters +author: Natalia Kazakova +legacyId: 16521 +--- +# Use Dashboard Parameters +You can use **dashboard parameters** when it is necessary to pass data of a certain type to a dashboard (e.g., to pass a specific value to the data source filter string or a calculated field). + +The topics in this section describe how to use dashboard parameters. +* [Create Dashboard Parameters](using-dashboard-parameters/creating-parameters.md) +* [Create Cascading Parameters](using-dashboard-parameters/create-cascading-parameters.md) +* [Reference Dashboard Parameters](using-dashboard-parameters/passing-parameter-values.md) * [Specify Parameter Values](using-dashboard-parameters/requesting-parameter-values.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/create-cascading-parameters.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/create-cascading-parameters.md new file mode 100644 index 0000000000..ba3f4e822d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/create-cascading-parameters.md @@ -0,0 +1,63 @@ +--- +title: Cascading Parameters +author: Polina Tuyreva +--- +# Cascading Parameters + +Create cascading parameters to filter a list of predefined parameter values based on another parameter's values. The following image illustrates cascading parameters where the **pProducts** parameter values are filtered by the selected category: + +![Dashboard for WinForms - Cascading Parameters](../../../images/cascading-parameters-winforms.gif) + +In case of two parameters, the first parameter is used to filter the data source for the second parameter with [dynamic list](creating-parameters.md#dynamic-list) settings. + +## Create Cascading Parameters + +The dashboard in this example is connected to a Northwind database (an SQL Database) and contains three [queries](../../work-with-data/manage-sql-queries.md): *Categories*, *Products*, and *OrderReports*. The Grid item visualizes data from the *OrderReports* query. + +In this tutorial, you will create two dashboard parameters: +* The **pCategory** parameter filters the *Products* query. The *Products* query is a data source for the **pProducts** parameter. +* The **pProducts** parameter filters the *OrderReports* query. + +The steps below create cascading parameters in the WinForms Dashboard Designer: + +1. Create a dashboard parameter called **pCategory** with dynamic list settings. Use the *Categories* query as a data member and the *CategoryID* as a value member. + + The parameter settings may look as follows: + + ![Dashboard for WinForms - Create Dashboard Parameter](../../../images/category-parameter-cascading.png) + +2. Use the created **pCategory** parameter to [filter](../../work-with-data/filter-queries.md) the *Products* query. + + To do this, invoke the [Query Builder](../../work-with-data/using-the-query-builder.md) and click the **Filter...** button to specify the filter criteria in the **Filter Editor**. Choose the **Bind To** option to automatically bind a [query parameter](../../work-with-data/pass-query-parameters.md) to the created dashboard parameter: + + ![Dashboard for WinForms - Filter Query](../../../images/category-parameter-filter-cascading.png) + + The resulting query looks as follows: + + ``` + [Products.CategoryID]=?pCategory + ``` + +3. Create a dashboard parameter called **pProducts** with dynamic list settings. Use the *Products* query as a data member and the *ProductID* as a value member. + + The parameter settings may look as follows: + + ![Dashboard for WinForms - Create Dashboard Parameter](../../../images/products-parameter-cascading.png) + + +4. Use the **pProducts** dashboard parameter to filter the *OrderReports* query. + + To do this, invoke the [Query Builder](../../work-with-data/using-the-query-builder.md) and click the **Filter...** button to specify the filter criteria in the **Filter Editor**. Choose the **Bind To** option to automatically bind a [query parameter](../../work-with-data/pass-query-parameters.md) to the created dashboard parameter: + + ![Dashboard for WinForms - Filter Queries](../../../images/products-parameter-filter-cascading.png) + + The resulting query looks as follows: + + ``` + [OrderReports.ProductID] In ?pProducts + ``` + +5. Create a Grid item to visualize data from the filtered *OrderReports* query. + +>[!TIP] +>When using a [multi-value](creating-parameters.md#allow-multiselect) parameter to filter a query, create the condition with the `Is any of` or `Is none of` operator. diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/creating-parameters.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/creating-parameters.md new file mode 100644 index 0000000000..b77c42b887 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/creating-parameters.md @@ -0,0 +1,142 @@ +--- +title: Create a Dashboard Parameter +author: Natalia Kazakova +legacyId: 16522 +--- +# Create a Dashboard Parameter in the WinForms Designer + +This topic shows how to add a new dashboard parameter and specify its settings in the Dashboard Designer. + +## Create a Parameter in the UI + +To create dashboard parameters in the Dashboard Designer, follow the steps below. + +1. Click the **Parameters** button from the **Dashboard** page group on the Ribbon's **Home** page. + + ![Ribbon - Parameters Button](../../../images/parameters_addparameterbutton_ribbon21711.png) + +2. In the invoked dialog, click the **Add** button to create a dashboard parameter. + + ![Dashboard Parameters Dialog - Add Parameters](../../../images/parameters_parametersdialog21716.png) + +3. Specify the parameter's settings and click **OK** to save the created parameter. + +## Parameter Settings + +### Name + +Specifies the parameter name. + +When you create and modify parameter names, follow the rules below: + +* A name can contain letters, numbers, and underscores. +* A name cannot contain spaces. +* A name cannot be an empty string. +* The dashboard cannot contain parameters with the same name. +* Names are case-sensitive. For example, you can create the names _Parameter_ and _PARAMETER_ . + +### Description + +Specifies the parameter description displayed in the **Parameter** column of the [Dashboard Parameters](requesting-parameter-values.md) dialog. + +![Dashboard Parameters Dialog - Parameter Description](../../../images/dashboard-parameter-description-win.png) + +### Visible + +Specifies whether the parameter is visible in the [Dashboard Parameters](requesting-parameter-values.md) dialog. + +### Allow Null + +Specifies whether a null value can be passed as a parameter value. + +### Allow Multiselect + +Specifies whether multi-selection is enabled for the current parameter. + +The following limitations apply to parameters with multi-selection enabled: + +* Use the **Is any of** or **Is none of** operators to pass a multi-select parameter to a filter criteria or to the Expression format condition. +* Use the **In** or **Not In** operators to pass a multi-select parameter to a calculated field expression. + +### Select All Values + +Specifies whether all parameter values should be selected in the initial state of the dashboard. + +Note that this option is in effect when **Allow Multiselect** is enabled. + +### Type + +Specifies the parameter type. + +The following types are available: + +* String +* Date +* Time +* Date and Time +* Number (16-bit integer) +* Number (32-bit integer) +* Number (64-bit integer) +* Number (floating point) +* Number (double-precision floating point) +* Number (decimal) +* Boolean +* GUID (Globally Unique Identifier) + +### Value + +Specifies the default parameter value. + +Note that when the **Allow Multiselect** option is enabled, the **Value** option allows you to select multiple parameter values. + +### Look-Up Settings + +Specifies the parameter's look-up settings. + + +Select the option from the **Look-Up Settings** drop-down list. + +![Parameters Dialog - Look-Up Settings](../../../images/parameters_parametersdialog_lookupsettings21718.png) + +The following **Look-Up Settings** are available in the WinForms Dashboard: + +#### No Look-Up + +An end user can specify the parameter value in the [Dashboard Parameters](requesting-parameter-values.md) dialog. + +You can set the default value for the parameter in the parameter setting: + +![Dashboard Parameter Look-Up Settings - No Look-Up](../../../images/parameters_lookupsettings_nolookup21722.png) + +#### Static List + +An end user selects a parameter value from a static list. + +To add predefined parameter values, click the ellipsis button in the parameter settings: + +![Dashboard Parameters Look-Up Settings - Static List](../../../images/parameters_lookupsettings_static21723.png) + + +#### Dynamic List + +An end user selects a parameter value defined in a data source. + +![Dashboard Parameters Look-Up Settings - Dynamic List](../../../images/parameters_lookupsettings_dynamic21842.png) + +>[!TIP] +>You can also create cascading parameters in the Dashboard Designer. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). + +To provide access to data source values, specify the following options: + +|UI Settings|Description| +|--------|-----------|---| +|**Data Source**| Specifies the data source for the dashboard parameter.| +|**Data Member**| Specifies the name of the data member with the parameter values for SQL and Entity Framework data sources.| +|**Value Member**|Specifies the name of the data field for the parameter values.| +|**Display Member** (optional)| Specifies the name of the data field displayed in the **Dashboard Parameters** dialog as a value description.| +|**Sort By** (optional)|Specifies the data member used to sort parameter values.| +|**Sort Order** (optional)|Specifies the sort order.| + +> [!NOTE] +> You cannot use an OLAP data source as the data source for a dashboard parameter. + diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/passing-parameter-values.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/passing-parameter-values.md new file mode 100644 index 0000000000..a602a018e6 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/passing-parameter-values.md @@ -0,0 +1,92 @@ +--- +title: Reference Dashboard Parameters +author: Natalia Kazakova +legacyId: 16523 +--- +# Reference Dashboard Parameters in WinForms + +This topic describes how to reference a [dashboard parameter](creating-parameters.md) in [condition format expressions](#conditional-formatting), [calculated fields](#calculated-fields), and [window calculations](#window-calculations). You can also bind a dashboard parameter to a query parameter to filter the SQL data source dynamically. + +## SQL Queries and Stored Procedures +You can filter the SQL data sources dynamically if you bind a [query parameter](../../work-with-data/pass-query-parameters.md) to a dashboard parameter. + +You can access the query parameter settings in the second page of the [Query Editor](../../work-with-data/using-the-query-editor.md) or in the [Query Builder](../../work-with-data/using-the-query-builder.md) by clicking the **Edit Parameters** button. + +Select the *Expression* checkbox and in the **Value** column, select the dashboard parameter, or specify an expression with a dashboard parameter in **Expression Editor**. + +![Query Editor - Configure Query Parameters](../../../images/queryeditor_passdashboardparameter121219.png) + +Refer to the following article for more information about query parameters: [Use Query Parameters](../../work-with-data/pass-query-parameters.md). + +>[!TIP] +>You can also create cascading parameters in the WinForms Dashboard Designer. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). + +## Data Source Filtering + +You can use dashboard parameters to filter Excel, Object, and Extract data sources. + +To apply filtering to a data source, click the **Filter** button in the **Data Source** Ribbon tab. + +![Data Source Filter Button](../../../images/datasourcefiltering_filterbutton_ribbon22300.png) + +In the invoked Filter Editor, specify the filter criteria. To compare a field value with a parameter value, click the ![Parameters_FilterEditor_CompareButton](../../../images/parameters_filtereditor_comparebutton21820.png) button and then the ![Parameters_FilterEditor_CompareButton2](../../../images/parameters_filtereditor_comparebutton221824.png) button. Then, click the second operand's placeholder to invoke the list of available parameters and select the required parameter: + +![Data Source Filtering - Filter Criteria with a Parameter](../../../images/filter-ds-parameterpselection-win.png) + +The ![Parameters_FilterEditor_CompareButton3](../../../images/parameters_filtereditor_comparebutton321825.png) icon will be displayed next to the selected parameter. + +Click **OK** to save the created filter criteria. Now, when you change the dashboard parameter value, the data source is filtered according to the parameter value. + +## Conditional Formatting + +You can apply [conditional formatting](../../appearance-customization/conditional-formatting.md) to a dashboard item according to the current parameter value. It allows you to format dashboard item elements dynamically. + +To reference a dashboard parameter in a [format rule](../../appearance-customization/conditional-formatting.md#create-and-edit-a-format-rule), click the menu button of the required data item and select **Add Format Rule | Expression**: + +![Format Rule - Expression Type](../../../images/win-conditional-formatting-expression.png) + +In the invoked **Expression** dialog, specify the format rule and other settings. To compare a field value to a parameter value, click the ![Filter Editor - Button](../../../images/parameters_filtereditor_comparebutton21820.png) button of the second operand, and then click the ![Filter Editor - Button](../../../images/parameters_filtereditor_comparebutton221824.png) button. After that, click the operand's placeholder and select the dashboard parameter. + +![Expression Dialog -Compare to a Dashboard Parameter](../../../images/expressiondialog_passparameter121501.png) + +The ![Parameters_FilterEditor_CompareButton3](../../../images/parameters_filtereditor_comparebutton321825.png) icon will be displayed next to the selected parameter. + +Click **OK** to save the created format rule. Now, when you change the dashboard parameter value, the dashboard item is formatted according to the parameter value. + +>[!TIP] +>For more information on conditional formatting, refer to the following article: [Conditional Formatting](../../appearance-customization/conditional-formatting.md). + + +## Calculated Fields + +You can use parameters when you construct [expressions](../../data-analysis/expression-constants-operators-and-functions.md) for [calculated fields](../../work-with-data/creating-calculated-fields.md). This allows you to dynamically evaluate values of the calculated field depending on the current parameter value. + +To reference a dashboard parameter in the calculated field expression, add or edit a calculated field. In the invoked **Expression Editor**, select the dashboard parameter from the **Parameters** section. + +![Parameters_CalculatedFields](../../../images/parameters_calculatedfields21730.png) + +Click **OK** to save the expression. Now, when you change the dashboard parameter value, the calculated field values are changed according to the specified expression. + +>[!TIP] +>For more information on calculated fields in WinForms Dashboard, refer to the following article: [Calculated Fields](../../work-with-data/creating-calculated-fields.md). + +## Window Calculations + +You can use dashboard parameters in [window calculations](../../data-analysis/window-calculations/window-calculations-overview.md). This allows you to apply specific computations to measure values depending on the current parameter value. + +To reference the dashboard parameter value in a window calculation, create a window calculation of the **Custom** type: + +![Data Item Menu - Custom Calculation](../../../images/win-custom-window-calculation.png) + +Then, select the calculation type and click the **Edit in Expression Editor** button: + +![Customize Calculation Window](../../../images/customize-calculation-edit-button.png) + +In the invoked **Expression Editor** window, construct an expression. To reference a dashboard parameter, select the **Parameters** category and double-click the required parameter from the list of the available dashboard parameters. + +![Window Calculation with Dashboard Parameters](../../../images/passingparameters_windowcalculation124377.png) + +Click **OK** to apply the specified settings. Now, when you change the dashboard parameter value, the calculation values are changed according to the specified expression. + +>[!TIP] +>For more information on window calculations in WinForms Dashboard, refer to the following article: [Window Calculations](../../data-analysis/window-calculations.md). diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/requesting-parameter-values.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/requesting-parameter-values.md new file mode 100644 index 0000000000..4fcaa81d73 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/requesting-parameter-values.md @@ -0,0 +1,17 @@ +--- +title: Specify Dashboard Parameter Values + +author: Natalia Kazakova +legacyId: 16524 +--- +# Specify Dashboard Parameter Values + +The Dashboard Designer includes a built-in **Dashboard Parameters** dialog, which allows users to change dashboard parameter values. This dialog is created automatically depending on the [parameter settings](creating-parameters.md#parameter-settings). Set the [Visible](creating-parameters.md#visible) property to `true` to display the parameter in the **Dashboard Parameters** dialog. + +To invoke the **Dashboard Parameters** dialog, click the **Parameters** button in the dashboard title. Change the parameter values in the **Dashboard Parameters** dialog and click the **Submit** button to apply the changes. + +The following image shows how to invoke the **Dashboard Parameters** dialog and change the parameter value: + +![Dashboard Parameters Dialog in WinForms](../../../images/dashboard-parameters-dialog-win.gif) + +To reset changes to the default values, click the **Reset** button. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations.md index 8db0ab0e7c..96c0459171 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations.md @@ -1,14 +1,14 @@ ---- -title: Window Calculations -author: Natalia Kazakova -legacyId: 116577 ---- -# Window Calculations -Window calculations provide the capability to apply specific computations to measure values and allow you to perform different analytical tasks such as to compute running totals, percentages of totals, differences, etc. - -Topics in this section. -* [Window Calculations Overview](window-calculations/window-calculations-overview.md) -* [Window Definition](window-calculations/window-definition.md) -* [Creating Window Calculations](window-calculations/creating-window-calculations.md) -* [Calculation Functions Reference](window-calculations/calculation-functions-reference.md) +--- +title: Window Calculations +author: Natalia Kazakova +legacyId: 116577 +--- +# Window Calculations +Window calculations provide the capability to apply specific computations to measure values and allow you to perform different analytical tasks such as to compute running totals, percentages of totals, differences, etc. + +Topics in this section. +* [Window Calculations Overview](window-calculations/window-calculations-overview.md) +* [Window Definition](window-calculations/window-definition.md) +* [Creating Window Calculations](window-calculations/creating-window-calculations.md) +* [Calculation Functions Reference](window-calculations/calculation-functions-reference.md) * [Window Calculation Limitations](window-calculations/window-calculation-limitations.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/calculation-functions-reference.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/calculation-functions-reference.md similarity index 99% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/calculation-functions-reference.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/calculation-functions-reference.md index 50340575fa..057f702768 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/calculation-functions-reference.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/calculation-functions-reference.md @@ -1,42 +1,42 @@ ---- -title: Calculation Functions Reference -author: Natalia Kazakova -legacyId: 116581 ---- -# Calculation Functions Reference -This topic contains the descriptions of window functions that can be used to specify measure expressions. - -| Function | Description | Example | Image | -|---|---|---|---| -| Last() | Returns the number of rows from the current row to the last row in the window. | Last() | ![CalculationFunction_Last](../../../images/img123018.png) | -| First() | Returns the number of rows from the current row to the first row in the window. | First() | ![CalculationFunction_First](../../../images/img123016.png) | -| Index() | Returns the index of the current row in the window. | Index() | ![CalculationFunction_Index](../../../images/img123017.png) | -| Size() | Returns the number of rows in the window. | Size() | ![CalculationFunction_Size](../../../images/img123029.png) | -| Lookup(SummaryExpression, Position) | Returns the value of the expression in a target position specified as a relative offset from the current position. | Lookup(Sum([Sales]), 3) | ![CalculationFunction_Lookup](../../../images/img123019.png) | - | -| RankCompetition(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the standard competition rank for the current row in the window. | RankCompetition(Sum([Sales]), 'asc') | - | -| RankDense(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the dense rank for the current row in the window. | RankDense(Sum([Sales]), 'asc') | - | -| RankUnique(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the unique rank for the current row in the window. | RankUnique(Sum([Sales]), 'asc') | - | -| RankModified(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the modified competition rank for the current row in the window. | RankModified(Sum([Sales]), 'asc') | - | -| RankPercentile(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the percentile rank for the current row in the window. | RankPercentile(Sum([Sales]), 'desc') | - | -| RunningAvg(SummaryExpression) | Returns the running average of the specified expression from the first row in the window to the current row. | RunningAvg(Sum([Sales])) | ![CalculationFunction_RunningAvg](../../../images/img123020.png) | -| RunningAggregate(SummaryExpression, CustomAggregateName) | Returns the cumulative result of the custom function applied to specified expression from the first row in the window to the current row.| RunningAggregate(Min([City]), 'StringConcat') | ![RunningAggregateFunction](../../../images/RunningAggregateFunction.png)| -| RunningCount(SummaryExpression) | Returns the running count of the specified expression from the first row in the window to the current row. | RunningCount(Sum([Sales])) | - | -| RunningMax(SummaryExpression) | Returns the running maximum of the specified expression from the first row in the window to the current row. | RunningMax(Sum([Sales])) | ![CalculationFunction_RunningMax](../../../images/img123021.png) | -| RunningMin(SummaryExpression) | Returns the running minimum of the specified expression from the first row in the window to the current row. | RunningMin(Sum([Sales])) | ![CalculationFunction_RunningMin](../../../images/img123026.png) | -| RunningSum(SummaryExpression) | Returns the running sum of the specified expression from the first row in the window to the current row. | RunningSum(Sum([Sales])) | ![CalculationFunction_RunningSum](../../../images/img123027.png) | -| WindowAggregate(SummaryExpression, StartOffset, EndOffset, CustomAggregateName)| Returns the result of the custom function applied to the specified expression in the window.| WindowAggregate(Min([CompanyName]), -1, 1, 'StringConcat')|![windowAggregateFunction](../../../images/windowAggregateFunction.png) | -| WindowAvg(SummaryExpression, StartOffset, EndOffset) | Returns the average of the expression within the window, which is defined using offsets from the current row. | WindowAvg(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowAvg](../../../images/img123031.png) | -| WindowCount(SummaryExpression, StartOffset, EndOffset) | Returns the count of the expression within the window. | WindowCount(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowCount_plus2](../../../images/img123032.png) | -| WindowCountDistinct(SummaryExpression, StartOffset, EndOffset) | Returns the distinct count of the expression within the window. | WindowCountDistinct(Sum([Sales]), First(), Last()) | - | -| WindowMax(SummaryExpression, StartOffset, EndOffset) | Returns the maximum of the expression within the window. | WindowMax(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMax](../../../images/img123033.png) | -| WindowMin(SummaryExpression, StartOffset, EndOffset) | Returns the minimum of the expression within the window. | WindowMin(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMin](../../../images/img123036.png) | -| WindowMedian(SummaryExpression, StartOffset, EndOffset) | Returns the median of the expression within the window. | WindowMedian(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMedian](../../../images/img123035.png) | -| WindowSum(SummaryExpression, StartOffset, EndOffset) | Returns the sum of the expression within the window. | WindowSum(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowSum-plus2](../../../images/img123037.png) | -| WindowVar(SummaryExpression, StartOffset, EndOffset) | Returns the variance of the expression within the window. | WindowVar(Sum([Sales]), First(), Last()) | - | -| WindowVarp(SummaryExpression, StartOffset, EndOffset) | Returns the biased variance of the expression within the window. | WindowVarp(Sum([Sales]), First(), Last()) | - | -| WindowStdDev(SummaryExpression, StartOffset, EndOffset) | Returns the sample standard deviation of the expression within the window. | WindowStdDev(Sum([Sales]), First(), Last()) | - | -| WindowStdDevp(SummaryExpression, StartOffset, EndOffset) | Returns the biased standard deviation of the expression within the window. | WindowStdDevp(Sum([Sales]), First(), Last()) | - | -| Total(SummaryExpression) | Returns the total for the specified expression in a calculation window. Note that the **Total** function calculates the total based on values from the [underlying data source](../../provide-data.md). | Total(Sum([Sales])) | ![CalculationFunction_Total](../../../images/img123030.png) | - -> [!IMPORTANT] +--- +title: Calculation Functions Reference +author: Natalia Kazakova +legacyId: 116581 +--- +# Calculation Functions Reference +This topic contains the descriptions of window functions that can be used to specify measure expressions. + +| Function | Description | Example | Image | +|---|---|---|---| +| Last() | Returns the number of rows from the current row to the last row in the window. | Last() | ![CalculationFunction_Last](../../../images/img123018.png) | +| First() | Returns the number of rows from the current row to the first row in the window. | First() | ![CalculationFunction_First](../../../images/img123016.png) | +| Index() | Returns the index of the current row in the window. | Index() | ![CalculationFunction_Index](../../../images/img123017.png) | +| Size() | Returns the number of rows in the window. | Size() | ![CalculationFunction_Size](../../../images/img123029.png) | +| Lookup(SummaryExpression, Position) | Returns the value of the expression in a target position specified as a relative offset from the current position. | Lookup(Sum([Sales]), 3) | ![CalculationFunction_Lookup](../../../images/img123019.png) | - | +| RankCompetition(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the standard competition rank for the current row in the window. | RankCompetition(Sum([Sales]), 'asc') | - | +| RankDense(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the dense rank for the current row in the window. | RankDense(Sum([Sales]), 'asc') | - | +| RankUnique(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the unique rank for the current row in the window. | RankUnique(Sum([Sales]), 'asc') | - | +| RankModified(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the modified competition rank for the current row in the window. | RankModified(Sum([Sales]), 'asc') | - | +| RankPercentile(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the percentile rank for the current row in the window. | RankPercentile(Sum([Sales]), 'desc') | - | +| RunningAvg(SummaryExpression) | Returns the running average of the specified expression from the first row in the window to the current row. | RunningAvg(Sum([Sales])) | ![CalculationFunction_RunningAvg](../../../images/img123020.png) | +| RunningAggregate(SummaryExpression, CustomAggregateName) | Returns the cumulative result of the custom function applied to specified expression from the first row in the window to the current row.| RunningAggregate(Min([City]), 'StringConcat') | ![RunningAggregateFunction](../../../images/RunningAggregateFunction.png)| +| RunningCount(SummaryExpression) | Returns the running count of the specified expression from the first row in the window to the current row. | RunningCount(Sum([Sales])) | - | +| RunningMax(SummaryExpression) | Returns the running maximum of the specified expression from the first row in the window to the current row. | RunningMax(Sum([Sales])) | ![CalculationFunction_RunningMax](../../../images/img123021.png) | +| RunningMin(SummaryExpression) | Returns the running minimum of the specified expression from the first row in the window to the current row. | RunningMin(Sum([Sales])) | ![CalculationFunction_RunningMin](../../../images/img123026.png) | +| RunningSum(SummaryExpression) | Returns the running sum of the specified expression from the first row in the window to the current row. | RunningSum(Sum([Sales])) | ![CalculationFunction_RunningSum](../../../images/img123027.png) | +| WindowAggregate(SummaryExpression, StartOffset, EndOffset, CustomAggregateName)| Returns the result of the custom function applied to the specified expression in the window.| WindowAggregate(Min([CompanyName]), -1, 1, 'StringConcat')|![windowAggregateFunction](../../../images/windowAggregateFunction.png) | +| WindowAvg(SummaryExpression, StartOffset, EndOffset) | Returns the average of the expression within the window, which is defined using offsets from the current row. | WindowAvg(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowAvg](../../../images/img123031.png) | +| WindowCount(SummaryExpression, StartOffset, EndOffset) | Returns the count of the expression within the window. | WindowCount(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowCount_plus2](../../../images/img123032.png) | +| WindowCountDistinct(SummaryExpression, StartOffset, EndOffset) | Returns the distinct count of the expression within the window. | WindowCountDistinct(Sum([Sales]), First(), Last()) | - | +| WindowMax(SummaryExpression, StartOffset, EndOffset) | Returns the maximum of the expression within the window. | WindowMax(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMax](../../../images/img123033.png) | +| WindowMin(SummaryExpression, StartOffset, EndOffset) | Returns the minimum of the expression within the window. | WindowMin(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMin](../../../images/img123036.png) | +| WindowMedian(SummaryExpression, StartOffset, EndOffset) | Returns the median of the expression within the window. | WindowMedian(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMedian](../../../images/img123035.png) | +| WindowSum(SummaryExpression, StartOffset, EndOffset) | Returns the sum of the expression within the window. | WindowSum(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowSum-plus2](../../../images/img123037.png) | +| WindowVar(SummaryExpression, StartOffset, EndOffset) | Returns the variance of the expression within the window. | WindowVar(Sum([Sales]), First(), Last()) | - | +| WindowVarp(SummaryExpression, StartOffset, EndOffset) | Returns the biased variance of the expression within the window. | WindowVarp(Sum([Sales]), First(), Last()) | - | +| WindowStdDev(SummaryExpression, StartOffset, EndOffset) | Returns the sample standard deviation of the expression within the window. | WindowStdDev(Sum([Sales]), First(), Last()) | - | +| WindowStdDevp(SummaryExpression, StartOffset, EndOffset) | Returns the biased standard deviation of the expression within the window. | WindowStdDevp(Sum([Sales]), First(), Last()) | - | +| Total(SummaryExpression) | Returns the total for the specified expression in a calculation window. Note that the **Total** function calculates the total based on values from the [underlying data source](../../provide-data.md). | Total(Sum([Sales])) | ![CalculationFunction_Total](../../../images/img123030.png) | + +> [!IMPORTANT] > Note that window functions cannot be used inside **[Aggr](../aggregations/intermediate-level-aggregations.md)**. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/creating-window-calculations.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/creating-window-calculations.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/creating-window-calculations.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/creating-window-calculations.md index 91e7825042..4caf3fbf04 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/creating-window-calculations.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/creating-window-calculations.md @@ -1,100 +1,100 @@ ---- -title: Creating Window Calculations -author: Natalia Kazakova -legacyId: 116580 ---- -# Creating Window Calculations -The Dashboard Designer allows you to add a [window calculation](window-calculations-overview.md) for numeric measures. To do this, invoke the [data item menu](../../ui-elements/data-items-pane.md) and select the required calculation type. - -![Measure_CalculationMenu](../../../images/img123408.png) - -The image above shows a calculation menu of the [Pivot](../../dashboard-item-settings/pivot.md) dashboard item. The following items are available. -* **Percent of Column Grand Total** - Calculates a contribution of individual measure values to a column grand total. -* **Percent of Row Grand Total** - Calculates a contribution of individual measure values to a row grand total. -* **Percent of Grand Total** - Calculates a contribution of individual measure values to a grand total. -* **Running Summary along Columns** - Calculates a cumulative total for measure values along columns (horizontally). -* **Running Summary along Rows** - Calculates a cumulative total for measure values along rows (vertically). -* **Difference along Columns** - Calculates differences between measure values along columns (horizontally). -* **Difference along Rows** - Calculates differences between measure values along rows (vertically). -* **Percent Difference along Columns** - Calculates percentage differences between measure values along columns (horizontally). -* **Percent Difference along Rows** - Calculates percentage differences between measure values along rows (vertically). -* **Rank along Columns** - Ranks measure values along columns (horizontally). -* **Rank along Rows** - Ranks measure values along rows (vertically). -* **Rank along Cells** - Ranks measure values along cells (throughout the entire pivot table). -* **Custom...** - Allows you to create a custom calculation by specifying various settings. Clicking this item invokes the **Customize Calculation** dialog that allows you to add additional customizations to calculations. - - ![CustomizeCalculationDialog_None](../../../images/img123637.png) - - To learn more, see descriptions of the available calculations below. - -> [!NOTE] -> Note that the list of available items in this menu can be changed by the Dashboard Designer dynamically. For instance, if the Pivot dashboard item does not contain dimensions in the **Rows** section, menu items related to rows will be disabled. - -## Running Total -The Running Total calculation can be used to compute a cumulative total for the specified measure across a [window](window-definition.md). For example, the Grid below displays cumulative sales across all quarters. - -![CreatingCalculations_ExampleRunningTotal](../../../images/img123465.png) - -The Customize Calculation dialog provides the following settings for the Running Total calculation. - -![CustomizeCalculationDialog_RunningTotal](../../../images/img123627.png) -* **Running along** - Specifies a [window and direction](window-calculations-overview.md) used to calculate running totals. -* **Summary function** - Specifies a summary function used to apply calculation. To learn more about the available summary functions, see the **Summary Function Types** in the [summary function](../../data-shaping/summarization.md) topic. - -## Moving Calculation -The Moving calculation uses neighboring values to calculate a total. For example, the Grid below shows a moving average across all quarters. - -![CreatingCalculations_ExampleMovingCalculation](../../../images/img123466.png) - -The Customize Calculation dialog provides the following settings for the Moving calculation. - -![CustomizeCalculationDialog_MovingCalculation](../../../images/img123628.png) -* **Moving along** - Specifies a [window and direction](window-definition.md) used to apply a calculation. -* **Summary function** - Specifies a summary function used to apply a calculation. To learn more about the available summary functions, see the **Summary Function Types** in the [summary function](../../data-shaping/summarization.md) topic. -* **Start offset** / **End offset** - Specify start/end offsets from the currently processed value. For instance, if you specified offsets as 1/1, the previous and next values will be used along with the current value to apply the Moving calculation. - -## Difference -The Difference calculation can be used to compute the difference between measure values across a [window](window-definition.md). For example, the Grid below shows absolute differences between quarterly sales. - -![CreatingCalculations_ExampleDifference](../../../images/img123467.png) - -The Customize Calculation dialog provides the following settings for the Difference calculation. - -![CustomizeCalculationDialog_Difference](../../../images/img123629.png) -* **Calculate along** - Specifies a [window and direction](window-calculations-overview.md) used to calculate differences. -* **Difference from** - Specifies the value used to calculate the difference. The following values are available: _Previous_, _Next_, _First_ and _Last_. - - You can also use the **Percent Difference** option to specify whether the absolute or percentage difference is displayed. - -## Percent of Total -A calculation is used to compute a percentage of the total for the specified measure across a [window](window-definition.md). For example, the Grid below shows a contribution of individual quarterly sales to total sales. - -![CreatingCalculations_ExamplePercentOfTotal](../../../images/img123468.png) - -The Customize Calculation dialog provides the following settings for the Percent of Total calculation. - -![CustomizeCalculationDialog_PercentOfTotal](../../../images/img123630.png) -* **Percent of Total** - Specifies a [window and direction](window-calculations-overview.md) used to apply a Percent of Total calculation. - -## Rank -Use the Rank calculation to compute rankings for the specified measure across a [window](window-definition.md). For example, the Grid below shows a ranking of sales for individual quarters. - -![CreatingCalculations_ExampleRank](../../../images/img123469.png) - -The Customize Calculation dialog provides the following settings for the Rank calculation. - -![CustomizeCalculationDialog_Rank](../../../images/img123631.png) -* **Rank along** - Specifies a [window and direction](window-calculations-overview.md) used to rank values. -* **Rank type** - Specifies the type of ranking. The following rank types are available: _Unique_, _Competition_, _Dense_, _Modified_ and _Percentile_. -* **Order** - Specifies the order of ranking. You can select _Ascending_ or _Descending_. - -## Expression -Use Expression to specify a custom calculation by adding the required [calculation functions](calculation-functions-reference.md) inside the measure expression. - -![CustomizeCalculationDialog_Expression](../../../images/img123632.png) - -Click the **Edit in Expression Editor** button to invoke the **Expression Editor** and specify the required [expression](../../data-analysis/expression-constants-operators-and-functions.md). - -![CustomizeCalculation_ExpressionDialog](../../../images/img123643.png) - +--- +title: Creating Window Calculations +author: Natalia Kazakova +legacyId: 116580 +--- +# Creating Window Calculations +The Dashboard Designer allows you to add a [window calculation](window-calculations-overview.md) for numeric measures. To do this, invoke the [data item menu](../../ui-elements/data-items-pane.md) and select the required calculation type. + +![Measure_CalculationMenu](../../../images/img123408.png) + +The image above shows a calculation menu of the [Pivot](../../dashboard-item-settings/pivot.md) dashboard item. The following items are available. +* **Percent of Column Grand Total** - Calculates a contribution of individual measure values to a column grand total. +* **Percent of Row Grand Total** - Calculates a contribution of individual measure values to a row grand total. +* **Percent of Grand Total** - Calculates a contribution of individual measure values to a grand total. +* **Running Summary along Columns** - Calculates a cumulative total for measure values along columns (horizontally). +* **Running Summary along Rows** - Calculates a cumulative total for measure values along rows (vertically). +* **Difference along Columns** - Calculates differences between measure values along columns (horizontally). +* **Difference along Rows** - Calculates differences between measure values along rows (vertically). +* **Percent Difference along Columns** - Calculates percentage differences between measure values along columns (horizontally). +* **Percent Difference along Rows** - Calculates percentage differences between measure values along rows (vertically). +* **Rank along Columns** - Ranks measure values along columns (horizontally). +* **Rank along Rows** - Ranks measure values along rows (vertically). +* **Rank along Cells** - Ranks measure values along cells (throughout the entire pivot table). +* **Custom...** - Allows you to create a custom calculation by specifying various settings. Clicking this item invokes the **Customize Calculation** dialog that allows you to add additional customizations to calculations. + + ![CustomizeCalculationDialog_None](../../../images/img123637.png) + + To learn more, see descriptions of the available calculations below. + +> [!NOTE] +> Note that the list of available items in this menu can be changed by the Dashboard Designer dynamically. For instance, if the Pivot dashboard item does not contain dimensions in the **Rows** section, menu items related to rows will be disabled. + +## Running Total +The Running Total calculation can be used to compute a cumulative total for the specified measure across a [window](window-definition.md). For example, the Grid below displays cumulative sales across all quarters. + +![CreatingCalculations_ExampleRunningTotal](../../../images/img123465.png) + +The Customize Calculation dialog provides the following settings for the Running Total calculation. + +![CustomizeCalculationDialog_RunningTotal](../../../images/img123627.png) +* **Running along** - Specifies a [window and direction](window-calculations-overview.md) used to calculate running totals. +* **Summary function** - Specifies a summary function used to apply calculation. To learn more about the available summary functions, see the **Summary Function Types** in the [summary function](../../data-shaping/summarization.md) topic. + +## Moving Calculation +The Moving calculation uses neighboring values to calculate a total. For example, the Grid below shows a moving average across all quarters. + +![CreatingCalculations_ExampleMovingCalculation](../../../images/img123466.png) + +The Customize Calculation dialog provides the following settings for the Moving calculation. + +![CustomizeCalculationDialog_MovingCalculation](../../../images/img123628.png) +* **Moving along** - Specifies a [window and direction](window-definition.md) used to apply a calculation. +* **Summary function** - Specifies a summary function used to apply a calculation. To learn more about the available summary functions, see the **Summary Function Types** in the [summary function](../../data-shaping/summarization.md) topic. +* **Start offset** / **End offset** - Specify start/end offsets from the currently processed value. For instance, if you specified offsets as 1/1, the previous and next values will be used along with the current value to apply the Moving calculation. + +## Difference +The Difference calculation can be used to compute the difference between measure values across a [window](window-definition.md). For example, the Grid below shows absolute differences between quarterly sales. + +![CreatingCalculations_ExampleDifference](../../../images/img123467.png) + +The Customize Calculation dialog provides the following settings for the Difference calculation. + +![CustomizeCalculationDialog_Difference](../../../images/img123629.png) +* **Calculate along** - Specifies a [window and direction](window-calculations-overview.md) used to calculate differences. +* **Difference from** - Specifies the value used to calculate the difference. The following values are available: _Previous_, _Next_, _First_ and _Last_. + + You can also use the **Percent Difference** option to specify whether the absolute or percentage difference is displayed. + +## Percent of Total +A calculation is used to compute a percentage of the total for the specified measure across a [window](window-definition.md). For example, the Grid below shows a contribution of individual quarterly sales to total sales. + +![CreatingCalculations_ExamplePercentOfTotal](../../../images/img123468.png) + +The Customize Calculation dialog provides the following settings for the Percent of Total calculation. + +![CustomizeCalculationDialog_PercentOfTotal](../../../images/img123630.png) +* **Percent of Total** - Specifies a [window and direction](window-calculations-overview.md) used to apply a Percent of Total calculation. + +## Rank +Use the Rank calculation to compute rankings for the specified measure across a [window](window-definition.md). For example, the Grid below shows a ranking of sales for individual quarters. + +![CreatingCalculations_ExampleRank](../../../images/img123469.png) + +The Customize Calculation dialog provides the following settings for the Rank calculation. + +![CustomizeCalculationDialog_Rank](../../../images/img123631.png) +* **Rank along** - Specifies a [window and direction](window-calculations-overview.md) used to rank values. +* **Rank type** - Specifies the type of ranking. The following rank types are available: _Unique_, _Competition_, _Dense_, _Modified_ and _Percentile_. +* **Order** - Specifies the order of ranking. You can select _Ascending_ or _Descending_. + +## Expression +Use Expression to specify a custom calculation by adding the required [calculation functions](calculation-functions-reference.md) inside the measure expression. + +![CustomizeCalculationDialog_Expression](../../../images/img123632.png) + +Click the **Edit in Expression Editor** button to invoke the **Expression Editor** and specify the required [expression](../../data-analysis/expression-constants-operators-and-functions.md). + +![CustomizeCalculation_ExpressionDialog](../../../images/img123643.png) + The Expression type provides the **Calculate along** option that specifies the [window and direction](window-calculations-overview.md) used to calculate differences. Note that this option is in effect if the expression contains a [calculation function](calculation-functions-reference.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculation-limitations.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculation-limitations.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculation-limitations.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculation-limitations.md index 38ab17fdf7..e376c5c970 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculation-limitations.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculation-limitations.md @@ -1,20 +1,20 @@ ---- -title: Window Calculation Limitations -author: Natalia Kazakova -legacyId: 116582 ---- -# Window Calculation Limitations -## Supported Dashboard Items -Window calculations can be applied to measures of the following dashboard items. -* [Chart](../../dashboard-item-settings/chart.md) -* [Grid](../../dashboard-item-settings/grid.md) -* [Pies](../../dashboard-item-settings/pies.md) -* [Cards](../../dashboard-item-settings/cards.md) -* [Gauges](../../dashboard-item-settings/gauges.md) -* [Pivot](../../dashboard-item-settings/pivot.md) -* [Range Filter](../../dashboard-item-settings/range-filter.md) - -## Data Shaping Limitations -The use of calculations imposes the following limitations related to [data shaping](../../data-shaping.md) features. -* [Sorting by measure](../../data-shaping/sorting.md) cannot be applied if the target measure has a calculation applied. +--- +title: Window Calculation Limitations +author: Natalia Kazakova +legacyId: 116582 +--- +# Window Calculation Limitations +## Supported Dashboard Items +Window calculations can be applied to measures of the following dashboard items. +* [Chart](../../dashboard-item-settings/chart.md) +* [Grid](../../dashboard-item-settings/grid.md) +* [Pies](../../dashboard-item-settings/pies.md) +* [Cards](../../dashboard-item-settings/cards.md) +* [Gauges](../../dashboard-item-settings/gauges.md) +* [Pivot](../../dashboard-item-settings/pivot.md) +* [Range Filter](../../dashboard-item-settings/range-filter.md) + +## Data Shaping Limitations +The use of calculations imposes the following limitations related to [data shaping](../../data-shaping.md) features. +* [Sorting by measure](../../data-shaping/sorting.md) cannot be applied if the target measure has a calculation applied. * [Top N](../../data-shaping/top-n.md) cannot be applied if its target measure has a calculation. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculations-overview.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculations-overview.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculations-overview.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculations-overview.md index e27c4ff788..fd1c3ecd02 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculations-overview.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculations-overview.md @@ -1,38 +1,38 @@ ---- -title: Window Calculations Overview -author: Natalia Kazakova -legacyId: 116578 ---- -# Window Calculations Overview -Window calculations provide the capability to apply specific computations to measure values and allow you to perform different analytical tasks such as to compute running totals, percentages of totals, differences, etc. - -![CalculationsOverview_Demo](../../../images/img123477.png) - -The Dashboard Designer allows you to apply window calculations to values of the specified [measure](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). The following calculation types are supported. -* **Running Total** - Allows you to calculate a cumulative total for a set of measure values. - - ![RunningTotalOverview](../../../images/img123490.png) -* **Moving Calculation** - Allows you to apply a moving calculation, which uses neighboring values to calculate a total. Note that neighboring values are specified using offsets from the currently processed value. - - ![MovingCalculationOverview](../../../images/img123491.png) -* **Difference** - Allows you to compute differences between measure values. - - ![DifferenceCalculationOverview](../../../images/img123492.png) -* **Percent of Total** - Allows you to calculate a contribution of individual measure values to a total. - - ![PercentOfTotalOverview](../../../images/img123493.png) -* **Rank** - Allows you to rank values of the specified measure. - - ![RankOverview](../../../images/img123494.png) - -Note that the computing of calculations depends on two factors. -* The type of the [dashboard item](../../add-dashboard-items.md). - - In this case, you need to specify a calculation _direction_ that depends on the dashboard item type. For instance, the [Pivot](../../dashboard-item-settings/pivot.md) dashboard item provides the capability to apply calculations along with its columns or rows. -* The set of dimensions that are used to calculate measure values. - - In this case, a calculation _direction_ depends on the dimensions' order. - -In both cases, measure values participating in a calculation fall into a specified _window_. To learn more, see [Window Definition](window-definition.md). - +--- +title: Window Calculations Overview +author: Natalia Kazakova +legacyId: 116578 +--- +# Window Calculations Overview +Window calculations provide the capability to apply specific computations to measure values and allow you to perform different analytical tasks such as to compute running totals, percentages of totals, differences, etc. + +![CalculationsOverview_Demo](../../../images/img123477.png) + +The Dashboard Designer allows you to apply window calculations to values of the specified [measure](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). The following calculation types are supported. +* **Running Total** - Allows you to calculate a cumulative total for a set of measure values. + + ![RunningTotalOverview](../../../images/img123490.png) +* **Moving Calculation** - Allows you to apply a moving calculation, which uses neighboring values to calculate a total. Note that neighboring values are specified using offsets from the currently processed value. + + ![MovingCalculationOverview](../../../images/img123491.png) +* **Difference** - Allows you to compute differences between measure values. + + ![DifferenceCalculationOverview](../../../images/img123492.png) +* **Percent of Total** - Allows you to calculate a contribution of individual measure values to a total. + + ![PercentOfTotalOverview](../../../images/img123493.png) +* **Rank** - Allows you to rank values of the specified measure. + + ![RankOverview](../../../images/img123494.png) + +Note that the computing of calculations depends on two factors. +* The type of the [dashboard item](../../add-dashboard-items.md). + + In this case, you need to specify a calculation _direction_ that depends on the dashboard item type. For instance, the [Pivot](../../dashboard-item-settings/pivot.md) dashboard item provides the capability to apply calculations along with its columns or rows. +* The set of dimensions that are used to calculate measure values. + + In this case, a calculation _direction_ depends on the dimensions' order. + +In both cases, measure values participating in a calculation fall into a specified _window_. To learn more, see [Window Definition](window-definition.md). + To learn how to create a calculation in the Dashboard Designer, see [Creating Window Calculations](creating-window-calculations.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-definition.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-definition.md similarity index 99% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-definition.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-definition.md index f6296361a0..9b7eafa24a 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-definition.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-definition.md @@ -1,34 +1,34 @@ ---- -title: Window Definition -author: Natalia Kazakova -legacyId: 116579 ---- -# Window Definition -A _window definition_ specifies a window that limits measure values participating in a calculation. To learn more, see [Window Calculations Overview](window-calculations-overview.md). - -## Dashboard Item Window Definition -The following table lists window definitions in terms of the [Pivot](../../dashboard-item-settings/pivot.md) dashboard item. A calculation is performed using the [Index](calculation-functions-reference.md) function along the following _[directions](window-calculations-overview.md)_. - -| Direction | Description | Example | Example Description | -|---|---|---|---| -| Columns | A calculation is performed horizontally through Pivot columns. | ![Pivot_CalculateAlongColumns](../../../images/img123390.png) | In this example, a window is a combination of _Country_/_Category_ dimensions. | -| Rows | A calculation is performed vertically through Pivot rows. | ![Pivot_CalculateAlongRows](../../../images/img123391.png) | In this example, a window is a combination of _Year_/_Quarter_ dimensions. | -| Columns / Rows | A calculation is performed horizontally through Pivot columns, then rows. | ![Pivot_CalculateAlongColumnsRows](../../../images/img123392.png) | In this example, a window is the entire pivot table. | -| Rows / Columns | A calculation is performed vertically through Pivot rows, then columns. | ![Pivot_CalculateAlongRowsColumns](../../../images/img123393.png) | In this example, a window is the entire pivot table. | -| Columns within Groups | A calculation is performed horizontally through Pivot columns within _groups_. | ![Pivot_CalculateAlongColumns_Groups](../../../images/img123394.png) | In this example, a window is a combination of the _Country_/_Category_ and _Year_ dimensions. | -| Rows within Groups | A calculation is performed vertically through Pivot rows within _groups_. | ![Pivot_CalculateAlongRows_Groups](../../../images/img123395.png) | In this example, a window is a combination of the _Year_/_Quarter_ and _Country_ dimensions. | -| Columns / Rows within Groups | A calculation is performed horizontally through Pivot columns then rows within _groups_. | ![Pivot_CalculateAlongColumnsRows_Groups](../../../images/img123396.png) | In this example, a window is a combination of _Country_/_Year_ dimensions. | -| Rows / Columns within Groups | A calculation is performed vertically through Pivot rows, then columns within _groups_. | ![Pivot_CalculateAlongRowsColumns_Groups](../../../images/img123397.png) | In this example, a window is a combination of _Country_/_Year_ dimensions. | - -_* Group_ - an area that is limited by a set of values corresponding to the bottommost partitioning dimensions. - -## Specific Window Definition -If necessary, you can manually specify the set of dimensions that fall into the _window_. These dimensions are called _window dimensions_. - -For instance, the [Index](calculation-functions-reference.md) function is applied to measure values of the pivot table below using the _OrderDate (Year)_ and _Country_ window dimensions. - -![Pivot_CalculateAlongSpecificDimensions](../../../images/img123403.png) - -The **Specific Window Definition** dialog allows you to do this. - +--- +title: Window Definition +author: Natalia Kazakova +legacyId: 116579 +--- +# Window Definition +A _window definition_ specifies a window that limits measure values participating in a calculation. To learn more, see [Window Calculations Overview](window-calculations-overview.md). + +## Dashboard Item Window Definition +The following table lists window definitions in terms of the [Pivot](../../dashboard-item-settings/pivot.md) dashboard item. A calculation is performed using the [Index](calculation-functions-reference.md) function along the following _[directions](window-calculations-overview.md)_. + +| Direction | Description | Example | Example Description | +|---|---|---|---| +| Columns | A calculation is performed horizontally through Pivot columns. | ![Pivot_CalculateAlongColumns](../../../images/img123390.png) | In this example, a window is a combination of _Country_/_Category_ dimensions. | +| Rows | A calculation is performed vertically through Pivot rows. | ![Pivot_CalculateAlongRows](../../../images/img123391.png) | In this example, a window is a combination of _Year_/_Quarter_ dimensions. | +| Columns / Rows | A calculation is performed horizontally through Pivot columns, then rows. | ![Pivot_CalculateAlongColumnsRows](../../../images/img123392.png) | In this example, a window is the entire pivot table. | +| Rows / Columns | A calculation is performed vertically through Pivot rows, then columns. | ![Pivot_CalculateAlongRowsColumns](../../../images/img123393.png) | In this example, a window is the entire pivot table. | +| Columns within Groups | A calculation is performed horizontally through Pivot columns within _groups_. | ![Pivot_CalculateAlongColumns_Groups](../../../images/img123394.png) | In this example, a window is a combination of the _Country_/_Category_ and _Year_ dimensions. | +| Rows within Groups | A calculation is performed vertically through Pivot rows within _groups_. | ![Pivot_CalculateAlongRows_Groups](../../../images/img123395.png) | In this example, a window is a combination of the _Year_/_Quarter_ and _Country_ dimensions. | +| Columns / Rows within Groups | A calculation is performed horizontally through Pivot columns then rows within _groups_. | ![Pivot_CalculateAlongColumnsRows_Groups](../../../images/img123396.png) | In this example, a window is a combination of _Country_/_Year_ dimensions. | +| Rows / Columns within Groups | A calculation is performed vertically through Pivot rows, then columns within _groups_. | ![Pivot_CalculateAlongRowsColumns_Groups](../../../images/img123397.png) | In this example, a window is a combination of _Country_/_Year_ dimensions. | + +_* Group_ - an area that is limited by a set of values corresponding to the bottommost partitioning dimensions. + +## Specific Window Definition +If necessary, you can manually specify the set of dimensions that fall into the _window_. These dimensions are called _window dimensions_. + +For instance, the [Index](calculation-functions-reference.md) function is applied to measure values of the pivot table below using the _OrderDate (Year)_ and _Country_ window dimensions. + +![Pivot_CalculateAlongSpecificDimensions](../../../images/img123403.png) + +The **Specific Window Definition** dialog allows you to do this. + ![SpecificWindowDefinitionDialog](../../../images/img123402.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping.md new file mode 100644 index 0000000000..ff659e6d7e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping.md @@ -0,0 +1,21 @@ +--- +title: Data Shaping +author: Natalia Kazakova +legacyId: 16528 +--- +# Data Shaping +This section describes how to perform various data shaping operations (such as grouping, sorting and filtering) in the **Dashboard Designer**. + +The section contains the following topics. + +![DataRepresentation_Summ](../images/img11185.png) [Summarization](data-shaping/summarization.md) + +![DataRepresentation_Group](../images/img11184.png) [Grouping](data-shaping/grouping.md) + +![DataRepresentation_Sort](../images/img11187.png) [Sorting](data-shaping/sorting.md) + +![DataRepresentation_Filter](../images/img11183.png) [Filtering](data-shaping/filtering.md) + +![DataRepresentation_TopN](../images/img11305.png) [Top N](data-shaping/top-n.md) + +![DataRepresentation_Format](../images/img11186.png) [Formatting Data](data-shaping/formatting-data.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/filtering.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/filtering.md new file mode 100644 index 0000000000..b897277590 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/filtering.md @@ -0,0 +1,90 @@ +--- +title: Filtering +author: Natalia Kazakova +legacyId: 16532 +--- +# Filtering +The Dashboard Designer allows you to filter data in the dashboard items or apply filters to a specific measure. [Dimensions](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) and [hidden dimensions](../bind-dashboard-items-to-data/hidden-data-items.md) are used to build filter criteria. + +## Dashboard Item Filter + +Filters that apply to a [dashboard item](../dashboard-item-settings.md) affect only this item. To add filters, select the target dashboard item and do one of the following: + +* Click the **Edit Filter** button in the Ribbon menu's **Data** tab. + + ![DataShaping_Filtering_EditFilterButton](../../images/datashaping_filtering_editfilterbutton19368.png) +* Right-click a dashboard item and select **Edit Filter** from its context menu. + + ![DataShaping_Filtering_EditFilterMenuItem](../../images/datashaping_filtering_editfiltermenuitem19369.png) + +This invokes the Filter Editor dialog that allows you to build complex filter criteria: + +![DataShaping_Filtering_FilterEditor](../../images/datashaping_filtering_filtereditor19370.png) + +[!Tip] +**Documentation**: [Filter Editor](../ui-elements/filter-editor/filter-data-via-the-filter-editor.md) + +To clear the applied filter, select **Clear** from the dashboard item's context menu or click the **Clear** button in the **Data** Ribbon tab. + +## Measure Filter + +You can apply filters to individual [measures](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). If you create multiple measures that only differ in applied filters, you can compare values calculated over different date-time periods or against different categories. + +Select a dashboard item and right-click a measure to be filtered. Select **Edit Filter** from its context menu. + +![win-filter-to-measure-menu](../../images/win-filter-to-measure-menu.png) + +This invokes the **Filter Editor** dialog where you can specify filter criteria: + +![win-filter-editor-for-measure](../../images/win-filter-editor-for-measure.png) + +The filtered measure has the _Filter_ icon: + +![win-filtered-measure-icon](../../images/win-filtered-measure-icon.png) + +To clear the applied filter, select **Clear** from the measure's context menu. + +> [!Note] +> The measure filter is technically an expression that uses the `filter(summaryExpression, filterCriteria)` function, where `summaryExpression` is the measure to be filtered and `filterCriteria` is the filter. See the following topic for more information about functions you can use in dashboard expressions: [Expression Constants, Operators, and Functions](../data-analysis/expression-constants-operators-and-functions.md). + +The image below shows a Chart with three measures: + +- _2019 - Opened_ is filtered by year 2019. +- _2020 - Opened_ is filtered by year 2020. +- _Opened_ is the original measure without filters. + +![win-filter-to-measure-year](../../images/win-filter-to-measure-year.png) + +## Visible Data Filter + +You can specify a Visible Data Filter to limit displayed data. This filter type does not filter underlying data used in calculations or intermediate level aggregations. + + +Click the **Set Visible Data Filter** button in the Ribbon menu's **Data** tab to invoke the Visible Data Filter Editor, where you can set a filter condition: + +![win-filter-visible-data-filter-ribbon-button](../../images/win-filter-visible-data-filter-ribbon-button.png) + +For example, a Grid dashboard item has 35 rows and displays sales percentages. + +![win-filter-visible-data-filter-original-grid](../../images/win-filter-visible-data-filter-original-grid.png) + +The image below shows the difference between filters (the filter condition is the same): + +- **Dashboard Item Filter**: sales percentages are recalculated based on the visible data. +- **Visible Data Filter**: sales percentages remain the same because this filter type does not affect calculations. + +![win-filter-visible-data-filter-grids](../../images/win-filter-visible-data-filter-grids.png) + +## Pass Parameter Values +You can use the Filter Editor to filter a dashboard item according to the current parameter value. See the following topic for details: [Pass Parameter Values](../data-analysis/using-dashboard-parameters/passing-parameter-values.md). + +## OLAP Filtering Specifics +You cannot filter data by building complex filter criteria in [OLAP](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) mode. Instead, select the values you wish to include in or exclude from the dashboard to filter dimension attributes and hierarchies. + +For dimension attributes, the Filter Editor contains a list of all values. You can select the values that you wish to display. + +![ProvidingData_OLAP_Filter_Standard](../../images/img19755.png) + +For hierarchies, a tree is displayed instead, allowing you to filter individual values at any hierarchy level. + +![ProvidingData_OLAP_Filter_Hierarchical](../../images/img19754.png) diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/formatting-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/formatting-data.md new file mode 100644 index 0000000000..0b77446f0b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/formatting-data.md @@ -0,0 +1,149 @@ +--- +title: Formatting Data +author: Natalia Kazakova +legacyId: 16534 +--- +# Formatting Data +Dashboard allows you to customize various data format settings for numeric and date-time values. +* [Formatting Numeric Values](#formatting-numeric-values) +* [Formatting Date-Time Values](#formatting-date-time-values) +* [Currency Formatting Specifics](#currency-formatting-specifics) + +## Formatting Numeric Values +To specify a format for numeric values, select **Format** from the data item menu. + +![Formatting_Numeric_MenuItem](../../images/img19376.png) + +This invokes the **Numeric Format** window. + +![Formatting_Numeric_Dialog](../../images/img19375.png) + +In the **Format type** field, select the required format type. + +| Format Type | Description | +|---|---| +| **Auto** | Format settings are automatically determined based on the data type. | +| **General** | Converts a number to the most compact of either fixed-point or scientific notation, depending on the type of the number. | +| **Number** | Converts a number to a string of the "-d,ddd,ddd.ddd…" form where "-" indicates a negative number symbol (if required), "d" indicates a digit (0-9), "," indicates a group separator, and "." indicates a decimal point symbol. | +| **Currency** | Converts a number to a string that represents a currency amount. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency-formatting-specifics) section of this document. | +| **Scientific** | Converts a number to a string of the "-d.ddd…E+ddd" or "-d.ddd…e+ddd" form where each "d" indicates a digit (0-9). | +| **Percent** | Multiplies a number by 100 and converts it to a percentage string. | + +Other format settings are in effect for only specific format types. + +| Setting | Description | Format Types | +|---|---|---| +| **Unit** | The unit to which values should be converted. | Number, Currency | +| **Precision** | The number of fractional digits that should be displayed. | Scientific, Percent | +| **Currency** | Defines the currency sign and format settings that should be used to display currency values. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency-formatting-specifics) section of this document. | Currency | +| **Currency culture** | For currencies used in a region with several cultures, specifies the culture that defines format settings. | Currency | +| **Include group separator** | Specifies whether or not separators should be inserted between digit groups. | Number, Currency, Percent | + +## Formatting Date-Time Values +To specify a format for date-time values, use the **Format** submenu in the data item menu. + +![Formatting_DateTime_ContextMenu](../../images/img19382.png) + +This submenu lists the available format types that depend on the selected group interval (for details on group intervals, see [Grouping](grouping.md)). + +> [!NOTE] +> Specific group intervals do not have format options. This means that corresponding values can only be presented in a single manner. The **Format** submenu is not displayed for such group intervals. + +The following list shows format types by group interval. +* Year + * _Full_ - The full year pattern (Example - 6/15/2017 1:45:30 PM -> 2017 (en-US)). + * _Abbreviated_ - The year from 00 to 99 (Example - 6/15/2017 1:45:30 PM -> 17 (en-US)). +* Quarter + * _Full_ - The full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 (en-US)). + * _Numeric_ - The quarter from 1 through 4 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). +* Month + * _Full_ - The full name of the month (Example: 6/15/2017 1:45:30 PM -> June (en-US)). + * _Abbreviated_ - The abbreviated name of the month (Example: 6/15/2017 1:45:30 PM -> Jun (en-US)). + * _Numeric_ - The month from 1 through 12 (Example: 6/15/2017 1:45:30 PM -> 6 (en-US)). +* Hour + * _Long_ - Long hour pattern, 12-hour format (Example: 6/15/2017 1:45:30 PM -> 1:00 PM). + * _Short_ - Short hour pattern, 24-hour format (Example: 6/15/2017 1:45:30 PM -> 13). +* Day of Week + * _Full_ - The full name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Monday (en-US)). + * _Abbreviated_ - The abbreviated name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Mon (en-US)). + * _Numeric_ - The day of the week from 1 through 7 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). +* Day-Month-Year + * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). + * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). +* Date-Hour + * _Long_ - Long date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). + * _Short_ - Short date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). + * _Time only_ - Long hour pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). +* Date-Hour-Minute + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). +* Date-Hour-Minute-Second + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). + +The list below illustrates format types related to the **Exact Date** group interval. +* Year + * _Full_ - The full year pattern (Example: 6/15/2017 1:45:30 PM -> 2017 (en-US)). + * _Abbreviated_ - The year from 00 to 99 (Example: 6/15/2017 1:45:30 PM -> 17 (en-US)). +* Quarter + * _n/a_ - The default year and full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 2017 (en-US)). +* Month + * _n/a_ - The default year pattern and the full name of the month (Example: 6/15/2017 1:45:30 PM -> June, 2017 (en-US)). +* Day + * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). + * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). +* Hour + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). +* Minute + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). +* Second + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). + +## Currency Formatting Specifics +The Dashboard allows you to specify a currency format at two levels: for the entire dashboard and for individual data items. +1. **Data Item Currency** + + To specify which currency to use for a particular data item, select **Format** from the data item menu. + + ![Formatting_Numeric_MenuItem](../../images/img19376.png) + + In the **Numeric Format** dialog, select _Currency_ in the **Format type** field and use the **Currency** combo box to select the required currency. + + ![Formatting_Numeric_Dialog_Currency](../../images/img19380.png) + + > [!NOTE] + > This option only affects the way values are displayed. The Dashboard **does not** convert monetary amounts from one currency to another. + + For regions with several cultures, you can also select the culture that will be used to format currency values. + + ![Formatting_Numeric_Dialog_CurrencyCulture](../../images/img19381.png) + + You can also apply the default dashboard currency by selecting _Use dashboard settings_ in the **Currency** field. +2. **Dashboard Currency** + + You can also specify the default currency for the dashboard. This setting will be applied to dashboard items that have no currency defined. + + To set the dashboard currency, click the **Currency** button in the Ribbon. + + ![Formatting_Numeric_Currency_RibbonButton](../../images/img19379.png) + + This invokes the **Dashboard Currency** window. In this window, select the required currency using the **Currency** combo box. + + ![Formatting_Numeric_Currency_DashboardCurrencyDialog_Currency](../../images/img19378.png) + + > [!NOTE] + > This option only affects the way values are displayed. The Dashboard **does not** convert monetary amounts from one currency to another. + + For regions with several cultures, you can also select the culture that will be used to format currency values. + + ![Formatting_Numeric_Dialog_CurrencyCulture](../../images/img19381.png) + + Additionally, you can specify the client culture that should be used for the dashboard by selecting the _Use client system settings_ item. In this instance, the current system culture will be used in WinForms applications, and the client culture will be used in Web applications. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/grouping.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/grouping.md new file mode 100644 index 0000000000..1bc6589b59 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/grouping.md @@ -0,0 +1,54 @@ +--- +title: Grouping +author: Natalia Kazakova +legacyId: 16530 +--- +# Grouping +The **Dashboard Designer** allows you to group dimension values and display summaries for entire groups rather than individual values. + +You can arrange dimension values in groups of different sizes by specifying the appropriate **group interval**. For instance, date-time values can be grouped by years, months, quarters, etc. + +This topic lists the supported text and date-time group intervals, and describes how to change the group interval. + +The following sections are available. +* [Text Group Intervals](#textgroupintervals) +* [Date-Time Group Intervals](#datetimegroupintervals) +* [Changing Group Interval](#changegroupinterval) + +## Text Group Intervals +String values support the following grouping intervals. +* **No Grouping** - each value is displayed "as is". +* **Alphabetical** - values are grouped alphabetically (e.g., A, B, C, ... Z). + +## Date-Time Group Intervals +Date-time values support the following group intervals. + +> [!NOTE] +> Examples in the table below are formatted using the default settings. To learn how to customize format settings, see [Formatting Data](formatting-data.md). + +| Group interval | Description | Examples | +|---|---|---| +| **Year** | Values are grouped by the year. | 2010, 2011, 2012 | +| **Quarter** | Values are grouped by the quarter. | Q1, Q2, Q3, Q4 | +| **Month** | Values are grouped by the month. | January, February, March, ... December | +| **Day** | Values are grouped by the day of the month. | 1, 2, 3, ... 31 | +| **Hour** | Values are grouped by the hour. | 0, 1, 2, ... 23 | +| **Minute** | Values are grouped by the minute. | 0, 1, 2, ... 59 | +| **Second** | Values are grouped by the second. | 0, 1, 2, ... 59 | +| **Day of the Year** | Values are grouped by the day of the year. | 1, 2, 3, ... 365 | +| **Day of the Week** | Values are grouped by the day of the week. | Sunday, Monday, Tuesday, ... Saturday | +| **Week of the Year** | Values are grouped by the week of the year. | 1, 2, 3, ... 52 | +| **Week of the Month** | Values are grouped by the week of the month. | 1, 2, 3, 4, 5 | +| **Week-Year** | Values are grouped by the date of the first day of the week (uses culture settings). | 7/1/2018, 7/8/2018, 7/15/2018, ... 11/4/2018, 11/11/2018, 11/18/2018, ... | +| **Month-Year** | Values are grouped by the year and month. | January 2012, February 2012, ... December 2012, January 2013, ... | +| **Quarter-Year** | Values are grouped by the year and quarter. | Q3 2012, Q4 2012, Q1 2013, Q2 2013, ... | +| **Day-Month-Year** | Values are grouped by date. | 3/4/2012, 3/5/2012, 3/6/2012, ... | +| **Date-Hour** | Values are grouped by date with the hour value. | 3/4/2012 0:00 AM, 3/4/2012 1:00 AM, 3/4/2012 2:00 AM, ... | +| **Date-Hour-Minute** | Values are grouped by date with the hour and minute values. | 3/4/2012 0:00 AM, 3/4/2012 0:01 AM, 3/4/2012 0:02 AM, ... | +| **Date-Hour-Minute-Second** | Values are grouped by date with the hour, minute and second values. | 3/4/2012 0:00:00 AM, 3/4/2012 0:00:01 AM, 3/4/2012 0:00:02 AM, ... | +| **Exact Date** | Each value is displayed "as is". | 2009, Q2 2009, 6/15/2009 1:45:30 PM, ... | + +## Changing Group Interval +To specify the group interval in the Designer, invoke the data item menu and select the desired group interval. Less common group intervals are organized in the **More** submenus. + +![DataShaping_GroupInterval_DateTime_Menu](../../images/img19330.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/sorting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/sorting.md new file mode 100644 index 0000000000..8d2db73297 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/sorting.md @@ -0,0 +1,39 @@ +--- +title: Sorting +author: Natalia Kazakova +legacyId: 16531 +--- +# Sorting +The Dashboard Designer allows you to easily change the sort order of values within a dashboard item. You can also enable sorting by parameter values. +* [Changing Sort Order](#changing-sort-order) +* [Sorting by Measure Values](#sorting-by-measure-values) +* [OLAP Sorting Specifics](#olap-sorting-specifics) + +## Changing Sort Order +The sort order of dimension values is indicated with an arrow. + +![DataShaping_Sorting_Arrow](../../images/img19365.png) + +To change the sort order in the Designer, click the data item. You can also toggle sorting from the data item menu. + +![DataShaping_Sorting_ContextMenu](../../images/img19366.png) + +## Sorting by Measure Values +Dashboard allows you to sort dimension values by summary values calculated for a specific measure. + +To enable sorting by measure in the Designer, use the **Sort by** submenu in the dimension's menu. + +![DataShaping_Sorting_SortByMeasure](../../images/img19367.png) + +You can also sort dimension values by the values of [hidden measures](../bind-dashboard-items-to-data/hidden-data-items.md). + +## OLAP Sorting Specifics +In [OLAP](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) mode, you can use the following options to specify the sort order for attribute members. + +![DimensionAttribute_Sorting](../../images/img118928.png) +* **No Sorting** - Specifies the default server sorting for the current attribute. +* **Sort by** - Allows you to choose the OLAP member property by whose values sorting is performed: + * **(Value)** - sorting is performed by member values; + * **(Display Text)** - soring is performed by captions associated with members; + * **(Key)** - sorting is performed by member keys; + * **(ID)** - sorting is performed by member IDs. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/summarization.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/summarization.md new file mode 100644 index 0000000000..6fc88417c3 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/summarization.md @@ -0,0 +1,50 @@ +--- +title: Summarization +author: Natalia Kazakova +legacyId: 16529 +--- +# Summarization +To obtain numeric values that should be displayed within a dashboard item, Dashboard calculates a summary function against the specified measure. + +![Charts_DataBinding_Values](../../images/img18722.png) + +This topic describes how to specify which summary function should be calculated against a particular measure. + +The following sections are available. +* [Summary Function Types](#summaryfunctiontypes) +* [Changing Summary Type](#changingsummarytype) + +## Summary Function Types +The following summary functions are available. +* **Count** - The number of values (excluding **Null** and **DBNull** values). + + This is the only summary type that can be calculated against non-numeric data. +* **Count Distinct** - The number of distinct values. +* **Sum** - The sum of the values. + + ![func_sum](../../images/img4460.png) +* **Min** - The smallest value. +* **Max** - The largest value. +* **Average** - The average of the values. + + ![func_average](../../images/img4457.png) +* **StdDev** - An estimate of the standard deviation of a population, where the sample is a subset of the entire population. + + ![func_stddev](../../images/img4458.png) +* **StdDevP** - The standard deviation of a population, where the population is the entire data to be summarized. + + ![func_stddevp](../../images/img4459.png) +* **Var** - An estimate of the variance of a population, where the sample is a subset of the entire population. + + ![func_var](../../images/img4461.png) +* **VarP** - The variance of a population, where the population is the entire data to be summarized. + + ![func_varp](../../images/img4462.png) +* **Median** - The _median_ of the values (excluding **Null** and **DBNull** values). A _median_ is the number separating the higher half of a value range from the lower half. + +## Changing Summary Type +By default, Dashboard calculates **Sum** for numeric measures and **Count** for measures that contain another type of data. + +You can change the summary function type for numeric measures. To do this in the Designer, invoke the data item menu and select the desired summary type. Less common summary types are organized in the **More** submenu. + +![DataShaping_SummaryTypeMenu](../../images/img19326.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/top-n.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/top-n.md new file mode 100644 index 0000000000..0cf18912ce --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/data-shaping/top-n.md @@ -0,0 +1,26 @@ +--- +title: Top N +author: Natalia Kazakova +legacyId: 16533 +--- +# Top N +The **Top N** feature allows you to display only a limited number of values that correspond to the highest or lowest values of a particular measure. + +To display the top values in a dimension, select **Top N** from the data item menu. + +![DataShaping_TopN_MenuItem](../../images/img19373.png) + +This invokes the **Top N Values** dialog. + +![DataShaping_TopN_Dialog](../../images/img19374.png) + +In this dialog, check the **Enabled** check box and specify the following settings. + +| Setting | Description | +|---|---| +| **Mode** | Specifies whether top or bottom values should be displayed. | +| **Count** | The number of values to be displayed. | +| **Measure** | The parameter that will determine the top or bottom value. | +| **Show "Others" value** | If enabled, all values that are not the top/bottom values are consolidated in the "Others" value. | + +You can use the [hidden measure](../bind-dashboard-items-to-data/hidden-data-items.md) as a parameter that will determine the top or bottom value. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/interactivity.md new file mode 100644 index 0000000000..a769f44ee0 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/interactivity.md @@ -0,0 +1,12 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16535 +--- +# Interactivity +This section describes features that enable interaction between various dashboard items. These features include Master Filtering and Drill-Down. + +The section consists of the following topics. +* [Master Filtering](interactivity/master-filtering.md) +* [Drill-Down](interactivity/drill-down.md) +* [Neutral Filter Mode](interactivity/neutral-filter-mode.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/interactivity/drill-down.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/interactivity/drill-down.md new file mode 100644 index 0000000000..a3ef93258d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/interactivity/drill-down.md @@ -0,0 +1,39 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16537 +--- +# Drill-Down +Dashboard provides the **Drill-Down** feature, which allows you to change the detail level of data displayed in a dashboard item. The Drill-Down feature enables users to drill down to display detail data, or drill up to view more general information. + +![Anim_Cards_DrillDown](../../images/img19995.gif) +* [Enable Drill-Down](#enable-drill-down) +* [Perform Drill-Down](#perform-drill-down) + +## Enable Drill-Down +Drill-down requires that the [data section](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) contains several dimensions... + +![DrillDown_DataItems_SeveralDimensions](../../images/img22541.png) + +... or a hierarchy data item (in [OLAP mode](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md)). + +![DrillDown_DataItems_Hierarchy](../../images/img22542.png) + +To enable drill-down, click the **Drill-Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../images/img19513.png) button if you are using the toolbar menu). + +![Chart_Interactivity_DrillDown_Ribbon](../../images/img21872.png) + +> [!NOTE] +> If the selected dashboard item contains several types of elements that can be used for drill-down, the Ribbon or Toolbar will provide the appropriate buttons to switch between these types (e.g., **Arguments** and **Series** buttons in a Chart). For details, refer to the documentation for the individual dashboard items in the [Dashboard Item Settings](../dashboard-item-settings.md) topic. + +The following dashboard items support the Drill-Down feature. +* [Chart](../dashboard-item-settings/chart.md) +* [Scatter Chart](../dashboard-item-settings/scatter-chart.md) +* [Grid](../dashboard-item-settings/grid.md) +* [Pies](../dashboard-item-settings/pies.md) +* [Cards](../dashboard-item-settings/cards.md) +* [Gauges](../dashboard-item-settings/gauges.md) +* [Treemap](../dashboard-item-settings/treemap.md) + +## Perform Drill-Down +To learn how you can drill down using a particular [dashboard item](../dashboard-item-settings.md), refer to the **Drill-Down** topic in the **Interactivity** section for this item. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/interactivity/master-filtering.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/interactivity/master-filtering.md new file mode 100644 index 0000000000..ff15fd82b0 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/interactivity/master-filtering.md @@ -0,0 +1,76 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16536 +--- +# Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). You can select elements in a **Master Filter** item (grid records, chart bars, pie segments, etc.) to filter data in other dashboard items by the selected values. + +![MainFeatures_MasterFiltering_Win](../../images/img25347.gif) +* [Master Filtering Overview](#master-filtering-overview) +* [Master Filter Settings](#master-filter-settings) +* [Apply Filtering](#apply-filtering) + +## Master Filtering Overview +Dashboard items can be divided into four groups by their master filtering capabilities. +1. **Data visualization dashboard items** allow you to enable master filtering by specifying the selection mode. The following dashboard items allow you to manage their master filtering mode. + * [Chart](../dashboard-item-settings/chart.md) + * [Scatter Chart](../dashboard-item-settings/scatter-chart.md) + * [Grid](../dashboard-item-settings/grid.md) + * [Pies](../dashboard-item-settings/pies.md) + * [Cards](../dashboard-item-settings/cards.md) + * [Gauges](../dashboard-item-settings/gauges.md) + * [Choropleth Map](../dashboard-item-settings/choropleth-map.md) + * [Geo Point Maps](../dashboard-item-settings/geo-point-maps.md) + * [Treemap](../dashboard-item-settings/treemap.md) + + To learn how to manage master filtering for these items, see [Master Filter Settings](#master-filter-settings). +2. **Filter elements** represent a special type of dashboard item whose main purpose is to apply filtering to other dashboard items. This capability is always enabled for these dashboard items. + + The following filter elements are available. + * Combo Box + * List Box + * Tree View + + Instead of switching between standard master filtering modes, some filter elements allow you to switch their type. This allows you to select a single value or multiple values. + + To learn more, see the [Filter Elements](../dashboard-item-settings/filter-elements.md) section. +3. **Range Filter** is a special type of dashboard item that displays a chart with selection thumbs and allows you to filter out values displayed along the argument axis. + + To learn more, see the [Range Filter](../dashboard-item-settings/range-filter.md) section. +4. **Dashboard item group** allows you to manage interaction between dashboard items in and out of the group. + + To learn more about the interactivity capabilities of the dashboard item group, see the **Interactivity** paragraph in the [Dashboard Item Group](../dashboard-item-settings/dashboard-item-group.md) topic. + +## Master Filter Settings +### Master Filtering Modes + +The Master Filter item supports two selection modes. +* _Multiple_ - Allows you to select multiple elements in the Master Filter item. +* _Single_ - Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it. + +To enable/disable master filtering, use the **Multiple Master Filter** or **Single Master Filter** buttons in the **Data** Ribbon tab. + +![DataShaping_Interactivity_MultipleMasterFilter_Ribbon](../../images/img21845.png) + +> [!NOTE] +> If the selected dashboard item contains several types of elements that can be used for filtering, the Ribbon or Toolbar will provide the appropriate buttons to switch between these types (e.g., the **Arguments** and **Series** buttons in the Chart). For details, refer to the documentation for individual dashboard items in the [Dashboard Item Settings](../dashboard-item-settings.md) section. + +### Filtering Across Data Sources + +When different items in a dashboard are bound to different data sources, you can specify that a particular Master Filter should be applied across data sources. This means that it will apply filtering to fields with matching names in all data sources. + +Fields are matched by their full names. For fields in other data sources to be affected by Master Filtering, their names must match the name of the field in the current data source, and they must belong to the same hierarchy level so that their full names also match. For instance, _Customer.City_ and _Customer.Address.City_ will not be treated as matching fields. + +To enable filtering across data sources, use the **Cross-Data-Source Filtering** button in the **Data** Ribbon tab. + +![DataShaping_Interactivity_MasterFilter_CrossDataSource_Ribbon](../../images/img19416.png) + +### Preventing Items from Being Filtered + +You can prevent specific dashboard items from being affected by Master Filters. To do this, use the **Ignore Master Filters** button in the **Data** Ribbon tab. + +![DataShaping_Interactivity_MasterFilter_Ignore_Ribbon](../../images/img19417.png) + +## Apply Filtering +To learn how to apply filtering in a specific [dashboard item](../dashboard-item-settings.md), refer to the **Master Filtering** topic in the **Interactivity** section for this item. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/interactivity/neutral-filter-mode.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/interactivity/neutral-filter-mode.md new file mode 100644 index 0000000000..52d184fd3b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/interactivity/neutral-filter-mode.md @@ -0,0 +1,29 @@ +--- +title: Neutral Filter Mode +author: Natalia Kazakova +legacyId: 400262 +--- + +# Neutral Filter Mode + +The [filter elements](../dashboard-item-settings/filter-elements.md) show all items selected by default, to indicate that no filtering is currently taking place. Starting from this state, users typically begin each filtering operation by deselecting **All**, before they select individual items. + +An extra click is required to begin any actual filtering operation, because the **standard filter mode** shows all items selected. This is not an optimal implementation for performance reasons, because it generates filtering criteria that are evaluated by the data layer and/or the database. + +The dashboard in the image below illustrates how the filter elements are initialized in **standard filter mode**. + +![](../../images/win-neutral-filter-mode-off.png) + +To solve these issues, the **Neutral Filter Mode** is implemented. It is neutral in the sense that it does not apply any criteria to the data source in its default state, resulting in improved performance. + +![](../../images/win-neutral-filter-mode-deselected.png) + +All items are shown deselected. This means that an extra click is no longer required in the most common scenarios, and this behavior is familiar to end users from websites world-wide. + +> Built-in UI does not provide a command to switch the filter mode. Reload a dashboard after switching the mode. + + +The **Neutral Filter Mode** helps in a situation when there is a potential “dead lock”, due to the fact that multiple filter elements influence each other. The **Clear Master Filter** button resets the filters. + +![](../../images/win-neutral-filter-mode-clear-master-filter.png) + diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/printing-and-exporting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/printing-and-exporting.md new file mode 100644 index 0000000000..d14bc374e2 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/printing-and-exporting.md @@ -0,0 +1,78 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 16520 +--- +# Printing and Exporting +The Dashboard Designer provides the capability to print or export an entire dashboard and individual items. +* [Printing and Exporting Dashboards](#printing-dashboards) +* [Printing and Exporting Dashboard Items](#printing-dashboard-items) + +## Printing and Exporting Dashboards +To print or export the entire dashboard, click the ![ExportToButtonDashboard_Designer](../images/img23662.png) button in the [dashboard title](dashboard-layout/dashboard-title.md) area and choose the required action. + +![WinViewer_Printing](../images/img22453.png) + +### [Print Preview...](ui-elements/print-preview.md) + +Allows you to customize the document before printing/exporting. For instance, the following settings can be changed: the orientation and size of the printed page, page margins, etc. + +### Export to PDF + +Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available. + +![ExportToPDFDialog_Win](../images/img22909.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_, and _Auto_. Note that in the _Auto_ mode, page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. +* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. + + > [!NOTE] + > Note that this option is in effect when **Page Layout** is set to a value different from _Auto_. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard is scaled. + + > [!NOTE] + > This option is in effect if **Scale Mode** is set to _Use Scale Factor_. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard. + + > [!NOTE] + > This option is in effect if **Scale Mode** is set to _Auto Fit to Page Width_. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +### Export to Image + +Invokes a corresponding dialog that allows you to export a dashboard to an image in the specified format. The following options are available. + +![ExportToImageDialog_Win](../images/img22910.png) +* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +### Export to Excel + +Invokes a corresponding dialog that allows you to export dashboard's data to the Excel file. The following options are available: + +![ExportToExcelDialog_Win](../images/img128217.png) +* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in the invoked dialog and click the **Export** button to export the dashboard. To reset changes to the default values, click the **Reset** button. + +## Printing and Exporting Dashboard Items +To print or export a dashboard item, click the ![Printing_PrintButton](../images/img19552.png) button in its [caption](dashboard-layout/dashboard-item-caption.md) and choose the required action. + +![Printing_PrintElementWIn](../images/img19611.png) +* **[Print Preview...](ui-elements/print-preview.md)** - Allows you to customize the document before printing/exporting. +* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. +* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image in the specified format. +* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. + +To learn more about printing/exporting specifics of different dashboard items, see the **Printing and Exporting** topic for the required [dashboard item](../dashboard-viewer/dashboard-items.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data.md new file mode 100644 index 0000000000..78e2aa590e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data.md @@ -0,0 +1,22 @@ +--- +title: Provide Data +author: Natalia Kazakova +legacyId: 15761 +--- +# Provide Data +The topics in this section describe how to provide data to be visualized in the dashboard. + +This section contains the following topics. +* [Supported Data Sources](provide-data/supported-data-sources.md) +* [Connecting to SQL Databases](provide-data/connecting-to-sql-databases.md) +* [Connecting to OLAP cubes](provide-data/connecting-to-olap-cubes.md) +* [Binding to Microsoft Excel Workbooks](provide-data/binding-to-microsoft-excel-workbooks.md) +* [Binding to CSV Files](provide-data/binding-to-csv-files.md) +* [Binding to Extract Data Sources](provide-data/binding-to-extract-data-sources.md) +* [Data Processing Modes](provide-data/data-processing-modes.md) +* [Binding to Object Data Sources](provide-data/binding-to-object-data-sources.md) +* [Binding to JSON Data Sources](provide-data/binding-to-json-data-sources.md) +* [Binding to XPO Data Sources](provide-data/binding-to-XPO-data-sources.md) +* [Connect to EF Data Sources](provide-data/connect-to-ef-data-sources.md) +* [Binding to Federated Data Source](provide-data/binding-to-federated-data-source.md) +* [Binding to MongoDB](provide-data/binding-to-mongodb.md) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-XPO-data-sources.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-XPO-data-sources.md similarity index 96% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-XPO-data-sources.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-XPO-data-sources.md index d80adee0f2..cef092fee7 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-XPO-data-sources.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-XPO-data-sources.md @@ -1,20 +1,20 @@ ---- -title: Binding to XPO Data Sources -author: Margarita Zakhodyaeva ---- -# Binding to XPO Data Sources - -To connect to the XPO data source, perform the following steps. - -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![new-data-source](../../images/new-data-source.png) - -2. On the first page of the invoked **Data Source Wizard** dialog, select **eXpress Persistent Objects (XPO)** and click Next. - - ![chose-xpo-data-source](../../images/xpo-selection.png) - -3. Choose the available entity type. - - ![specify-xpo-data-source](../../images/xpo-selection-2.png) - +--- +title: Binding to XPO Data Sources +author: Margarita Zakhodyaeva +--- +# Binding to XPO Data Sources + +To connect to the XPO data source, perform the following steps. + +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![new-data-source](../../images/new-data-source.png) + +2. On the first page of the invoked **Data Source Wizard** dialog, select **eXpress Persistent Objects (XPO)** and click Next. + + ![chose-xpo-data-source](../../images/xpo-selection.png) + +3. Choose the available entity type. + + ![specify-xpo-data-source](../../images/xpo-selection-2.png) + diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-csv-files.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-csv-files.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-csv-files.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-csv-files.md index faf9984f58..3339afcf9d 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-csv-files.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-csv-files.md @@ -1,40 +1,40 @@ ---- -title: Binding to CSV Files -author: Natalia Kazakova -legacyId: 115241 ---- -# Binding to CSV Files -The Dashboard Designer allows you to select data from CSV files. - -To bind a dashboard to a CSV file, do the following. -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![DataBinding_NewDataSource](../../images/img18472.png) -2. On the first page of the invoked **Data Source Wizard** dialog, select the **Microsoft Excel workbook / CSV file** and click **Next**. - - ![DataSourceWizard_DataSourceType_Excel](../../images/img120681.png) -3. On the next page, locate the required CSV file by clicking the ellipsis button and selecting the file. - - ![DataSourceWizard_SelectCsvFile](../../images/img120075.png) - - Click **Next**. -4. Then, specify import settings used to extract data from the CSV file. - - ![DataSourceWizard_SpecifyImportSettingsCsv](../../images/img120076.png) - - The following options can be specified. - * **Use values of the first row as field names** - Specifies whether to use the values of the first row as field names. If you disable this option, field names will be generated automatically. - * **Skip empty rows** - Specifies whether or not to include the empty rows into the resulting data source. - * **Trim Blanks** - Specifies whether to remove all leading and trailing white-space characters from each value in the CSV document. - * **Encoding** - Specifies the character encoding of the CSV document. You can use the **Detect automatically** option to specify whether character encoding is automatically determined. - * **Newline type** - Specifies the character used to identify a new line in a CSV document. You can use the **Detect automatically** option to specify whether the character used to identify a new line is automatically determined. - * **Value separator** - Specifies a character used to separate values in a CSV document. You can use the **Detect automatically** option to specify whether the character used to separate values in a CSV document is determined automatically. - * **Culture** - Specifies the culture information used to parse the data being imported. - * **Text Qualifier** - Specifies the character that encloses values in the CSV document. - - Click **Next**. -5. On the final page, you can select columns to be included to a data source and specify their settings. The **Name** column allows you to specify the column name while **Type** allows you to specify its type. - - ![DataSourceWizard_SpecifyColumnSettings](../../images/img120061.png) - +--- +title: Binding to CSV Files +author: Natalia Kazakova +legacyId: 115241 +--- +# Binding to CSV Files +The Dashboard Designer allows you to select data from CSV files. + +To bind a dashboard to a CSV file, do the following. +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![DataBinding_NewDataSource](../../images/img18472.png) +2. On the first page of the invoked **Data Source Wizard** dialog, select the **Microsoft Excel workbook / CSV file** and click **Next**. + + ![DataSourceWizard_DataSourceType_Excel](../../images/img120681.png) +3. On the next page, locate the required CSV file by clicking the ellipsis button and selecting the file. + + ![DataSourceWizard_SelectCsvFile](../../images/img120075.png) + + Click **Next**. +4. Then, specify import settings used to extract data from the CSV file. + + ![DataSourceWizard_SpecifyImportSettingsCsv](../../images/img120076.png) + + The following options can be specified. + * **Use values of the first row as field names** - Specifies whether to use the values of the first row as field names. If you disable this option, field names will be generated automatically. + * **Skip empty rows** - Specifies whether or not to include the empty rows into the resulting data source. + * **Trim Blanks** - Specifies whether to remove all leading and trailing white-space characters from each value in the CSV document. + * **Encoding** - Specifies the character encoding of the CSV document. You can use the **Detect automatically** option to specify whether character encoding is automatically determined. + * **Newline type** - Specifies the character used to identify a new line in a CSV document. You can use the **Detect automatically** option to specify whether the character used to identify a new line is automatically determined. + * **Value separator** - Specifies a character used to separate values in a CSV document. You can use the **Detect automatically** option to specify whether the character used to separate values in a CSV document is determined automatically. + * **Culture** - Specifies the culture information used to parse the data being imported. + * **Text Qualifier** - Specifies the character that encloses values in the CSV document. + + Click **Next**. +5. On the final page, you can select columns to be included to a data source and specify their settings. The **Name** column allows you to specify the column name while **Type** allows you to specify its type. + + ![DataSourceWizard_SpecifyColumnSettings](../../images/img120061.png) + Click **Finish** to create a data source. This creates the data source and displays its fields in the [Data Source Browser](../ui-elements/data-source-browser.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-extract-data-sources.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-extract-data-sources.md similarity index 91% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-extract-data-sources.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-extract-data-sources.md index 6c2c9df554..d4e68d460c 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-extract-data-sources.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-extract-data-sources.md @@ -1,46 +1,46 @@ ---- -title: Binding to Extract Data Sources -author: Natalia Kazakova -legacyId: 116601 ---- -# Binding to Extract Data Sources -The Dashboard Designer allows you to create a _data extract_ that is a compressed snapshot of data obtained from the existing data source. This data is saved to a local file and can be updated from the original data source at any time. - -> [!NOTE] -> Note that data extracts cannot be created for the [OLAP data sources](connecting-to-olap-cubes.md). - -To create a new data extract from the existing data source, perform the following steps. -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![NewDataSourceButtonRibbon(Extract)](../../images/img123128.png) -2. On the first page of the invoked **Data Source Wizard** dialog, select **Data extract** and click **Next**. - - ![DataSourceWizard_Extract](../../images/img123129.png) -3. On the next page, select whether to create a new data extract or establish a connection to an existing one. - - ![DataSourceWizard_Extract_NewOrExisting](../../images/img123130.png) - * To create a new data extract, select **Create a new data extract from the existing data source** and specify the required **Data Source** and **Data Member**. Click **Next**. - * To establish a connection to an existing data extract, select **Load an existing data extract from a file** and locate the required _*.dat_ file. Click **Finish**. -4. **(Conditional)** The next page only appears if you are creating the data extract based on the Entity Framework or Object data sources, and allows you to select the required fields. - -<<<<<<<< HEAD:eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-extract-data-sources.md - ![DataSourceWizard_Extract_SelectFields](../../images/img123955.png) -======== - ![DataSourceWizard_Extract_SelectFields](../../../images/img123955.png) ->>>>>>>> 05df5c28763b4aa9fb5c78d15422603198f71820:eud-for-bi-dashboards/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-extract-data-sources.md -5. On the next page, you can specify the filter used to extract data. - - ![DataSourceWizard_Extract_FilterData](../../images/img123131.png) - - You can also limit the number of extracted rows by enabling the **Limit rows to extract** option and specifying the required number of rows. Click **Next**. - - > [!NOTE] - > Use the **Preview** button to see the data that will be placed into the resulting data extract. -6. **(Conditional)** The next page only appears if the original data source contains [parameters](../data-analysis/using-dashboard-parameters.md) (for instance, the [SQL query is filtered](../work-with-data/filter-queries.md) using a dashboard parameter). - - ![DataSourceWizard_Extract_SpecifyParameterValues](../../images/img124257.png) -7. On the final page, specify a path to the file that will contain the resulting data extract. - - ![DataSourceWizard_Extract_Finish](../../images/img123132.png) - +--- +title: Binding to Extract Data Sources +author: Natalia Kazakova +legacyId: 116601 +--- +# Binding to Extract Data Sources +The Dashboard Designer allows you to create a _data extract_ that is a compressed snapshot of data obtained from the existing data source. This data is saved to a local file and can be updated from the original data source at any time. + +> [!NOTE] +> Note that data extracts cannot be created for the [OLAP data sources](connecting-to-olap-cubes.md). + +To create a new data extract from the existing data source, perform the following steps. +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![NewDataSourceButtonRibbon(Extract)](../../images/img123128.png) +2. On the first page of the invoked **Data Source Wizard** dialog, select **Data extract** and click **Next**. + + ![DataSourceWizard_Extract](../../images/img123129.png) +3. On the next page, select whether to create a new data extract or establish a connection to an existing one. + + ![DataSourceWizard_Extract_NewOrExisting](../../images/img123130.png) + * To create a new data extract, select **Create a new data extract from the existing data source** and specify the required **Data Source** and **Data Member**. Click **Next**. + * To establish a connection to an existing data extract, select **Load an existing data extract from a file** and locate the required _*.dat_ file. Click **Finish**. +4. **(Conditional)** The next page only appears if you are creating the data extract based on the Entity Framework or Object data sources, and allows you to select the required fields. + +<<<<<<<< HEAD:eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-extract-data-sources.md + ![DataSourceWizard_Extract_SelectFields](../../images/img123955.png) +======== + ![DataSourceWizard_Extract_SelectFields](../../../images/img123955.png) +>>>>>>>> 05df5c28763b4aa9fb5c78d15422603198f71820:eud-for-bi-dashboard/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-extract-data-sources.md +5. On the next page, you can specify the filter used to extract data. + + ![DataSourceWizard_Extract_FilterData](../../images/img123131.png) + + You can also limit the number of extracted rows by enabling the **Limit rows to extract** option and specifying the required number of rows. Click **Next**. + + > [!NOTE] + > Use the **Preview** button to see the data that will be placed into the resulting data extract. +6. **(Conditional)** The next page only appears if the original data source contains [parameters](../data-analysis/using-dashboard-parameters.md) (for instance, the [SQL query is filtered](../work-with-data/filter-queries.md) using a dashboard parameter). + + ![DataSourceWizard_Extract_SpecifyParameterValues](../../images/img124257.png) +7. On the final page, specify a path to the file that will contain the resulting data extract. + + ![DataSourceWizard_Extract_Finish](../../images/img123132.png) + Click **Finish**. This creates the data extract and displays its fields in the [Data Source Browser](../ui-elements/data-source-browser.md). You can use this data extract as a regular data source. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-federated-data-source.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-federated-data-source.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-federated-data-source.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-federated-data-source.md index 2ce4a964ec..1b3ffbae33 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-federated-data-source.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-federated-data-source.md @@ -1,81 +1,81 @@ ---- -title: Binding to Federated Data Source -author: Margarita Zakhodyaeva ---- - -# Binding to Federated Data Source - -You can create a federated data source if a dashboard contains at least one data source. Create a federated query where you specify how to federate existing data sources. - -You can create federated queries of the following types: - -- **Join** - - Combines rows from two or more tables based on a clause. - -- **Union and Union All** - - The **Union** query combines rows from two or more tables into one data set and removes duplicate rows in merged tables. The **UnionAll** query does the same, except it doesn't remove duplicated rows. You can create a union query for data sources if data types of their columns are [implicitly converted](https://docs.microsoft.com/en-us/dotnet/csharp/programming-guide/types/casting-and-type-conversions#implicit-conversions). -- **Transformation** - - If a data source contains a complex column (an object), you can transform its properties to display columns separately in a flattened view. - -## Create a Federated Data Source with the Data Source Wizard - -Follow the steps below to create a federated data source with the Data Source Wizard: -### Create a New Federated Data Source - -Click the **New Data Source** button in the **Data Source** ribbon tab. - -![Choose_new_data_source](../../images/choose-new-data-source.png) - -On the first page of the invoked **Data Source Wizard** dialog, select **Data Federation** and click **Next**. - -![Choose_federated_data_source](../../images/choose-federated-data-source.png) -### Select the Query Type - -The [Query Builder](../../dashboard-designer/work-with-data/using-the-query-builder.md) displays the available data sources you can use to create queries. - - ![Query_Builder_available_sources](../../images/query-builder-available-sources.png) - - **Join** - - Drag the data sources you want to join to the diagram pane, specify the related column to create the relationship between tables, and select the columns you want to include in the query. Use _* (All Columns)_ to get a complete list of columns from a table. Columns included in the query are displayed in the bottom pane where you can configure their settings. - - ![Data-Federation-Query-Builder](../../images/data-federation-querybuilder.png) - - **Union** - - Double-click the data sources you want to combine. Unlike Join queries, you cannot select individual columns. Columns included in the query are displayed in the bottom pane where you can specify their aliases. - - ![Query-builder-union](../../images/data-federation-querybuilder-union.png) - - **Union All** - - Double-click the data sources you want to combine. A **UnionAll** query duplicates rows from different tables even if they contain the same data. Columns included in the query are displayed in the bottom pane where you can specify their aliases. - - ![Query-builder-union-all](../../images/data-federation-querybuilder-union-all.png) - - **Transformation** - - Select a data source/query that contains columns you want to transform. Select the **Transform** checkbox next to the column you want to unfold and flatten. The bottom pane allows you to specify the aliases for the generated columns. - - ![Query-builder-transformation](../../images/data-federation-querybuilder-transformation.png) - -Click **OK** to create a query. - -### Copy Calculated Fields -The Data Source Wizard invokes the following page if one of the selected data sources contains calculated fields. Drag or double-click the calculated field you want to copy to the resulting federated data source. You can specify the name of the copied calculated field in the left Grid. - -![Copy-calculated-fields](../../images/data-federation-data-source-browser-copy-calculated-fields.png) - - -### See the Result - -The [Data Source Browser](../ui-elements/data-source-browser.md) displays the newly created Federated Data Source. - -The image below displays a new _Federation Data Source 1_ with a joined _SQlite_ Orders query. - -![Federated_data_source_configuration](../../images/data-source-browser-federated-data-source.png) - -The query name is the same as the root table's name in the query builder. Click the **Rename** button in the **Query** group on the **Data Source** ribbon tab to change the query name. +--- +title: Binding to Federated Data Source +author: Margarita Zakhodyaeva +--- + +# Binding to Federated Data Source + +You can create a federated data source if a dashboard contains at least one data source. Create a federated query where you specify how to federate existing data sources. + +You can create federated queries of the following types: + +- **Join** + + Combines rows from two or more tables based on a clause. + +- **Union and Union All** + + The **Union** query combines rows from two or more tables into one data set and removes duplicate rows in merged tables. The **UnionAll** query does the same, except it doesn't remove duplicated rows. You can create a union query for data sources if data types of their columns are [implicitly converted](https://docs.microsoft.com/en-us/dotnet/csharp/programming-guide/types/casting-and-type-conversions#implicit-conversions). +- **Transformation** + + If a data source contains a complex column (an object), you can transform its properties to display columns separately in a flattened view. + +## Create a Federated Data Source with the Data Source Wizard + +Follow the steps below to create a federated data source with the Data Source Wizard: +### Create a New Federated Data Source + +Click the **New Data Source** button in the **Data Source** ribbon tab. + +![Choose_new_data_source](../../images/choose-new-data-source.png) + +On the first page of the invoked **Data Source Wizard** dialog, select **Data Federation** and click **Next**. + +![Choose_federated_data_source](../../images/choose-federated-data-source.png) +### Select the Query Type + +The [Query Builder](../../dashboard-designer/work-with-data/using-the-query-builder.md) displays the available data sources you can use to create queries. + + ![Query_Builder_available_sources](../../images/query-builder-available-sources.png) + + **Join** + + Drag the data sources you want to join to the diagram pane, specify the related column to create the relationship between tables, and select the columns you want to include in the query. Use _* (All Columns)_ to get a complete list of columns from a table. Columns included in the query are displayed in the bottom pane where you can configure their settings. + + ![Data-Federation-Query-Builder](../../images/data-federation-querybuilder.png) + + **Union** + + Double-click the data sources you want to combine. Unlike Join queries, you cannot select individual columns. Columns included in the query are displayed in the bottom pane where you can specify their aliases. + + ![Query-builder-union](../../images/data-federation-querybuilder-union.png) + + **Union All** + + Double-click the data sources you want to combine. A **UnionAll** query duplicates rows from different tables even if they contain the same data. Columns included in the query are displayed in the bottom pane where you can specify their aliases. + + ![Query-builder-union-all](../../images/data-federation-querybuilder-union-all.png) + + **Transformation** + + Select a data source/query that contains columns you want to transform. Select the **Transform** checkbox next to the column you want to unfold and flatten. The bottom pane allows you to specify the aliases for the generated columns. + + ![Query-builder-transformation](../../images/data-federation-querybuilder-transformation.png) + +Click **OK** to create a query. + +### Copy Calculated Fields +The Data Source Wizard invokes the following page if one of the selected data sources contains calculated fields. Drag or double-click the calculated field you want to copy to the resulting federated data source. You can specify the name of the copied calculated field in the left Grid. + +![Copy-calculated-fields](../../images/data-federation-data-source-browser-copy-calculated-fields.png) + + +### See the Result + +The [Data Source Browser](../ui-elements/data-source-browser.md) displays the newly created Federated Data Source. + +The image below displays a new _Federation Data Source 1_ with a joined _SQlite_ Orders query. + +![Federated_data_source_configuration](../../images/data-source-browser-federated-data-source.png) + +The query name is the same as the root table's name in the query builder. Click the **Rename** button in the **Query** group on the **Data Source** ribbon tab to change the query name. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-json-data-sources.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-json-data-sources.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-json-data-sources.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-json-data-sources.md index 0a29319836..9bedc701e8 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-json-data-sources.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-json-data-sources.md @@ -1,86 +1,86 @@ ---- -title: Binding to JSON Data Sources -author: Margarita Zakhodyaeva ---- -# Binding to JSON Data Sources - -The Dashboard Designer allows you to connect to the JSON data source that retrieves data from a Web-service endpoint, text file or a string in JSON format. - -## Create a New Data Connection - -Follow the steps below to connect to the JSON data source: - -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![new-data-source](../../images/new-data-source.png) - -2. On the first page of the invoked **Data Source Wizard** dialog, select **JSON data** and click **Next**. - - ![choose-data-source](../../images/choose-data-source-2.png) - -## Configure a New Data Connection - -3. On the next page, configure a new data connection. - - ![specify-data-source](../../images/specify3.png) - - ### JSON String - - Specify a string that contains JSON data. - - ![json_string](../../images/json_string.png) - - Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. - - ### JSON File - - Specify the JSON data location to load content from the selected JSON file. - - ![json_file_location](../../images/json_file_location.png) - - Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. - - ### Web Service Endpoint (URI) - - Specify a URL to a file in JSON format and the Web Service Endpoint's request parameters (username and password, HTTP headers, query parameters or URI path parameters). - - - A **path parameter** appends a path element to a JSON endpoint's Uri. - - A **query parameter** specifies an HTTP request parameter that is passed to a JSON endpoint. - - A **header** is a custom HTTP header in JSON endpoint requests. - - You can use expressions and dashboard parameters to set path parameters, query parameter values and headers. Click the "+" icon to create a new parameter, enable the new parameter's **Expression** property and select **Expression Editor** from the **Value** property's drop-down list. - - ![specify-data-source](../../images/specify4.png) - - Specify the expression in the invoked **Expression Editor** and click **OK**. - - ![](../../images/winforms-dashboard-wizard-expression-editor.png) - - An expression can include [dashboard parameters](../data-analysis/using-dashboard-parameters.md). - - > [!Tip] - > Refer to the following help topic for details on how to create a dashboard parameter: [Create Parameters](../data-analysis/using-dashboard-parameters/creating-parameters.md). - - Select **Add Dashboard Parameter** from the **Value** property's drop-down list, configure the dashboard parameter in the invoked **Dashboard Parameter** dialog, and click **OK**. - - ![](../../images/winforms-dashboard-wizard-dashboard-parameter.png) - - Path parameters and query parameters are included in endpoint requests in the order in which they are listed. Move a parameter up or down the list to change its position within an endpoint request. - - The read-only **Resulting URI** field displays the result: a JSON URI. - - ![](../../images/winforms-dashboard-wizard-json-parameters-configured-uri.png) - - Click **Next** to configure basic HTTP authentication credentials and specify HTTP Header parameters. - - ![](../../images/winforms-dashboard-wizard-json-parameters-authentification.png) - - Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. - -## Select Data Fields - -4. The "Select data fields" page allows you to include or exclude data fields used in a JSON data source. - - ![specify-data-source](../../images/specify5.png) - - Click **Finish** to create a JSON data source. +--- +title: Binding to JSON Data Sources +author: Margarita Zakhodyaeva +--- +# Binding to JSON Data Sources + +The Dashboard Designer allows you to connect to the JSON data source that retrieves data from a Web-service endpoint, text file or a string in JSON format. + +## Create a New Data Connection + +Follow the steps below to connect to the JSON data source: + +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![new-data-source](../../images/new-data-source.png) + +2. On the first page of the invoked **Data Source Wizard** dialog, select **JSON data** and click **Next**. + + ![choose-data-source](../../images/choose-data-source-2.png) + +## Configure a New Data Connection + +3. On the next page, configure a new data connection. + + ![specify-data-source](../../images/specify3.png) + + ### JSON String + + Specify a string that contains JSON data. + + ![json_string](../../images/json_string.png) + + Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. + + ### JSON File + + Specify the JSON data location to load content from the selected JSON file. + + ![json_file_location](../../images/json_file_location.png) + + Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. + + ### Web Service Endpoint (URI) + + Specify a URL to a file in JSON format and the Web Service Endpoint's request parameters (username and password, HTTP headers, query parameters or URI path parameters). + + - A **path parameter** appends a path element to a JSON endpoint's Uri. + - A **query parameter** specifies an HTTP request parameter that is passed to a JSON endpoint. + - A **header** is a custom HTTP header in JSON endpoint requests. + + You can use expressions and dashboard parameters to set path parameters, query parameter values and headers. Click the "+" icon to create a new parameter, enable the new parameter's **Expression** property and select **Expression Editor** from the **Value** property's drop-down list. + + ![specify-data-source](../../images/specify4.png) + + Specify the expression in the invoked **Expression Editor** and click **OK**. + + ![](../../images/winforms-dashboard-wizard-expression-editor.png) + + An expression can include [dashboard parameters](../data-analysis/using-dashboard-parameters.md). + + > [!Tip] + > Refer to the following help topic for details on how to create a dashboard parameter: [Create Parameters](../data-analysis/using-dashboard-parameters/creating-parameters.md). + + Select **Add Dashboard Parameter** from the **Value** property's drop-down list, configure the dashboard parameter in the invoked **Dashboard Parameter** dialog, and click **OK**. + + ![](../../images/winforms-dashboard-wizard-dashboard-parameter.png) + + Path parameters and query parameters are included in endpoint requests in the order in which they are listed. Move a parameter up or down the list to change its position within an endpoint request. + + The read-only **Resulting URI** field displays the result: a JSON URI. + + ![](../../images/winforms-dashboard-wizard-json-parameters-configured-uri.png) + + Click **Next** to configure basic HTTP authentication credentials and specify HTTP Header parameters. + + ![](../../images/winforms-dashboard-wizard-json-parameters-authentification.png) + + Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. + +## Select Data Fields + +4. The "Select data fields" page allows you to include or exclude data fields used in a JSON data source. + + ![specify-data-source](../../images/specify5.png) + + Click **Finish** to create a JSON data source. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-microsoft-excel-workbooks.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-microsoft-excel-workbooks.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-microsoft-excel-workbooks.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-microsoft-excel-workbooks.md index 469d2d16a4..e07841ab54 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-microsoft-excel-workbooks.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-microsoft-excel-workbooks.md @@ -1,48 +1,48 @@ ---- -title: Binding to Microsoft Excel Workbooks -author: Natalia Kazakova -legacyId: 115240 ---- -# Binding to Microsoft Excel Workbooks -The Dashboard Designer allows you to select required data from Microsoft Excel workbooks (XLS, XLSX or XLSM). You can select all data from the specified worksheet or you can select the cell range referenced by the specified defined/table name. - -To bind a dashboard to a Microsoft Excel workbook, do the following. -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![DataBinding_NewDataSource](../../images/img18472.png) -2. On the first page of the invoked **Data Source Wizard** dialog, select **Microsoft Excel workbook / CSV file** and click **Next**. - - ![DataSourceWizard_DataSourceType_Excel](../../images/img120681.png) -3. On the next page, locate the required workbook by clicking an ellipsis button and selecting the file. - - ![DataSourceWizard_SelectExcelFile](../../images/img120058.png) - - Click **Next**. - - > [!NOTE] - > If the workbook is protected by a password, the following window will be invoked. - > - > ![DataSourceWizard_ProtectedExcelWorkbook](../../images/img121200.png) - > - > Specify a password in the **Password** field and click **OK**. Note that if you enable the **Save password** flag, the password will be saved to a [dashboard definition](../save-a-dashboard.md) as plain text. -4. Then, specify import settings used to extract data from the workbook. - - ![DataSourceWizard_SpecifyImportSettings](../../images/img120059.png) - - The following options can be specified. - * **Use values of the first row as field names** - Specifies whether to use the values of the first row as field names. If you disable this option, field names will be generated automatically. - * **Skip empty rows** - Specifies whether or not to include the empty rows into the resulting data source. - * **Skip hidden rows** - Specifies whether to ignore hidden rows when importing data to a data source. - * **Skip hidden columns** - Specifies whether to ignore hidden columns when importing data to a data source. - - Click **Next**. -5. On the next page, you can select the worksheet containing the required data, the table or the defined name referring to the specified cell range. - - ![DataSourceWizard_SelectDefinedName](../../images/img120060.png) - - Click **Next**. -6. On the final page, you can select columns to be included to a data source and specify their settings. The **Name** column allows you to specify the column name while **Type** allows you to specify its type. - - ![DataSourceWizard_SpecifyColumnSettings](../../images/img120061.png) - +--- +title: Binding to Microsoft Excel Workbooks +author: Natalia Kazakova +legacyId: 115240 +--- +# Binding to Microsoft Excel Workbooks +The Dashboard Designer allows you to select required data from Microsoft Excel workbooks (XLS, XLSX or XLSM). You can select all data from the specified worksheet or you can select the cell range referenced by the specified defined/table name. + +To bind a dashboard to a Microsoft Excel workbook, do the following. +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![DataBinding_NewDataSource](../../images/img18472.png) +2. On the first page of the invoked **Data Source Wizard** dialog, select **Microsoft Excel workbook / CSV file** and click **Next**. + + ![DataSourceWizard_DataSourceType_Excel](../../images/img120681.png) +3. On the next page, locate the required workbook by clicking an ellipsis button and selecting the file. + + ![DataSourceWizard_SelectExcelFile](../../images/img120058.png) + + Click **Next**. + + > [!NOTE] + > If the workbook is protected by a password, the following window will be invoked. + > + > ![DataSourceWizard_ProtectedExcelWorkbook](../../images/img121200.png) + > + > Specify a password in the **Password** field and click **OK**. Note that if you enable the **Save password** flag, the password will be saved to a [dashboard definition](../save-a-dashboard.md) as plain text. +4. Then, specify import settings used to extract data from the workbook. + + ![DataSourceWizard_SpecifyImportSettings](../../images/img120059.png) + + The following options can be specified. + * **Use values of the first row as field names** - Specifies whether to use the values of the first row as field names. If you disable this option, field names will be generated automatically. + * **Skip empty rows** - Specifies whether or not to include the empty rows into the resulting data source. + * **Skip hidden rows** - Specifies whether to ignore hidden rows when importing data to a data source. + * **Skip hidden columns** - Specifies whether to ignore hidden columns when importing data to a data source. + + Click **Next**. +5. On the next page, you can select the worksheet containing the required data, the table or the defined name referring to the specified cell range. + + ![DataSourceWizard_SelectDefinedName](../../images/img120060.png) + + Click **Next**. +6. On the final page, you can select columns to be included to a data source and specify their settings. The **Name** column allows you to specify the column name while **Type** allows you to specify its type. + + ![DataSourceWizard_SpecifyColumnSettings](../../images/img120061.png) + Click **Finish** to create a data source. This creates the data source and displays its fields in the [Data Source Browser](../ui-elements/data-source-browser.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-mongodb.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-mongodb.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-mongodb.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-mongodb.md index b3503d4424..ba2c1b9fd4 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-mongodb.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-mongodb.md @@ -1,37 +1,37 @@ ---- -title: Binding to MongoDB -author: Margarita Zakhodyaeva ---- -# Binding to MongoDB - -The WinForms Designer allows you to connect to MongoDB in the Data Source Wizard. - -> [!NOTE] -> The [MongoDB.Driver](https://www.nuget.org/packages/MongoDB.Driver) package should be installed in your project to supply MongoDB data at runtime. - -Follow the steps below to establish a database connection: - -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![new-data-source](../../images/new-data-source.png) -2. On the first page of the invoked **Data Source Wizard** dialog, select **MongoDB** and click **Next**. - - ![Data Source Wizard DataBase MongoDB](../../images/win-data-source-wizard-database-mongodb.png) - -3. Specify connection parameters on the next page in the following ways: - - - Pass an entire string. - - ![MongoDB Connection String](../../images/win-data-source-wizard-mongo-specify-connection-parameters.png) - - Refer to the following topic for information about connection string format and options: [Connection String URI Format](https://docs.mongodb.com/manual/reference/connection-string/). - - - Enter connection fields individually. - - ![MongoDB Individual Connection Fields](../../images/win-data-source-wizard-database-mongodb-individual.png) - - - -4. The following page allows you to configure queries. Select databases and collections that you want to load from the MongoDB instance. A string stored in a query's **Collection** column is the default name for the query. The names of MongoDB queries should be unique. You can use the **Alias** column to set unique names for queries in the same collection. To filter queries, add a filter string to the **Filter** column. - - ![Data Source Wizard MongoDB specify quueries](../../images/win-data-source-wizard-mongodb-specify-queries.png) +--- +title: Binding to MongoDB +author: Margarita Zakhodyaeva +--- +# Binding to MongoDB + +The WinForms Designer allows you to connect to MongoDB in the Data Source Wizard. + +> [!NOTE] +> The [MongoDB.Driver](https://www.nuget.org/packages/MongoDB.Driver) package should be installed in your project to supply MongoDB data at runtime. + +Follow the steps below to establish a database connection: + +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![new-data-source](../../images/new-data-source.png) +2. On the first page of the invoked **Data Source Wizard** dialog, select **MongoDB** and click **Next**. + + ![Data Source Wizard DataBase MongoDB](../../images/win-data-source-wizard-database-mongodb.png) + +3. Specify connection parameters on the next page in the following ways: + + - Pass an entire string. + + ![MongoDB Connection String](../../images/win-data-source-wizard-mongo-specify-connection-parameters.png) + + Refer to the following topic for information about connection string format and options: [Connection String URI Format](https://docs.mongodb.com/manual/reference/connection-string/). + + - Enter connection fields individually. + + ![MongoDB Individual Connection Fields](../../images/win-data-source-wizard-database-mongodb-individual.png) + + + +4. The following page allows you to configure queries. Select databases and collections that you want to load from the MongoDB instance. A string stored in a query's **Collection** column is the default name for the query. The names of MongoDB queries should be unique. You can use the **Alias** column to set unique names for queries in the same collection. To filter queries, add a filter string to the **Filter** column. + + ![Data Source Wizard MongoDB specify quueries](../../images/win-data-source-wizard-mongodb-specify-queries.png) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-object-data-sources.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-object-data-sources.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-object-data-sources.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-object-data-sources.md index 13ef8f7959..b462b066fd 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-object-data-sources.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-object-data-sources.md @@ -1,32 +1,32 @@ ---- -title: Binding to Object Data Sources -author: Margarita Zakhodyaeva ---- -# Binding to Object Data Sources - -To bind a dashboard to an object data source, do the following. - -1. Click the New Data Source button in the Data Source ribbon tab. - - ![Choose_new_data_source](../../images/choose-new-data-source.png) - -2. If you are allowed by your application vendor to connect an object data source, select **Object Binding**, click **Next**. - - ![Object_data_source_in_wizard](../../images/wizard-object-data-source.png) - -3. On the next page, select the assembly containing the definition of the required class. - - ![select_class_type_definition](../../images/select-class-type-definition-object-data-sources.png) - - Click **Next**. - -4. Select the class providing the required data and click **Next**. - - ![select_a_class](../../images/select-a-class-object-data-source.png) - - For instance, this can be a custom class providing the required data or any TableAdapter used to query a database. - -5. On the final page, select the required data member used to obtain data and click **Finish**. - - ![select_a_data_source_member](../../images/select-a-data-source-member.png) - +--- +title: Binding to Object Data Sources +author: Margarita Zakhodyaeva +--- +# Binding to Object Data Sources + +To bind a dashboard to an object data source, do the following. + +1. Click the New Data Source button in the Data Source ribbon tab. + + ![Choose_new_data_source](../../images/choose-new-data-source.png) + +2. If you are allowed by your application vendor to connect an object data source, select **Object Binding**, click **Next**. + + ![Object_data_source_in_wizard](../../images/wizard-object-data-source.png) + +3. On the next page, select the assembly containing the definition of the required class. + + ![select_class_type_definition](../../images/select-class-type-definition-object-data-sources.png) + + Click **Next**. + +4. Select the class providing the required data and click **Next**. + + ![select_a_class](../../images/select-a-class-object-data-source.png) + + For instance, this can be a custom class providing the required data or any TableAdapter used to query a database. + +5. On the final page, select the required data member used to obtain data and click **Finish**. + + ![select_a_data_source_member](../../images/select-a-data-source-member.png) + diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connect-to-ef-data-sources.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/connect-to-ef-data-sources.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connect-to-ef-data-sources.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/connect-to-ef-data-sources.md index 8754487f59..476a9e809d 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connect-to-ef-data-sources.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/connect-to-ef-data-sources.md @@ -1,75 +1,75 @@ ---- -title: Connect to EF Data Sources -author: Margarita Zakhodyaeva ---- -# Connect to EF Data Sources - -To bind a dashboard to an Entity Framework data source from the current project, do the following: - -## Create a Data Source in the Data Source Wizard - -Click the **New Data Source** button in the **Data Source** ribbon tab. - -![Choose_new_data_source](../../images/choose-new-data-source.png) - -### Select a Data Source and Specify Data Context - -On the first page of the invoked **Data Source Wizard** dialog, select **Entity Framework** and click **Next**. - -![ef_data_source_wizard](../../images/ef-data-sourse-wizard.png) - -On the next page, select the required data context and click **Next**. - -![select_required_connection](../../images/select-required-connection.png) - -### Select Data from the Database - -On the next page, specify a connection string used to establish a data connection. The following options are available: - -#### Default Connection String - -Choose the default connection string if it is specified in the application’s configuration file. - -![choose_connection_string](../../images/choose-connection-string.png) - -#### Custom Connection String - -Specify a custom connection string in the connection string editor. - -![specify_a_connection_string](../../images/specify-a-connection-string.png) - -#### Predefined Connection String - -Select an existing connection string available in the current project. - -![EF select available string](../../images/ef-select-a-predefined-connection-string.png) - -### Add Stored Procedures (Optionally) - -The next wizard page is available only if the current entity data model contains stored procedures. This page allows you to add stored procedures to the data source and configure their parameters. - -![EF_AddStoredProcedurePage](../../images/ef_addstoredprocedurepage119127.png) - -Click **Add** and select the required stored procedures to add to the data source. - -![EF_SelectStoredProcedures](../../images/ef_selectstoredprocedures119128.png) - -Specify the **Value** passed as a stored procedure parameter. Click the **Preview** button to preview data returned by the stored procedure call. - -![EF_ConfigureProcedureParameters](../../images/ef_configureprocedureparameters119129.png) - -As an alternative, enable the **Expression** check box to invoke the Expression Editor dialog. In the dialog, you can specify the expression or select an existing dashboard parameter to use it as a stored procedure parameter. - -### Apply filter Criteria - -On the last page, you can apply filter criteria to the resulting query. Click **Finish** to create the data source. - -![EF filter query](../../images/ef_customconnectionstring118442.png) - -### Result - -The data source fields are displayed in the Data Source Browser: - -![EF data source in the Data Source Browser](../../images/ef-resulting-data-source.png) - - +--- +title: Connect to EF Data Sources +author: Margarita Zakhodyaeva +--- +# Connect to EF Data Sources + +To bind a dashboard to an Entity Framework data source from the current project, do the following: + +## Create a Data Source in the Data Source Wizard + +Click the **New Data Source** button in the **Data Source** ribbon tab. + +![Choose_new_data_source](../../images/choose-new-data-source.png) + +### Select a Data Source and Specify Data Context + +On the first page of the invoked **Data Source Wizard** dialog, select **Entity Framework** and click **Next**. + +![ef_data_source_wizard](../../images/ef-data-sourse-wizard.png) + +On the next page, select the required data context and click **Next**. + +![select_required_connection](../../images/select-required-connection.png) + +### Select Data from the Database + +On the next page, specify a connection string used to establish a data connection. The following options are available: + +#### Default Connection String + +Choose the default connection string if it is specified in the application’s configuration file. + +![choose_connection_string](../../images/choose-connection-string.png) + +#### Custom Connection String + +Specify a custom connection string in the connection string editor. + +![specify_a_connection_string](../../images/specify-a-connection-string.png) + +#### Predefined Connection String + +Select an existing connection string available in the current project. + +![EF select available string](../../images/ef-select-a-predefined-connection-string.png) + +### Add Stored Procedures (Optionally) + +The next wizard page is available only if the current entity data model contains stored procedures. This page allows you to add stored procedures to the data source and configure their parameters. + +![EF_AddStoredProcedurePage](../../images/ef_addstoredprocedurepage119127.png) + +Click **Add** and select the required stored procedures to add to the data source. + +![EF_SelectStoredProcedures](../../images/ef_selectstoredprocedures119128.png) + +Specify the **Value** passed as a stored procedure parameter. Click the **Preview** button to preview data returned by the stored procedure call. + +![EF_ConfigureProcedureParameters](../../images/ef_configureprocedureparameters119129.png) + +As an alternative, enable the **Expression** check box to invoke the Expression Editor dialog. In the dialog, you can specify the expression or select an existing dashboard parameter to use it as a stored procedure parameter. + +### Apply filter Criteria + +On the last page, you can apply filter criteria to the resulting query. Click **Finish** to create the data source. + +![EF filter query](../../images/ef_customconnectionstring118442.png) + +### Result + +The data source fields are displayed in the Data Source Browser: + +![EF data source in the Data Source Browser](../../images/ef-resulting-data-source.png) + + diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-olap-cubes.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-olap-cubes.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-olap-cubes.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-olap-cubes.md index f20a7e37bf..23b8c1cfc0 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-olap-cubes.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-olap-cubes.md @@ -1,55 +1,55 @@ ---- -title: Connecting to OLAP cubes -author: Natalia Kazakova -legacyId: 114166 ---- -# Connecting to OLAP cubes -The Dashboard Designer provides the capability to connect to an OLAP cube in the Microsoft Analysis Services database using the **Data Source** wizard. - -To connect to an OLAP cube in the Dashboard Designer, do the following steps. -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![DataBinding_NewDataSource](../../images/img18472.png) -2. On the first page of the invoked **Data Source Wizard** dialog, select **Olap** and click **Next**. - - ![DataSourceWizard_DataSourceType_Olap](../../images/img120680.png) -3. On the next page, choose the required **Connection type**. The following types are available. - * [Server](#server) - * [Local cube file](#local-cube-file) - * [Custom connection string](#custom-connection-string) - -## Server -If you selected **Server**, the following options are available. - -![DataSourceWizard_OlapServer](../../images/img118049.png) -* **Server name** - - Specify the name of the OLAP server to which the connection should be established. -* **UserId** - - Specify the user name used to authenticate to the OLAP server. -* **Password** - - Specify the password used to authenticate to the OLAP server. -* **Catalog** - - Select a data catalog that contains cubes. -* **Cube Name** - - Select a cube that provides OLAP data. - -Click **Finish** to create a data source. - -## Local Cube File -If you selected **Local cube file**, specify the path to the requiredOLAP cube. To locate the cube, click the ellipsis button next to the Database field. - -![DataSourceWizard_OlapLocalFile](../../images/img118050.png) - -Click **Finish** to create a data source. - -## Custom Connection String -If you selected **Custom connection string**, specify a connection string in the **Custom connection string** editor. - -![DataSourceWizard_CustomString](../../images/img118051.png) - +--- +title: Connecting to OLAP cubes +author: Natalia Kazakova +legacyId: 114166 +--- +# Connecting to OLAP cubes +The Dashboard Designer provides the capability to connect to an OLAP cube in the Microsoft Analysis Services database using the **Data Source** wizard. + +To connect to an OLAP cube in the Dashboard Designer, do the following steps. +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![DataBinding_NewDataSource](../../images/img18472.png) +2. On the first page of the invoked **Data Source Wizard** dialog, select **Olap** and click **Next**. + + ![DataSourceWizard_DataSourceType_Olap](../../images/img120680.png) +3. On the next page, choose the required **Connection type**. The following types are available. + * [Server](#server) + * [Local cube file](#local-cube-file) + * [Custom connection string](#custom-connection-string) + +## Server +If you selected **Server**, the following options are available. + +![DataSourceWizard_OlapServer](../../images/img118049.png) +* **Server name** + + Specify the name of the OLAP server to which the connection should be established. +* **UserId** + + Specify the user name used to authenticate to the OLAP server. +* **Password** + + Specify the password used to authenticate to the OLAP server. +* **Catalog** + + Select a data catalog that contains cubes. +* **Cube Name** + + Select a cube that provides OLAP data. + +Click **Finish** to create a data source. + +## Local Cube File +If you selected **Local cube file**, specify the path to the requiredOLAP cube. To locate the cube, click the ellipsis button next to the Database field. + +![DataSourceWizard_OlapLocalFile](../../images/img118050.png) + +Click **Finish** to create a data source. + +## Custom Connection String +If you selected **Custom connection string**, specify a connection string in the **Custom connection string** editor. + +![DataSourceWizard_CustomString](../../images/img118051.png) + Click **Finish** to create a data source. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-sql-databases.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-sql-databases.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-sql-databases.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-sql-databases.md index b74f3b4852..64314353a1 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-sql-databases.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-sql-databases.md @@ -1,47 +1,47 @@ ---- -title: Connecting to SQL Databases -author: Natalia Kazakova -legacyId: 16525 ---- -# Connecting to SQL Databases -The Dashboard Designer provides the capability to connect to multiple types of SQL databases using the **Data Source** wizard. This tutorial describes how to establish a connection to any supported database and select the required data. - -To connect to an SQL database in the Dashboard Designer, follow the steps below. -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![DataBinding_NewDataSource](../../images/img18472.png) -2. On the first page of the invoked **Data Source Wizard** dialog, select the required data provider and click **Next**. - - ![DataSourceWizard_Database](../../images/img117932.png) -3. On the next page, specify the required connection parameters. - - ![DataSourceWizard_MSSQLServer](../../images/img117934.png) - - For instance, if you selected the **Microsoft SQL Server** data provider, the following options should be specified. - * **Server name** - - Specify the name of the MS SQL server to which the connection should be established. - * **Authentication type** - - Specify the authentication mode of the MS SQL Server. You can choose whether to use _Windows authentication_ or _Server authentication_. - * **User name** - - Specify the user name used to authenticate to the MS SQL server. - * **Password** - - Specify the password used to authenticate to the MS SQL server. - * **Database** - - Select the database that contains required data. -4. After you have specified the required connection parameters, click **Next** and specify how to select data from the database. - - ![DataSourceWizard_Query](../../images/img117952.png) - * Select the **Query** option and run the [Query Builder](../work-with-data/using-the-query-builder.md) by clicking the **Run Query Builder...** button. The Query Builder allows you to choose the required tables/columns visually and passes the resulting SQL query to the **SQL String** editor. Click **Finish** to create the data source. - * Select the **Stored Procedure** option to select one of the [stored procedure](../work-with-data/stored-procedures.md)s from the database. - - Click **Next**. -5. On the final page, you can optionally add [query parameters](../work-with-data/pass-query-parameters.md) and [preview](../work-with-data/preview-data.md) data. - - ![DataSourceWizard_AddQueryParameters](../../images/img118003.png) - +--- +title: Connecting to SQL Databases +author: Natalia Kazakova +legacyId: 16525 +--- +# Connecting to SQL Databases +The Dashboard Designer provides the capability to connect to multiple types of SQL databases using the **Data Source** wizard. This tutorial describes how to establish a connection to any supported database and select the required data. + +To connect to an SQL database in the Dashboard Designer, follow the steps below. +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![DataBinding_NewDataSource](../../images/img18472.png) +2. On the first page of the invoked **Data Source Wizard** dialog, select the required data provider and click **Next**. + + ![DataSourceWizard_Database](../../images/img117932.png) +3. On the next page, specify the required connection parameters. + + ![DataSourceWizard_MSSQLServer](../../images/img117934.png) + + For instance, if you selected the **Microsoft SQL Server** data provider, the following options should be specified. + * **Server name** + + Specify the name of the MS SQL server to which the connection should be established. + * **Authentication type** + + Specify the authentication mode of the MS SQL Server. You can choose whether to use _Windows authentication_ or _Server authentication_. + * **User name** + + Specify the user name used to authenticate to the MS SQL server. + * **Password** + + Specify the password used to authenticate to the MS SQL server. + * **Database** + + Select the database that contains required data. +4. After you have specified the required connection parameters, click **Next** and specify how to select data from the database. + + ![DataSourceWizard_Query](../../images/img117952.png) + * Select the **Query** option and run the [Query Builder](../work-with-data/using-the-query-builder.md) by clicking the **Run Query Builder...** button. The Query Builder allows you to choose the required tables/columns visually and passes the resulting SQL query to the **SQL String** editor. Click **Finish** to create the data source. + * Select the **Stored Procedure** option to select one of the [stored procedure](../work-with-data/stored-procedures.md)s from the database. + + Click **Next**. +5. On the final page, you can optionally add [query parameters](../work-with-data/pass-query-parameters.md) and [preview](../work-with-data/preview-data.md) data. + + ![DataSourceWizard_AddQueryParameters](../../images/img118003.png) + Click **Finish** to create the data source. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/data-processing-modes.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/data-processing-modes.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/data-processing-modes.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/data-processing-modes.md index 10642eb569..8b4d0cdd94 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/data-processing-modes.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/data-processing-modes.md @@ -1,46 +1,46 @@ ---- -title: Data Processing Modes -author: Natalia Kazakova -legacyId: 17238 ---- -# Data Processing Modes -DevExpress Dashboard supports two data processing modes that are used to perform data-related operations (such as grouping, filtering, etc.). -* In **server mode**, data-related operations are performed on the database server side. For instance, when you apply [filtering](../data-shaping/filtering.md) to a dashboard item, the Dashboard Designer requests the required data automatically by sending a query containing a corresponding SELECT statement with the specified WHERE clause. -* In **client mode**, data-related operations are performed on the workstation side. In this mode, a compressed snapshot of aggregated data is loaded into a workstation memory. This reduces memory consumption and improves the speed of client-side data shaping operations using several techniques: data compression, various data grouping and multi-threading algorithms, etc. - -> [!TIP] -> Note that performance in **server**/**client** modes depends on multiple factors such as database structure, server workload, etc. To decide which mode to use, test both. - -> [!NOTE] -> In [OLAP](connecting-to-olap-cubes.md) mode, data processing is performed using the _server mode_ specified for the Analysis Services instance. To learn more, see [Determine the Server Mode of an Analysis Services Instance](https://msdn.microsoft.com/en-us/library/gg471594.aspx). - -## Change Data Processing Mode -Different data source types allow you to manage the current data processing mode in different ways. -* For [SQL data sources](connecting-to-sql-databases.md), you can switch between data processing modes manually. To enable or disable **server mode** for the [selected](../ui-elements/data-source-browser.md) data source, use the **Server Mode** button located on the **Data Source** ribbon tab. - - ![ServerModeButton_Ribbon](../../images/img23212.png) - - **Server mode** is supported for the SQL data sources created using the Data Source wizard and supplied with data using the [Query Builder](../work-with-data/using-the-query-builder.md). -* [Excel Data Source](binding-to-microsoft-excel-workbooks.md) supports **client mode** only. -* [Extract Data Source](binding-to-extract-data-sources.md) works in **client mode**. - -## Server Mode Limitations -In **server mode**, the Dashboard does not have simultaneous access to bound data in its entirety. This imposes some limitations. -* [Stored procedures](../work-with-data/stored-procedures.md) are not supported in server mode. -* Stored procedures executed using custom SQL are not supported in server mode. -* Some [calculated fields](../work-with-data/creating-calculated-fields.md) cannot be evaluated in server mode. -* The [Count Distinct](../data-shaping/summarization.md) summary function is not supported for the following database engines: - * Microsoft Access - * Microsoft SQL Server CE -* The [Median](../data-shaping/summarization.md) summary function is supported for the Oracle data provider only. -* The [Bound Image](../dashboard-item-settings/images/image-types-overview.md) and [Grid](../dashboard-item-settings/grid.md) dashboard items cannot display images from the following types of databases: - * Microsoft SQL Server - * MySQL - * PostgreSQL - -## Data Processing Errors -The Dashboard Designer provides the capability to display errors that occurred during data processing operations (such as changing measure [summary types](../data-shaping/summarization.md), [calculation](../data-analysis/window-calculations.md) errors, etc.). For instance, the [Grid](../dashboard-item-settings/grid.md) below shows an error when the summary type of the _Extended Price_ measure is set to [Median](../data-shaping/summarization.md) in server mode. - -![ErrorInCaption_ServerMode](../../images/img123959.png) - +--- +title: Data Processing Modes +author: Natalia Kazakova +legacyId: 17238 +--- +# Data Processing Modes +DevExpress Dashboard supports two data processing modes that are used to perform data-related operations (such as grouping, filtering, etc.). +* In **server mode**, data-related operations are performed on the database server side. For instance, when you apply [filtering](../data-shaping/filtering.md) to a dashboard item, the Dashboard Designer requests the required data automatically by sending a query containing a corresponding SELECT statement with the specified WHERE clause. +* In **client mode**, data-related operations are performed on the workstation side. In this mode, a compressed snapshot of aggregated data is loaded into a workstation memory. This reduces memory consumption and improves the speed of client-side data shaping operations using several techniques: data compression, various data grouping and multi-threading algorithms, etc. + +> [!TIP] +> Note that performance in **server**/**client** modes depends on multiple factors such as database structure, server workload, etc. To decide which mode to use, test both. + +> [!NOTE] +> In [OLAP](connecting-to-olap-cubes.md) mode, data processing is performed using the _server mode_ specified for the Analysis Services instance. To learn more, see [Determine the Server Mode of an Analysis Services Instance](https://msdn.microsoft.com/en-us/library/gg471594.aspx). + +## Change Data Processing Mode +Different data source types allow you to manage the current data processing mode in different ways. +* For [SQL data sources](connecting-to-sql-databases.md), you can switch between data processing modes manually. To enable or disable **server mode** for the [selected](../ui-elements/data-source-browser.md) data source, use the **Server Mode** button located on the **Data Source** ribbon tab. + + ![ServerModeButton_Ribbon](../../images/img23212.png) + + **Server mode** is supported for the SQL data sources created using the Data Source wizard and supplied with data using the [Query Builder](../work-with-data/using-the-query-builder.md). +* [Excel Data Source](binding-to-microsoft-excel-workbooks.md) supports **client mode** only. +* [Extract Data Source](binding-to-extract-data-sources.md) works in **client mode**. + +## Server Mode Limitations +In **server mode**, the Dashboard does not have simultaneous access to bound data in its entirety. This imposes some limitations. +* [Stored procedures](../work-with-data/stored-procedures.md) are not supported in server mode. +* Stored procedures executed using custom SQL are not supported in server mode. +* Some [calculated fields](../work-with-data/creating-calculated-fields.md) cannot be evaluated in server mode. +* The [Count Distinct](../data-shaping/summarization.md) summary function is not supported for the following database engines: + * Microsoft Access + * Microsoft SQL Server CE +* The [Median](../data-shaping/summarization.md) summary function is supported for the Oracle data provider only. +* The [Bound Image](../dashboard-item-settings/images/image-types-overview.md) and [Grid](../dashboard-item-settings/grid.md) dashboard items cannot display images from the following types of databases: + * Microsoft SQL Server + * MySQL + * PostgreSQL + +## Data Processing Errors +The Dashboard Designer provides the capability to display errors that occurred during data processing operations (such as changing measure [summary types](../data-shaping/summarization.md), [calculation](../data-analysis/window-calculations.md) errors, etc.). For instance, the [Grid](../dashboard-item-settings/grid.md) below shows an error when the summary type of the _Extended Price_ measure is set to [Median](../data-shaping/summarization.md) in server mode. + +![ErrorInCaption_ServerMode](../../images/img123959.png) + To see the error message, hover the mouse pointer over the ![CaptionErrorIcon](../../images/img123960.png) icon. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/supported-data-sources.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/supported-data-sources.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/supported-data-sources.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/supported-data-sources.md index a2f4147c93..f0ba394b94 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/supported-data-sources.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/provide-data/supported-data-sources.md @@ -1,139 +1,139 @@ ---- -title: Supported Data Sources -author: Natalia Kazakova -legacyId: 17239 ---- -# Supported Data Sources -The Dashboard Designer allows you to establish a connection to various data sources such as SQL databases, Microsoft Excel workbooks, XML/CSV data files or OLAP cubes. - -The following data source types are supported: -* [SQL Data Source](#sql-data-source) -* [OLAP Data Source](#olap-data-source) -* [Microsoft Excel Workbooks/CSV Files](#microsoft-excel-workbookscsv-files) -* [JSON Data Source](#json-data-source) -* [XPO Data Source](#xpo-data-source) -* [Extract Data Source](#extract-data-source) -* [Object Data Source](#object-data-source) -* [Entity Framework Data Source](#entity-framework-data-source) -* [Federated Data Source](#federated-data-source) -* [MongoDB](#mongodb) - - -## SQL Data Source -To connect to various SQL databases, the Dashboard Designer requires corresponding providers to be installed on your machine. The table below lists the supported data sources and the required data providers. - -| SQL Data Source | Supported Versions | Provider | Database Provider Assembly | Download link | -|---|---|---|---|---| -| Microsoft SQL Server | 2005, 2008, 2008R2, 2012, 2014, 2016, 2005 Express Edition, 2008 R2 Express, 2012 Express, 2014 Express, 2016 Express, Azure SQL Database | .NET Framework Data Provider for SQL Server | System.Data.dll | Included in .NET Framework | -| Microsoft Access | 2000 or higher | Microsoft Jet OLE DB Provider / Microsoft Access Database Engine (ACE) | System.Data.dll | Microsoft Access 2000-2003 - [Microsoft Jet 4.0 Database Engine](https://support.microsoft.com/en-us/kb/239114) / Microsoft Access 2007 and later - [Access Database Engine](https://www.microsoft.com/en-us/download/details.aspx?id=13255) | -| Microsoft SQL Server CE | 3.5, 4.0 | .NET Framework Data Provider for SQL Server Compact | System.Data.SqlServerCe.dll | Included in .NET Framework | -| Oracle Database | 9i or higher | Oracle Data Provider for .NET / .NET Framework Data Provider for Oracle | Oracle.DataAccess.dll, Oracle.ManagedDataAccess.dll, System.Data.OracleClient.dll | [Download link](http://www.oracle.com/technetwork/topics/dotnet/index-085163.html) (Included in .NET Framework) | -| Amazon Redshift | n/a | .NET data provider for PostgreSQL | Npgsql.dll | [Download link](http://www.npgsql.org/) | -| Google BigQuery | n/a | DevExpress.DataAccess.BigQuery ADO.NET provider | DevExpress.DataAccess.BigQuery.dll | [Download link](https://www.nuget.org/packages/DevExpress.DataAccess.BigQuery) | -| Teradata | 13.0 or higher | .NET Data Provider for Teradata | Teradata.Client.Provider.dll | [Download link](https://downloads.teradata.com/download/connectivity/net-data-provider-for-teradata) | -| SAP HANA| 2.0 or higher| SAP HANA Client 2.0 | Sap.Data.Hana.Core.v2.1.dll| [Download link](https://tools.hana.ondemand.com/#hanatools) -| SAP Sybase Advantage | Advantage Database Server 9.1 or higher | Advantage .NET Data Provider | Advantage.Data.Provider.dll | [Download link](http://devzone.advantagedatabase.com/dz/content.aspx?Key=20&Release=19&Product=4&Platform=11) | -| SAP Sybase ASE | Sybase Adaptive Server 12.0 or higher | SAP Sybase ASE Database Client | Sybase.Data.AseClient.dll | [Download link](http://scn.sap.com/community/developer-center/oltp-db) | -| SAP SQL Anywhere | 11 or higher | SAP SQL Anywhere Database Client | iAnywhere.Data.SQLAnywhere.dll | [Download link](http://scn.sap.com/docs/DOC-35857?d96a349c52fc4f68eea46a47ccb3d360) | -| IBM DB2 | 9.5 or higher | ADO.Net client from IBM | IBM.Data.DB2.dll | [Download link](https://www-01.ibm.com/support/docview.wss?rs=4020&uid=swg21385217) | -| Firebird | 1.5 or higher, Dialect 3 | Firebird ADO.NET Data Provider | FirebirdSql.Data.Firebird.dll, FirebirdSql.Data.FirebirdClient.dll | [Download link](http://firebirdsql.org/en/net-provider/) | -| MySQL | 4.1 or higher | ADO.NET driver for MySQL | MySql.Data.dll | [Download link](http://dev.mysql.com/downloads/connector/net/) | -| Pervasive PSQL | 9.x or higher | PSQL ADO.NET Data Provider | Pervasive.Data.SqlClient.dll | [Download link](http://www.pervasive.com/database/Home/Products/psqlv12.aspx) | -| PostgreSQL | 7.x or higher | .NET data provider for PostgreSQL | Npgsql.dll | [Download link](http://www.npgsql.org/) | -| VistaDB | 4, 5, 6 | VistaDB ADO.NET Provider | VistaDB.5.NET40.dll | [Download link](http://www.gibraltarsoftware.com/VistaDB) | -| SQLite | 3.x | ADO.NET provider for SQLite | System.Data.SQLite.dll | [Download link](https://system.data.sqlite.org/index.html/doc/trunk/www/index.wiki) | -| XML file | n/a | n/a | n/a | n/a | - -See the following topic for information on how to create a connection to a SQL data source: [Binding to SQL databases](connecting-to-sql-databases.md). - -## OLAP Data Source -To use the OLAP data source, the Dashboard Designer requires Microsoft Analysis Services OLE DB and Microsoft ADOMD.NET providers to be installed on your machine. Refer to the following topic for more information: [Data providers used for Analysis Services connections](https://msdn.microsoft.com/en-us/library/dn141152.aspx#bkmk_OLE). - -The following OLAP servers are supported: -* Microsoft SQL Server 2000 Analysis Services -* Microsoft SQL Server 2005 Analysis Services -* Microsoft SQL Server 2008 Analysis Services -* Microsoft SQL Server 2008 R2 Analysis Services -* Microsoft SQL Server 2012 Analysis Services (Multi-dimensional mode) -* Microsoft SQL Server 2014 Analysis Services (Multi-dimensional mode) -* Microsoft SQL Server 2016 Analysis Services (Multi-dimensional mode) - -To create a connection to an OLAP cube data source, see [Binding to OLAP cubes](connecting-to-olap-cubes.md). - -## Microsoft Excel Workbooks/CSV Files -The following Microsoft Excel/text formats are supported: -* XLS -* XLSX -* XLSM -* CSV - -To create a connection to Microsoft Excel workbooks or CSV files, see [Binding to Microsoft Excel Workbooks](binding-to-microsoft-excel-workbooks.md). - -## JSON Data Source -The JSON data source retrieves data from: -* Web-service endpoint -* text file -* string - - -To create a JSON data source and specify connection parameters in the **Data Source Wizard**, see [Binding to JSON Data Sources](binding-to-json-data-sources.md). - -## XPO Data Source -The XPO data source gets data from **eXpress Persistent Objects**. -To create an XPO data source and specify connection parameters, see [Binding to XPO Data Sources](binding-to-XPO-data-sources.md). - -## Extract Data Source - -**Extract Data Source** is a compressed snapshot of data from a regular data source. -This data is saved to a local file and can be updated from the original data source at any time. - - ![Extract data source](../../images/extract-data-source.png) - - The extract data file is optimized for data grouping. It reduces the initial dashboard load time. - A special in-memory cache allows you to improve performance when accessing extract data. - - To create an Extract data source and specify connection parameters, see [Binding to Extract Data Sources](binding-to-extract-data-sources.md). - - -## Object Data Source - -The Dashboard Designer allows you to connect to an object data source defined in a separate class within the current project. - -To create a connection to an Object data source, see [Binding to Object Data Sources](binding-to-object-data-sources.md). - -## Entity Framework Data Source - -Use the available data context to connect to EF data source. - -To create a connection to an EF data source, see [Connect to EF Data Sources](connect-to-ef-data-sources.md). - - - ## Federated Data Source - - A federated data source integrates different data sources and provides uniform data access with a federated query. - - Federated data source supports the following data source types: - -* [SQL Data Source](#sql-data-source) -* [Excel Data Source](#microsoft-excel-workbookscsv-files) -* [Object Data Source](#object-data-source) -* [MongoDB](#mongodb) - -See the following topic for information on how to create a federated data source with the **Data Source Wizard**: [Binding to Federated Data Source](binding-to-federated-data-source.md). - -## MongoDB - -The Dashboard Designer allows you to connect to a MongoDB instance and stores data in JSON-like documents. - -The [MongoDB.Driver](https://www.nuget.org/packages/MongoDB.Driver) package should be installed in your project to supply MongoDB data at runtime. - -You can use MongoDB as the original data source to create an Extract database. MongoDB can be used to create a federated data source. - -You can filter the MongoDB data source and add calculated fields. - -Refer to the following article for more information on how to connect to MongoDB: [Binding to MongoDB](binding-to-mongodb.md). - - - - - +--- +title: Supported Data Sources +author: Natalia Kazakova +legacyId: 17239 +--- +# Supported Data Sources +The Dashboard Designer allows you to establish a connection to various data sources such as SQL databases, Microsoft Excel workbooks, XML/CSV data files or OLAP cubes. + +The following data source types are supported: +* [SQL Data Source](#sql-data-source) +* [OLAP Data Source](#olap-data-source) +* [Microsoft Excel Workbooks/CSV Files](#microsoft-excel-workbookscsv-files) +* [JSON Data Source](#json-data-source) +* [XPO Data Source](#xpo-data-source) +* [Extract Data Source](#extract-data-source) +* [Object Data Source](#object-data-source) +* [Entity Framework Data Source](#entity-framework-data-source) +* [Federated Data Source](#federated-data-source) +* [MongoDB](#mongodb) + + +## SQL Data Source +To connect to various SQL databases, the Dashboard Designer requires corresponding providers to be installed on your machine. The table below lists the supported data sources and the required data providers. + +| SQL Data Source | Supported Versions | Provider | Database Provider Assembly | Download link | +|---|---|---|---|---| +| Microsoft SQL Server | 2005, 2008, 2008R2, 2012, 2014, 2016, 2005 Express Edition, 2008 R2 Express, 2012 Express, 2014 Express, 2016 Express, Azure SQL Database | .NET Framework Data Provider for SQL Server | System.Data.dll | Included in .NET Framework | +| Microsoft Access | 2000 or higher | Microsoft Jet OLE DB Provider / Microsoft Access Database Engine (ACE) | System.Data.dll | Microsoft Access 2000-2003 - [Microsoft Jet 4.0 Database Engine](https://support.microsoft.com/en-us/kb/239114) / Microsoft Access 2007 and later - [Access Database Engine](https://www.microsoft.com/en-us/download/details.aspx?id=13255) | +| Microsoft SQL Server CE | 3.5, 4.0 | .NET Framework Data Provider for SQL Server Compact | System.Data.SqlServerCe.dll | Included in .NET Framework | +| Oracle Database | 9i or higher | Oracle Data Provider for .NET / .NET Framework Data Provider for Oracle | Oracle.DataAccess.dll, Oracle.ManagedDataAccess.dll, System.Data.OracleClient.dll | [Download link](http://www.oracle.com/technetwork/topics/dotnet/index-085163.html) (Included in .NET Framework) | +| Amazon Redshift | n/a | .NET data provider for PostgreSQL | Npgsql.dll | [Download link](http://www.npgsql.org/) | +| Google BigQuery | n/a | DevExpress.DataAccess.BigQuery ADO.NET provider | DevExpress.DataAccess.BigQuery.dll | [Download link](https://www.nuget.org/packages/DevExpress.DataAccess.BigQuery) | +| Teradata | 13.0 or higher | .NET Data Provider for Teradata | Teradata.Client.Provider.dll | [Download link](https://downloads.teradata.com/download/connectivity/net-data-provider-for-teradata) | +| SAP HANA| 2.0 or higher| SAP HANA Client 2.0 | Sap.Data.Hana.Core.v2.1.dll| [Download link](https://tools.hana.ondemand.com/#hanatools) +| SAP Sybase Advantage | Advantage Database Server 9.1 or higher | Advantage .NET Data Provider | Advantage.Data.Provider.dll | [Download link](http://devzone.advantagedatabase.com/dz/content.aspx?Key=20&Release=19&Product=4&Platform=11) | +| SAP Sybase ASE | Sybase Adaptive Server 12.0 or higher | SAP Sybase ASE Database Client | Sybase.Data.AseClient.dll | [Download link](http://scn.sap.com/community/developer-center/oltp-db) | +| SAP SQL Anywhere | 11 or higher | SAP SQL Anywhere Database Client | iAnywhere.Data.SQLAnywhere.dll | [Download link](http://scn.sap.com/docs/DOC-35857?d96a349c52fc4f68eea46a47ccb3d360) | +| IBM DB2 | 9.5 or higher | ADO.Net client from IBM | IBM.Data.DB2.dll | [Download link](https://www-01.ibm.com/support/docview.wss?rs=4020&uid=swg21385217) | +| Firebird | 1.5 or higher, Dialect 3 | Firebird ADO.NET Data Provider | FirebirdSql.Data.Firebird.dll, FirebirdSql.Data.FirebirdClient.dll | [Download link](http://firebirdsql.org/en/net-provider/) | +| MySQL | 4.1 or higher | ADO.NET driver for MySQL | MySql.Data.dll | [Download link](http://dev.mysql.com/downloads/connector/net/) | +| Pervasive PSQL | 9.x or higher | PSQL ADO.NET Data Provider | Pervasive.Data.SqlClient.dll | [Download link](http://www.pervasive.com/database/Home/Products/psqlv12.aspx) | +| PostgreSQL | 7.x or higher | .NET data provider for PostgreSQL | Npgsql.dll | [Download link](http://www.npgsql.org/) | +| VistaDB | 4, 5, 6 | VistaDB ADO.NET Provider | VistaDB.5.NET40.dll | [Download link](http://www.gibraltarsoftware.com/VistaDB) | +| SQLite | 3.x | ADO.NET provider for SQLite | System.Data.SQLite.dll | [Download link](https://system.data.sqlite.org/index.html/doc/trunk/www/index.wiki) | +| XML file | n/a | n/a | n/a | n/a | + +See the following topic for information on how to create a connection to a SQL data source: [Binding to SQL databases](connecting-to-sql-databases.md). + +## OLAP Data Source +To use the OLAP data source, the Dashboard Designer requires Microsoft Analysis Services OLE DB and Microsoft ADOMD.NET providers to be installed on your machine. Refer to the following topic for more information: [Data providers used for Analysis Services connections](https://msdn.microsoft.com/en-us/library/dn141152.aspx#bkmk_OLE). + +The following OLAP servers are supported: +* Microsoft SQL Server 2000 Analysis Services +* Microsoft SQL Server 2005 Analysis Services +* Microsoft SQL Server 2008 Analysis Services +* Microsoft SQL Server 2008 R2 Analysis Services +* Microsoft SQL Server 2012 Analysis Services (Multi-dimensional mode) +* Microsoft SQL Server 2014 Analysis Services (Multi-dimensional mode) +* Microsoft SQL Server 2016 Analysis Services (Multi-dimensional mode) + +To create a connection to an OLAP cube data source, see [Binding to OLAP cubes](connecting-to-olap-cubes.md). + +## Microsoft Excel Workbooks/CSV Files +The following Microsoft Excel/text formats are supported: +* XLS +* XLSX +* XLSM +* CSV + +To create a connection to Microsoft Excel workbooks or CSV files, see [Binding to Microsoft Excel Workbooks](binding-to-microsoft-excel-workbooks.md). + +## JSON Data Source +The JSON data source retrieves data from: +* Web-service endpoint +* text file +* string + + +To create a JSON data source and specify connection parameters in the **Data Source Wizard**, see [Binding to JSON Data Sources](binding-to-json-data-sources.md). + +## XPO Data Source +The XPO data source gets data from **eXpress Persistent Objects**. +To create an XPO data source and specify connection parameters, see [Binding to XPO Data Sources](binding-to-XPO-data-sources.md). + +## Extract Data Source + +**Extract Data Source** is a compressed snapshot of data from a regular data source. +This data is saved to a local file and can be updated from the original data source at any time. + + ![Extract data source](../../images/extract-data-source.png) + + The extract data file is optimized for data grouping. It reduces the initial dashboard load time. + A special in-memory cache allows you to improve performance when accessing extract data. + + To create an Extract data source and specify connection parameters, see [Binding to Extract Data Sources](binding-to-extract-data-sources.md). + + +## Object Data Source + +The Dashboard Designer allows you to connect to an object data source defined in a separate class within the current project. + +To create a connection to an Object data source, see [Binding to Object Data Sources](binding-to-object-data-sources.md). + +## Entity Framework Data Source + +Use the available data context to connect to EF data source. + +To create a connection to an EF data source, see [Connect to EF Data Sources](connect-to-ef-data-sources.md). + + + ## Federated Data Source + + A federated data source integrates different data sources and provides uniform data access with a federated query. + + Federated data source supports the following data source types: + +* [SQL Data Source](#sql-data-source) +* [Excel Data Source](#microsoft-excel-workbookscsv-files) +* [Object Data Source](#object-data-source) +* [MongoDB](#mongodb) + +See the following topic for information on how to create a federated data source with the **Data Source Wizard**: [Binding to Federated Data Source](binding-to-federated-data-source.md). + +## MongoDB + +The Dashboard Designer allows you to connect to a MongoDB instance and stores data in JSON-like documents. + +The [MongoDB.Driver](https://www.nuget.org/packages/MongoDB.Driver) package should be installed in your project to supply MongoDB data at runtime. + +You can use MongoDB as the original data source to create an Extract database. MongoDB can be used to create a federated data source. + +You can filter the MongoDB data source and add calculated fields. + +Refer to the following article for more information on how to connect to MongoDB: [Binding to MongoDB](binding-to-mongodb.md). + + + + + diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/save-a-dashboard.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/save-a-dashboard.md new file mode 100644 index 0000000000..c1c711fbc1 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/save-a-dashboard.md @@ -0,0 +1,27 @@ +--- +title: Save a Dashboard +author: Natalia Kazakova +legacyId: 16519 +--- +# Save a Dashboard +A dashboard provides the capability to save a dashboard definition (dashboard items, data sources, data binding, layout settings, etc.) to an XML file, and restore the dashboard from an XML file. + +## Saving a Dashboard +Once a dashboard is designed, you can save its definition to an XML file. In the **Dashboard Designer**, this can be accomplished in the following ways. +* You can save the dashboard by clicking the **Save** or **Save As** button in the Ribbon menu of the Designer. + + ![SaveButtons](../images/img20050.png) + + This invokes the **Save As** dialog, which allows you to locate the folder in which you wish to store your file. +* The dashboard can be saved when the window containing the Dashboard Designer is closed. If the dashboard has been modified since the last save, a save confirmation dialog will be invoked. + + ![SaveConfirmationDialog](../images/img20053.png) + +## Loading a Dashboard +A dashboard previously saved to an XML file can be loaded to the Dashboard Designer. + +You can open the dashboard by clicking the **Open** button in the Ribbon menu of the Designer. + +![OpenButton](../images/img20055.png) + +This invokes the **Open File** dialog, which allows you to locate the required dashboard XML file. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements.md new file mode 100644 index 0000000000..cbef69398b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements.md @@ -0,0 +1,13 @@ +--- +title: UI Elements +author: Natalia Kazakova +legacyId: 17251 +--- +# UI Elements +The topics in this section describe the main elements of a **Dashboard Designer** application. + +This section consists of the following topics: +* [Data Source Browser](ui-elements/data-source-browser.md) +* [Data Items Pane](ui-elements/data-items-pane.md) +* [Print Preview](ui-elements/print-preview.md) +* [Dashboard Surface](ui-elements/dashboard-surface.md) diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/dashboard-surface.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/dashboard-surface.md new file mode 100644 index 0000000000..75dbba5359 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/dashboard-surface.md @@ -0,0 +1,15 @@ +--- +title: Dashboard Surface +author: Margarita Zakhodyaeva +--- + +# Dashboard Surface + +The **Dashboard Surface** is the rectangular area that displays the dashboard that you are designing. This area includes [dashboard items](../dashboard-item-settings.md) and the [dashboard title](../dashboard-layout/dashboard-title.md). + +![EUDesigner_DashboardSurface](../../images/eudesigner_dashboardsurface26155.png) + +You can configure a dashboard layout in the UI: + +* [Dashboard Items Layout](../dashboard-layout/dashboard-items-layout.md) +* [Dashboard Layout](../dashboard-layout.md) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/data-items-pane.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/data-items-pane.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/data-items-pane.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/data-items-pane.md index 8b1e6e0fde..25929881e0 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/data-items-pane.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/data-items-pane.md @@ -1,21 +1,21 @@ ---- -title: Data Items Pane -author: Natalia Kazakova -legacyId: 17253 ---- -# Data Items Pane -The **DATA ITEMS** pane is placed side-by-side with the [Data Source Browser](data-source-browser.md), and allows you to create and modify data binding using drag-and-drop operations. - -To learn how to bind dashboard items to data source fields, see the [Bind Dashboard Items to Data](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) topic. - -![UIElements_DataItemsArea_Area](../../images/img20852.png) - -The DATA ITEMS pane can contain the following elements. -* **Data Item placeholder** - used to create a data binding using drag-and-drop operations. -* **Data Item** - identifies a data binding by mapping to a particular data source field. Each data item has the **Data Item menu** button, used to invoke a menu that allows you to perform various [data shaping](../data-shaping.md) operations. -* **Data Section** - corresponds to a particular dashboard item area or element. -* **Data Item container** - used to provide _data item_ sets (e.g., for calculating the difference between two measures). Data item containers have **Options** buttons that allow you to change specific dashboard item settings (e.g., to switch between chart series types or grid column types). -* **Sort indicator** - shows the current sort order for the data item. -* **Coloring indicator** - indicates whether coloring by hue is enabled for the data item. - +--- +title: Data Items Pane +author: Natalia Kazakova +legacyId: 17253 +--- +# Data Items Pane +The **DATA ITEMS** pane is placed side-by-side with the [Data Source Browser](data-source-browser.md), and allows you to create and modify data binding using drag-and-drop operations. + +To learn how to bind dashboard items to data source fields, see the [Bind Dashboard Items to Data](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) topic. + +![UIElements_DataItemsArea_Area](../../images/img20852.png) + +The DATA ITEMS pane can contain the following elements. +* **Data Item placeholder** - used to create a data binding using drag-and-drop operations. +* **Data Item** - identifies a data binding by mapping to a particular data source field. Each data item has the **Data Item menu** button, used to invoke a menu that allows you to perform various [data shaping](../data-shaping.md) operations. +* **Data Section** - corresponds to a particular dashboard item area or element. +* **Data Item container** - used to provide _data item_ sets (e.g., for calculating the difference between two measures). Data item containers have **Options** buttons that allow you to change specific dashboard item settings (e.g., to switch between chart series types or grid column types). +* **Sort indicator** - shows the current sort order for the data item. +* **Coloring indicator** - indicates whether coloring by hue is enabled for the data item. + Specific dashboard items have command buttons that allow you to perform various operations, for instance, to add a new pane to the chart dashboard item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/data-source-browser.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/data-source-browser.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/data-source-browser.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/data-source-browser.md index 583469282c..2c0bf94d72 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/data-source-browser.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/data-source-browser.md @@ -1,32 +1,32 @@ ---- -title: Data Source Browser -author: Natalia Kazakova -legacyId: 17252 ---- -# Data Source Browser -The **Data Source Browser** allows you to navigate through dashboard data sources. It displays the data source structure and allows you to [bind dashboard items](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) to the required data source fields using drag-and-drop operations. The Data Source Browser also enables you to manage [calculated fields](../work-with-data/creating-calculated-fields.md). - -![UIElements_DataSourceBrowser_Browser](../../images/img20675.png) - -The Data Source Browser contains the following elements. -* **Data Source** drop-down list - allows you to select the required data source. -* **Query/Data Member** drop-down list - allows you to select the required query or data member. -* The following **Command buttons** are available. - - The ![UIElements_DataSourceBrowser_GroupFieldsButton](../../images/img20695.png) button groups fields by type. - - The ![UIElements_DataSourceBrowser_SortAscendingButton](../../images/img20696.png) and ![UIElements_DataSourceBrowser_SortDescendingButton](../../images/img20697.png) buttons are used to switch the sort order. - - The ![DataSourceBrowser_RefreshFieldList](../../images/img118211.png) button is used to refresh the Field List. -* **Field List** displays data source fields. You can drag these fields to the [data item placeholders](data-items-pane.md) to specify data binding. - -The Data Source Browser identifies the following data field types. - -| Icon | Description | -|---|---| -| ![field-list-icon-boolean](../../images/img18791.png) | Boolean | -| ![field-list-icon-byte](../../images/img18792.png) | Byte | -| ![field-list-icon-date-time](../../images/img18795.png) | Date-time | -| ![field-list-icon-number](../../images/img18796.png) ![UIElements_DataSourceBrowser_FieldListIconNumericFloat](../../images/img20881.png) | Numeric | -| ![field-list-icon-string](../../images/img18798.png) | String | +--- +title: Data Source Browser +author: Natalia Kazakova +legacyId: 17252 +--- +# Data Source Browser +The **Data Source Browser** allows you to navigate through dashboard data sources. It displays the data source structure and allows you to [bind dashboard items](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) to the required data source fields using drag-and-drop operations. The Data Source Browser also enables you to manage [calculated fields](../work-with-data/creating-calculated-fields.md). + +![UIElements_DataSourceBrowser_Browser](../../images/img20675.png) + +The Data Source Browser contains the following elements. +* **Data Source** drop-down list - allows you to select the required data source. +* **Query/Data Member** drop-down list - allows you to select the required query or data member. +* The following **Command buttons** are available. + + The ![UIElements_DataSourceBrowser_GroupFieldsButton](../../images/img20695.png) button groups fields by type. + + The ![UIElements_DataSourceBrowser_SortAscendingButton](../../images/img20696.png) and ![UIElements_DataSourceBrowser_SortDescendingButton](../../images/img20697.png) buttons are used to switch the sort order. + + The ![DataSourceBrowser_RefreshFieldList](../../images/img118211.png) button is used to refresh the Field List. +* **Field List** displays data source fields. You can drag these fields to the [data item placeholders](data-items-pane.md) to specify data binding. + +The Data Source Browser identifies the following data field types. + +| Icon | Description | +|---|---| +| ![field-list-icon-boolean](../../images/img18791.png) | Boolean | +| ![field-list-icon-byte](../../images/img18792.png) | Byte | +| ![field-list-icon-date-time](../../images/img18795.png) | Date-time | +| ![field-list-icon-number](../../images/img18796.png) ![UIElements_DataSourceBrowser_FieldListIconNumericFloat](../../images/img20881.png) | Numeric | +| ![field-list-icon-string](../../images/img18798.png) | String | | ![field-list-icon-calculated-field](../../images/img18793.png) ![SummaryCalculatedFieldIcon](../../images/img118212.png) | [Calculated field](../work-with-data/creating-calculated-fields.md) | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/expression-editor.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/expression-editor.md similarity index 100% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/expression-editor.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/expression-editor.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/expression-editor/expression-operators-functions-and-constants.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/expression-editor/expression-operators-functions-and-constants.md similarity index 100% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/expression-editor/expression-operators-functions-and-constants.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/expression-editor/expression-operators-functions-and-constants.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor.md similarity index 100% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor/examples-of-using-the-filter-editor.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor/examples-of-using-the-filter-editor.md similarity index 100% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor/examples-of-using-the-filter-editor.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor/examples-of-using-the-filter-editor.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor/filter-data-via-the-filter-editor.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor/filter-data-via-the-filter-editor.md similarity index 100% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor/filter-data-via-the-filter-editor.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor/filter-data-via-the-filter-editor.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/print-preview.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/print-preview.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/print-preview.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/print-preview.md index 2e55e6110d..acbdda364f 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/print-preview.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/print-preview.md @@ -1,24 +1,24 @@ ---- -title: Print Preview -author: Natalia Kazakova -legacyId: 17254 ---- -# Print Preview -This document describes the **Print Preview** window, which displays the dashboard/dashboard item as it will appear on paper. - -![PrintPreviewRibbon](../../images/img22919.png) - -## Specific Options -In the Print Preview, you can change the orientation and size of the printed page, specify the margins, scale the document, etc. - -You can also customize printing options specific to a dashboard/dashboard item. To do this, click the **Options** button in the **Print** group. -When previewing the dashboard, the following **Options** dialog will be invoked. - -![PrintPreview_OptionsDialog_Dashboard](../../images/img22920.png) -* **Show Title** - Specifies whether or not to show the dashboard title/dashboard item caption as the printed document title. -* **Title** - Specifies the title of the printed document. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - +--- +title: Print Preview +author: Natalia Kazakova +legacyId: 17254 +--- +# Print Preview +This document describes the **Print Preview** window, which displays the dashboard/dashboard item as it will appear on paper. + +![PrintPreviewRibbon](../../images/img22919.png) + +## Specific Options +In the Print Preview, you can change the orientation and size of the printed page, specify the margins, scale the document, etc. + +You can also customize printing options specific to a dashboard/dashboard item. To do this, click the **Options** button in the **Print** group. +When previewing the dashboard, the following **Options** dialog will be invoked. + +![PrintPreview_OptionsDialog_Dashboard](../../images/img22920.png) +* **Show Title** - Specifies whether or not to show the dashboard title/dashboard item caption as the printed document title. +* **Title** - Specifies the title of the printed document. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + This dialog can contain different options, depending on the dashboard item. To learn more, see the documentation for the required [dashboard item](../../dashboard-viewer/dashboard-items.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/undo-and-redo-operations.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/undo-and-redo-operations.md new file mode 100644 index 0000000000..c120e9fae9 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/undo-and-redo-operations.md @@ -0,0 +1,17 @@ +--- +title: Undo and Redo Operations +author: Natalia Kazakova +legacyId: 17926 +--- +# Undo and Redo Operations +The **Dashboard Designer** keeps track of all user actions, and allows you to undo or repeat them using the **Undo**/**Redo** buttons. + +![UndoRedoButtons_Ribbon](../images/img23905.png) + +To undo/redo the last action, use the following buttons. + +![WinDesigner_UndoRedoSingleAction](../images/img127298.png) + +To undo/redo several actions at once, click the arrow next to **Undo**/**Redo** button and select the actions in the list that you want to undo/redo. + +![UndoButtonSeveralActions_Ribbon](../images/img23910.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data.md index e96094ea5d..5b8fe06157 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data.md @@ -1,19 +1,19 @@ ---- -title: Work with Data -author: Natalia Kazakova -legacyId: 114172 ---- -# Work with Data -The topics in this section describe how to work with data in a [connected](provide-data.md) data source. - -This section contains the following topics. -* [Edit Connection Parameters](work-with-data/edit-connection-parameters.md) -* [Using the Query Builder](work-with-data/using-the-query-builder.md) -* [Using the Query Editor](work-with-data/using-the-query-editor.md) -* [Manage SQL Queries](work-with-data/manage-sql-queries.md) -* [Filter Queries](work-with-data/filter-queries.md) -* [Pass Query Parameters](work-with-data/pass-query-parameters.md) -* [Stored Procedures](work-with-data/stored-procedures.md) -* [Preview Data](work-with-data/preview-data.md) -* [Creating Calculated Fields](work-with-data/creating-calculated-fields.md) +--- +title: Work with Data +author: Natalia Kazakova +legacyId: 114172 +--- +# Work with Data +The topics in this section describe how to work with data in a [connected](provide-data.md) data source. + +This section contains the following topics. +* [Edit Connection Parameters](work-with-data/edit-connection-parameters.md) +* [Using the Query Builder](work-with-data/using-the-query-builder.md) +* [Using the Query Editor](work-with-data/using-the-query-editor.md) +* [Manage SQL Queries](work-with-data/manage-sql-queries.md) +* [Filter Queries](work-with-data/filter-queries.md) +* [Pass Query Parameters](work-with-data/pass-query-parameters.md) +* [Stored Procedures](work-with-data/stored-procedures.md) +* [Preview Data](work-with-data/preview-data.md) +* [Creating Calculated Fields](work-with-data/creating-calculated-fields.md) * [Data Inspector](work-with-data/data-inspector.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/creating-calculated-fields.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/creating-calculated-fields.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/creating-calculated-fields.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/creating-calculated-fields.md index e24f004df3..ec5856c351 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/creating-calculated-fields.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/creating-calculated-fields.md @@ -1,57 +1,57 @@ ---- -title: Creating Calculated Fields -author: Natalia Kazakova -legacyId: 15765 ---- -# Creating Calculated Fields -The Dashboard Designer provides the capability to create calculated fields that allow you to apply complex expressions to data fields that are obtained from the dashboard's data source. You can use these fields in data visualizations as regular data source fields. -* [Creating a Calculated Field](#creating-a-calculated-field) -* [Editing a Calculated Field](#editing-a-calculated-field) - -> [!NOTE] -> Note that calculated fields are not supported for [OLAP](../provide-data/connecting-to-olap-cubes.md) data sources. - -## Creating a Calculated Field -After you have created a data source, you can add a new calculated field based on the existing data source fields. - -To create a calculated field, select the required data source (and the required [query](manage-sql-queries.md)/data member, if applicable) in the [Data Source Browser](../ui-elements/data-source-browser.md) and click the **Add Calculated Field** button in the Ribbon's Data Source tab... - -![CalculatedFileds_AddCalculatedFieldButton_Ribbon](../../images/img21578.png) - -...or right-click the Field List and select **Add Calculated Field** in the context menu. - -![CalculatedFileds_AddCalculatedField_ContextMenu](../../images/img21581.png) - -This invokes the **Expression Editor** dialog, which allows you to specify an [expression](../data-analysis/expression-constants-operators-and-functions.md) that will be used to obtain calculated field values. Here, you can construct the required expression. - -![CalculatedFileds_ExpressionEditor](../../images/img21580.png) - -You can use the following elements in expressions. -* Functions - - > [!NOTE] - > To learn how to use **Aggregate** functions, see [Aggregations](../data-analysis/aggregations.md). The [Expression Operators, Functions and Constants](../data-analysis/expression-constants-operators-and-functions.md) topic lists the functions (**DateTime**, **Math**, **String**, etc.) supported by expressions. -* Operators -* Columns -* Constants -* [Parameters](../data-analysis/using-dashboard-parameters.md) - -After the expression has been specified, click **OK**. This displays a new calculated field in the data source structure. - -![CalculatedFileds_DataSourceStructure](../../images/img21582.png) - -Now you can specify the required calculated field type, change its default name, etc. - -## Editing a Calculated Field -To edit a calculated field, use its context menu. - -![CalculatedFileds_FieldContextMenu](../../images/img21583.png) - -This menu contains the following items. - -| Item | Description | -|---|---| -| **Edit Expression...** | Invokes the Expression Editor dialog, which allows you to change an expression for an existing calculated field. | -| **Field Type** | Specifies the type of the calculated field. | -| **Rename** | Changes the calculated field name. | +--- +title: Creating Calculated Fields +author: Natalia Kazakova +legacyId: 15765 +--- +# Creating Calculated Fields +The Dashboard Designer provides the capability to create calculated fields that allow you to apply complex expressions to data fields that are obtained from the dashboard's data source. You can use these fields in data visualizations as regular data source fields. +* [Creating a Calculated Field](#creating-a-calculated-field) +* [Editing a Calculated Field](#editing-a-calculated-field) + +> [!NOTE] +> Note that calculated fields are not supported for [OLAP](../provide-data/connecting-to-olap-cubes.md) data sources. + +## Creating a Calculated Field +After you have created a data source, you can add a new calculated field based on the existing data source fields. + +To create a calculated field, select the required data source (and the required [query](manage-sql-queries.md)/data member, if applicable) in the [Data Source Browser](../ui-elements/data-source-browser.md) and click the **Add Calculated Field** button in the Ribbon's Data Source tab... + +![CalculatedFileds_AddCalculatedFieldButton_Ribbon](../../images/img21578.png) + +...or right-click the Field List and select **Add Calculated Field** in the context menu. + +![CalculatedFileds_AddCalculatedField_ContextMenu](../../images/img21581.png) + +This invokes the **Expression Editor** dialog, which allows you to specify an [expression](../data-analysis/expression-constants-operators-and-functions.md) that will be used to obtain calculated field values. Here, you can construct the required expression. + +![CalculatedFileds_ExpressionEditor](../../images/img21580.png) + +You can use the following elements in expressions. +* Functions + + > [!NOTE] + > To learn how to use **Aggregate** functions, see [Aggregations](../data-analysis/aggregations.md). The [Expression Operators, Functions and Constants](../data-analysis/expression-constants-operators-and-functions.md) topic lists the functions (**DateTime**, **Math**, **String**, etc.) supported by expressions. +* Operators +* Columns +* Constants +* [Parameters](../data-analysis/using-dashboard-parameters.md) + +After the expression has been specified, click **OK**. This displays a new calculated field in the data source structure. + +![CalculatedFileds_DataSourceStructure](../../images/img21582.png) + +Now you can specify the required calculated field type, change its default name, etc. + +## Editing a Calculated Field +To edit a calculated field, use its context menu. + +![CalculatedFileds_FieldContextMenu](../../images/img21583.png) + +This menu contains the following items. + +| Item | Description | +|---|---| +| **Edit Expression...** | Invokes the Expression Editor dialog, which allows you to change an expression for an existing calculated field. | +| **Field Type** | Specifies the type of the calculated field. | +| **Rename** | Changes the calculated field name. | | **Delete** | Removes the existing calculated field from the data source. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/data-inspector.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/data-inspector.md new file mode 100644 index 0000000000..26c57d955f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/data-inspector.md @@ -0,0 +1,32 @@ +--- +title: Data Inspector +author: Margarita Zakhodyaeva +--- +# Data Inspector +**Data Inspector** is a dialog window that displays raw and aggregated data. + + +## Overview + +To invoke the Data Inspector window, click the "Inspect Data" button ![](../../images/inspect-data-winforms.png) in the [dashboard item caption](../dashboard-layout/dashboard-item-caption.md) or select the "Inspect Data" context menu item. + + +## Aggregated (Displayed) Data + +The data shown as _Aggregated_ is retrieved from the dashboard item's data storage. + +![](../../images/data-inspector-aggr.png) + +The columns are: + +* [Dimensions](../dashboard-item-settings/grid/columns/dimension-column.md), except the **Sparkline**. +* [Measures](../dashboard-item-settings/grid/columns/measure-column.md). A list of dimensions does not include unbound measures (the measures without a DataMember, such as [Totals](../dashboard-item-settings/grid/totals.md) and the number of points in a [Cluster](../dashboard-item-settings/geo-point-maps/clustering.md). + * The [Sparkline](../dashboard-item-settings/grid/columns/sparkline-column.md) is displayed as a column. + +## Raw Data + +Raw data is the dashboard item's underlying data. + +Raw Data: + +![](../../images/data-inspector-raw.png) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/edit-connection-parameters.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/edit-connection-parameters.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/edit-connection-parameters.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/edit-connection-parameters.md index f623cea231..d84a07cddf 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/edit-connection-parameters.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/edit-connection-parameters.md @@ -1,19 +1,19 @@ ---- -title: Edit Connection Parameters -author: Natalia Kazakova -legacyId: 114167 ---- -# Edit Connection Parameters -After you [connected](../provide-data/connecting-to-sql-databases.md) to the data store and selected the required data, you can edit the connection parameters used to establish a connection. - -To edit connection parameters for the selected data source, click the **Edit Connection** button in the **Data Source** ribbon tab. - -![EditConnectionButton_Ribbon](../../images/img118181.png) - -In the invoked **Connection Editon** dialog, click **Next**. - -![ConnectionEditor_Page1](../../images/img118182.png) - -On the next page, you can specify new connection parameters. - +--- +title: Edit Connection Parameters +author: Natalia Kazakova +legacyId: 114167 +--- +# Edit Connection Parameters +After you [connected](../provide-data/connecting-to-sql-databases.md) to the data store and selected the required data, you can edit the connection parameters used to establish a connection. + +To edit connection parameters for the selected data source, click the **Edit Connection** button in the **Data Source** ribbon tab. + +![EditConnectionButton_Ribbon](../../images/img118181.png) + +In the invoked **Connection Editon** dialog, click **Next**. + +![ConnectionEditor_Page1](../../images/img118182.png) + +On the next page, you can specify new connection parameters. + ![ConnectionEditor_Page2](../../images/img118183.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/filter-queries.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/filter-queries.md new file mode 100644 index 0000000000..38ad0f5938 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/filter-queries.md @@ -0,0 +1,59 @@ +--- +title: Filter Queries +author: Natalia Kazakova +legacyId: 115239 +--- +# Filter Queries +SQL queries constructed in the [Query Builder](using-the-query-builder.md) can be filtered by including WHERE clauses to the query. Filtering can be applied to either underlying or aggregated data. You can also limit the number of returned records when filtering data. +* [Invoke the Filter Editor](#invoke-the-filter-editor) +* [Filter Data](#filter-data) +* [Add Limits](#add-limits) + +## Invoke the Filter Editor +To filter data in the Query Builder, click the **Filter...** button... in the **Data Source** ribbon tab... + +![EditQueriesButton_Ribbon](../../images/img118162.png) + +... or use a corresponding button within the [Query Builder](using-the-query-builder.md). This will invoke the Filter Editor dialog, which allows you to build filter criteria. + +![FilterEditorDialog_SqlDataSource](../../images/img121069.png) + +The **Filter** tab allows you to filter underlying data while the **Group Filter** tab provides the capability to filter data aggregated on the server side. + +## Filter Data +In the Filter Editor, you can compare a field value with the following objects. +* _A static value_ (represented by the ![Parameters_FilterEditor_CompareButton](../../images/img21820.png) icon). Click this button to switch to the next item mode ("another field value") to compare the field value with another field value. +* _Another field value_ (represented by the ![Parameters_FilterEditor_CompareButton2](../../images/img21824.png) icon). Click this button to switch to the next item mode (“parameter value”) to compare the field value with a parameter value. +* _A parameter value_ (represented by the ![Parameters_FilterEditor_CompareButton3](../../images/img21825.png) icon). Click this button to switch back to the initial mode ("static value") to compare the field value with a static value. + +Thus, you can pass the [query parameter](pass-query-parameters.md) to the filter string. To do this, click the ![Parameters_FilterEditor_CompareButton](../../images/img21820.png) button, then click the ![Parameters_FilterEditor_CompareButton2](../../images/img21824.png) button and finally click _<select a parameter>_. + +![FilterEditorDialog_AddParameterMenu](../../images/img121070.png) + +In the invoked popup menu, you can choose from the following options. +* **Add Query Parameter** - allows you to create a new [query parameter](pass-query-parameters.md). The following dialog will be invoked. + + ![CreateQueryParameterDialog](../../images/img121074.png) + + In this dialog, you can specify a parameter's name (**Name**), type (**Type**) and value (**Value**). + + If the current query already contains query parameters, they will be displayed within the popup menu. +* **Bind to** - allows you to pass a [dashboard parameter](../data-analysis/using-dashboard-parameters/creating-parameters.md) to a filter string. You can choose from the list of predefined dashboard parameters or create a new dashboard parameter by selecting **Add Dashboard Parameter**. If you selected **Add Dashboard Parameter**, the following dialog will be invoked. + + ![CreateDashboardParameterDialog](../../images/img121075.png) + + In this dialog, you can specify settings of the dashboard parameter to be created. To learn more, see [Creating Parameters](../data-analysis/using-dashboard-parameters/creating-parameters.md). + + After you specified the required settings, click **OK**. A new dashboard parameter along with a new query parameter will be created. Note that created dashboard and query parameters will be bound automatically. + +The **Group Filter** tab of the Filter Editor allows you to apply filtering to grouped/aggregated data fields by including HAVING clauses to the query. Grouping and aggregation are managed by the **Group By** and **Aggregate** options in the Query Builder. To learn more, see the **Edit Column Settings** paragraph in the [Query Builder](using-the-query-builder.md) topic. + +## Add Limits +The Filter Editor also allows you to limit the number of returned records. To do this, enable the **Select only** checkbox and specify the number of records to be returned. + +![FilterEditorDialog_TopSkip](../../images/img121073.png) + +You can also skip the required number of records in the returned dataset by specifying the **records starting with index** value. + +> [!NOTE] +> Note that the **Sorting type** should be specified in the Query Builder to enable the capability to skip the specified number of records. To learn how to apply sorting, see the **Edit Column Settings** paragraph in the [Query Builder](using-the-query-builder.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/manage-sql-queries.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/manage-sql-queries.md new file mode 100644 index 0000000000..ba99683827 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/manage-sql-queries.md @@ -0,0 +1,18 @@ +--- +title: Manage SQL Queries +author: Natalia Kazakova +legacyId: 114168 +--- +# Manage SQL Queries +After you [connect](../provide-data/connecting-to-sql-databases.md) to the data store and select the required data, you can edit the resulting query/[stored procedure](stored-procedures.md) or add another query/stored procedure to the data source. + +To manage queries for the current data source, use buttons from the **Query** group in the **Data Source** ribbon tab. + +![EditQueriesButton_Ribbon](../../images/img118162.png) + +You can perform the following actions. +* **Add Query** - Adds a new query to the data source. Clicking this button invokes the [Query Editor](using-the-query-editor.md) dialog that allows you to create a new query by invoking the [Query Builder](using-the-query-builder.md) or to select the existing [stored procedure](stored-procedures.md). +* **Edit** - Modifies the selected query/stored procedure using the [Query Editor](using-the-query-editor.md). +* **Rename** - Renames the selected query. +* **Filter** - Filters the selected query. To learn more, see the [Filter Queries](filter-queries.md) topic. +* **Delete** - Removes the selected query. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/pass-query-parameters.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/pass-query-parameters.md new file mode 100644 index 0000000000..27412de5c0 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/pass-query-parameters.md @@ -0,0 +1,21 @@ +--- +title: Pass Query Parameters +author: Natalia Kazakova +legacyId: 15763 +--- +# Pass Query Parameters +The [Query Builder](using-the-query-builder.md) allows you to add query parameters when creating a filter criteria. To specify settings of an added query parameter, click **Next** in the [Query Editor](using-the-query-editor.md) dialog. + +![QueryEditorDialog_CustomSqlWithParameter](../../images/img118169.png) + +On the next page, add a new parameter (using the **Add** button) and specify its settings. + +![QueryEditorDialog_Page2](../../images/img121065.png) +* **Name** - Specifies a parameter's name. +* **Type** - Specifies the parameter's type. +* **Expression** - Specifies whether an expression is used to specify a parameter's value. +* **Value** - Specifies the parameter's value. If the **Expression** check box is checked, you can invoke the **Expression Editor** dialog to specify the required [expression](../../dashboard-designer/data-analysis/expression-constants-operators-and-functions.md) or select an existing [dashboard parameter](../data-analysis/using-dashboard-parameters/creating-parameters.md) to pass to the SQL query. + +Use the **Remove** button to remove query parameters. + +Click the [Preview...](preview-data.md) button to preview the query result. Then, click **Finish** to complete query modification. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/preview-data.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/preview-data.md new file mode 100644 index 0000000000..750443fa21 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/preview-data.md @@ -0,0 +1,11 @@ +--- +title: Preview Data +author: Natalia Kazakova +legacyId: 114171 +--- +# Preview Data +The [Query Editor](using-the-query-editor.md) and [Query Builder](using-the-query-builder.md) allow you to preview data returned after a query/[stored procedure](stored-procedures.md) execution. To do this, click the **Preview...** button. + +![DataPreviewDialog_CustomSQLWithParameter](../../images/img118185.png) + +This invokes the **Data Preview** window containing data returned after executing the current query/stored procedure. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/stored-procedures.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/stored-procedures.md new file mode 100644 index 0000000000..811550a800 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/stored-procedures.md @@ -0,0 +1,19 @@ +--- +title: Stored Procedures +author: Natalia Kazakova +legacyId: 114170 +--- +# Stored Procedures +If you use a stored procedure to supply the dashboard with data, you should specify the stored procedure parameters. In the [Query Editor](using-the-query-editor.md) dialog, select the required stored procedure and click **Next**. + +![QueryEditorDialog_StoredProcedure](../../images/img118171.png) + +On the next page, you can specify the parameter settings. + +![QueryEditorDialog_StoredProcedureParameters](../../images/img118172.png) +* **Name** - Displays the parameter name. +* **Type** - Displays the parameter type. +* **Expression** - Specifies whether the expression is used to specify a parameter value. +* **Value** - Specifies a parameter value. If the **Expression** check box is checked, you can invoke the **Expression Editor** dialog to specify the required [expression](../../dashboard-designer/data-analysis/expression-constants-operators-and-functions.md) or select an existing [dashboard parameter](../data-analysis/using-dashboard-parameters.md) to use it as a stored procedure parameter. + +Click the [Preview...](preview-data.md) button to preview the query result. Then, click **Finish** to complete query modifying. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-builder.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-builder.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-builder.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-builder.md index e7e2dc31a3..6737644fd2 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-builder.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-builder.md @@ -1,98 +1,98 @@ ---- -title: Using the Query Builder -author: Natalia Kazakova -legacyId: 16526 ---- -# Using the Query Builder -In the **Query Builder** dialog, you can add data tables and views to the data source, and select which columns to include. The Query Builder automatically joins the related tables, so all you need to do is drag-and-drop. - -![DataBinding_QueryDesignerPanes](../../images/img24708.png) -* [Add Tables](#add-tables) -* [Join Tables](#join-tables) -* [Edit Column Settings](#edit-column-settings) -* [Filter Data](#filter-data) -* [Customize SQL Query](#customize-sql-query) -* [Preview Data](#preview-data) - -## Add Tables -To add the required tables/views to a data source, double-click the table (or view) or drag-and-drop it from the **Tables** pane onto the **Diagram** pane. - -![DataBinding_QueryDesigner_Drag-And-Drop](../../images/img18487.png) - -Then, select the required columns. - -![DataBinding_QueryDesigner_SelectColumns](../../images/img18486.png) - -## Join Tables -Note that if at least one table has been added to the **Diagram** pane, the **Tables** pane highlights tables that have a relationship with any of the recently added tables. - -![QueryBuilder_HighlightedTables](../../images/img123530.png) - -To join the already added table with an another table, do one of the following. -* Click the ![QueryBuilder_JoinPlusIcon](../../images/img125149.png) button next to the foreign key column (_SupplierID_ and _CategoryID_ in the image above). -* Drag and drop the highlighted table from the **Tables** pane to **Diagram** pane. - -The Query Builder will display a relationship between tables. - -![QueryBuilder_JoinedTables](../../images/img127042.png) - -To edit this relation, select it and use its context menu. - -![QueryBuilder_RelationContextMenu](../../images/img127043.png) - -The following commands are available. -* **Edit Relation** - Allows you to edit the selected relation. Clicking this menu item invokes the **Join Editor** dialog. - - ![QueryBuilder_JoinEditorNew](../../images/img127044.png) - - First, check the join type. You can specify it in the **Join type** combo box (_Inner join_ or _Left outer join_). - To edit column and table names in the existing condition, click the name you wish to replace and choose a different name from the popup menu. - - > [!NOTE] - > Note that the **Join Editor** dialog will be invoked automatically if you join tables that do not have a relationship at the database level. -* **Delete Relation** - Removes the selected relation. Note that this action removes the joined table(s). - -## Edit Column Settings -After you have added the tables and selected the required columns, you can change settings for each column in the **Grid** pane. - -![QueryBuilder_GridPane](../../images/img119322.png) - -The following settings are available for each column. -* Use **Column** to select the required column from the combo box or add a new column. If necessary, you can customize a column expression. To do this, click the ellipsis button for the required column and specify the [expression](../../dashboard-designer/data-analysis/expression-constants-operators-and-functions.md) in the invoked **Expression Editor** dialog. -* The **Table** column displays corresponding table names. -* The **Alias** column allows you to specify the column alias. - - > [!NOTE] - > Note that aggregated columns should always have an alias. -* The **Output** column allows you to choose whether to include specific columns to the query. -* Use the **Sorting type** combo box to specify the sort order of column values. The **Sort order** column allows you to specify the order in which several columns are sorted. -* The **Group By** statement is used in conjunction with the aggregate functions to group the result-set by one or more columns. -* The **Aggregate** option allows you to specify the aggregate function used to aggregate column values. - - > [!NOTE] - > Note that you should apply aggregation/grouping either to all columns or to none of them. - -## Filter Data -To filter data in the Query Builder, click the **Filter...** button. This will invoke the **Filter Editor** dialog, which allows you to build filter criteria. - -![FilterEditorDialog_SqlDataSource](../../images/img121069.png) - -To learn more, see [Filter Queries](filter-queries.md). - -## Customize SQL Query -> [!IMPORTANT] -> Note that the Query Builder does not allow you to use custom SQL queries by default. - -After you add the required tables, you can customize the automatically generated SQL query. To do this, enable the **Allow Edit SQL** check box and edit the SQL query displayed in the **SQL** pane. - -![DataBinding_QueryDesigner_SQLViewCut](../../images/img24709.png) - -For instance, you can add a WHERE clause to the SQL expression. - -> [!NOTE] -> Note that if you edit the automatically generated query and uncheck the **Allow Edit SQL** check box, your changes will be discarded, and the generated query will be restored. - -## Preview Data -The Query Builder allows you to preview data for the created SQL query. To do this, click the **Preview Results...** button. - +--- +title: Using the Query Builder +author: Natalia Kazakova +legacyId: 16526 +--- +# Using the Query Builder +In the **Query Builder** dialog, you can add data tables and views to the data source, and select which columns to include. The Query Builder automatically joins the related tables, so all you need to do is drag-and-drop. + +![DataBinding_QueryDesignerPanes](../../images/img24708.png) +* [Add Tables](#add-tables) +* [Join Tables](#join-tables) +* [Edit Column Settings](#edit-column-settings) +* [Filter Data](#filter-data) +* [Customize SQL Query](#customize-sql-query) +* [Preview Data](#preview-data) + +## Add Tables +To add the required tables/views to a data source, double-click the table (or view) or drag-and-drop it from the **Tables** pane onto the **Diagram** pane. + +![DataBinding_QueryDesigner_Drag-And-Drop](../../images/img18487.png) + +Then, select the required columns. + +![DataBinding_QueryDesigner_SelectColumns](../../images/img18486.png) + +## Join Tables +Note that if at least one table has been added to the **Diagram** pane, the **Tables** pane highlights tables that have a relationship with any of the recently added tables. + +![QueryBuilder_HighlightedTables](../../images/img123530.png) + +To join the already added table with an another table, do one of the following. +* Click the ![QueryBuilder_JoinPlusIcon](../../images/img125149.png) button next to the foreign key column (_SupplierID_ and _CategoryID_ in the image above). +* Drag and drop the highlighted table from the **Tables** pane to **Diagram** pane. + +The Query Builder will display a relationship between tables. + +![QueryBuilder_JoinedTables](../../images/img127042.png) + +To edit this relation, select it and use its context menu. + +![QueryBuilder_RelationContextMenu](../../images/img127043.png) + +The following commands are available. +* **Edit Relation** - Allows you to edit the selected relation. Clicking this menu item invokes the **Join Editor** dialog. + + ![QueryBuilder_JoinEditorNew](../../images/img127044.png) + + First, check the join type. You can specify it in the **Join type** combo box (_Inner join_ or _Left outer join_). + To edit column and table names in the existing condition, click the name you wish to replace and choose a different name from the popup menu. + + > [!NOTE] + > Note that the **Join Editor** dialog will be invoked automatically if you join tables that do not have a relationship at the database level. +* **Delete Relation** - Removes the selected relation. Note that this action removes the joined table(s). + +## Edit Column Settings +After you have added the tables and selected the required columns, you can change settings for each column in the **Grid** pane. + +![QueryBuilder_GridPane](../../images/img119322.png) + +The following settings are available for each column. +* Use **Column** to select the required column from the combo box or add a new column. If necessary, you can customize a column expression. To do this, click the ellipsis button for the required column and specify the [expression](../../dashboard-designer/data-analysis/expression-constants-operators-and-functions.md) in the invoked **Expression Editor** dialog. +* The **Table** column displays corresponding table names. +* The **Alias** column allows you to specify the column alias. + + > [!NOTE] + > Note that aggregated columns should always have an alias. +* The **Output** column allows you to choose whether to include specific columns to the query. +* Use the **Sorting type** combo box to specify the sort order of column values. The **Sort order** column allows you to specify the order in which several columns are sorted. +* The **Group By** statement is used in conjunction with the aggregate functions to group the result-set by one or more columns. +* The **Aggregate** option allows you to specify the aggregate function used to aggregate column values. + + > [!NOTE] + > Note that you should apply aggregation/grouping either to all columns or to none of them. + +## Filter Data +To filter data in the Query Builder, click the **Filter...** button. This will invoke the **Filter Editor** dialog, which allows you to build filter criteria. + +![FilterEditorDialog_SqlDataSource](../../images/img121069.png) + +To learn more, see [Filter Queries](filter-queries.md). + +## Customize SQL Query +> [!IMPORTANT] +> Note that the Query Builder does not allow you to use custom SQL queries by default. + +After you add the required tables, you can customize the automatically generated SQL query. To do this, enable the **Allow Edit SQL** check box and edit the SQL query displayed in the **SQL** pane. + +![DataBinding_QueryDesigner_SQLViewCut](../../images/img24709.png) + +For instance, you can add a WHERE clause to the SQL expression. + +> [!NOTE] +> Note that if you edit the automatically generated query and uncheck the **Allow Edit SQL** check box, your changes will be discarded, and the generated query will be restored. + +## Preview Data +The Query Builder allows you to preview data for the created SQL query. To do this, click the **Preview Results...** button. + This invokes the [Data Preview](preview-data.md) window containing data returned after executing the query. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-editor.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-editor.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-editor.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-editor.md index ef4bdcf0d4..81867c31eb 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-editor.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-editor.md @@ -1,19 +1,19 @@ ---- -title: Using the Query Editor -author: Natalia Kazakova -legacyId: 115238 ---- -# Using the Query Editor -The **Query Editor** dialog allows you to create new SQL queries or edit the existing queries created using the [Data Source](../provide-data/connecting-to-sql-databases.md) wizard. Optionally, you can add [query parameters](pass-query-parameters.md). - -The Query Editor can contain two pages depending on the current query. -1. The first page allows you to specify the query or select the [stored procedure](stored-procedures.md). - - ![QueryEditorDialog_Page1](../../images/img118164.png) - - You can choose the following options to create/modify a query. - * Select the **Query** option and run the [Query Builder](using-the-query-builder.md) by clicking the **Run Query Builder...** button. The Query Builder allows you to choose the required tables/columns visually and displays the resulting SQL query within the **SQL String** editor. - * If available, select the **Stored Procedure** option to select one of the [stored procedures](stored-procedures.md) from the database. -2. The second page of the Query Editor allows you to add or modify [query parameters](pass-query-parameters.md). - +--- +title: Using the Query Editor +author: Natalia Kazakova +legacyId: 115238 +--- +# Using the Query Editor +The **Query Editor** dialog allows you to create new SQL queries or edit the existing queries created using the [Data Source](../provide-data/connecting-to-sql-databases.md) wizard. Optionally, you can add [query parameters](pass-query-parameters.md). + +The Query Editor can contain two pages depending on the current query. +1. The first page allows you to specify the query or select the [stored procedure](stored-procedures.md). + + ![QueryEditorDialog_Page1](../../images/img118164.png) + + You can choose the following options to create/modify a query. + * Select the **Query** option and run the [Query Builder](using-the-query-builder.md) by clicking the **Run Query Builder...** button. The Query Builder allows you to choose the required tables/columns visually and displays the resulting SQL query within the **SQL String** editor. + * If available, select the **Stored Procedure** option to select one of the [stored procedures](stored-procedures.md) from the database. +2. The second page of the Query Editor allows you to add or modify [query parameters](pass-query-parameters.md). + ![QueryEditorDialog_Page2](../../images/img121065.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer.md rename to eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer.md index d70ce6ca54..014d130047 100644 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer.md +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer.md @@ -1,41 +1,41 @@ ---- -title: Dashboard Viewer -author: Natalia Kazakova -legacyId: 15759 ---- -# Dashboard Viewer -The **Dashboard Viewer** provides the capability to display dashboards in Windows Forms applications. - -![WinViewerOverview](images/img124551.png) - -## Data Presentation -The topics in this section provide information on how the **Dashboard Viewer** presents data. -* [Data Presentation Basics ](dashboard-viewer/data-presentation/data-presentation-basics.md) -* [Master Filtering](dashboard-viewer/data-presentation/master-filtering.md) -* [Drill-Down](dashboard-viewer/data-presentation/drill-down.md) -* [Dashboard Layout](dashboard-viewer/data-presentation/dashboard-layout.md) - -## Dashboard Parameters -This topic describes how to change dashboard parameter values. -* [Requesting Parameter Values](dashboard-viewer/dashboard-parameters/requesting-parameter-values.md) - -## Printing and Exporting -A Dashboard Viewer provides the capability to print or export both individual items of a dashboard, as well as the entire dashboard. -* [Printing and Exporting](dashboard-viewer/printing-and-exporting.md) - -## Dashboard Items -Dashboard items are used to present information in various ways. -* [Chart](dashboard-viewer/dashboard-items/chart.md) -* [Scatter Chart](dashboard-viewer/dashboard-items/scatter-chart.md) -* [Grid](dashboard-viewer/dashboard-items/grid.md) -* [Pies](dashboard-viewer/dashboard-items/pies.md) -* [Cards](dashboard-viewer/dashboard-items/cards.md) -* [Gauges](dashboard-viewer/dashboard-items/gauges.md) -* [Pivot](dashboard-viewer/dashboard-items/pivot.md) -* [Choropleth Map](dashboard-viewer/dashboard-items/choropleth-map.md) -* [Geo Point Maps](dashboard-viewer/dashboard-items/geo-point-maps.md) -* [Range Filter](dashboard-viewer/dashboard-items/range-filter.md) -* [Image](dashboard-viewer/dashboard-items/image.md) -* [Text Box](dashboard-viewer/dashboard-items/text-box.md) -* [Treemap](dashboard-viewer/dashboard-items/treemap.md) +--- +title: Dashboard Viewer +author: Natalia Kazakova +legacyId: 15759 +--- +# Dashboard Viewer +The **Dashboard Viewer** provides the capability to display dashboards in Windows Forms applications. + +![WinViewerOverview](images/img124551.png) + +## Data Presentation +The topics in this section provide information on how the **Dashboard Viewer** presents data. +* [Data Presentation Basics ](dashboard-viewer/data-presentation/data-presentation-basics.md) +* [Master Filtering](dashboard-viewer/data-presentation/master-filtering.md) +* [Drill-Down](dashboard-viewer/data-presentation/drill-down.md) +* [Dashboard Layout](dashboard-viewer/data-presentation/dashboard-layout.md) + +## Dashboard Parameters +This topic describes how to change dashboard parameter values. +* [Requesting Parameter Values](dashboard-viewer/dashboard-parameters/requesting-parameter-values.md) + +## Printing and Exporting +A Dashboard Viewer provides the capability to print or export both individual items of a dashboard, as well as the entire dashboard. +* [Printing and Exporting](dashboard-viewer/printing-and-exporting.md) + +## Dashboard Items +Dashboard items are used to present information in various ways. +* [Chart](dashboard-viewer/dashboard-items/chart.md) +* [Scatter Chart](dashboard-viewer/dashboard-items/scatter-chart.md) +* [Grid](dashboard-viewer/dashboard-items/grid.md) +* [Pies](dashboard-viewer/dashboard-items/pies.md) +* [Cards](dashboard-viewer/dashboard-items/cards.md) +* [Gauges](dashboard-viewer/dashboard-items/gauges.md) +* [Pivot](dashboard-viewer/dashboard-items/pivot.md) +* [Choropleth Map](dashboard-viewer/dashboard-items/choropleth-map.md) +* [Geo Point Maps](dashboard-viewer/dashboard-items/geo-point-maps.md) +* [Range Filter](dashboard-viewer/dashboard-items/range-filter.md) +* [Image](dashboard-viewer/dashboard-items/image.md) +* [Text Box](dashboard-viewer/dashboard-items/text-box.md) +* [Treemap](dashboard-viewer/dashboard-items/treemap.md) * [Filter Elements](dashboard-viewer/dashboard-items/filter-elements.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items.md new file mode 100644 index 0000000000..26921da8d1 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items.md @@ -0,0 +1,24 @@ +--- +title: Dashboard Items +author: Natalia Kazakova +legacyId: 16686 +--- +# Dashboard Items +The **DevExpress Dashboard** provides a number of visualization elements (**dashboard items**) designed to effectively present visual or textual information in a dashboard. + +This section describes the available dashboard items. +* [Chart](dashboard-items/chart.md) +* [Scatter Chart](dashboard-items/scatter-chart.md) +* [Grid](dashboard-items/grid.md) +* [Pies](dashboard-items/pies.md) +* [Cards](dashboard-items/cards.md) +* [Gauges](dashboard-items/gauges.md) +* [Pivot](dashboard-items/pivot.md) +* [Date Filter](dashboard-items/date-filter.md) +* [Choropleth Map](dashboard-items/choropleth-map.md) +* [Geo Point Maps](dashboard-items/geo-point-maps.md) +* [Range Filter](dashboard-items/range-filter.md) +* [Image](dashboard-items/image.md) +* [Text Box](dashboard-items/text-box.md) +* [Treemap](dashboard-items/treemap.md) +* [Filter Elements](dashboard-items/filter-elements.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards.md new file mode 100644 index 0000000000..89cecca0d4 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards.md @@ -0,0 +1,10 @@ +--- +title: Cards +author: Natalia Kazakova +legacyId: 16690 +--- +# Cards +The topics in this section describe the **Card** dashboard item, which displays a series of cards. Each card can display a single value, or show the difference between two values. +* [Data Presentation Basics](cards/data-presentation-basics.md) +* [Interactivity](cards/interactivity.md) +* [Printing and Exporting](cards/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/data-presentation-basics.md new file mode 100644 index 0000000000..f3e985aed6 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/data-presentation-basics.md @@ -0,0 +1,18 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16673 +--- +# Data Presentation Basics +The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. + +![MainFeatures_Cards](../../../images/img18174.png) + +The **Card** dashboard item can illustrate this difference for various sets of values. You can switch between these sets using the **Values** button (the ![DashboardItems_OtherElements](../../../images/img20169.png) icon) in the dashboard item [caption](../../data-presentation/dashboard-layout.md) area or in the context menu. + +![Cards_SwitchValues](../../../images/img22412.png) + +## Tooltip +A **Card** dashboard item can display a tooltip for cards containing a sparkline. When the mouse pointer is hovered over the sparkline, the tooltip can display start/end values and minimum/maximum values. + +![CardSparkline_Tooltip](../../../images/img23716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/interactivity.md new file mode 100644 index 0000000000..4955317930 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/interactivity.md @@ -0,0 +1,28 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16672 +--- +# Interactivity +This topic describes features that enable interaction between the **Card** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +When Master Filtering is enabled, you can click a card (or multiple cards by holding down the **CTRL** key) to make other dashboard items only display data related to the selected card(s). + +![Anim_Cards_MasterFilter](../../../images/img19996.gif) + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Card** dashboard item, or the **Clear Master Filter** command in the context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +When drill-down is enabled, you can click a card to view the details. + +![Anim_Cards_DrillDown](../../../images/img19995.gif) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by double-clicking a card. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Card** dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/printing-and-exporting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/printing-and-exporting.md new file mode 100644 index 0000000000..8c22138d04 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/printing-and-exporting.md @@ -0,0 +1,68 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17243 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Card** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Card dashboard item using a [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Pies_PrintingOptionsDialog](../../../images/img22931.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Auto Arrange Content** - Specifies whether or not cards are arranged automatically on the printed document. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![Pies_PDFExportOptionsDialog](../../../images/img22932.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Auto Arrange Content** - Specifies whether or not cards are arranged automatically in the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Card dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart.md new file mode 100644 index 0000000000..ebb9f216af --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart.md @@ -0,0 +1,10 @@ +--- +title: Chart +author: Natalia Kazakova +legacyId: 16687 +--- +# Chart +The topics in this section describe the **Chart** dashboard item, which visualizes data in XY-diagrams of different kinds - from line and bar charts to candle stick and bubble charts. +* [Data Presentation Basics](chart/data-presentation-basics.md) +* [Interactivity](chart/interactivity.md) +* [Printing and Exporting](chart/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/data-presentation-basics.md new file mode 100644 index 0000000000..1f1a2519a6 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/data-presentation-basics.md @@ -0,0 +1,24 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16658 +--- +# Data Presentation Basics +The **Chart** dashboard item presents data visually using different types of series. + +![MainFeatures_Chart](../../../images/img18175.png) + +A series represents a grouping of related data points. The most important characteristic of a series is its type, which determines a particular visual representation of data. + +The Chart dashboard item includes the following series types. +* ![Charts_SeriesTypes_Bar_Icon](../../../images/img18730.png) A **Bar** series displays data as sets of rectangular bars with lengths proportional to the values that they represent. +* ![Charts_SeriesTypes_Line_Icon](../../../images/img18746.png) **Point** and **Line** series display data as standalone points or points joined by a line. +* ![Charts_SeriesTypes_Area_Icon](../../../images/img18728.png) An **Area** series displays data by a line that joins points, and the shaded area between the line and the argument axis. +* ![Charts_SeriesTypes_RangeArea_Icon](../../../images/img18748.png) A **Range** series is the area between two simple series displayed as a shaded area, or bars that stretch from a point in one series to the corresponding point in another series. +* ![Charts_SeriesTypes_Bubble_Icon](../../../images/img18732.png) A **Weighted** series displays data using a third dimension, expressed by a bubble's size. +* ![Charts_SeriesTypes_HighLowClose_Icon](../../../images/img18744.png) **Financial** series are useful in analyzing stock and bond prices, as well as the behavior of commodities. + +## Tooltip +The Chart dashboard item can display a tooltip that shows information on a hovered series point. + +![Chart_CrosshairLabel](../../../images/img22368.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/interactivity.md new file mode 100644 index 0000000000..1e1a774df4 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/interactivity.md @@ -0,0 +1,56 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16659 +--- +# Interactivity +This topic describes features that enable interaction between the **Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +The Chart dashboard item supports filtering by **argument** or **series** values. +* **Filtering by Arguments** + + When filtering by arguments is enabled, you can click series points to make other dashboard items display only data related to selected argument values. + + ![Chart_Interactivity_FilterByArguments](../../../images/img19303.png) +* **Filtering by Series** + + When filtering by series is enabled, you can click a series point to make other dashboard items display only data related to the selected series. + + ![Chart_Interactivity_FilterBySeries](../../../images/img19304.png) +* **Filtering by Points** + + When filtering by points is enabled, you can click a individual point to make other dashboard items display only data related to the selected point. + + ![Chart_Interactivity_FilterByPoints](../../../images/img120412.png) + +To reset filtering, use the **Clear Master Filter** button in the Chart's [caption](../../data-presentation/dashboard-layout.md), or corresponding command in the Chart's context menu. + +![Chart_Interactivity_ClearFiltering](../../../images/img19312.png) + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +The Chart dashboard item supports drill-down on argument or series values. +* **Drill Down on Arguments** + + When drill-down on arguments is enabled, you can click a series point to view a detail chart for the corresponding argument value. + + ![Chart_Interactivity_DrillDownOnArguments](../../../images/img21870.png) + + > [!NOTE] + > When **Filtering by Arguments** is enabled, you can view the details by double-clicking a series point. +* **Drill-Down on a Series** + + When drill-down on a series is enabled, you can click a series point (or corresponding legend item) to view a detail chart for the corresponding series. + + ![Chart_Interactivity_DrillDownOnSeries](../../../images/img21871.png) + + > [!NOTE] + > When **Filtering by Series** is enabled, you can view the details by double-clicking a series point. + +To return to the previous detail level (drill up), use the **Drill Up** button within the Chart [caption](../../data-presentation/dashboard-layout.md) area, or the corresponding command in the Chart's context menu. + +![Chart_Interactivity_DrillUp](../../../images/img19460.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/printing-and-exporting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/printing-and-exporting.md new file mode 100644 index 0000000000..ccfc1a96cb --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/printing-and-exporting.md @@ -0,0 +1,67 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17240 +--- +# Printing and Exporting +Dashboard allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes printing/exporting specifics for the **Chart** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Chart dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Chart_PrintingOptionsDialog](../../../images/img22916.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Size Mode** - Allows you to specify the print size mode for the Chart dashboard item. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +The following options are available when exporting the Chart dashboard item to a PDF. + +![Chart_PDFExportOptionsDialog](../../../images/img22917.png) +* **Page Layout** - Specifies the page orientation used to export a Chart dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Chart dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Chart dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map.md new file mode 100644 index 0000000000..012c308402 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map.md @@ -0,0 +1,10 @@ +--- +title: Choropleth Map +author: Natalia Kazakova +legacyId: 16693 +--- +# Choropleth Map +The topics in this section describe the **Choropleth Map** dashboard item, which colorizes the required areas in proportion to the provided values. +* [Data Presentation Basics](choropleth-map/data-presentation-basics.md) +* [Interactivity](choropleth-map/interactivity.md) +* [Printing and Exporting](choropleth-map/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/data-presentation-basics.md new file mode 100644 index 0000000000..beec1d7a8e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/data-presentation-basics.md @@ -0,0 +1,27 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16679 +--- +# Data Presentation Basics +The **Choropleth Map** dashboard item colorizes map areas in the following two ways. +* Based on the values provided. + + ![MapColorizer_Sales](../../../images/img22206.png) +* By indicating the difference between the actual and target values of a particular parameter. + + ![ChoroplethMap_DeltaSales](../../../images/img22211.png) + +You can switch between the provided values using the **Values** button (the ![DashboardItems_OtherElements](../../../images/img20169.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md) area, or by using the context menu. + +## Map Zooming and Scrolling +You can use the mouse wheel to change the current zoom level for the map. To scroll the map, hold down the left mouse button and drag it. + +To move to the initial zooming and scrolling state, select the **Initial Extent** menu item in the map's context menu. + +![ChoroplethMap_InitialExtent_DX](../../../images/img22471.png) + +## Tooltip +The **Choropleth Map** dashboard item can display a tooltip that shows information on a hovered area. + +![ChoroplethMap_Tooltip](../../../images/img23695.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/interactivity.md new file mode 100644 index 0000000000..2d1493c451 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/interactivity.md @@ -0,0 +1,21 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16680 +--- +# Interactivity +This document describes the features that enable interaction between the **Choropleth Map** and other dashboard items. These features include **Master Filtering**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a shape (or multiple shapes by holding down the **CTRL** key) to make other dashboard items only display data related to the selected shape(s). + +![ChoroplethMap_MasterFiltering](../../../images/img22240.png) + +You can also select multiple shapes in the following way. +* Hold the **SHIFT** key and the left mouse button; +* Drag the mouse pointer to mark an area that includes the desired shapes; +* Release the left mouse button. All shapes within the area will be selected. + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Map's [caption](../../data-presentation/dashboard-layout.md), or the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/printing-and-exporting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/printing-and-exporting.md new file mode 100644 index 0000000000..2383cf2264 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/printing-and-exporting.md @@ -0,0 +1,65 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17246 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Choropleth Map** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Choropleth Map dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![ChoroplethMap_PrintingOptionsDialog](../../../images/img22938.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Size Mode** - Allows you to specify the print size mode for the Choropleth Map dashboard item. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![ChoroplethMap_PDFExportOptionsDialog](../../../images/img22939.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the Choropleth Map caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Choropleth Map dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Choropleth Map dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/date-filter.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/date-filter.md new file mode 100644 index 0000000000..2a28ef69d0 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/date-filter.md @@ -0,0 +1,54 @@ +--- +title: Date Filter +author: Boris Zaitsev +--- +# Date Filter + +The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. + +The DateFilter item displays a set of intervals that can be used as quick filters. The predefined intervals are also available in the context menu. + +![Date Filter](../../images/datefilter-autoheight.png) + +You can click the button to invoke the Date Picker: + +![Date Filter - Date Picker Drop-Down](../../images/datefilter-dropdown-daycalendar.png) + +## Date Picker + +![Date Picker](../../images/datefilter-datepicker.png) + +The DateFilter item contains a Date Picker - a button with a drop-down calendar. This button initially displays "Click to set filter". + +The calendar drops down when you: + +* click the button without a specified range (the button with the "Click to set filter" caption) +* click the ![edit-date-filter-icon](../../images/editdatefilter.png) icon on the button with the specified datetime range. + +A drop-down calendar may contain a single calendar control (the Filter Type is Exact, Before or After, one calendar ele, ) or two calendar controls (the Filter Type is Between). + +When you select the date, the Date Picker caption displays information about that date (date range) and an ![edit-date-filter-icon](../../images/editdatefilter.png) icon. The caption text is constructed from a custom string with date placeholders. If you click the caption, The Date Picker button acts as a checked button to apply the date range (checked) or reset the date filter (unchecked) to its default value. When you the icon, the drop-down calendar appears and enables the user to select another date range. + + +## Quick Filters + +Quick Filters are buttons displayed within the DateFilter item. Each button has a DateTime range assigned to it. You can click the button to apply that range as a Date filter. The button is checked until you click the same button once more to reset the filter to its default value. The buttom becomes unchecked if you click another button. + +![Quick Filters](../../images/datefilter-quick-filters.png) + +## Arrange Quick Filters + +Quick filters in the DateFilter item can be arranged horizontally or vertically. The default mode is _auto height_, in which quick filters are displayed horizontally and the dashboard item shrinks automatically to fit the items and save space. + +Auto Height Arrangement Mode: + +![Auto Height Arrangement Mode](../../images/datefilter-autoheight.png) + +Vertical Arrangement Mode: + +![Vertical Arrangement Mode](../../images/datefilter-vertical.png) + + +Horizontal Arrangement Mode: + +![Horizontal Arrangement Mode](../../images/datefilter-horizontal.png) diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements.md new file mode 100644 index 0000000000..d6980cc6e4 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements.md @@ -0,0 +1,9 @@ +--- +title: Filter Elements +author: Natalia Kazakova +legacyId: 17947 +--- +The topics in this section describe the **Filter Elements** dashboard items used to apply master filter to other items. + +* [Filter Elements Overview](filter-elements/filter-elements-overview.md) +* [Neutral Filter Mode](filter-elements/neutral-filter-mode.md) diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/filter-elements-overview.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/filter-elements-overview.md new file mode 100644 index 0000000000..f1c29fac07 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/filter-elements-overview.md @@ -0,0 +1,41 @@ +--- +title: Filter Elements Overivew +author: Boris Zaitsev +--- +# Filter Elements +Filter elements provide the capability to [filter](../../data-presentation/master-filtering.md) other dashboard items. +* [Combo Box](#combo-box) +* [List Box](#list-box) +* [Tree View](#tree-view) +* [Date Filter](#date-filter) + +## Combo Box +The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. +* The **Standard** type allows you to select only a single value. + + ![Combobox_Standard](../../../images/img24834.png) +* The **Checked** type allows you to select multiple values in the invoked drop-down list. + + ![Combobox_Checked](../../../images/img24835.png) + +## List Box +The **List Box** dashboard item allows you to select a value(s) from the list. +* The **Checked** type allows you to select multiple values in the list box. + + ![Listbox_Checked](../../../images/img24840.png) +* The **Radio** type allows you to select only a single value in the radio group. + + ![Listbox_Radio](../../../images/img24841.png) + +## Tree View +The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. + +![Treeview_Checked](../../../images/img24843.png) + +## Date Filter + +The [Date Filter](../date-filter.md) dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. + +The DateFilter item displays a set of intervals that can be used as quick filters. + +![Date Filter](../../../images/datefilter-autoheight.png) diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/neutral-filter-mode.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/neutral-filter-mode.md new file mode 100644 index 0000000000..b6f3564461 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/neutral-filter-mode.md @@ -0,0 +1,22 @@ +--- +title: Neutral Filter Mode +author: Boris Zaitsev +--- + +# Neutral Filter Mode + +The filter elements show all items selected by default, to indicate that no filtering is currently taking place. Starting from this state, users typically begin each filtering operation by deselecting **All**, before they select individual items. + +An extra click is required to begin any actual filtering operation, because the **standard filter mode** shows all items selected. This is not an optimal implementation for performance reasons, because it generates filtering criteria that are evaluated by the data layer and/or the database. + +To solve these issues, the **Neutral Filter Mode** is implemented. It is neutral in the sense that it does not apply any criteria to the data source in its default state, resulting in improved performance. + +![](../../../images/win-neutral-filter-mode-deselected.png) + +All items are shown deselected. This means that an extra click is no longer required in the most common scenarios, and this behavior is familiar to end users from websites world-wide. + +> Built-in UI does not provide a command to switch the filter mode. Reload a dashboard after switching the mode. + +The **Neutral Filter Mode** helps in a situation when there is a potential “dead lock”, due to the fact that multiple filter elements influence each other. The **Clear Master Filter** button resets the filters. + +![](../../../images/win-neutral-filter-mode-clear-master-filter.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges.md new file mode 100644 index 0000000000..885ee1a59b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges.md @@ -0,0 +1,10 @@ +--- +title: Gauges +author: Natalia Kazakova +legacyId: 16691 +--- +# Gauges +The topics in this section describe the **Gauge** dashboard item, which displays a series of gauges. +* [Data Presentation Basics](gauges/data-presentation-basics.md) +* [Interactivity](gauges/interactivity.md) +* [Printing and Exporting](gauges/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/data-presentation-basics.md new file mode 100644 index 0000000000..1c2cb83e00 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/data-presentation-basics.md @@ -0,0 +1,13 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16676 +--- +# Data Presentation Basics +The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. + +![MainFeatures_Gauges](../../../images/img18176.png) + +The **Gauge** dashboard item can illustrate the difference for various sets of values. You can switch between these sets using the **Values** button (the ![DashboardItems_OtherElements](../../../images/img20169.png) icon) in the dashboard item [caption](../../data-presentation/dashboard-layout.md) or in the context menu. + +![Gauges_SwitchValues](../../../images/img22417.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/interactivity.md new file mode 100644 index 0000000000..30433a4223 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/interactivity.md @@ -0,0 +1,28 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16677 +--- +# Interactivity +This topic describes features that enable interaction between the **Gauge** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When **Master Filtering** is enabled, you can click a gauge (or multiple gauges by holding down the **CTRL** key) to make other dashboard items only display data related to the selected gauge(s). + +![Anim_Gauges_MasterFilter](../../../images/img19998.gif) + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Gauge** dashboard item, or the **Clear Master Filter** command in the context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +When drill-down is enabled, you can click a gauge to view the details. + +![Anim_Gauges_DrillDown](../../../images/img19997.gif) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by double-clicking a gauge. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Gauge** dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/printing-and-exporting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/printing-and-exporting.md new file mode 100644 index 0000000000..35efef53c9 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/printing-and-exporting.md @@ -0,0 +1,68 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17244 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Gauge** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing a Gauge dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Pies_PrintingOptionsDialog](../../../images/img22931.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Auto Arrange Content** - Specifies whether or not gauges are arranged automatically on the printed document. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![Pies_PDFExportOptionsDialog](../../../images/img22932.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the Gauge caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Auto Arrange Content** - Specifies whether or not gauges are arranged automatically in the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Gauge dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps.md new file mode 100644 index 0000000000..e235544e1b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps.md @@ -0,0 +1,10 @@ +--- +title: Geo Point Maps +author: Natalia Kazakova +legacyId: 16694 +--- +# Geo Point Maps +The topics in this section describe various types of **Geo Point Map** dashboard items which places callouts, bubbles or pies on the map using geographical coordinates. +* [Data Presentation Basics](geo-point-maps/data-presentation-basics.md) +* [Interactivity](geo-point-maps/interactivity.md) +* [Printing and Exporting](geo-point-maps/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/data-presentation-basics.md new file mode 100644 index 0000000000..0b2d406f80 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/data-presentation-basics.md @@ -0,0 +1,28 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16681 +--- +# Data Presentation Basics +The **Dashboard** supports three types of **Geo Point** maps. +* The **Geo Point Map** dashboard item allows you to place callouts on the map using geographical coordinates. + + ![MapsOverview_GeoPointMap](../../../images/img23628.png) +* The **Bubble Map** dashboard item allows you to place bubbles on the map. Each bubble can represent data via its weight and color. + + ![MapsOverview_BubbleMap](../../../images/img23629.png) +* The **Pie Map** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. + + ![MapsOverview_PieMap](../../../images/img23630.png) + +## Map Zooming and Scrolling +You can use the mouse wheel to change the current zoom level for a map. To scroll the map, hold down the left mouse button and drag it. + +To move to the initial zooming and scrolling state, click the **Initial Extent** menu item in the map's context menu. + +![GeopointMap_InitialExtent](../../../images/img22849.png) + +## Tooltip +A **Geo Point Map** dashboard item can display a tooltip that shows information on a hovered callout/bubble/pie. + +![BubbleMap_Tooltip](../../../images/img23696.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/interactivity.md new file mode 100644 index 0000000000..7b1ee578d5 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/interactivity.md @@ -0,0 +1,21 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16682 +--- +# Interactivity +This document describes the capabilities that enable interaction between **Geo Point** maps and other dashboard items. These capabilities include **Master Filtering**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies by holding down the **CTRL** key) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). + +![GeoPointMap_MasterFilter](../../../images/img22296.png) + +You can also select multiple callouts/bubbles/pies in the following way. +* Hold the **SHIFT** key and the left mouse button; +* Drag the mouse pointer, to mark an area that includes the desired elements; +* Release the left mouse button. All elements within the area will be selected. + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Map's caption area, or the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/printing-and-exporting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/printing-and-exporting.md new file mode 100644 index 0000000000..eaaf56b49f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/printing-and-exporting.md @@ -0,0 +1,65 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17247 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Geo Point Map** dashboard items. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Geo Point Map dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![ChoroplethMap_PrintingOptionsDialog](../../../images/img22938.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Size Mode** - Allows you to specify the print size mode for the Geo Point Map dashboard item. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![ChoroplethMap_PDFExportOptionsDialog](../../../images/img22939.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the Geo Point Map caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Geo Point Map dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Geo Point Map dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid.md new file mode 100644 index 0000000000..5df9005903 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid.md @@ -0,0 +1,10 @@ +--- +title: Grid +author: Natalia Kazakova +legacyId: 16688 +--- +# Grid +The topics in this section describe the **Grid** dashboard item, which displays data in a two-dimensional table. +* [Data Presentation Basics](grid/data-presentation-basics.md) +* [Interactivity](grid/interactivity.md) +* [Printing and Exporting](grid/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/data-presentation-basics.md new file mode 100644 index 0000000000..38bb938996 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/data-presentation-basics.md @@ -0,0 +1,52 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16663 +--- +# Data Presentation Basics +The **Grid** displays data in a two-dimensional table that supports four types of columns. + +![Grid_ColumnTypes](../../../images/img19187.png) +* The **dimension column** displays values from the bound data item "as is". +* The **measure column** displays summaries calculated from data in the bound data item. +* The **delta column**, bound to two measures, calculates summaries for both measures, and displays the difference between these summaries. +* The **sparkline column** visualizes the variation of summary values over time. + +## Sort Grid Rows +To sort records by a column's values and replace existing sort conditions that are applied to the current or other columns, click the target column's header until an _Up_ or _Down_ arrow icon is displayed within the header. The _Up_ and _Down_ arrows indicate ascending and descending sort orders, respectively. + +![Grid_SortRows](../../../images/img22369.png) + +To sort records by a column's values while preserving existing sort conditions, click a column header while holding the **SHIFT** key until an _Up_ or _Down_ arrow icon is displayed within the header. + +![Grid_SortRows_Preserved](../../../images/img22371.png) + +To remove sorting by a column, click a column header while holding down the **CTRL** key. + +## Filter Grid Data +To filter grid data, click the filter button (the ![Grid_FilterIcon](../../../images/img22372.png) icon) and select the required filter value in the invoked filter dropdown list. + +![Grid_FilterValues](../../../images/img22374.png) + +Click **Custom** to construct filter criteria involving up to two conditions. This will invoke the **Custom AutoFilter** dialog, allowing you to compare a column with one or two values. + +![Grid_CustomAutoFilter](../../../images/img22375.png) + +To clear the filter applied to a specific column, invoke the filter dropdown list and click **All**. + +![Grid_ClearFilter_All](../../../images/img22377.png) + +To clear all filter criteria, click the **Close Filter** button within the Filter Panel. + +![Grid_CloseFilter](../../../images/img22378.png) + +## Tooltips +A Grid dashboard item can display a tooltip when the mouse pointer is hovered over the bar in the measure column. + +![GridBar_Tooltip](../../../images/img23712.png) + +The tooltip shows the value in the measure column as text. + +When the mouse pointer is hovered over the cell in the sparkline column, the tooltip can display start/end values and minimum/maximum values. + +![GridSparkline_Tooltip](../../../images/img23713.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/interactivity.md new file mode 100644 index 0000000000..e1e3cd0a49 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/interactivity.md @@ -0,0 +1,30 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16664 +--- +# Interactivity +This topic describes features that enable interaction between the **Grid** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a grid row (or multiple rows by holding down the **CTRL** key) to make other dashboard items only display data related to the selected record(s). + +![MainFeatures_MasterFiltering_Win](../../../images/img25347.gif) + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Grid's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Grid's context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +The Grid dashboard item supports drill-down for rows. + +When drill-down is enabled, you can click a grid row to view the details. + +![Anim_Grid_DrillDown](../../../images/img19684.gif) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by double-clicking a grid row. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) within the Grid's [caption](../../data-presentation/dashboard-layout.md) area, or the **Drill Up** command in the Grid's context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/printing-and-exporting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/printing-and-exporting.md new file mode 100644 index 0000000000..87562d07dc --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/printing-and-exporting.md @@ -0,0 +1,70 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17241 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Grid** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Grid dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Grid_PrintingOptionsDialog](../../../images/img22929.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Print Headers on Every Page** - Specifies whether to print column headers of the Grid dashboard item on every page. +* **Fit to Page Width** - Specifies whether the size of the grid dashboard item is changed according to the width of the exported page. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![Grid_PDFExportOptionsDialog](../../../images/img22930.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Print Headers on Every Page** - Specifies whether to print column headers of the Grid dashboard item on every page. +* **Fit to Page Width** - Specifies whether the size of the grid is changed according to the width of the exported page. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Grid dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/image.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/image.md new file mode 100644 index 0000000000..9cdee863f9 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/image.md @@ -0,0 +1,9 @@ +--- +title: Image +author: Natalia Kazakova +legacyId: 16684 +--- +# Image +The **Image** dashboard item is used to display images within a dashboard. + +![MainFeatures_Image](../../images/img18213.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/image/printing-and-exporting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/image/printing-and-exporting.md new file mode 100644 index 0000000000..252a636eae --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/image/printing-and-exporting.md @@ -0,0 +1,54 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17249 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) + topic. + +This topic describes the specifics of printing/exporting an **Image** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) + +## Printing +If you are printing the Image dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Image_PrintingOptionsDialog](../../../images/img22940.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Scale Mode** - Specifies the mode for scaling when printing an image. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which an image is scaled. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of an image. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![Image_PDFExportOptionsDialog](../../../images/img22941.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the Image caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Scale Factor** - Specifies the scale factor (in fractions of 1), by which a dashboard item is scaled. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +![Image_ImageExportOptionsDialog](../../../images/img22942.png) +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Show Title** - Specifies whether or not to apply the Image caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies.md new file mode 100644 index 0000000000..50dd837fd1 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies.md @@ -0,0 +1,10 @@ +--- +title: Pies +author: Natalia Kazakova +legacyId: 16689 +--- +# Pies +The topics in this section describe the **Pie** dashboard item, which displays a series of pies or donuts that represent the contribution of each value to a total. +* [Data Presentation Basics](pies/data-presentation-basics.md) +* [Interactivity](pies/interactivity.md) +* [Printing and Exporting](pies/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/data-presentation-basics.md new file mode 100644 index 0000000000..aabb6b41da --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/data-presentation-basics.md @@ -0,0 +1,14 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16675 +--- +# Data Presentation Basics +The **Pie** dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. + +![MainFeatures_Pies](../../../images/img18178.png) + +## Tooltip +A Pie dashboard item can display a tooltip that shows information about the hovered pie segment. + +![Pie_Labels](../../../images/img22389.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/interactivity.md new file mode 100644 index 0000000000..8111c48e8e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/interactivity.md @@ -0,0 +1,52 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16670 +--- +# Interactivity +This topic describes features that enable interaction between the **Pie** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +The Pie dashboard item supports filtering by **argument** or **series** values. +* **Filtering by Arguments** + + When filtering by arguments is enabled, you can click a pie segment to make other dashboard items only display data related to the selected argument value. + + ![Anim_Pies_MasterFilterByArguments](../../../images/img19911.png) +* **Filtering by a Series** + + When filtering by a series is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. + + ![Anim_Pies_MasterFilterBySeries](../../../images/img19912.png) +* **Filtering by a Points** + + When filtering by points is enabled, an you can click a single pie segment to make other dashboard items display only data related to the selected segment. + + ![Pies_MasterFilterByPoints](../../../images/img120502.png) + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the Pie dashboard item, or the **Clear Master Filter** command in the context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +The Pie dashboard item supports drill-down on argument or series values. +* **Drill Down on Arguments** + + When drill-down on arguments is enabled, you can click a pie segment to view a detail diagram for the corresponding argument value. + + ![Anim_Pies_DrillDownOnArguments](../../../images/img19909.png) + + > [!NOTE] + > When **Filtering by Arguments** is enabled, you can view the details by double-clicking a pie segment. +* **Drill-Down on a Series** + + When drill-down on a series is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. + + ![Anim_Pies_DrillDownOnSeries](../../../images/img19910.png) + + > [!NOTE] + > When **Filtering by Series** is enabled, you can view the details by double-clicking a pie chart. + +To return to the previous detail level (drill-up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the Pie dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/printing-and-exporting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/printing-and-exporting.md new file mode 100644 index 0000000000..b047606c07 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/printing-and-exporting.md @@ -0,0 +1,68 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17242 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Pie** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Pie dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Pies_PrintingOptionsDialog](../../../images/img22931.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Auto Arrange Content** - Specifies whether pies are arranged automatically on the printed document. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![Pies_PDFExportOptionsDialog](../../../images/img22932.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Auto Arrange Content** - Specifies whether pies are arranged automatically in the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Pie dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot.md new file mode 100644 index 0000000000..91cfe30528 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot.md @@ -0,0 +1,14 @@ +--- +title: Pivot +author: Natalia Kazakova +legacyId: 16692 +--- +# Pivot +The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. + +![MainFeatures_PivotGrid](../../images/img18212.png) + +## Expanding and Collapsing Groups +To expand and collapse row and column groups, use the ![Pivot_Layout_ExpandCollapse_UpArrow](../../images/img20155.png) and ![Pivot_Layout_ExpandCollapse_DownArrow](../../images/img20154.png) buttons, respectively. + +![Pivot_Layout_ExpandCollapseGroups](../../images/img20151.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot/printing-and-exporting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot/printing-and-exporting.md new file mode 100644 index 0000000000..864841f66c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot/printing-and-exporting.md @@ -0,0 +1,68 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17245 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Pivot** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Pivot dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Pivot_PrintingOptionsDialog](../../../images/img22934.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Print Headers on Every Page** - Specifies whether to print column headers of the Pivot dashboard item on every page. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![Pivot_PDFExportOptionsDialog](../../../images/img22935.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the Pivot caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Print Headers on Every Page** - Specifies whether or not to print column headers of the Pivot dashboard item on every page. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Pivot dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter.md new file mode 100644 index 0000000000..d363584a84 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter.md @@ -0,0 +1,11 @@ +--- +title: Range Filter +author: Natalia Kazakova +legacyId: 16695 +--- +# Range Filter +The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. + +![MainFeatures_RangeFilter](../../images/img18179.png) + +To reset filtering, use the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter/printing-and-exporting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter/printing-and-exporting.md new file mode 100644 index 0000000000..608a19f039 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter/printing-and-exporting.md @@ -0,0 +1,67 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17248 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Range Filter** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Range Filter dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Chart_PrintingOptionsDialog](../../../images/img22916.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Size Mode** - Allows you to specify the print size mode for the Range Filter dashboard item. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![Chart_PDFExportOptionsDialog](../../../images/img22917.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the Range Filter caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Range Filter dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Range Filter dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart.md new file mode 100644 index 0000000000..67eb6fe4c8 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart.md @@ -0,0 +1,10 @@ +--- +title: Scatter Chart +author: Natalia Kazakova +legacyId: 115255 +--- +# Scatter Chart +The topics in this section describe the **Scatter Chart** dashboard item, which visualizes summaries using numerical X/Y-axes and the size of data points. +* [Data Presentation Basics](scatter-chart/data-presentation-basics.md) +* [Interactivity](scatter-chart/interactivity.md) +* [Printing and Exporting](scatter-chart/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/data-presentation-basics.md new file mode 100644 index 0000000000..4f0ff39b9e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/data-presentation-basics.md @@ -0,0 +1,14 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 115256 +--- +# Data Presentation Basics +The **Scatter Chart** dashboard item visualizes summaries using three dimensions: the X-axis, the Y-axis and the size of data points. + +![ScatterChart_Main](../../../images/img120189.png) + +## Point Labels and Tooltips +The Scatter Chart dashboard item can display point labels and tooltips that show information on data points. To see a tooltip, hover over the required point. + +![ScatterChartLabels](../../../images/img120329.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/interactivity.md new file mode 100644 index 0000000000..147023555e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/interactivity.md @@ -0,0 +1,28 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 115257 +--- +# Interactivity +This topic describes features that enable interaction between the **Scatter Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a point (or multiple points by holding down the **CTRL** key) to make other dashboard items only display data related to the selected point(s). + +![ScatterChart_MasterFiltering](../../../images/img120190.png) + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Chart's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Chart's context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +When drill-down is enabled, you can click a point to view the details. + +![ScatterChart_DrillDown](../../../images/img120198.png) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by double-clicking a point. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) within the Chart's [caption](../../data-presentation/dashboard-layout.md) area or the **Drill Up** command in the Chart's context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/printing-and-exporting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/printing-and-exporting.md new file mode 100644 index 0000000000..80e19e3973 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/printing-and-exporting.md @@ -0,0 +1,67 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 115258 +--- +# Printing and Exporting +The Dashboard allows you to print/export individual dashboard items, or the entire dashboard. See the [Printing and Exporting](../../printing-and-exporting.md) topic to learn more about printing concepts common to all dashboard items. + +This topic describes printing/exporting specifics for the **Scatter Chart** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +You can customize the following options (via the **Options** button) before printing the Scatter Chart dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md): + +![Chart_PrintingOptionsDialog](../../../images/img22916.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the printed document title. +* **Size Mode** - Allows you to specify the Scatter Chart dashboard item's print size mode. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the master filter and parameter values' position in the printed document. You can select from _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. Click the **Reset** button to reset changes to the default values. + +## Export To PDF +The following options are available when exporting the Chart dashboard item to a PDF: + +![Chart_PDFExportOptionsDialog](../../../images/img22917.png) +* **Page Layout** - Specifies the page orientation used when exporting a Scatter Chart dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the exported document's title. +* **Size Mode** - Specifies the Scatter Chart dashboard item's export size mode. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Scatter Chart dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/tab-container.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/tab-container.md new file mode 100644 index 0000000000..69f647c848 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/tab-container.md @@ -0,0 +1,14 @@ +--- +title: Tab Container +author: Boris Zaitsev +legacyId: '400237' +--- +# Tab Container + +The **Tab container** dashboard item allows you to split the dashboard layout into several pages. Common filter controls for large elements in a dashboard can be located on a separate tab page. + +![](../../images/tabcontainer-for-viewer.png) + +Click the tab page's header to switch between tab pages: + +![](../../images/win-viewer-select-tab-page.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box.md new file mode 100644 index 0000000000..c64b3b9451 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box.md @@ -0,0 +1,9 @@ +--- +title: Text Box +author: Natalia Kazakova +legacyId: 16685 +--- +# Text Box +The **Text Box** dashboard item is used to display rich text within a dashboard. + +![MainFeatures_TextEditor](../../images/img18215.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box/printing-and-exporting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box/printing-and-exporting.md new file mode 100644 index 0000000000..5b614d8121 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box/printing-and-exporting.md @@ -0,0 +1,48 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17250 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) + topic. + +This topic describes the specifics of printing/exporting a **Text Box** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) + +## Printing +If you are printing a Text Box dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![TextBox_PrintingOptionsDialog](../../../images/img22943.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![TextBox_PDFExportOptionsDialog](../../../images/img22944.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the Text Box caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +![TextBox_ImageExportOptionsDialog](../../../images/img22945.png) +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Show Title** - Specifies whether or not to apply the Text Box caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap.md new file mode 100644 index 0000000000..196f00e984 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap.md @@ -0,0 +1,10 @@ +--- +title: Treemap +author: Natalia Kazakova +legacyId: 15659 +--- +# Treemap +The Treemap dashboard item visualizes data in nested rectangles that are called _tiles_. +* [Data Presentation Basics](treemap/data-presentation-basics.md) +* [Interactivity](treemap/interactivity.md) +* [Printing and Exporting](treemap/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/data-presentation-basics.md new file mode 100644 index 0000000000..40432c79e0 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/data-presentation-basics.md @@ -0,0 +1,14 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16554 +--- +# Data Presentation Basics +The Treemap dashboard item visualizes data in nested rectangles that are called _tiles_. + +![Treemap_Main_Win](../../../images/img125423.png) + +## Labels and Tooltips +The Treemap displays **labels** that contain descriptions for tiles and groups, and provide **tooltips** with additional information. + +![Treemap_LabelTooltipExample](../../../images/img125431.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/interactivity.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/interactivity.md new file mode 100644 index 0000000000..78b34d97ee --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/interactivity.md @@ -0,0 +1,26 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16303 +--- +# Interactivity +This topic describes features that enable interaction between the **Treemap** and other dashboard items. These features include **Master Filtering** and **Drill-Down** + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a tile/group caption (or multiple tiles/group captions by holding down the **CTRL** key) to make other dashboard items only display data related to the selected tile(s). + +![Treemap_MasterFiltering2](../../../images/img125442.png) + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Treemap's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Treemap's context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../data-presentation/drill-down.md) topic. + +When drill-down is enabled, you can click a tile to view its details. + +![Treemap_DrillDown](../../../images/img127987.png) + +> [!NOTE] +> When Master Filtering is enabled, you can view the details by double-clicking a tile. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/printing-and-exporting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/printing-and-exporting.md new file mode 100644 index 0000000000..13ba531fd9 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/printing-and-exporting.md @@ -0,0 +1,67 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 15632 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Treemap** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Treemap dashboard item using the Print Preview, you can customize the following options (via the **Options** button) before printing. + +![Treemap_PrintingOptionsDialog](../../../images/img125450.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Size Mode** - Allows you to specify the print size mode for the Treemap dashboard item. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +The following options are available when exporting the Treemap dashboard item to a PDF. + +![Treemap_PDFExportOptionsDialog](../../../images/img125451.png) +* **Page Layout** - Specifies the page orientation used to export a Treemap dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Treemap dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Treemap dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-parameters/requesting-parameter-values.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-parameters/requesting-parameter-values.md new file mode 100644 index 0000000000..0963405b4c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/dashboard-parameters/requesting-parameter-values.md @@ -0,0 +1,17 @@ +--- +title: Requesting Parameter Values +author: Natalia Kazakova +legacyId: 16624 +--- +# Requesting Parameter Values +The Dashboard Viewer provides a built-in **Dashboard Parameters** dialog, which allows you to change dashboard parameter values. + +This dialog can be used to apply filtering to dashboard data. + +![Parameters_DashboardParametersDialog_Win](../../images/img21815.png) + +To invoke the **Dashboard Parameters** dialog in the Dashboard Viewer, click the **Parameters** button (the ![Parameters_ParametersButtonWin_Title](../../images/img21814.png) icon) in the [dashboard title](../data-presentation/dashboard-layout.md). + +Select the required parameter values in the **Dashboard Parameters** dialog and click the **Submit** button to apply the changes. + +To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/data-presentation/dashboard-layout.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/data-presentation/dashboard-layout.md new file mode 100644 index 0000000000..3f0245df4a --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/data-presentation/dashboard-layout.md @@ -0,0 +1,44 @@ +--- +title: Dashboard Layout +author: Natalia Kazakova +legacyId: 16710 +--- +# Dashboard Layout +This topic describes the features related to the dashboard layout. +* [Dashboard Title](#dashboard-title) +* [Dashboard Item Caption](#dashboard-item-caption) +* [Resizing Dashboard Items](#resizing-dashboard-items) + +## Dashboard Title +The **Dashboard Title** is located at the top of the **Dashboard**. The dashboard title can contain text or image content, elements selected in the master filter item and command buttons. + +![DashboardTitleArea](../../images/img19734.png) + +When you hover over the filter icon (![DashboardTitle_MasterFilterIcon](../../images/img23138.png)), all master filters applied to the dashboard are displayed in the invoked popup. + +![DashboardTitle_MasterFilterPopup](../../images/img23137.png) + +The dashboard title can contain the following command buttons. +* **Export To** button (the ![ExportToButton_TitleWin](../../images/img23209.png) icon) - allows you to print/export the dashboard. To learn more about printing and exporting, see the [Printing and Exporting](../printing-and-exporting.md) topic. +* **Parameters** button (the ![Parameters_ParametersButtonWin_Title](../../images/img21814.png) icon) - allows you to modify dashboard parameter values. To learn how to modify dashboard parameter values, see the [Requesting Parameter Values](../dashboard-parameters/requesting-parameter-values.md) topic. + +## Dashboard Item Caption +Each [dashboard item](../dashboard-items.md) has a caption that is displayed at the top of this item. The caption contains static text along with other information, as well as command buttons. + +![DashboardItem_Caption](../../images/img18278.png) + +The caption of the Dashboard item contains the following information and buttons, depending on the dashboard item type: +* **Dashboard Item Name** - represents the static text within a dashboard item's caption. +* **Data Item Container Name** - represents the name of the data item container. +* **Drill-Down** value - shows value(s) from the current drill-down hierarchy. To learn more, see the [Drill-Down](drill-down.md) topic. +* **Export to** button - allows you to print or export a dashboard item. To learn how to print individual dashboard items, see the [Printing and Exporting](../printing-and-exporting.md) topic. +* **Values** button - invokes a drop-down menu that allows you to switch between provided values (in the pie, card, gauge and map dashboard items). To learn more, see the **Data Presentation Basics** topic for the corresponding dashboard item. +* **Clear Master Filter** button - allows you to reset filtering when a dashboard item acts as the [Master Filter](master-filtering.md). To learn more, see the **Interactivity** topic for the corresponding dashboard item. +* **Drill Up** button - allows you to return to the previous detail level when the [drill-down](drill-down.md) capability is enabled for this item. To learn more, see the **Interactivity** topic for the corresponding dashboard item. + +## Resizing Dashboard Items +The Dashboard Viewer provides the capability to resize dashboard items. + +![Layout_ResizingItem](../../images/img20595.png) + +You can resize individual items (or a group of items) by dragging their edges. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/data-presentation/data-inspector.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/data-presentation/data-inspector.md new file mode 100644 index 0000000000..cd8ab186f6 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/data-presentation/data-inspector.md @@ -0,0 +1,28 @@ +--- +title: Data Inspector +author: Margarita Zakhodyaeva +--- +# Data Inspector +**Data Inspector** is a dialog window that displays raw or aggregated data. + +## Overview + +To invoke the Data Inspector window, click the "Inspect Data" button ![](../../images/inspect-data-winforms.png) in the [dashboard item caption](../../dashboard-designer/dashboard-layout/dashboard-item-caption.md) or select the "Inspect Data" context menu item. + +## Aggregated (Displayed) Data + +The data shown as _Aggregated_ is retrieved from the dashboard item's data storage. + +![](../../images/data-inspector-aggr.png) + +The columns are: + +* [Dimensions](../../dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md), except the **Sparkline**. +* [Measures](../../dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md). A list of dimensions does not include unbound measures (the measures without a DataMember, such as [Totals](../../dashboard-designer/dashboard-item-settings/grid/totals.md) and the number of points in a [Cluster](../../dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md). + * The [Sparkline](../../dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md) is displayed as a column. + +## Raw Data + +Raw data is the dashboard item's underlying data. + +![](../../images/data-inspector-raw.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/data-presentation/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/data-presentation/data-presentation-basics.md new file mode 100644 index 0000000000..07e8ea956b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/data-presentation/data-presentation-basics.md @@ -0,0 +1,37 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16654 +--- +# Data Presentation Basics +The **Dashboard Viewer** is used to present dashboards in Windows Forms applications. +A wide range of dashboard items are used to display visual or textual information. + +| Dashboard Item | Image | Description | +|---|---|---| +| [Chart](../dashboard-items/chart.md) | ![WinViewer_Chart](../../images/img22446.png) | Displays data graphically using bars, lines, points, etc. | +| [Scatter Chart](../dashboard-items/scatter-chart.md) | ![AddingItems_ScatterChart](../../images/img121120.png) | Visualizes relationships between numeric variables. | +| [Grid](../dashboard-items/grid.md) | ![WinViewer_Grid](../../images/img22448.png) | Presents data in tabular form. | +| [Pies](../dashboard-items/pies.md) | ![Fundamentals_DashboardItems_Pies](../../images/img22438.png) | Displays a series of pies or donuts that represent the contribution of each value to the total. | +| [Cards](../dashboard-items/cards.md) | ![WinViewer_Cards](../../images/img22445.png) | Displays a series of cards, each illustrating the difference between two values. | +| [Gauges](../dashboard-items/gauges.md) | ![WinViewer_Gauges](../../images/img22447.png) | Visualizes data within a series of gauges. | +| [Pivot](../dashboard-items/pivot.md) | ![WinViewer_Pivot](../../images/img22450.png) | Displays cross-tabular reports and allows you to analyze multi-dimensional data. | +| [Choropleth Map](../dashboard-items/choropleth-map.md) | ![Fundamentals_DashboardItems_ChoroplethMap](../../images/img22437.png) | Colorizes areas in proportion to the provided values. | +| [Geo Point Map](../dashboard-items/geo-point-maps/data-presentation-basics.md) | ![AddingItems_GeoPointMap](../../images/img121121.png) | Displays callouts on the map using geographical coordinates. | +| [Bubble Map](../dashboard-items/geo-point-maps/data-presentation-basics.md) | ![Fundamentals_DashboardItems_geopoingmaps](../../images/img22440.png) | Displays bubbles on the map using geographical coordinates. | +| [Pie Map](../dashboard-items/geo-point-maps/data-presentation-basics.md) | ![AddingItems_PieMap](../../images/img121123.png) | Places pies on the map using geographical coordinates. | +| [Range Filter](../dashboard-items/range-filter.md) | ![WinViewer_RangeFilter](../../images/img22451.png) | Allows you to apply filtering by dragging selection thumbs along the argument axis. | +| [Images](../dashboard-items/image.md) | ![ImageOverview](../../images/img124553.png) | Displays images. | +| [Text Box](../dashboard-items/text-box.md) | ![TextboxOverview](../../images/img124554.png) | Displays rich text within a dashboard. | +| [Treemap](../dashboard-items/treemap.md) | ![Treemap_Thumbnail](../../images/img125084.png) | Visualizes data in nested rectangles. | +| [Combo Box](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_ComboBox](../../images/img24779.png) | Allows you to select a value(s) from the drop-down list. | +| [List Box](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_ListBox](../../images/img24784.png) | Allows you to select a value(s) from the list. | +| [Tree View](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_TreeView](../../images/img24786.png) | Displays values in a hierarchical way and allows you to filter other dashboard items by selecting parent/child values. | + +The Dashboard Viewer enables interaction between various dashboard items. These features include **Master Filtering** and **Drill-Down**. +* [Master Filtering](master-filtering.md) +* [Drill-Down](drill-down.md) + +You can inspect raw or aggregated data. See the [Data Inspector](data-inspector.md) topic for details. + +To learn more about the dashboard layout, see the [Dashboard Layout](dashboard-layout.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/data-presentation/drill-down.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/data-presentation/drill-down.md new file mode 100644 index 0000000000..8eb49b7b9f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/data-presentation/drill-down.md @@ -0,0 +1,15 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16628 +--- +# Drill-Down +Dashboard provides the **drill-down** feature, which allows you to change the detail level of data displayed in a dashboard item. This feature allows you to drill down to display the details, or drill up to view more general information. + +![Anim_Cards_DrillDown](../../images/img19995.gif) + +To learn how to drill down using a particular dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) topic. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../images/img18627.png) icon) in the dashboard item's [caption](dashboard-layout.md), or the corresponding command in the context menu. + +![Chart_Interactivity_DrillUp](../../images/img19460.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/data-presentation/master-filtering.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/data-presentation/master-filtering.md new file mode 100644 index 0000000000..9f31524c15 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/data-presentation/master-filtering.md @@ -0,0 +1,24 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16627 +--- +# Master Filtering +The **Dashboard** allows you to use any data-aware dashboard item as a filter for the entire dashboard (**Master Filter**). You can select elements in a **Master Filter** item (chart bars, pie segments, grid records, etc.) to filter data in the rest of the dashboard by the selected values. + +![MainFeatures_MasterFiltering_Win](../../images/img25347.gif) + +## Master Filtering Modes +The Master Filter item supports two selection modes. +* **Multiple** + + Allows you to select multiple elements in the Master Filter item. + + To clear the selection in the Master Filter item, use the **Clear Master Filter** button in the dashboard item's [caption](dashboard-layout.md). + + ![DataShaping_Interactivity_MultipleMasterFilter_Clear](../../images/img21846.png) +* **Single** + + Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it. + +To learn how to filter dashboard data via a specific dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) section. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/printing-and-exporting.md b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/printing-and-exporting.md new file mode 100644 index 0000000000..116db9d8f2 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-desktop/dashboard-viewer/printing-and-exporting.md @@ -0,0 +1,78 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 16639 +--- +# Printing and Exporting +The Dashboard Viewer provides the capability to print or export an entire dashboard and individual items. +* [Printing and Exporting Dashboards](#printing-dashboards) +* [Printing and Exporting Dashboard Items](#printing-dashboard-items) + +## Printing and Exporting Dashboards +To print or export the entire dashboard, click the ![ExportToButtonDashboard_Designer](../images/img23662.png) button in the [dashboard title](data-presentation/dashboard-layout.md) area and choose the required action. + +![WinViewer_Printing](../images/img22453.png) + +### Print Preview... + +Allows you to customize the document before printing/exporting. For instance, the following settings can be changed: the orientation and size of the printed page, page margins, etc. + +### Export to PDF + +Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available: + +![ExportToPDFDialog_Win](../images/img22909.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_, and _Auto_. Note that in the _Auto_ mode, page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. +* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. + + > [!NOTE] + > Note that this option is in effect when **Page Layout** is set to a value different from _Auto_. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard is scaled. + + > [!NOTE] + > This option is in effect if **Scale Mode** is set to _Use Scale Factor_. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard. + + > [!NOTE] + > This option is in effect if **Scale Mode** is set to _Auto Fit to Page Width_. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +### Export to Image + +Invokes a corresponding dialog that allows you to export a dashboard to an image in the specified format. The following options are available: + +![ExportToImageDialog_Win](../images/img22910.png) +* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +### Export to Excel + +Invokes a corresponding dialog that allows you to export dashboard's data to the Excel file. The following options are available: + +![ExportToExcelDialog_Win](../images/img128217.png) +* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in the invoked dialog and click the **Export** button to export the dashboard. To reset changes to the default values, click the **Reset** button. + +## Printing and Exporting Dashboard Items +To print or export a dashboard item, click the ![Printing_PrintButton](../images/img19552.png) button in its [caption](data-presentation/dashboard-layout.md) and choose the required action. + +![Printing_PrintElementWIn](../images/img19611.png) +* **Print Preview...** - Allows you to customize the document before printing/exporting. +* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. +* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image in the specified format. +* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. + +To learn more about printing/exporting specifics of different dashboard items, see the **Printing and Exporting** topic for the required [dashboard 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-0,0 +1,16 @@ +--- +title: Dashboard for Desktop +author: Natalia Kazakova +legacyId: 15757 +--- +# Dashboard for Desktop + +The **DevExpress Dashboard** is an interactive data visualization tool optimized for real-time data consumption and analysis. It includes the following components: + +![MainFeatures_Designer](images/img124547.png) + +[Dashboard Designer](dashboard-designer.md) - provides a comprehensive UI for designing dashboards from scratch. + +![WinViewerOverview](images/img124551.png) + +[Dashboard Viewer](dashboard-viewer.md) - enables you to display dashboards in Windows Forms applications. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/toc.yml b/eud-for-bi-dashboard/dashboard-for-desktop/toc.yml similarity index 100% rename from eud-for-bi-dashboards/dashboard-for-desktop/toc.yml rename to eud-for-bi-dashboard/dashboard-for-desktop/toc.yml diff --git a/eud-for-bi-dashboards/dashboard-for-web/images/add-new-indicator-web.png b/eud-for-bi-dashboard/dashboard-for-web/images/add-new-indicator-web.png similarity index 100% rename from eud-for-bi-dashboards/dashboard-for-web/images/add-new-indicator-web.png rename to 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+![WebDesignerOverview](images/img124548.png) + +* [Web Dashboard - Designer Mode](web-dashboard-designer-mode.md) + + The **Web Dashboard** allows users to create dashboards directly in a web browser and provides an intuitive UI for data binding, shaping, layout design, and other configuration tasks. + +![WebDashboard_ViewerMode_Overview_dx](images/img127377.png) + +* [Web Dashboard - Viewer Mode](web-dashboard-viewer-mode.md) + + The **Web Dashboard** allows users to view dashboards in a web browser. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/toc.yml b/eud-for-bi-dashboard/dashboard-for-web/toc.yml similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/toc.yml rename to eud-for-bi-dashboard/dashboard-for-web/toc.yml index a5e89f5b05..c408be98ef 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/toc.yml +++ b/eud-for-bi-dashboard/dashboard-for-web/toc.yml @@ -1,506 +1,506 @@ -items: -- name: Web Dashboard - Designer Mode - href: web-dashboard-designer-mode.md - items: - - name: Create a Dashboard - href: web-dashboard-designer-mode/create-a-dashboard.md - - name: Provide Data - href: web-dashboard-designer-mode/provide-data.md - items: - - name: Create a New Data Source - href: web-dashboard-designer-mode/provide-data/create-a-new-data-source.md - - name: Connect to an Existing Data Source - href: web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md - - name: Manage Data Sources - href: web-dashboard-designer-mode/provide-data/manage-data-sources.md - - name: Working with SQL Data Sources - href: web-dashboard-designer-mode/provide-data/working-with-sql-data-sources.md - items: - - name: Manage SQL Queries - href: web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md - - name: Filter Queries - href: web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md - - name: Pass Query Parameters - href: web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md - - name: Stored Procedures - href: web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md - - name: Filter Data Sources - href: web-dashboard-designer-mode/provide-data/filter-data-sources.md - - name: Calculated Fields - href: web-dashboard-designer-mode/provide-data/calculated-fields.md - - name: Data Inspector - href: web-dashboard-designer-mode/provide-data/data-inspector.md - - name: Add Dashboard Items - href: web-dashboard-designer-mode/add-dashboard-items.md - - name: Bind Dashboard Items to Data - href: web-dashboard-designer-mode/bind-dashboard-items-to-data.md - items: - - name: Bind Dashboard Items to Data in the Web Dashboard - href: web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md - - name: Hidden Data Items - href: web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md - - name: Bind Dashboard Items to Data in OLAP Mode - href: web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md - - name: Dashboard Item Settings - href: web-dashboard-designer-mode/dashboard-item-settings.md - items: - - name: Chart - href: web-dashboard-designer-mode/dashboard-item-settings/chart.md - items: - - name: Providing Data - href: web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md - - name: Series - href: web-dashboard-designer-mode/dashboard-item-settings/chart/series.md - - name: Panes - href: web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md - - name: Interactivity - href: web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md - - name: Legend - href: web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md - - name: Axes - href: web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md - - name: Trend Indicators - href: web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md - - name: Orientation - href: web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md - - name: Conditional Formatting - href: web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md - - name: Scatter Chart - href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md - items: - - name: Providing Data - href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md - - name: Interactivity - href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md - - name: Legend - href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md - - name: Axes - href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md - - name: Orientation - href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md - - name: Labels - href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md - - name: Conditional Formatting - href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md - - name: Grid - href: web-dashboard-designer-mode/dashboard-item-settings/grid.md - items: - - name: Providing Data - href: web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md - - name: Columns - href: web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md - - name: Interactivity - href: web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md - - name: Conditional Formatting - href: web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md - - name: Totals - href: web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md - - name: Column Filter - href: web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md - - name: Layout - href: web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md - - name: Pies - href: web-dashboard-designer-mode/dashboard-item-settings/pies.md - items: - - name: Providing Data - href: web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md - - name: Interactivity - href: web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md - - name: Layout - href: web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md - - name: Labels - href: web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md - - name: Style - href: web-dashboard-designer-mode/dashboard-item-settings/pies/style.md - - name: Cards - href: web-dashboard-designer-mode/dashboard-item-settings/cards.md - items: - - name: Providing Data - href: web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md - - name: Layout - href: web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md - - name: Delta - href: web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md - - name: Sparkline - href: web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md - - name: Formatting - href: web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md - - name: Interactivity - href: web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md - - name: Cards Arrangement - href: web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md - - name: Conditional Formatting - href: web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md - - name: Gauges - href: web-dashboard-designer-mode/dashboard-item-settings/gauges.md - items: - - name: Providing Data - href: web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md - - name: Delta - href: web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md - - name: Gauge Scale - href: web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md - - name: Interactivity - href: web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md - - name: Layout - href: web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md - - name: Style - href: web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md - - name: Pivot - href: web-dashboard-designer-mode/dashboard-item-settings/pivot.md - items: - - name: Providing Data - href: web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md - - name: Interactivity - href: web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md - - name: Conditional Formatting - href: web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md - - name: Layout - href: web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md - - name: Expanded State - href: web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md - - name: Choropleth Map - href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md - items: - - name: Providing Maps - href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md - - name: Providing Data - href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md - - name: Delta - href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md - - name: Map Navigation - href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md - - name: Interactivity - href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md - - name: Labels - href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md - - name: Legend - href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md - - name: Geo Point Maps - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md - items: - - name: Map Types Overview - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md - - name: Providing Maps - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md - - name: Geo Point Map - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md - items: - - name: Providing Data - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md - - name: Bubble Map - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md - items: - - name: Providing Data - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md - - name: Legends - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md - - name: Pie Map - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md - items: - - name: Providing Data - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md - - name: Pie Options - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md - - name: Coloring - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md - - name: Legends - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md - - name: Clustering - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md - - name: Map Navigation - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md - - name: Interactivity - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md - - name: Labels - href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md - - name: Range Filter - href: web-dashboard-designer-mode/dashboard-item-settings/range-filter.md - items: - - name: Providing Data - href: web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md - - name: Series - href: web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md - - name: Interactivity - href: web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md - - name: Predefined Periods - href: web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md - - name: Date Filter - href: web-dashboard-designer-mode/dashboard-item-settings/date-filter.md - - name: Images - href: web-dashboard-designer-mode/dashboard-item-settings/images.md - items: - - name: Image Overview - href: web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md - - name: Providing Images - href: web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md - - name: Interactivity - href: web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md - - name: Image Settings - href: web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md - - name: Text Box - href: web-dashboard-designer-mode/dashboard-item-settings/text-box.md - - name: Treemap - href: web-dashboard-designer-mode/dashboard-item-settings/treemap.md - items: - - name: Providing Data - href: web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md - - name: Interactivity - href: web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md - - name: Layout - href: web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md - - name: Grouping - href: web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md - - name: Coloring - href: web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md - - name: Labels - href: web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md - - name: Filter Elements - href: web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md - items: - - name: Filter Elements Overview - href: web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md - - name: Providing Data - href: web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md - - name: Interactivity - href: web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md - - name: Dashboard Item Group - href: web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md - - name: Tab Container - href: web-dashboard-designer-mode/dashboard-item-settings/tab-container.md - - name: Data Shaping - href: web-dashboard-designer-mode/data-shaping.md - items: - - name: Summarization - href: web-dashboard-designer-mode/data-shaping/summarization.md - - name: Grouping - href: web-dashboard-designer-mode/data-shaping/grouping.md - - name: Sorting - href: web-dashboard-designer-mode/data-shaping/sorting.md - - name: Filtering - href: web-dashboard-designer-mode/data-shaping/filtering.md - - name: Top N - href: web-dashboard-designer-mode/data-shaping/top-n.md - - name: Formatting Data - href: web-dashboard-designer-mode/data-shaping/formatting-data.md - - name: Interactivity - href: web-dashboard-designer-mode/interactivity.md - items: - - name: Master Filtering - href: web-dashboard-designer-mode/interactivity/master-filtering.md - - name: Drill-Down - href: web-dashboard-designer-mode/interactivity/drill-down.md - - name: Neutral Filter Mode - href: web-dashboard-designer-mode/interactivity/neutral-filter-mode.md - - name: Appearance Customization - href: web-dashboard-designer-mode/appearance-customization.md - items: - - name: Conditional Formatting - href: web-dashboard-designer-mode/appearance-customization/conditional-formatting.md - - name: Coloring - href: web-dashboard-designer-mode/appearance-customization/coloring.md - - name: Themes - href: web-dashboard-designer-mode/appearance-customization/themes.md - - name: Data Analysis - href: web-dashboard-designer-mode/data-analysis.md - items: - - name: Aggregations - href: web-dashboard-designer-mode/data-analysis/aggregations.md - - name: Calculations - href: web-dashboard-designer-mode/data-analysis/calculations.md - - name: Dashboard Parameters - href: web-dashboard-designer-mode/data-analysis/dashboard-parameters.md - items: - - name: Create Dashboard Parameters - href: web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md - - name: Create Cascading Parameters - href: web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md - - name: Reference Dashboard Parameters - href: web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md - - name: Specify Parameter Values - href: web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md - - name: Expression Constants, Operators, and Functions - href: web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md - - name: Convert Dashboard Items - href: web-dashboard-designer-mode/convert-dashboard-items.md - - name: Dashboard Layout - href: web-dashboard-designer-mode/dashboard-layout.md - items: - - name: Dashboard Title - href: web-dashboard-designer-mode/dashboard-layout/dashboard-title.md - - name: Dashboard Item Caption - href: web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md - - name: Dashboard Items Layout - href: web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md - - name: Undo and Redo Operations - href: web-dashboard-designer-mode/undo-and-redo-operations.md - - name: Save a Dashboard - href: web-dashboard-designer-mode/save-a-dashboard.md - - name: Open a Dashboard - href: web-dashboard-designer-mode/open-a-dashboard.md - - name: Exporting - href: web-dashboard-designer-mode/exporting.md - - name: UI Elements - href: web-dashboard-designer-mode/ui-elements.md - items: - - name: Toolbox - href: web-dashboard-designer-mode/ui-elements/toolbox.md - - name: Dashboard Surface - href: web-dashboard-designer-mode/ui-elements/dashboard-surface.md - - name: Dashboard Menu - href: web-dashboard-designer-mode/ui-elements/dashboard-menu.md - - name: Dashboard Item Menu - href: web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md - - name: Data Item Menu - href: web-dashboard-designer-mode/ui-elements/data-item-menu.md - - name: Designer Toolbar - href: web-dashboard-designer-mode/ui-elements/designer-toolbar.md - - name: Dialogs and Wizards - href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards.md - items: - - name: Dashboard Data Source Wizard - href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md - items: - - name: Specify Data Source Settings (Database) - href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md - - name: Specify Data Source Settings (JSON) - href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md - - name: Specify Data Source Settings (OLAP) - href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md - - name: Specify Data Source Settings (Data Fedaration) - href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md - - name: Query Builder - href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md - - name: Preview Data - href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md - - name: Filter Editor - href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md -- name: Web Dashboard - Viewer Mode - href: web-dashboard-viewer-mode.md - items: - - name: Data Presentation - items: - - name: 'Data Presentation Basics ' - href: web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md - - name: Master Filtering - href: web-dashboard-viewer-mode/data-presentation/master-filtering.md - - name: Drill-Down - href: web-dashboard-viewer-mode/data-presentation/drill-down.md - - name: Dashboard Layout - href: web-dashboard-viewer-mode/data-presentation/dashboard-layout.md - - name: Mobile Layout - href: web-dashboard-viewer-mode/mobile-layout.md - - name: Dashboard Parameters - items: - - name: Requesting Parameter Values - href: web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md - - name: Exporting - href: web-dashboard-viewer-mode/exporting.md - - name: Dashboard Items - href: web-dashboard-viewer-mode/dashboard-items.md - items: - - name: Chart - href: web-dashboard-viewer-mode/dashboard-items/chart.md - items: - - name: Data Presentation Basics - href: web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md - - name: Interactivity - href: web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md - - name: Exporting - href: web-dashboard-viewer-mode/dashboard-items/chart/exporting.md - - name: Scatter Chart - href: web-dashboard-viewer-mode/dashboard-items/scatter-chart.md - items: - - name: Data Presentation Basics - href: web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md - - name: Interactivity - href: web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md - - name: Exporting - href: web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md - - name: Grid - href: web-dashboard-viewer-mode/dashboard-items/grid.md - items: - - name: Data Presentation Basics - href: web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md - - name: Interactivity - href: web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md - - name: Exporting - href: web-dashboard-viewer-mode/dashboard-items/grid/exporting.md - - name: Pies - href: web-dashboard-viewer-mode/dashboard-items/pies.md - items: - - name: Data Presentation Basics - href: web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md - - name: Interactivity - href: web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md - - name: Exporting - href: web-dashboard-viewer-mode/dashboard-items/pies/exporting.md - - name: Cards - href: web-dashboard-viewer-mode/dashboard-items/cards.md - items: - - name: Data Presentation Basics - href: web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md - - name: Interactivity - href: web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md - - name: Exporting - href: web-dashboard-viewer-mode/dashboard-items/cards/exporting.md - - name: Gauges - href: web-dashboard-viewer-mode/dashboard-items/gauges.md - items: - - name: Data Presentation Basics - href: web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md - - name: Interactivity - href: web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md - - name: Exporting - href: web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md - - name: Pivot - href: web-dashboard-viewer-mode/dashboard-items/pivot.md - items: - - name: Exporting - href: web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md - - name: Choropleth Map - href: web-dashboard-viewer-mode/dashboard-items/choropleth-map.md - items: - - name: Data Presentation Basics - href: web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md - - name: Interactivity - href: web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md - - name: Exporting - href: web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md - - name: Geo Point Maps - href: web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md - items: - - name: Data Presentation Basics - href: web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md - - name: Interactivity - href: web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md - - name: Exporting - href: web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md - - name: Range Filter - href: web-dashboard-viewer-mode/dashboard-items/range-filter.md - items: - - name: Exporting - href: web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md - - name: Image - href: web-dashboard-viewer-mode/dashboard-items/image.md - items: - - name: Exporting - href: web-dashboard-viewer-mode/dashboard-items/image/exporting.md - - name: Text Box - href: web-dashboard-viewer-mode/dashboard-items/text-box.md - items: - - name: Exporting - href: web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md - - name: Treemap - href: web-dashboard-viewer-mode/dashboard-items/treemap.md - items: - - name: Data Presentation Basics - href: web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md - - name: Interactivity - href: web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md - - name: Exporting - href: web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md - - name: Filter Elements - href: web-dashboard-viewer-mode/dashboard-items/filter-elements.md - - name: Tab Container +items: +- name: Web Dashboard - Designer Mode + href: web-dashboard-designer-mode.md + items: + - name: Create a Dashboard + href: web-dashboard-designer-mode/create-a-dashboard.md + - name: Provide Data + href: web-dashboard-designer-mode/provide-data.md + items: + - name: Create a New Data Source + href: web-dashboard-designer-mode/provide-data/create-a-new-data-source.md + - name: Connect to an Existing Data Source + href: web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md + - name: Manage Data Sources + href: web-dashboard-designer-mode/provide-data/manage-data-sources.md + - name: Working with SQL Data Sources + href: web-dashboard-designer-mode/provide-data/working-with-sql-data-sources.md + items: + - name: Manage SQL Queries + href: web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md + - name: Filter Queries + href: web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md + - name: Pass Query Parameters + href: web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md + - name: Stored Procedures + href: web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md + - name: Filter Data Sources + href: web-dashboard-designer-mode/provide-data/filter-data-sources.md + - name: Calculated Fields + href: web-dashboard-designer-mode/provide-data/calculated-fields.md + - name: Data Inspector + href: web-dashboard-designer-mode/provide-data/data-inspector.md + - name: Add Dashboard Items + href: web-dashboard-designer-mode/add-dashboard-items.md + - name: Bind Dashboard Items to Data + href: web-dashboard-designer-mode/bind-dashboard-items-to-data.md + items: + - name: Bind Dashboard Items to Data in the Web Dashboard + href: web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md + - name: Hidden Data Items + href: web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md + - name: Bind Dashboard Items to Data in OLAP Mode + href: web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md + - name: Dashboard Item Settings + href: web-dashboard-designer-mode/dashboard-item-settings.md + items: + - name: Chart + href: web-dashboard-designer-mode/dashboard-item-settings/chart.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md + - name: Series + href: web-dashboard-designer-mode/dashboard-item-settings/chart/series.md + - name: Panes + href: web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md + - name: Legend + href: web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md + - name: Axes + href: web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md + - name: Trend Indicators + href: web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md + - name: Orientation + href: web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md + - name: Conditional Formatting + href: web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md + - name: Scatter Chart + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md + - name: Legend + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md + - name: Axes + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md + - name: Orientation + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md + - name: Labels + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md + - name: Conditional Formatting + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md + - name: Grid + href: web-dashboard-designer-mode/dashboard-item-settings/grid.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md + - name: Columns + href: web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md + - name: Conditional Formatting + href: web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md + - name: Totals + href: web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md + - name: Column Filter + href: web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md + - name: Layout + href: web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md + - name: Pies + href: web-dashboard-designer-mode/dashboard-item-settings/pies.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md + - name: Layout + href: web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md + - name: Labels + href: web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md + - name: Style + href: web-dashboard-designer-mode/dashboard-item-settings/pies/style.md + - name: Cards + href: web-dashboard-designer-mode/dashboard-item-settings/cards.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md + - name: Layout + href: web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md + - name: Delta + href: web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md + - name: Sparkline + href: web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md + - name: Formatting + href: web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md + - name: Cards Arrangement + href: web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md + - name: Conditional Formatting + href: web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md + - name: Gauges + href: web-dashboard-designer-mode/dashboard-item-settings/gauges.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md + - name: Delta + href: web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md + - name: Gauge Scale + href: web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md + - name: Layout + href: web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md + - name: Style + href: web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md + - name: Pivot + href: web-dashboard-designer-mode/dashboard-item-settings/pivot.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md + - name: Conditional Formatting + href: web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md + - name: Layout + href: web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md + - name: Expanded State + href: web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md + - name: Choropleth Map + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md + items: + - name: Providing Maps + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md + - name: Delta + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md + - name: Map Navigation + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md + - name: Labels + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md + - name: Legend + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md + - name: Geo Point Maps + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md + items: + - name: Map Types Overview + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md + - name: Providing Maps + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md + - name: Geo Point Map + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md + - name: Bubble Map + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md + - name: Legends + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md + - name: Pie Map + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md + - name: Pie Options + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md + - name: Coloring + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md + - name: Legends + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md + - name: Clustering + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md + - name: Map Navigation + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md + - name: Labels + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md + - name: Range Filter + href: web-dashboard-designer-mode/dashboard-item-settings/range-filter.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md + - name: Series + href: web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md + - name: Predefined Periods + href: web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md + - name: Date Filter + href: web-dashboard-designer-mode/dashboard-item-settings/date-filter.md + - name: Images + href: web-dashboard-designer-mode/dashboard-item-settings/images.md + items: + - name: Image Overview + href: web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md + - name: Providing Images + href: web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md + - name: Image Settings + href: web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md + - name: Text Box + href: web-dashboard-designer-mode/dashboard-item-settings/text-box.md + - name: Treemap + href: web-dashboard-designer-mode/dashboard-item-settings/treemap.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md + - name: Layout + href: web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md + - name: Grouping + href: web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md + - name: Coloring + href: web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md + - name: Labels + href: web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md + - name: Filter Elements + href: web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md + items: + - name: Filter Elements Overview + href: web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md + - name: Dashboard Item Group + href: web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md + - name: Tab Container + href: web-dashboard-designer-mode/dashboard-item-settings/tab-container.md + - name: Data Shaping + href: web-dashboard-designer-mode/data-shaping.md + items: + - name: Summarization + href: web-dashboard-designer-mode/data-shaping/summarization.md + - name: Grouping + href: web-dashboard-designer-mode/data-shaping/grouping.md + - name: Sorting + href: web-dashboard-designer-mode/data-shaping/sorting.md + - name: Filtering + href: web-dashboard-designer-mode/data-shaping/filtering.md + - name: Top N + href: web-dashboard-designer-mode/data-shaping/top-n.md + - name: Formatting Data + href: web-dashboard-designer-mode/data-shaping/formatting-data.md + - name: Interactivity + href: web-dashboard-designer-mode/interactivity.md + items: + - name: Master Filtering + href: web-dashboard-designer-mode/interactivity/master-filtering.md + - name: Drill-Down + href: web-dashboard-designer-mode/interactivity/drill-down.md + - name: Neutral Filter Mode + href: web-dashboard-designer-mode/interactivity/neutral-filter-mode.md + - name: Appearance Customization + href: web-dashboard-designer-mode/appearance-customization.md + items: + - name: Conditional Formatting + href: web-dashboard-designer-mode/appearance-customization/conditional-formatting.md + - name: Coloring + href: web-dashboard-designer-mode/appearance-customization/coloring.md + - name: Themes + href: web-dashboard-designer-mode/appearance-customization/themes.md + - name: Data Analysis + href: web-dashboard-designer-mode/data-analysis.md + items: + - name: Aggregations + href: web-dashboard-designer-mode/data-analysis/aggregations.md + - name: Calculations + href: web-dashboard-designer-mode/data-analysis/calculations.md + - name: Dashboard Parameters + href: web-dashboard-designer-mode/data-analysis/dashboard-parameters.md + items: + - name: Create Dashboard Parameters + href: web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md + - name: Create Cascading Parameters + href: web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md + - name: Reference Dashboard Parameters + href: web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md + - name: Specify Parameter Values + href: web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md + - name: Expression Constants, Operators, and Functions + href: web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md + - name: Convert Dashboard Items + href: web-dashboard-designer-mode/convert-dashboard-items.md + - name: Dashboard Layout + href: web-dashboard-designer-mode/dashboard-layout.md + items: + - name: Dashboard Title + href: web-dashboard-designer-mode/dashboard-layout/dashboard-title.md + - name: Dashboard Item Caption + href: web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md + - name: Dashboard Items Layout + href: web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md + - name: Undo and Redo Operations + href: web-dashboard-designer-mode/undo-and-redo-operations.md + - name: Save a Dashboard + href: web-dashboard-designer-mode/save-a-dashboard.md + - name: Open a Dashboard + href: web-dashboard-designer-mode/open-a-dashboard.md + - name: Exporting + href: web-dashboard-designer-mode/exporting.md + - name: UI Elements + href: web-dashboard-designer-mode/ui-elements.md + items: + - name: Toolbox + href: web-dashboard-designer-mode/ui-elements/toolbox.md + - name: Dashboard Surface + href: web-dashboard-designer-mode/ui-elements/dashboard-surface.md + - name: Dashboard Menu + href: web-dashboard-designer-mode/ui-elements/dashboard-menu.md + - name: Dashboard Item Menu + href: web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md + - name: Data Item Menu + href: web-dashboard-designer-mode/ui-elements/data-item-menu.md + - name: Designer Toolbar + href: web-dashboard-designer-mode/ui-elements/designer-toolbar.md + - name: Dialogs and Wizards + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards.md + items: + - name: Dashboard Data Source Wizard + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md + items: + - name: Specify Data Source Settings (Database) + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md + - name: Specify Data Source Settings (JSON) + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md + - name: Specify Data Source Settings (OLAP) + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md + - name: Specify Data Source Settings (Data Fedaration) + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md + - name: Query Builder + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md + - name: Preview Data + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md + - name: Filter Editor + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md +- name: Web Dashboard - Viewer Mode + href: web-dashboard-viewer-mode.md + items: + - name: Data Presentation + items: + - name: 'Data Presentation Basics ' + href: web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md + - name: Master Filtering + href: web-dashboard-viewer-mode/data-presentation/master-filtering.md + - name: Drill-Down + href: web-dashboard-viewer-mode/data-presentation/drill-down.md + - name: Dashboard Layout + href: web-dashboard-viewer-mode/data-presentation/dashboard-layout.md + - name: Mobile Layout + href: web-dashboard-viewer-mode/mobile-layout.md + - name: Dashboard Parameters + items: + - name: Requesting Parameter Values + href: web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md + - name: Exporting + href: web-dashboard-viewer-mode/exporting.md + - name: Dashboard Items + href: web-dashboard-viewer-mode/dashboard-items.md + items: + - name: Chart + href: web-dashboard-viewer-mode/dashboard-items/chart.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/chart/exporting.md + - name: Scatter Chart + href: web-dashboard-viewer-mode/dashboard-items/scatter-chart.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md + - name: Grid + href: web-dashboard-viewer-mode/dashboard-items/grid.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/grid/exporting.md + - name: Pies + href: web-dashboard-viewer-mode/dashboard-items/pies.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/pies/exporting.md + - name: Cards + href: web-dashboard-viewer-mode/dashboard-items/cards.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/cards/exporting.md + - name: Gauges + href: web-dashboard-viewer-mode/dashboard-items/gauges.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md + - name: Pivot + href: web-dashboard-viewer-mode/dashboard-items/pivot.md + items: + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md + - name: Choropleth Map + href: web-dashboard-viewer-mode/dashboard-items/choropleth-map.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md + - name: Geo Point Maps + href: web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md + - name: Range Filter + href: web-dashboard-viewer-mode/dashboard-items/range-filter.md + items: + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md + - name: Image + href: web-dashboard-viewer-mode/dashboard-items/image.md + items: + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/image/exporting.md + - name: Text Box + href: web-dashboard-viewer-mode/dashboard-items/text-box.md + items: + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md + - name: Treemap + href: web-dashboard-viewer-mode/dashboard-items/treemap.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md + - name: Filter Elements + href: web-dashboard-viewer-mode/dashboard-items/filter-elements.md + - name: Tab Container href: web-dashboard-viewer-mode/dashboard-items/tab-container.md \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode.md index 6cf487fd48..6edaca5d33 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode.md @@ -1,34 +1,34 @@ ---- -title: Web Dashboard - Designer Mode -author: Natalia Kazakova -legacyId: 116575 ---- -# Web Dashboard - Designer Mode -The **Web Dashboard** allows you to create dashboards in a web browser and provides an intuitive UI that facilitates data binding, shaping, layout design, etc. Many of these normally complex tasks can be accomplished with a simple drag-and-drop operation, allowing you to start creating dashboards immediately. - -![WebDesignerOverview](images/img124548.png) - -## Creating Dashboards -The following topics will guide you through the process of creating a dashboard. -* [Create a Dashboard](web-dashboard-designer-mode/create-a-dashboard.md) -* [Provide Data](web-dashboard-designer-mode/provide-data.md) -* [Add Dashboard Items](web-dashboard-designer-mode/add-dashboard-items.md) -* [Bind Dashboard Items to Data](web-dashboard-designer-mode/bind-dashboard-items-to-data.md) -* [Dashboard Item Settings](web-dashboard-designer-mode/dashboard-item-settings.md) -* [Data Shaping](web-dashboard-designer-mode/data-shaping.md) -* [Interactivity](web-dashboard-designer-mode/interactivity.md) -* [Appearance Customization](web-dashboard-designer-mode/appearance-customization.md) -* [Data Analysis](web-dashboard-designer-mode/data-analysis.md) -* [Convert Dashboard Items](web-dashboard-designer-mode/convert-dashboard-items.md) -* [Dashboard Layout](web-dashboard-designer-mode/dashboard-layout.md) -* [Undo and Redo Operations](web-dashboard-designer-mode/undo-and-redo-operations.md) -* [Save a Dashboard](web-dashboard-designer-mode/save-a-dashboard.md) -* [Open a Dashboard](web-dashboard-designer-mode/open-a-dashboard.md) - -## Exporting -The Web Dashboard provides the capability to export the individual items of a dashboard, as well as the entire dashboard. -* [Exporting](web-dashboard-designer-mode/exporting.md) - -## UI Elements -The topics in this section describe the main elements of the Web Dashboard. +--- +title: Web Dashboard - Designer Mode +author: Natalia Kazakova +legacyId: 116575 +--- +# Web Dashboard - Designer Mode +The **Web Dashboard** allows you to create dashboards in a web browser and provides an intuitive UI that facilitates data binding, shaping, layout design, etc. Many of these normally complex tasks can be accomplished with a simple drag-and-drop operation, allowing you to start creating dashboards immediately. + +![WebDesignerOverview](images/img124548.png) + +## Creating Dashboards +The following topics will guide you through the process of creating a dashboard. +* [Create a Dashboard](web-dashboard-designer-mode/create-a-dashboard.md) +* [Provide Data](web-dashboard-designer-mode/provide-data.md) +* [Add Dashboard Items](web-dashboard-designer-mode/add-dashboard-items.md) +* [Bind Dashboard Items to Data](web-dashboard-designer-mode/bind-dashboard-items-to-data.md) +* [Dashboard Item Settings](web-dashboard-designer-mode/dashboard-item-settings.md) +* [Data Shaping](web-dashboard-designer-mode/data-shaping.md) +* [Interactivity](web-dashboard-designer-mode/interactivity.md) +* [Appearance Customization](web-dashboard-designer-mode/appearance-customization.md) +* [Data Analysis](web-dashboard-designer-mode/data-analysis.md) +* [Convert Dashboard Items](web-dashboard-designer-mode/convert-dashboard-items.md) +* [Dashboard Layout](web-dashboard-designer-mode/dashboard-layout.md) +* [Undo and Redo Operations](web-dashboard-designer-mode/undo-and-redo-operations.md) +* [Save a Dashboard](web-dashboard-designer-mode/save-a-dashboard.md) +* [Open a Dashboard](web-dashboard-designer-mode/open-a-dashboard.md) + +## Exporting +The Web Dashboard provides the capability to export the individual items of a dashboard, as well as the entire dashboard. +* [Exporting](web-dashboard-designer-mode/exporting.md) + +## UI Elements +The topics in this section describe the main elements of the Web Dashboard. * [UI Elements](web-dashboard-designer-mode/ui-elements.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/add-dashboard-items.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/add-dashboard-items.md new file mode 100644 index 0000000000..83f88f2961 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/add-dashboard-items.md @@ -0,0 +1,26 @@ +--- +title: Add Dashboard Items +author: Natalia Kazakova +legacyId: 117923 +--- +# Add Dashboard Items +After [creating a dashboard](create-a-dashboard.md) and [provide data](provide-data.md) to it, add **dashboard items** to display visual or textual information in a dashboard. + +To create a dashboard item, click the corresponding button in the [Toolbox](ui-elements/toolbox.md) or drag an item from the Toolbox into the dashboard surface. + +![wdd-add-dashboard-item](../images/img124596.png) + +This creates an empty dashboard item, which you can now configure. + +![wdd-empty-dashboard-item](../images/img124597.png) + +To completely design a dashboard item, perform the following steps. +* [Bind](bind-dashboard-items-to-data.md) the dashboard item to data. +* Set specific dashboard item settings based on its type. To learn more, see [Dashboard Item Settings](dashboard-item-settings.md). +* Perform the required [data shaping](data-shaping.md) operations (such as [grouping](data-shaping/grouping.md), [sorting](data-shaping/sorting.md), [filtering](data-shaping/filtering.md), etc.). +* Use the [interactivity](interactivity.md) features to enable interaction between various dashboard items. +* Adjust the dashboard item's position and size (a [layout](dashboard-layout.md)) and specify the dashboard item caption settings. + +To remove the dashboard item from the dashboard surface, use the **Delete** button in the [dashboard item menu](ui-elements/dashboard-item-menu.md). + +![wdd-delete-dashboard-item](../images/img125500.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/appearance-customization.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/appearance-customization.md new file mode 100644 index 0000000000..bfc44f76c2 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/appearance-customization.md @@ -0,0 +1,19 @@ +--- +title: Appearance Customization +author: Natalia Kazakova +legacyId: 117949 +--- +# Appearance Customization +The topics in this section describe how to customize the appearance of the Web Dashboard and its elements. + +This section contains the following topics. +* [Conditional Formatting](appearance-customization/conditional-formatting.md) + + Describes how to format dashboard item elements whose values meet a specified condition. +* [Coloring](appearance-customization/coloring.md) + + Describes how to manage coloring of dashboard item elements. + +* [Themes](appearance-customization/themes.md) + + Describes available themes. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/coloring.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/coloring.md new file mode 100644 index 0000000000..9affd23ff5 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/coloring.md @@ -0,0 +1,148 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 117565 +--- +# Coloring +The Web Dashboard provides the capability to manage the coloring of dashboard item elements, such as chart series points or pie segments. + +## Supported Dashboard Items +You can manage coloring for the following dashboard items. +* [Chart](../dashboard-item-settings/chart.md) +* [Scatter Chart](../dashboard-item-settings/scatter-chart.md) +* [Pie](../dashboard-item-settings/pies.md) +* [Pie Map](../dashboard-item-settings/geo-point-maps/pie-map.md) +* [Range Filter](../dashboard-item-settings/range-filter.md) +* [Treemap](../dashboard-item-settings/treemap.md) + +## Color Schemes Overview +The dashboard supports two ways to color dashboard item elements: + +* **Global color scheme**. This scheme uses consistent colors for identical values across the dashboard. The image below shows a dashboard that contains Pie and Chart dashboard items. Pie segments and chart series points that correspond to Wisconsin, Oregon and Idaho dimension values use identical colors from the default palette. + + ![wdd-coloring-global-scheme](../../images/wdd-coloring-global-scheme126076.png) + + For a global color scheme, the dashboard reserves automatically generated colors for specific values regardless of the filter state. + +* **Local color scheme**. This scheme uses an independent set of colors for each dashboard item. The image below shows Pie segments that use colors from a local color scheme. These colors do not affect the Chart item that uses a global scheme. + + ![wdd-coloring-global-scheme](../../images/common-coloring-local-scheme.png) + + For a Local color scheme, the dashboard reassigns palette colors when the filter state is changed. + +## Color Measures and Dimensions + +You can configure color modes as follows: + +- A specific data item - To specify the color mode for a specific measure/dimension, open the [data item menu](../ui-elements/data-item-menu.md) and go to the **Data Shaping** section. Use the **Coloring** option to specify the color mode of this data item. + + ![Coloring for Web Dashboard - Data item coloring options](../../images/wdd-coloring-data-item-options126109.png) +- All data items - To see a list of all measures/dimensions for which you can specify color mode in a dashboard item, open the dashboard item's [Options](../ui-elements/dashboard-item-menu.md) menu and go to the **Coloring** section. + + ![Coloring for Web Dashboard - Dashboard item options](../../images/wdd-coloring-options126086.png) + +For example, the image below shows the Chart dashboard item whose _Country_ **dimension** is colored by different hues: + +![wdd-coloring-color-by-measure](../../images/wdd-coloring-color-by-measure126084.png) + +And the following Pie dashboard item colors **measures** by different hues: + +![wdd-coloring-by-measure](../../images/wdd-coloring-by-measure126108.png) + +> [!NOTE] +> If you enable color variation by different hues for several dimensions/measures, all combinations of dimension values/measures are colored with different colors from the default palette. + +## Customizing Color Palettes Using the Dashboard Item Menu +The Web Dashboard allows you to customize colors of the specific palette using the **Color Scheme** section of the dashboard item [Options](../ui-elements/dashboard-item-menu.md) menu. To edit the color scheme, click the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../images/img126050.png) icon) of the corresponding color. + +![wdd-coloring-change-dashboard-item-color-scheme](../../images/img126112.png) + +Then, pick any color using the RGB color model in the invoked color picker and click **Confirm** to change the color. + +![wdd-coloring-color-picker](../../images/img126125.png) + +A new color scheme will be applied to the dashboard item(s). + +![wdd-coloring-change-local-scheme](../../images/img126127.png) + +## Dashboard Item Color Mode Specifics + +The following table describes how colors are applied based on the dashboard item's type. + +| Item's Name | Coloring Specifics | +| -- | -- | +| **Chart** | The Chart colors different measures and series dimensions by hue. | +| **Scatter Chart** |The Scatter Chart does not color its arguments. | +| **Pies** | If the Pie dashboard item contains measures (the _Values_ section) and series dimensions (the _Series_ section), only values that correspond to different measures are colored by hue.
If the Pie dashboard item contains arguments (the _Arguments_ section), different argument values are colored by hue. | +|**Choropleth Map** | The Choropleth Map automatically selects palette and scale settings to color map shapes. | +|**Bubble Map** | The Bubble Map automatically selects palette and scale settings used to color bubbles depending on the provided values. +| **Pie Map** | The Pie Map allows you to color segments that correspond to various dimension values/measures. | +| **Range Filter** | The Range Filter colors different measures and series dimensions by hue. | +| **Treemap** | If the Treemap contains only measures (the _Values_ section), values that correspond to different measures are colored by different hues.
If the Treemap contains arguments (the _Arguments_ section), values that correspond to the first argument are colored by different hues. | + +To change the default coloring behavior, you can [configure color modes](#color-measures-and-dimensions). + +## Conditional Formatting + +The DevExpress Dashboard allows you to format [dashboard item](../../web-dashboard-viewer-mode/dashboard-items.md) elements whose values meet a specified condition. This feature highlights specific elements with a predefined set of rules. + +Refer to the following article for more information about conditional formatting: [Conditional Formatting](../appearance-customization/conditional-formatting.md). + +## Switch between Global and Local Color Schemes + +The dashboard supports two ways to color dashboard item elements: +- A **Global Color Scheme** uses consistent colors for identical values across the dashboard. +- A **Local Color Scheme** uses an independent set of colors for each dashboard item. + +To switch between global and local color schemes in the Web Dashboard, open the dashboard item's [Option](../ui-elements/dashboard-menu.md) menu, go to the *Color Scheme* section, and select the Color Scheme type. + +![Switch between Global and Local Color Schemes](../../images/switching-color-scheme.png) + +>[!TIP] +> The **local** color scheme paints dashboard item elements more quickly because the control does not request all possible colors and requests only colors used in the current item. + +## Customize Color Palettes in the Dashboard Item Menu + +Use the **Color Scheme** section of the dashboard item [Option](../ui-elements/dashboard-menu.md) menu to customize colors of the specific palette. To edit the color scheme, click the **Edit** button ![wdd-icon-edit-collection-value-item](../../images/wdd-icon-edit-collection-value-item126050.png) of the corresponding color. + +![Coloring for Web Dashboard - Change a dashboard item's color scheme](../../images/wdd-coloring-change-dashboard-item-color-scheme126112.png) + +Then, pick any color in the RGB color model of the invoked color picker and click **Confirm** to change the color. + +![Coloring for Web Dashboard - Color picker](../../images/wdd-coloring-color-picker126125.png) + +A new color scheme is applied to the dashboard item(s). + +![Coloring for Web Dashboard - Change local color scheme](../../images/wdd-coloring-change-local-scheme126127.png) + +## Customize Color Palettes in the Color Scheme Page + +The **Color Scheme** page of the [dashboard menu](../ui-elements/dashboard-menu.md) allows you to edit and add colors to customize color tables. + +![Coloring for Web Dashboard - Color scheme page](../../images/wdd-coloring-scheme-page126124.png) + +### Edit Colors + +You can reassign a color in the selected color table. For this, select one of the available schemes in the **Color Schemes** pane and click the color in the **Colors** pane to invoke the **Color** combo box. + +If you click the **Color** dropdown button, it invokes a color picker where you can specify a new color. + +![Coloring for Web Dashboard - Invoke color picker](../../images/wdd-coloring-invoke-color-picker126133.png) + +Click **OK** to change the automatically assigned color for the selected value and update the current color scheme. + +![Coloring for Web Dashboard - Changed color](../../images/wdd-coloring-changed-color126122.png) + +### Add Colors + +The Color Scheme page allows you to add a new value with the specified color to the selected color scheme. To do this, use the **Add color** button. + +![Coloring for Web Dashboard - Adding color](../../images/wdd-coloring-adding-color126969.png) + +Specify the dimension value of the added color or select the measures. This creates a new value whose color can be specified as described in the **Edit colors** section. + +![Coloring for Web Dashboard - Newly added color](../../images/wdd-coloring-added-color126964.png) + +Hover over the custom color and click **Remove** (the ![wdd-icon-delete-big](../../images/wdd-icon-delete-big126104.png) icon) to remove the color. + +![Coloring for Web Dashboard - Delete color](../../images/wdd-coloring-delete-color.png) diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/conditional-formatting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/conditional-formatting.md new file mode 100644 index 0000000000..957e052d10 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/conditional-formatting.md @@ -0,0 +1,123 @@ +--- +title: Conditional Formatting +author: Natalia Kazakova +legacyId: 117564 +--- +# Conditional Formatting +The Web Dashboard supports conditional formatting. You can apply a custom style to data elements that satisfy a certain condition for [Grid](../dashboard-item-settings/grid.md), [Pivot](../dashboard-item-settings/pivot.md), [Chart](../dashboard-item-settings/chart.md), [Scatter Chart](../dashboard-item-settings/scatter-chart.md) and [Card](../dashboard-item-settings/cards.md) items. + +![wdd-cf-main](../../images/img126130.png) + +## Format Rules + +Format rules used in conditional formatting can be categorized as follows: +* **Value** - Compares static values (Greater Than, Less Than, Between, etc.). +* **Top-Bottom** - Highlights a specific number of top/bottom values (Top N, Bottom N). +* **Average** - Highlights values above or below the average value. +* **A Date Occurring** - Highlights date-time values that are within a specified interval. +* **Expression** - Uses complex conditions to apply formatting. You can also pass dashboard parameters to expressions. +* **Icon and Color Ranges** - Display a specific icon based on a value range. You can select a predefined set of icons or apply a specific icon to each range. +* **Color Ranges** - Apply specific colors to different value ranges. You can select a predefined set of colors or use custom appearance settings to highlight values within specified ranges. +* **Gradient Ranges** - Apply formatting using gradient color scales. +* **Bar** - Visualizes numeric values as bars. You can also color bars corresponding to positive and negative values using different colors. +* **Bar Color Ranges** - Visualize numeric values as bars. Values within a range display a specific color. +* **Bar Gradient Ranges** - Visualize numeric values as bars. Values within a range display a specific bar gradient. + +Format conditions that can be applied to different data item types are as follows: +* numeric + * **Value** + * **Top-Bottom** + * **Average** + * **Expression** + * **Icon Ranges** + * **Color Ranges** + * **Gradient Ranges** + * **Bar** + * **Bar Color Ranges** + * **Bar Gradient Ranges** +* string + * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * **Expression** +* date-time + * **Value** + * A **Date Occurring** (for dimensions with a continuous date-time group interval) + * **Expression** + * **Icon and Color Ranges** + * **Color Ranges** + * **Gradient Ranges** + * **Bar** + * **Bar Color Ranges** + * **Bar Gradient Ranges** + +## Create a Format Rule + +To create a format rule, open the **Conditional Formatting** section in the [data item menu](../ui-elements/data-item-menu.md) or in the the dashboard item's [Options](../ui-elements/dashboard-item-menu.md) menu. Click "+" to add a new format rule: + +![wed-dashboard-cf-add-rule](../../images/wed-dashboard-cf-add-rule.png) + +Specify the data item/card used to calculate a condition in the **Calculated by** field in the **Common** section. You can use values from one data item to apply the style settings to a different item. To do this, specify the data item in the **Apply to** section. + +Select a condition type from the list in the **Common** section. Available condition types depend on the data item’s type. + +![wdd-grid-cf-select-rule-type](../../images/img126024.png) + +In the Condition section, specify the condition settings and [appearance settings](#appearance-settings). + +![|wdd-grid-cf-value-menu](../../images/img126023.png) + +You can specify additional settings in the **Miscellaneous** section. For example, you can specify an intersection level for a Pivot or apply a rule to a row in a Grid. + +## Edit a Format Rule + +To edit a format rule, select the rule and click the **Edit** button. + +![|wdd-icon-delete-big](../../images/wdd-grid-cf-edit-rule126025.png) + +Click the **Delete** button to delete the selected format rule. + +You can also disable the rule in the **Miscellaneous** section. + +![miscellaneous-section](../../images/web-conditional-formatting-edit-rule-miscellaneous-section.png) + +Other settings in the **Miscellaneous** section depend on the selected dashboard item. + +## Appearance Settings + +You can specify appearance settings in the format rule’s Condition section. + +### Grid, Pivot, and Cards + +For Grid, Pivot, and Card items, you can specify the following settings: + +* **Appearance** + + In the **Appearance** tab, select a predefined style from the **Predefined Appearance** section or specify a *Custom Style* in the **Custom Appearance** section. + + ![Web Dashboard - Appearance Tab](../../images/wdd-cf-appearance-gallery126044.png) + + To create a *Custom Style*, click on an empty square in the **Custom Appearance** section. In the invoked **Custom Style Settings** editor, specify the background color, text color, and font settings: + + ![Web Dashboard - Custom Style Editor](../../images/web-dashboard-cf-custom-style.png) + + +* **Icons** + + You can select an predefined icon from the **Icon** tab. + + ![Web Dashboard - Icons Tab](../../images/wdd-cf-icons-gallery126045.png) + +### Chart, Scatter Chart + +Chart and Scatter Chart items have a predefined palette and custom palette. Click a color chip in the **Custom Color** palette to set a new custom color. You can use the RGB or HSB color model in the invoked color picker to pick any color. + +![wdd-cf-chart-styles](../../images/wdd-cf-chart-styles.png) + +## Dashboard Item Format Rule Specifics + +See the following sections for more information about specific format settings for dashboard items: + +* [Conditional Formatting - Grid](../dashboard-item-settings/grid/conditional-formatting.md) +* [Conditional Formatting - Pivot](../dashboard-item-settings/pivot/conditional-formatting.md) +* [Conditional Formatting - Card](../dashboard-item-settings/cards/conditional-formatting.md) +* [Conditional Formatting - Chart](../dashboard-item-settings/chart/conditional-formatting.md) +* [Conditional Formatting - Scatter Chart](../dashboard-item-settings/scatter-chart/conditional-formatting.md) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/themes.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/themes.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/themes.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/themes.md index e4ef35ddf7..e71a025fff 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/themes.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/themes.md @@ -1,36 +1,36 @@ ---- -title: Themes -author: Natalia Kazakova ---- -# Themes - -The Web Dashboard control supports the *Generic*, *Generic Compact*, and *Material Design Compact* [DevExtreme themes](https://js.devexpress.com/DevExtreme/Guide/Themes_and_Styles/Predefined_Themes). - - -## Generic and Generic Compact Themes - -| Theme | Image | -|---|---| -|Light | ![Light Theme](../../images/light-theme.png) | -|Dark | ![Dark Theme](../../images/dark-theme.png) | -|Carmine | ![Carmine Theme](../../images/carmine-theme.png) | -|Soft Blue | ![Soft Blue Theme](../../images/soft-blue-theme.png) | -|Green Mist | ![Green Mist Theme](../../images/green-mist-theme.png) | -|Dark Moon | ![Dark Moon Theme](../../images/dark-moon-theme.png) | -|Dark Violet | ![Dark Violet Theme](../../images/dark-violet-theme.png) | - - -## Material Design Themes - -| Theme | Image | -|---|---| -|Blue Light |![Material Blue Light Compact](../../images/material-blue-light-compact.png)| -|Lime Light |![Material Lime Light Compact](../../images/material-lime-light-compact.png)| -|Orange Light |![Material Orange Light Compact](../../images/material-orange-light-compact.png)| -|Purple Light |![Material Purple Light Compact](../../images/material-purple-light-compact.png)| -|Teal Light |![Material Teal Light Compact](../../images/material-teal-light-compact.png)| -|Blue Dark |![Material Blue Dark Compact](../../images/material-blue-dark-compact.png)| -|Lime Dark |![Material Lime Dark Compact](../../images/material-lime-dark-compact.png)| -|Orange Dark |![Material Orange Dark Compact](../../images/material-orange-dark-compact.png)| -|Purple Dark |![Material Purple Dark Compact](../../images/material-purple-dark-compact.png)| -|Teal Dark|![Material Teal Dark Compact](../../images/material-teal-dark-compact.png)| +--- +title: Themes +author: Natalia Kazakova +--- +# Themes + +The Web Dashboard control supports the *Generic*, *Generic Compact*, and *Material Design Compact* [DevExtreme themes](https://js.devexpress.com/DevExtreme/Guide/Themes_and_Styles/Predefined_Themes). + + +## Generic and Generic Compact Themes + +| Theme | Image | +|---|---| +|Light | ![Light Theme](../../images/light-theme.png) | +|Dark | ![Dark Theme](../../images/dark-theme.png) | +|Carmine | ![Carmine Theme](../../images/carmine-theme.png) | +|Soft Blue | ![Soft Blue Theme](../../images/soft-blue-theme.png) | +|Green Mist | ![Green Mist Theme](../../images/green-mist-theme.png) | +|Dark Moon | ![Dark Moon Theme](../../images/dark-moon-theme.png) | +|Dark Violet | ![Dark Violet Theme](../../images/dark-violet-theme.png) | + + +## Material Design Themes + +| Theme | Image | +|---|---| +|Blue Light |![Material Blue Light Compact](../../images/material-blue-light-compact.png)| +|Lime Light |![Material Lime Light Compact](../../images/material-lime-light-compact.png)| +|Orange Light |![Material Orange Light Compact](../../images/material-orange-light-compact.png)| +|Purple Light |![Material Purple Light Compact](../../images/material-purple-light-compact.png)| +|Teal Light |![Material Teal Light Compact](../../images/material-teal-light-compact.png)| +|Blue Dark |![Material Blue Dark Compact](../../images/material-blue-dark-compact.png)| +|Lime Dark |![Material Lime Dark Compact](../../images/material-lime-dark-compact.png)| +|Orange Dark |![Material Orange Dark Compact](../../images/material-orange-dark-compact.png)| +|Purple Dark |![Material Purple Dark Compact](../../images/material-purple-dark-compact.png)| +|Teal Dark|![Material Teal Dark Compact](../../images/material-teal-dark-compact.png)| diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data.md new file mode 100644 index 0000000000..6b6ae6b87b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data.md @@ -0,0 +1,10 @@ +--- +title: Bind Dashboard Items to Data +author: Natalia Kazakova +legacyId: 117927 +--- +# Bind Dashboard Items to Data +To display data, dashboard items should be bound to [data source](provide-data.md) fields. The topics in this section describe how to do this. +* [Bind Dashboard Items to Data in the Web Dashboard](bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) +* [Hidden Data Items](bind-dashboard-items-to-data/hidden-data-items.md) +* [Bind Dashboard Items to Data in OLAP mode](bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md new file mode 100644 index 0000000000..185c73d832 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md @@ -0,0 +1,21 @@ +--- +title: Bind Dashboard Items to Data in OLAP Mode +author: Natalia Kazakova +legacyId: 117958 +--- +# Bind Dashboard Items to Data in OLAP Mode +In OLAP mode, the cube schema is fetched automatically, and the **Data Sources** page of the [dashboard menu](../ui-elements/dashboard-menu.md) displays the entire OLAP cube structure. + +![wdd-data-sources-page-olap](../../images/img126320.png) + +To visualize data, open the dashboard item's **Bindings** menu, click a placeholder and choose the required measure, attribute or hierarchy in the invoked list of data source's available fields, as described in the [Bind Dashboard Items to Data](bind-dashboard-items-to-data-in-the-web-dashboard.md) topic. Note that OLAP measures can only be placed in the Values section, while dimension attributes and hierarchies can be placed within other data sections. + +> [!NOTE] +> By default, the dashboard displays only dimension values that have intersections with measures in a cube. To show all available dimension values, add [hidden measures](hidden-data-items.md) to the dashboard item so that all dimension values of the dimension will have not be empty for at least one measure value of these measures. + +OLAP hierarchies allow you to customize each of their levels separately. Select the desired level in the dashboard item's [Bindings](../ui-elements/dashboard-item-menu.md) menu to invoke the [data item menu](../ui-elements/data-item-menu.md) to access hierarchy level options. + +![wdd-olap-hierarchy-data-item-options](../../images/img126318.png) + +> [!NOTE] +> You can easily drill down through OLAP hierarchies using the [Drill-Down](../interactivity/drill-down.md) feature. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md index 953b1dcf03..a004842f15 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md @@ -1,42 +1,42 @@ ---- -title: Bind Dashboard Items to Data in the Web Dashboard -author: Natalia Kazakova -legacyId: 117956 ---- -# Bind Dashboard Items to Data in the Web Dashboard -This topic explains how to bind the [newly created dashboard item](../add-dashboard-items.md) to data source fields to visualize data. - -## Create Binding -Invoke the [Binding](../ui-elements/dashboard-menu.md) menu. The image below displays a [Grid](../dashboard-item-settings/grid.md) dashboard item that is bound to an _SQL Data Source_ | _Sales Person_ query: - -![web dashboard - Bindings menu](../../images/wdd-bindings-menu124590.png) - -Click a placeholder and select the data source field to bind a dashboard item to data: - -![web dashboard - Add a data item](../../images/wdd-add-data-item125350.png) - -To rename the data item's caption, go to the data item's **Options** section: - -![web dashboard - Rename a data item](../../images/wdd-rename-data-item124591.png) - -> [!TIP] -> For information on how to bind a specific dashboard item to data, see the corresponding **Providing Data** help topic: [dashboard item settings](../dashboard-item-settings.md). - -## Modify Binding -You can use drag-and-drop to change the data binding order: - -![web dashboard - Replace a data item](../../images/wdd-replace-data-item124592.png) - -## Clear Binding -To remove the data item, select it and click the **Remove** (![WDD-icon-delete-data-source](../../images/wdd-icon-delete-data-source124585.png)) button next to this data item. - -![web dashboard - Delete a data item in a Grid](../../images/wdd-grid-delete-data-item125482.png) - -## Specify a Data Source -A dashboard can have several [data sources](../provide-data/manage-data-sources.md). To change the default data source (or a query / data member ), go to the dashboard item's [Binding](../ui-elements/dashboard-menu.md) menu and click the **Data Source** button. - -![web dashboard - Data filtering section](../../images/wdd-data-filtering-section125086.png) - -In the invoked section, change the data source (query / data member) and click **OK**. - +--- +title: Bind Dashboard Items to Data in the Web Dashboard +author: Natalia Kazakova +legacyId: 117956 +--- +# Bind Dashboard Items to Data in the Web Dashboard +This topic explains how to bind the [newly created dashboard item](../add-dashboard-items.md) to data source fields to visualize data. + +## Create Binding +Invoke the [Binding](../ui-elements/dashboard-menu.md) menu. The image below displays a [Grid](../dashboard-item-settings/grid.md) dashboard item that is bound to an _SQL Data Source_ | _Sales Person_ query: + +![web dashboard - Bindings menu](../../images/wdd-bindings-menu124590.png) + +Click a placeholder and select the data source field to bind a dashboard item to data: + +![web dashboard - Add a data item](../../images/wdd-add-data-item125350.png) + +To rename the data item's caption, go to the data item's **Options** section: + +![web dashboard - Rename a data item](../../images/wdd-rename-data-item124591.png) + +> [!TIP] +> For information on how to bind a specific dashboard item to data, see the corresponding **Providing Data** help topic: [dashboard item settings](../dashboard-item-settings.md). + +## Modify Binding +You can use drag-and-drop to change the data binding order: + +![web dashboard - Replace a data item](../../images/wdd-replace-data-item124592.png) + +## Clear Binding +To remove the data item, select it and click the **Remove** (![WDD-icon-delete-data-source](../../images/wdd-icon-delete-data-source124585.png)) button next to this data item. + +![web dashboard - Delete a data item in a Grid](../../images/wdd-grid-delete-data-item125482.png) + +## Specify a Data Source +A dashboard can have several [data sources](../provide-data/manage-data-sources.md). To change the default data source (or a query / data member ), go to the dashboard item's [Binding](../ui-elements/dashboard-menu.md) menu and click the **Data Source** button. + +![web dashboard - Data filtering section](../../images/wdd-data-filtering-section125086.png) + +In the invoked section, change the data source (query / data member) and click **OK**. + When you change the dashboard item's data source, data items try to display data from the same column of the new data source. If such a column does not exist, you get the red color indication for this data item. Select a new data source field for this data item. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md new file mode 100644 index 0000000000..41318f2afd --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md @@ -0,0 +1,43 @@ +--- +title: Hidden Data Items +author: Natalia Kazakova +legacyId: 117957 +--- +# Hidden Data Items +The **hidden data items** can be used to perform various data shaping and analysis operations by measures or dimensions that do not directly take part in the visual representation of data. + +To create hidden data items, click the _Add Measure_ / _Add dimension_ placeholders in the **Hidden Measures** / **Hidden Dimensions** data section and select an appropriate data field. + +You can perform the following operations using hidden data items. +* [Filtering](#filtering) +* [Sorting](#sorting) +* [Top N](#topn) +* [Conditional Formatting](#cf) + +## Filtering +You can use **hidden dimensions** to apply [filtering](../data-shaping/filtering.md) to the dashboard item. + +![wdd-hidden-data-item-filtering](../../images/img124648.png) + +For example, the Grid on the image above is filtered by the _OrderDate (Quarter)_ hidden dimension. + +## Sorting +You can [sort](../data-shaping/sorting.md) values of the specified dimension by the **hidden measure**. + +![wdd-hidden-data-item-sorting](../../images/img124647.png) + +For instance, a data item menu on the image above displays sorting by values of the hidden _UnitPrice (Sum)_ measure. + +## Top N +You can use **hidden measures** in [Top N](../data-shaping/top-n.md) conditions. + +![wdd-hidden-data-item-top-n](../../images/img124649.png) + +For example, a data item menu on the image above displays the top 5 categories for the _UnitPrice (Sum)_ hidden measure. + +## Conditional Formatting +You can create format rules based on **hidden measures** to apply [conditional formatting](../appearance-customization/conditional-formatting.md) to elements corresponding to visible values. + +![wdd-hidden-measure-conditional-formating](../../images/img125668.png) + +For example, the Range Set format rule on the image above is calculated by the _Quantity (Sum)_ hidden measure. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/convert-dashboard-items.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/convert-dashboard-items.md new file mode 100644 index 0000000000..8a8c24699b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/convert-dashboard-items.md @@ -0,0 +1,36 @@ +--- +title: Convert Dashboard Items +author: Natalia Kazakova +legacyId: 117951 +--- +# Convert Dashboard Items +The Web Dashboard provides the capability to convert data-bound dashboard items to another type. + +To convert the selected dashboard item to another type, use the dashboard item's [Convert To](ui-elements/dashboard-item-menu.md) menu. + +![wdd-convert-to-dialog](../images/img125857.png) + +> [!NOTE] +> You can also created a copy of the selected dashboard item using the **Duplicate current item** command. + +The Web Dashboard always preserves the following settings for data-bound dashboard items. +* The set of data items used to bind the dashboard item to data. +* Data shaping settings of data items and their names. +* A custom name displayed within the dashboard item caption. + +The following settings are kept if the dashboard item is being converted to an item that also supports this feature. +* [Master Filtering](interactivity/master-filtering.md) settings (e.g., the specified master filter mode). +* [Drill-Down](interactivity/drill-down.md) settings (e.g., the target dimension). +* [Conditional Formatting](appearance-customization/conditional-formatting.md) settings. +* [Coloring](appearance-customization/coloring.md) settings. +* [Calculation](data-analysis/calculations.md) settings. + +For different types of dashboard items, some specific settings can be preserved. For example, the following settings are preserved. +* Legend settings for the [Chart](dashboard-item-settings/chart.md)/[Scatter Chart](dashboard-item-settings/scatter-chart.md) dashboard items. +* Series types for the [Chart](dashboard-item-settings/chart.md)/[Range Filter](dashboard-item-settings/range-filter.md) dashboard items. +* Element arrangement settings for the [Pie](dashboard-item-settings/pies.md)/[Card](dashboard-item-settings/cards.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. +* Caption settings for the [Pie](dashboard-item-settings/pies.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. +* Navigation settings for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). +* The attribute whose values are displayed within shape titles for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). +* Legend settings for the [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). +* Clustering settings for [Geo Point Maps](dashboard-item-settings/geo-point-maps.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/create-a-dashboard.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/create-a-dashboard.md new file mode 100644 index 0000000000..3ba493f54b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/create-a-dashboard.md @@ -0,0 +1,21 @@ +--- +title: Create a Dashboard +author: Natalia Kazakova +legacyId: 117922 +--- +# Create a Dashboard +The Web dashboard allows you to embed the user interface required for creating dashboards at runtime. + +You can create a new dashboard in two ways. +* You can open the [dashboard menu](ui-elements/dashboard-menu.md) and click the **New** button... + + ![wdd-add-new-dashboard](../images/img125471.png) +* ...or click **Create** in the following message if your application does not have any dashboards. + + ![WebDesigner-NoDashboard](../images/img122617.png) + +After that the **New...** page is invoked. Here you can set a dashboard name, [create a new data source](provide-data/create-a-new-data-source.md) or [connect to an existing data source](provide-data/connect-to-an-existing-data-source.md). + +![WebDesignerGettingStarted_CreateDataSource](../images/img123741.png) + +To learn how to provide data for the created dashboard, see [Provide Data](provide-data.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings.md new file mode 100644 index 0000000000..5aa98a536d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings.md @@ -0,0 +1,26 @@ +--- +title: Dashboard Item Settings +author: Natalia Kazakova +legacyId: 117974 +--- +# Dashboard Item Settings +The Web Dashboard provides a number of visualization media designed to effectively present visual or textual information in a dashboard - **dashboard items**. + +This section describes the available dashboard items and their settings. +* [Chart](dashboard-item-settings/chart.md) +* [Scatter Chart](dashboard-item-settings/scatter-chart.md) +* [Grid](dashboard-item-settings/grid.md) +* [Pies](dashboard-item-settings/pies.md) +* [Cards](dashboard-item-settings/cards.md) +* [Gauges](dashboard-item-settings/gauges.md) +* [Pivot](dashboard-item-settings/pivot.md) +* [Choropleth Map](dashboard-item-settings/choropleth-map.md) +* [Geo Point Maps](dashboard-item-settings/geo-point-maps.md) +* [Range Filter](dashboard-item-settings/range-filter.md) +* [Date Filter](dashboard-item-settings/date-filter.md) +* [Images](dashboard-item-settings/images.md) +* [Text Box](dashboard-item-settings/text-box.md) +* [Treemap](dashboard-item-settings/treemap.md) +* [Filter Elements](dashboard-item-settings/filter-elements.md) +* [Dashboard Item Group](dashboard-item-settings/dashboard-item-group.md) +* [Tab Container](dashboard-item-settings/tab-container.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards.md new file mode 100644 index 0000000000..7fdfe10b02 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards.md @@ -0,0 +1,35 @@ +--- +title: Cards +author: Natalia Kazakova +legacyId: 117945 +--- +# Cards +The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. + +![wdd-dashboard-items-cards](../../images/img125117.png) + +This section provides the following topics. +* [Providing Data](cards/providing-data.md) + + Provides information about how to supply the Card dashboard item with data. +* [Layout](cards/layout.md) + + Describes how to manage the position and visibility of elements within a card. +* [Delta](cards/delta.md) + + Provides an overview of the Card dashboard item’s capability to display the difference between two parameters. +* [Sparkline](cards/sparkline.md) + + Provides an overview of the Card dashboard item’s capability to visualize data using sparklines. +* [Formatting](cards/formatting.md) + + Shows how to format values displayed within a card. +* [Interactivity](cards/interactivity.md) + + Describes features that enable interaction between a Card dashboard item and other items. +* [Cards Arrangement](cards/cards-arrangement.md) + + Describes how to arrange cards within a Card dashboard item. +* [Conditional Formatting](cards/conditional-formatting.md) + + Describes how to format a Card dashboard item’s elements when its values meet a specified condition. diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md new file mode 100644 index 0000000000..44f6796880 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md @@ -0,0 +1,23 @@ +--- +title: Cards Arrangement +author: Natalia Kazakova +legacyId: 118006 +--- +# Cards Arrangement +The Card dashboard item allows you to specify the number of columns or rows in which cards are arranged. For example, the following image show cards arranged into 3 columns. + +![wdd-cards-layout-fixed-columns](../../../images/img125310.png) + +To control how cards are arranged, use the **Layout** section in the Card's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-pie-content-arrangement](../../../images/img125199.png) + +The following modes are available. + +| Arrangement Mode | Description | +|---|---| +| **Auto** | Automatically resizes cards to fit within the dashboard item. | +| **Fixed Rows** | Allows you to arrange cards in a specific number of rows. | +| **Fixed Columns** | Allows you to specify the number of columns in which cards are arranged. | + +To specify the number of rows / columns, use the **Line Count** field. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md new file mode 100644 index 0000000000..90f56342c7 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md @@ -0,0 +1,87 @@ +--- +title: Conditional Formatting +author: Margarita Zakhodyaeva +--- +# Conditional Formatting + +Use conditional formatting to change the background color of the card or to highlight individual card elements (such as title or value). + +![](../../../images/web-dashboard-card-conditional-formatting.png) + +> [!Note] +> Cards that use a [legacy layout](https://docs.devexpress.com/Dashboard/118608/create-dashboards/create-dashboards-on-the-web/dashboard-item-settings/cards/layout#legacy-layout-v162-and-earlier) do not support conditional formatting. + +## Supported Format Rules + +Format rules that can be applied to different data item types are as follows: +* numeric + * **Value** + * **Top-Bottom** + * **Average** + * **Expression** + * **Icon Ranges** + * **Color Ranges** + * **Gradient Ranges** +* string + * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * **Expression** +* date-time + * **Value** + * **A Date Occurring** (for dimensions with a continuous date-time group interval) + * **Expression** + * **Icon and Color Ranges** + * **Color Ranges** + * **Gradient Ranges** + +Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). +## Create and Edit a Format Rule + +You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: + +* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu + +* The [data item menu](../../ui-elements/data-item-menu.md) + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Appearance Settings + +You can add an icon to the [card layout element](../../dashboard-item-settings/cards/layout.md) or configure the style for display text or background color. To do this, open the format rule's **Condition** section and specify the settings: + +* **Appearance** + + You can select a predefined style or create a *Custom Style* in the **Appearance** tab. You can specify background color, text color, and font settings. + + The background color applies to the entire card. Text settings allow you to specify a target element. + + ![Web Dashboard - Conditional Formatting with Appearance](../../../images/web-conditional-formatting-card.png) + +* **Icons** + + You can select an predefined icon from the **Icon** tab. + + The image below displays the result of the format rule that adds the green check icon to the _Category_ dimension layout element: + + ![Web Dashboard - Conditional Formatting with Icons](../../../images/web-card-conditional-formatting-custom-layout-element.png) + + +## Card-Specific Format Condition Settings + +Available settings in the **Common** section depend on the selected **Calculated by** option: + +* **Card** + + The **Card** option specifies a data item container (a [card](../../dashboard-item-settings/cards/providing-data.md)) whose values are used to calculate the format rule. The **Value Type** field allows you to pre-process the card's value before it takes part in calculations. + + ![Web Dashboard - Card Conditional Formatting - Card Option](../../../images/web-conditional-formatting-card-delta-variation.png) + + If a dashboard item contains multiple cards, apply a format rule to the active card to see the changes. To switch between cards, click the **Values** button in the dashboard item caption. Note that the expression format condition applies to all cards regardless of the specified card. + +* **Data Item** + + For the **Data Item** option you can choose a hidden measure or series dimension. The rule applies to all cards in a Card item. + + ![|Web Dashboard - Card Conditional Formatting - Data Item Option](../../../images/web-dashboard-card-data-item-option.png) + + +To apply the appearance settings to the certain card layout element, use the drop-down **Apply to** list. The _All elements_ value applies the format rule to all card elements. diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md new file mode 100644 index 0000000000..c79d4abecc --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md @@ -0,0 +1,33 @@ +--- +title: Delta +author: Natalia Kazakova +legacyId: 118003 +--- +# Delta +Cards allow you to visualize the difference between the [actual and target](providing-data.md) values using special delta values and a delta indicator. If the default layout is used ([Stretched layout type](layout.md)), the card displays the following delta values/elements: + +![Card_StretchedLayout_Web_DeltaElements](../../../images/img128474.png) +* **Delta Indicator** - Indicates whether the actual value is less or greater than the target value. +* **Percent Variation** and **Absolute Variation** - delta values that show a difference between the actual and target value. You can also display the **Percent of Target** value. To do this, customize the [card's layout](layout.md). + +To customize settings that relate to the calculation and display of delta values/elements, invoke the [Binding menu](../../ui-elements/dashboard-item-menu.md), click the required data item in the [Cards](providing-data.md) section and go to **Delta Options** in the [data item's menu](../../ui-elements/data-item-menu.md). + +Then, specify the following settings: +* **Result Indication** - You can specify the condition for displaying delta indication. + * **Greater is Good** - The 'good' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'bad' indication displays. + + ![Card_GreaterIsGood_Web](../../../images/img128418.png) + * **Less is Good** - The 'bad' indication displays if the actual value exceeds the target value; if the target value exceeds the actual value, the 'good' indication displays. + + ![Card_LessIsGood_Web](../../../images/img128419.png) + * **Warning if Greater** - A warning displays only if the actual value exceeds the target value. + + ![Card_WarningIfGreater_Web](../../../images/img128420.png) + * **Warning if Less** - A warning displays only if the target value exceeds the actual value. + + ![Card_WarningIfLess_Web](../../../images/img128421.png) + * **No Indication** - Indication does not display. + + ![Card_NoIndication_Web](../../../images/img128422.png) +* **Threshold type** / **Threshold value** - + For instance, you can specify that a specific indication should display when the actual value exceeds the target value _by 10%_ or _by $2K_. Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or absolute values. Then use the **Threshold value** box to specify the comparison tolerance. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md new file mode 100644 index 0000000000..ad8452baa1 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md @@ -0,0 +1,18 @@ +--- +title: Formatting +author: Natalia Kazakova +legacyId: 118826 +--- +# Formatting +The Card dashboard item formats the [actual and target](providing-data.md) values displayed within cards using [format settings](../../data-shaping/formatting-data.md) specified for data items. + +To change format settings in the Web Dashboard's UI, invoke the **[Binding menu](../../ui-elements/dashboard-item-menu.md)**, click the required data item in the **[Cards](providing-data.md)** section and go to **Format Options** in the [data item's menu](../../ui-elements/data-item-menu.md). +You can change format settings for the following [value types](layout.md): +* **Actual Value** +* **Target Value** +* **Absolute Variation** +* **Percent of Target** +* **Percent Variation** + +To change format settings for the selected value type, click the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../../images/img126050.png) icon). +To learn more about format settings, see **Formatting Numeric Values** in the [Formatting Data](../../data-shaping/formatting-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md new file mode 100644 index 0000000000..acd1acf08b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md @@ -0,0 +1,42 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 118005 +--- +# Interactivity +To enable interaction between the Card and other dashboard items, you can use interactivity features like **Master Filtering** and **Drill-Down**. +* [Master Filtering](#masterfiltering) +* [Drill-Down](#drilldown) + +## Master Filtering +The Dashboard allows you to use the Card dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +When **Master Filtering** is enabled, you can click a card(s) to make other dashboard items only display data related to the selected card(s). + +![wdd-cards-master-filtering](../../../images/img125597.png) + +To enable **Master Filtering**, go to the Card's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Card's [caption](../../dashboard-layout/dashboard-item-caption.md). + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. + +When drill-down is enabled, you can click a card to view the details. + +![wdd-cards-drill-down](../../../images/img125598.png) + +Drill-down requires that the Series section contains several dimensions at the top, from the least detailed to the most detailed dimension. + +![wdd-cards-series-section.png](../../../images/img125599.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable **Drill-Down**, go to the Card's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Card's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md new file mode 100644 index 0000000000..82ba9898f5 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md @@ -0,0 +1,59 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 118825 +--- +# Layout +The Card dashboard item allows you to manage the position and visibility of elements displayed on cards. These elements include actual and target values, a [delta indicator and corresponding delta values](delta.md), a [sparkline](sparkline.md), etc. + +To manage the position and visibility of card elements, choose a predefined layout template and customize its settings. +* [Available Layout Templates](#available) +* [Default Layout](#default) +* [Change Layout](#change) + +## Available Layout Templates +The table below contains information about the available layout templates: + +| Layout Type | Example | Description | +|---|---|---| +| Stretched | ![Card_StretchedLayout_Web](../../../images/img128413.png) | The _Stretched_ layout template arranges card elements so that they occupy an entire card area. | +| Centered | ![Card_CenteredLayout_Web](../../../images/img128414.png) | The _Centered_ layout template is used to center card elements so that they occupy a specified width/height. | +| Compact | ![Card_CompactLayout_Web](../../../images/img128415.png) | The _Compact_ layout template is used to arrange card elements so that they occupy the minimum area. | +| Lightweight | ![Card_LightweightLayout_Web](../../../images/img128416.png) | The _Lightweight_ layout template displays the minimum set of elements within a card. | + +For all layout types, you can change the visibility of its elements, or you can specify the display value type for data-bound elements. To learn more, see the [Change Layout](#change) paragraph below. + +## Default Layout +The Card dashboard item uses the [Stretched](#available) layout template that arranges card visual elements in the following way by default: + +![Card_StretchedLayout_Web_AllElements](../../../images/img128473.png) + +To learn more about the available value types and visual elements, see [Change Layout](#change). + +> [!NOTE] +> **Delta Indicator** and delta values (such as **Percent Variation** or **Absolute Variation**) are colored depending on delta settings. To learn how to manage delta settings, see [Delta](delta.md). + +## Change Layout +To change a card's layout in the Web Dashboard's UI, invoke the **[Binding menu](../../ui-elements/dashboard-item-menu.md)**, click the required data item in the **[Cards](providing-data.md)** section and go to **Cards Layout** in the [data item's menu](../../ui-elements/data-item-menu.md). +Select the required layout type and click the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../../images/img126050.png) icon) to change its settings. The following settings are available: +* **Min width** - Specifies the minimum width of the card content. +* **Max width** - Allows you to specify the maximum width of the card content. Select the **Auto** option to determine the maximum width automatically or switch to **Custom** and specify the required width manually. + +You can show/hide the following values and visual elements within the card: + +| Value | Description | Example | +|---|---|---| +| **Title** | Displays values of the last (bottommost) dimension placed in the **[Series](providing-data.md)** section. | _Microsoft Office Keyboard_ | +| **Subtitle** | Displays combined values of all dimensions except the last (bottommost) dimension. | _Technology - Computer Peripherals_ | +| **Absolute Variation** | An absolute difference between the actual and target value (see [Delta](delta.md)). | _+18.1K_ | +| **Actual Value** | A summary value for a measure placed in the **[Actual](providing-data.md)** placeholder. | _$392K_ | +| **Card Name** | A card name. | _Revenue vs. Target_ | +| **Percent of Target** | A percent of a target value (see [Delta](delta.md)). | _104.85 %_ | +| **Percent Variation** | A percent difference between the actual and target value (see [Delta](delta.md)). | _4.85 %_ | +| **Target Value** | A summary value for a measure placed in the **[Target](providing-data.md)** placeholder. | _$374K_ | +| **Dimension {Name}** | Allows you to display values of a specific dimension placed in the **[Series](providing-data.md)** section. | _Technology_ | +| Element | Description | Example | +| **Delta Indicator** | Indicates whether the actual value is less or greater than the target value (see [Delta](delta.md)). | ![Card_DeltaIndicatorExample_Web](../../../images/img128423.png) | +| **Sparkline** | Visualizes the variation of actual or target values. To learn more, see [Sparkline](sparkline.md). | ![Card_SparklineExample_Web](../../../images/img128424.png) | + +Use the **Apply to All Cards** button to propagate the specified layout settings to all cards corresponding to **[Actual-Target](providing-data.md)** pairs. The **Reset** button resets all setting to their default values. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md new file mode 100644 index 0000000000..863a3b474f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md @@ -0,0 +1,24 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 118002 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Card** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Card dashboard item that is bound to data. + +![wdd-cards-data-bindings](../../../images/img125595.png) + +To bind the Card dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Card's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Cards** | Measure (both _Actual_ and _Target_ values) | Contains data items used to calculate values displayed within cards. After you add the data item containing **actual** data, you can add the second data item (optional) that contains **target** data. If both items are provided, cards show the difference between actual and target values, called _delta_. To learn more, see [Delta](delta.md). You can fill several data item containers in the Cards section and use the **Values** drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the dashboard item caption. | +| **Series** | Dimension | Contains data items whose values are used to label cards. | +| **Sparkline** | Dimension | Provides a date-time dimension whose data will be used to visualize values using [sparklines](sparkline.md). | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md new file mode 100644 index 0000000000..af5ce93d76 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md @@ -0,0 +1,30 @@ +--- +title: Sparkline +author: Natalia Kazakova +legacyId: 118004 +--- +# Sparkline +_Sparklines_ can be used to visualize the variation of [actual or target](providing-data.md) values (for instance, over time). + +![wdd-cards-sparkline](../../../images/img125308.png) + +To learn how to display the sparkline for different layout types, see [Layout](layout.md). +* [Data Binding Specifics](#binding) +* [Change Sparkline Options](#options) + +## Data Binding Specifics +You need to provide a date-time or numeric dimension (in the **[Sparkline](providing-data.md)** section) whose data is used as argument values to display a sparkline within the card. + +![Card_BindingMenu_SparklineArgument](../../../images/img128476.png) + +If you have provided both actual and target values, a sparkline visualizes the actual value's variation. + +## Change Sparkline Options +To change sparkline settings in the Web Dashboard's UI, invoke the **[Binding menu](../../ui-elements/dashboard-item-menu.md)**, click the required data item in the **[Cards](providing-data.md)** section and go to **Sparkline Options** in the [data item's menu](../../ui-elements/data-item-menu.md). +The following options are available: + +| Sparkline Options | Description | +|---|---| +| View type | Defines the sparkline’s view type. Sparkline data points can be represented as **area**, **line**, **bars**, or **win** and **loss** squares. | +| Highlight min/max points | Specifies whether to highlight the minimum/maximum points of a sparkline. | +| Highlight start/end points | Specifies whether to highlight the start/end points of a sparkline. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart.md new file mode 100644 index 0000000000..90914450be --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart.md @@ -0,0 +1,38 @@ +--- +title: Chart +author: Natalia Kazakova +legacyId: 117941 +--- +# Chart +The topics in this section describe the features available in the **Chart** dashboard item, and provide information on how to create and customize charts in the Web Dashboard. + +![wdd-dashboard-items-chart](../../images/img125118.png) + +This section is divided into the following subsections. +* [Providing Data](chart/providing-data.md) + + Explains how to supply the Chart dashboard item with data. +* [Series](chart/series.md) + + Enumerates and describes different types of series that can be displayed within the Chart dashboard item. +* [Panes](chart/panes.md) + + Introduces the concept of chart panes (visual areas within a diagram that display chart series), and describes how to create them. +* [Interactivity](chart/interactivity.md) + + Describes features that enable interaction between the Chart and other dashboard items. +* [Legend](chart/legend.md) + + Provides information about the chart legend and its options. +* [Axes](chart/axes.md) + + Describes how to customize settings related to chart axes. +* [Trend Indicators](chart/trend-indicators.md) + + Describes how to create trend indicators and display them in Chart dashboard items. +* [Orientation](chart/orientation.md) + + Describes how to toggle the chart's orientation. +* [Conditional Formatting](chart/conditional-formatting.md) + + Describes the format condition settings. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md new file mode 100644 index 0000000000..db6a8a9e91 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md @@ -0,0 +1,52 @@ +--- +title: Axes +author: Natalia Kazakova +legacyId: 117980 +--- +# Axes +The Chart dashboard item displays two axes by default: the X-axis and the Y-axis. The X-axis is the axis of arguments and the Y-axis is the numerical axis of values. + +![wdd-chart-axis](../../../images/img125609.png) + +## Axis X +To access X-axis settings, go to the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Axis X** section. + +You can configure the following settings. + +![wdd-chart-axis-x-options](../../../images/img125610.png) +* The **Reverse** option allows you to reverse an X axis. If the X axis is reversed, its values are ordered from right to left. +* The **Visible** option specifies whether the axis is visible. +* The **Title** option specifies the X axis's title. Use the **Title Text** field to set the title. +* The **Enable Zooming** option allows you to enable zooming for the X axis. +* The **Limit Visible Points** option allows you to limit the number of visible points. The **Visible Points Count** field allows you to specify the maximum number of visible points. + +### Continuous and Discrete X-Axes + +If the dimension in the Arguments section contains numeric data, the Chart can create either a continuous X-axis or a discrete X-axis. + +If a continuous axis is used, the distance between argument values is proportional to their values. On a discrete axis, all argument values are an equal distance from each other. + +![wdd-chart-discrete-axis](../../../images/img125612.png) + +To specify the X-axis type in the Web Dashboard, go to the data item [Data Shaping](../../ui-elements/data-item-menu.md) menu for the argument dimension and select the axis type. The image below illustrates how to change this setting for the _Product Base Margin_ data item. + +![wdd-chart-discrete-axis-option](../../../images/img125613.png) + +## Axis Y +To access Y-axis settings, go to the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Axis Y** section for a corresponding pane. + +![wdd-chart-axis-y-options](../../../images/img125611.png) +* The **Always Show Zero Level** option allows you to indicate whether or not an axis zero value should be displayed. +* The **Reverse** option allows you to reverse an Y-axis. If the Y-axis is reversed, its values are ordered from right to left. +* The **Grid Lines** options allows you to control the visibility of the reference lines used to improve the readability of a chart's visual data. +* The **Visible** option specifies whether the axis is visible. +* The **Title** option specifies the Y-axis's title. Use the **Title Text** field to set the title. +* The **Logarithmic Scale** option allows you to use a log scale to display Y-axis. Use the **Logarithmic Scale Base** field to set a log scale base. + +### Secondary Axis + +The secondary Y-axis is useful when it is necessary to visually combine several charts into one. Secondary axes provide the ability to plot series with different ranges on the same chart. + +![wdd-chart-secondary-y-axis](../../../images/img125608.png) + +To plot the required series using the secondary axis, go to the data item [Options](../../ui-elements/data-item-menu.md) menu for the value measure and turn the **Plot on Secondary Axis** option on. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md new file mode 100644 index 0000000000..56a024e01a --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md @@ -0,0 +1,96 @@ +--- +title: Conditional Formatting +author: Margarita Zakhodyaeva +--- +# Conditional Formatting + +Use conditional formatting to highlight chart elements such as bars, lines, areas, and data points. + +![web-cf-chart-main](../../../images/web-cf-chart-main.png) + +The following [series types](series.md) support conditional formatting: + +* Bar +* Point/Line +* Area +* Bubble +* Range Bar + +## Supported Format Rules + +You can use the following data in rule calculations: + +- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Values** section +- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Arguments**/**Series** section +- [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) + +Format conditions that can be applied to different data item types are as follows: +* numeric + * **Value** + * **Top-Bottom** + * **Average** + * **Expression** + * **Color Ranges** + * **Gradient Ranges** +* string + * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * **Expression** +* date-time + * **Value** + * **A Date Occurring** (for dimensions with a continuous date-time group interval) + * **Expression** + * **Color Ranges** + * **Gradient Ranges** + +Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Create and Edit a Format Rule + +You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: + +* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu + +* The [data item menu](../../ui-elements/data-item-menu.md) + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Chart-Specific Format Condition Settings + +Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. + +The image below displays the **Value** rule settings. The condition colors points/bars if their values exceed 1400. + +![web-chart-greater-than-dialog-example](../../../images/web-chart-greater-than-dialog-example.png) + +You can apply one of the predefined colors or set a custom color for this condition. + +Use the **Apply to chart elements** button group to apply a rule to points or lines. + +* **Point**: A rule applies to the data points such as bars, points and bubbles. +* **Line / Area**: A rule applies to lines and areas. + +If you select **Line / Area**, the format rule applies to the line when at least one line point meets the rule's condition: + +![web-line-chart-with-applied-value-format-rule](../../../images/web-line-chart-with-applied-value-format-rule.png) + +Go to the rule's **Legend** section and set the **Caption** field to specify the legend's text. It enables the **Display in Legend** option and the Chart item displays information about the applied rule in the legend. + +![web-chart-with-applied-value-format-rule](../../../images/web-chart-with-applied-value-format-rule.png) + +For Range format rules, the legend display text is generated automatically and depends on range intervals: + +![web-chart-cf-range-format-rule](../../../images/web-chart-cf-range-format-rule.png) + +## Coloring + +A Chart item paints elements in pale gray if they do not meet the applied format condition. Note that this does not apply to elements that are painted by different hues. + +![web-chart-coloring-by-default-cf](../../../images/web-chart-coloring-by-default-cf.png) + +Enable coloring for series to restore the color scheme: + +![web-chart-coloring-by-hue-with-applied-format-rule](../../../images/web-chart-coloring-by-hue-with-applied-format-rule.png) + +> [!Tip] +> **Documentation:** +> [Web Dashboard - Coloring](../../appearance-customization/coloring.md) diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md new file mode 100644 index 0000000000..036db824f0 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md @@ -0,0 +1,57 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117978 +--- +# Interactivity +To enable interaction between the Chart and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. +* [Master Filtering](#masterfiltering) +* [Drill-Down](#drilldown) + +## Master Filtering +You can use the Chart dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +The Chart supports filtering by **argument**, **series** or **points**. +* Filtering **by arguments** allows you to make other dashboard items display only data related to selected argument values by clicking series points. + + ![wdd-chart-master-filter-arg](../../../images/img125063.png) +* When filtering **by series** is enabled, you can click a series point to make other dashboard items display only data related to the selected series. + + ![wdd-chart-master-filter-series](../../../images/img125065.png) +* Filtering **by points** makes other dashboard items display only data related to the selected point. + + ![wdd-chart-master-filter-points](../../../images/img125064.png) + +To configure filtering type, open the Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select **Arguments**, **Series** or **Points** as a target dimension. + +![wdd-chart-interactivity-set-points](../../../images/img125061.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). + +## Drill-Down +The drill-down capability allows you to change the detail level of data displayed in the Chart dashboard item. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. + +The Chart supports drill-down on **argument** or **series** values. +* To drill down on arguments, click a series point to view a detail chart for the corresponding argument value. + + ![wdd-chart-drill-down-arguments](../../../images/img125058.png) + + Drill-down on arguments requires that the Arguments section contains several data items, from the least detailed to the most detailed item. + + ![wdd-chart-drill-down-set-arguments](../../../images/img125076.png) +* When drill-down on series is enabled, you can click a series point to view a detail chart for the corresponding series. + + ![wdd-chart-drill-down-series](../../../images/img125062.png) + + Drill-down on series requires that the Series section contains several data items, from the least detailed to the most detailed item. + + ![wdd-chart-drill-down-set-series](../../../images/img125075.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To specify drill-down type, go to the Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and set **Arguments** or **Series** as a target dimension. + +![wdd-chart-interactivity-set-series](../../../images/img125060.png) + +To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md new file mode 100644 index 0000000000..dfb5da7827 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md @@ -0,0 +1,18 @@ +--- +title: Legend +author: Natalia Kazakova +legacyId: 117979 +--- +# Legend +A legend is an element of a chart that identifies chart series and series points. + +![wdd-chart-legend](../../../images/img125083.png) + +To customize legend options, go to the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Legend** section. + +![wdd-chart-legend-options](../../../images/img125080.png) + +The following settings are available. +* The **Visible** option allows you to specify whether or not to show a legend. +* The **Inside Diagram** option allows you to locate a legend inside or outside the Chart. +* The **Position** option allows to set a legend's position and orientation. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md new file mode 100644 index 0000000000..493989d215 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md @@ -0,0 +1,13 @@ +--- +title: Orientation +author: Natalia Kazakova +legacyId: 117981 +--- +# Orientation +You can rotate the Chart so that the X-axis becomes vertical, and the Y-axis becomes horizontal. + +![wdd-chart-rotated](../../../images/img125615.png) + +To rotate a Chart in the Web Dashboard, open the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to **Common** section. Then, turn the **Rotated** option on. + +![wdd-chart-rotated-option](../../../images/img125614.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md new file mode 100644 index 0000000000..bcebad1070 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md @@ -0,0 +1,22 @@ +--- +title: Panes +author: Natalia Kazakova +legacyId: 117977 +--- +# Panes +Panes are visual areas within a diagram that display chart series. The Chart dashboard item can contain any number of panes. + +Each pane has its own **Y-axis** and displays a specific set of series. All panes in a chart share the same **X-axis**. + +![wdd-chart-panes](../../../images/img125054.png) + +## Add Panes +To add a pane, click the **Add Pane** button in the Chart's data item section. + +![wdd-chart-add-panes](../../../images/img125055.png) + +Once a new pane is added, the Web Dashboard creates another Values section. Use this section to provide data items that supply values to be displayed in the new pane (see [Providing Data](providing-data.md) for details on data binding). + +![wdd-chart-panes-new-value-section](../../../images/img125056.png) + +To remove a pane, click the **Remove Pane** button displayed in the added Values section. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md new file mode 100644 index 0000000000..d4a5ef1e80 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md @@ -0,0 +1,24 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117975 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Chart** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Chart dashboard item that is bound to data. + +![wdd-chart-binding](../../../images/img125010.png) + +To bind the Chart dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Chart's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Values** | Measure | Contains data items against which the Y-coordinates of data points are calculated. The data item menu allows you to select the series type and specify different options. Note that some types of series accept several measures. To learn more, see the documentation for the required [series type](series.md). | +| **Arguments** | Dimension | Contains data items that provide values displayed along the X-axis of the chart. | +| **Series** | Dimension | Contains data items whose values are used to create chart series. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/series.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/series.md new file mode 100644 index 0000000000..b4e790ed7b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/series.md @@ -0,0 +1,56 @@ +--- +title: Series +author: Natalia Kazakova +legacyId: 117976 +--- +# Series +The Chart dashboard item supports different types of series - from simple bar and line charts to candle stick and bubble graphs. +* [Change Series Type](#changest) +* [Configure Series Options](#configurest) +* [Configure Series Point Label](#configurepl) + +## Change Series Type +By default, Chart visualizes data using the Bar series. To switch between series types, click the required data item in the **Values** section and select the required series type in the invoked data item menu. + +![wdd-chart-series-types](../../../images/img125032.png) + + Click the ellipsis button to show all available series types. + +## Configure Series Options +To configure common series options, go to the data item’s **Options** section. + +![wdd-shart-series-options](../../../images/img125034.png) + +Here you can specify whether or not to plot the current series on the secondary axis, configure point markers behavior, etc. + +The following options are available. + +| Option | Description | +|---|---| +| **Caption** | Specifies the series caption. | +| **Plot on secondary axis** | Specifies whether or not the secondary axis is used to plot the current series. | +| **Ignore empty points** | Specifies whether or not empty points are ignored when plotting the current series. | +| **Show point markers** | Specifies whether or not to show point markers for the current series. This option is in effect for the **Line** and **Area** series. Note that point markers are always shown when [Master Filtering](../../interactivity/master-filtering.md) is enabled for the Chart dashboard item. | + +## Configure Series Point Label +The **Point Label** section of a value data item allows you to enable series point labels and manage their settings. + +![wdd-chart-series-point-labels](../../../images/img125037.png) + +For example, you can specify whether or not to show point labels or set the label overlap mode. + +The following options are available. + +| Option | Description | +|---|---| +| **Show Point Labels** | Specifies whether or not to show point labels for the current series. | +| **Content** | Specifies the type of content displayed within point labels. You can select one of the following options: _Value_, _Argument_, _Series Name_ or _Argument and Value_. | +| **Overlapping Mode** | Specifies the label overlap mode. You can reposition or hide overlapping labels or disable a resolving algorithm. | +| **Orientation** | Specifies the orientation of point labels. You can set default orientation or rotate point labels 90 degrees clockwise or counter clockwise. | + +Bar series has additional settings. + +| Option | Description | +|---|---| +| **Show for zero values** | Specifies whether or not to show labels for points with zero values. | +| **Position** | Specifies the position of point labels relative to bars. Point labels can be displayed inside or outside bars. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md new file mode 100644 index 0000000000..885d62d37c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md @@ -0,0 +1,77 @@ +--- +title: Trend Indicators +--- + +# Trend Indicators + +The Web Dashboard allows you to display predefined trend indicators in Chart dashboard items. + +Trend indicators are statistical tools used to analyze data and identify patterns or relationships between variables. + +The following indicator types are available: + +* Trend Line + + Displays the general direction of associated points. It is often used to identify existing data trends and can help forecast future trends. +* Regression Line + + Visualizes data using a mathematical formula that minimizes the distance between the line itself and associated data points. It is used to model the relationship between two variables and can be used to make predictions about one variable based on the value of another. +* Custom Indicator + + A custom indicator type registered in a dashboard. + +## Create a Trend Indicator + +Click **Trend Indicators** in the **Options** dialog to open the **Trend Indicators** editor. + +![Trend Indicators Option](../../../images/trend-indicators-option-web.png) + +Click “+” to add a new trend indicator. The new indicator is generated with the default settings and automatically displayed in a chart dashboard item: + +![Add new indicator](../../../images/add-new-indicator-web.png) + +You can change the following indicator settings: + +* Name + + The name of the trend indicator within the indicators collection. + +* Type + + The indicator type: Trend Line, Regression Line, or any registered Custom Type. + +* Value + + The measure data item that is used to calculate the trend indicator. + +* Value Level + + The value that specifies which series point value should be used to calculate the indicator. + +* Display In Legend + + Specifies whether to display the trend indicator in the legend. + +* Legend Text + + The text that identifies the trend indicator within the legend. + +* Dash Style + + The dash style used to paint the line. + +* Thickness + + The thickness of the indicator line. + +* Color + + The color for the trend indicator. + +* Visible + + Specifies whether to display the trend indicator. + +In the editor, select an indicator and click **Edit** or **Delete** to edit or delete the selected item. + +![manage-indicators-collection](../../../images/manage-indicators-collection.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md new file mode 100644 index 0000000000..a9c992828f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md @@ -0,0 +1,32 @@ +--- +title: Choropleth Map +author: Natalia Kazakova +legacyId: 117948 +--- +# Choropleth Map +The topics in this section describe the features available in the Choropleth Map dashboard item, that allows you to colorize the required areas in proportion to the provided values. + +![wdd-dashboard-items-choropleth-map](../../images/img125119.png) + +This section consists of the following subsections. +* [Choropleth Map](choropleth-map.md) + + Describes how to use default dashboard maps or provide custom maps. +* [Providing Data](choropleth-map/providing-data.md) + + Explains how to supply the Choropleth Map dashboard item with data. +* [Delta](choropleth-map/delta.md) + + Details how to use delta to color the map shapes. +* [Map Navigation](choropleth-map/map-navigation.md) + + Explains how to manage map zooming and scrolling. +* [Interactivity](choropleth-map/interactivity.md) + + Describes features that enable interaction between the Choropleth Map and other dashboard items. +* [Labels](choropleth-map/labels.md) + + Describes how to display additional information related to map shapes. +* [Legend](choropleth-map/legend.md) + + Explains the map legend and its options. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md new file mode 100644 index 0000000000..ddd52fc345 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md @@ -0,0 +1,32 @@ +--- +title: Delta +author: Natalia Kazakova +legacyId: 117540 +--- +# Delta +The Choropleth Map allows you to indicate the difference between the actual and target values of a particular parameter. This difference is called **delta**. + +By default, map shapes are colored depending on the values provided. If you add an additional target value to create delta, the coloring of map shapes depends on the difference between two values. + +![wdd-choropleth-map-delta](../../../images/img125405.png) + +## Add Delta +**Delta** is bound to two measures that provide two values: the _Actual_ value and the _Target_ value. The difference between these values is displayed on the map. + +When you switch the map type to _Delta_, a new **Target** data item container appears. + +![wdd-choropleth-map-add-delta](../../../images/img125406.png) + +Click it to open the target [data item menu](../../ui-elements/data-item-menu.md) and provide data for the target value. + +## Delta Options +To specify delta indication settings, go to the **Delta Options** section of the [data item menu](../../ui-elements/data-item-menu.md). Here you can specify the delta display mode (e.g., value or bar), value type, result indication, comparison tolerance, etc. + +The following options are available. + +| Option | Description | +|---|---| +| **Value Type** | Specifies which values to display within map tooltips as the delta value. | +| **Result Indication** | Specifies the condition that will be used to select the indicator color. | +| **Threshold Type** | Specifies the comparison tolerance in percentage values or in absolute values. You can specify that a required indicator should only be displayed when the difference between the actual and target values exceeds a specified value. | +| **Threshold Value** | Specifies the comparison tolerance value. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md new file mode 100644 index 0000000000..7baa7b093f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md @@ -0,0 +1,22 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117542 +--- +# Interactivity +To enable interaction between the **Choropleth Map** and other dashboard items, you can use the interactivity features. These features include **Master Filtering**. + +## Master Filtering +You can use the **Choropleth Map** dashboard item as a filter for other dashboard items. + +The Choropleth Map dashboard item supports filtering by shapes. When Master Filtering is enabled, you can click a shape (or multiple shapes) to make other dashboard items only display data related to the selected shape(s). + +![wdd-choropleth-map-master-filter-interativity](../../../images/img125414.png) + +To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +To enable **Master Filtering**, go to the Choropleth Map's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. + +![wdd-interactivity-section-without-drill-down](../../../images/img125455.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Choropleth Map's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md new file mode 100644 index 0000000000..f519ec9772 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md @@ -0,0 +1,18 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 117544 +--- +# Labels +A Choropleth Map provides the capability to display titles within map shapes and allows you to manage what data to show in the shape tooltips. + +To manage map titles and tooltips, go to the **Shape Labels** section of the Choropleth Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-choropleth-map-shape-labels](../../../images/img125421.png) + +The following settings are available. + +| Option | Description | +|---|---| +| **Shape Title Attribute** | Allows you to select the attribute whose values are displayed within corresponding map shapes. Summary values are included to shape titles by default. | +| **Tooltip Attribute** | Allows you to configure information related to a hovered shape. You can choose whether to use a binding attribute to display as the title of shape tooltips (the **Use binding attribute** value) or specify a custom attribute from the dropdown list. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md new file mode 100644 index 0000000000..f059c388f7 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md @@ -0,0 +1,18 @@ +--- +title: Legend +author: Natalia Kazakova +legacyId: 117545 +--- +# Legend +A **legend** is an element of a map that shows values corresponding to each color. + +To display a legend within a map, open the Choropleth Map's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to the **Color Legend** section. + +![wdd-choropleth-map-legend](../../../images/img125418.png) + +The following options are available. + +| Option | Description | +|---|---| +| **Show Legend** | Allows you to control the visibility of legend. | +| **Position** | Specifies the legend's position on a map. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md new file mode 100644 index 0000000000..f631078134 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md @@ -0,0 +1,15 @@ +--- +title: Map Navigation +author: Natalia Kazakova +legacyId: 117541 +--- +# Map Navigation +The Choropleth Map dashboard item allows you to perform navigation actions such as zooming and scrolling using the mouse. + +You can enable or disable the capability to scroll/zoom the map using the **Lock Navigation** setting in the Choropleth Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-map-lock-navigation](../../../images/img125404.png) + +To display the entire map within the dashboard item, use the **Initial Extent** button (the ![wdd-map-initial-size-icon](../../../images/img125402.png) icon) in the Choropleth Map's [caption](../../dashboard-layout/dashboard-item-caption.md). + +![wdd-choropleth-map-initial-state](../../../images/img125403.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md new file mode 100644 index 0000000000..cbaf1ea54e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md @@ -0,0 +1,25 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117539 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Choropleth Map** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Choropleth Map dashboard item that is bound to data. + +![wdd-choropleth-map-binding](../../../images/img125398.png) + +To bind the Choropleth Map dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The list below illustrates the Choropleth Map's data sections. +* **Attribute** - Processed as _Dimension_ - Allows you to associate map shapes with data source field values. To learn more about attributes, see the [Map Attributes](providing-maps.md) section. +* **Maps** - Processed as _Measure_ - Contains data items whose values are used to color map shapes. Map shape colors vary based on the map type. + + By default, map shapes are colored depending on the provided values. If you add an additional target value, the coloring of map shapes depends on the difference between two values called [Delta](delta.md). +* **Tooltip Measures** - Processed as _Measure_ - Allows you to add supplementary content to the tooltips. Add the required measures to provide additional data. + + ![wdd-choropleth-map-tooltips](../../../images/img125400.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md new file mode 100644 index 0000000000..795f7a7021 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md @@ -0,0 +1,52 @@ +--- +title: Providing Maps +author: Natalia Kazakova +legacyId: 117538 +--- +# Providing Maps +This topic describes how to use the default **DevExpress Dashboard** maps and configure their attributes. +* [Default Maps](#defaultmaps) +* [Custom Maps](#custommaps) +* [Map Attributes](#attributes) + +## Default Maps +The **DevExpress Dashboard** ships with a set of default maps showing various parts of the world. The following maps are included. +* **World Countries** - a map of the world +* **Europe** - a map of Europe +* **Asia** - a map of Asia +* **North America** - a map of North America +* **South America** - a map of South America +* **Africa** - a map of Africa +* **USA** - a map of the USA +* **Canada** - a map of Canada + +> [!NOTE] +> The **World Countries** map has a lower level of detail than maps of specific regions and may not contain some of the countries. As an alternative, you can load a custom map with required granularity. + +To select a required default map, go to the **Common** section of the [Options](../../ui-elements/dashboard-item-menu.md) menu and use the **Default Map** dropdown list. + +![wdd-choropleth-map-change-map](../../../images/img125382.png) + +## Custom Maps +The Web Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types: +* **.shp file** - holds map shapes (points/lines/polygons) +* **.dbf file** - contains attributes for each shape. + +To provide a custom map, go to the **Common** section of the [Options](../../ui-elements/dashboard-item-menu.md) menu and change the **Default Map** value to **Custom**. + +![wdd-custom-shape-file](../../../images/img127210.png) + +Finally, provide shape data using one of the following ways. +* Specify a path to the **.shp** file using the **Custom Map URL** option. Attributes from the corresponding **.dbf** file located in the same directory will automatically be included in the map. +* Load the existing shapefile using the ellipsis button next to the **Custom Map File** option. In the invoked dialog, locate the required **.shp** file. Use the **Custom Attribute File** option to locate the **.dbf** file containing attributes for each shape. + +Note that custom maps created in the Cartesian coordinate system are not supported. + +## Map Attributes +After you select the default or custom map, you can display supplementary information (such as the name of a country, state, etc.). To do this, go to the [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Attribute Name** dropdown list. + +![wdd-choropleth-map-attribute](../../../images/img125387.png) + +This list displays available attributes for the current map. Each set of attribute values is related to a specific map shape. + +To learn how to bind the map attribute to a data source field, see the [Providing Data](providing-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md new file mode 100644 index 0000000000..0161dcbfbe --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md @@ -0,0 +1,32 @@ +--- +title: Dashboard Item Group +author: Natalia Kazakova +legacyId: 117533 +--- +# Dashboard Item Group +The Web Dashboard allows you to combine dashboard items into a group. The dashboard item group serves two main purposes. +* Combine dashboard items within the dashboard into a separate [layout](../dashboard-layout/dashboard-items-layout.md) group. +* Manage [interaction](../interactivity.md) between dashboard items within and outside the group. + +For example, you can combine related [filter elements](filter-elements.md) and data visualization [dashboard items](../dashboard-item-settings.md) into a group. + +![wdd-dashboard-group](../../images/img125758.png) + +## Create a Group +To create a new group, use the **Group** button (the ![wdd-group-icon](../../images/img125759.png) icon) in the [Toolbox](../ui-elements/toolbox.md). + +You can combine dashboard items into a group using several ways. +* Create a new dashboard item using the buttons inside a group or drag a new item from the [Toolbox](../ui-elements/toolbox.md). +* Move the existing items into a group using drag-and-drop. + +> [!NOTE] +> A dashboard item group cannot be added to another group. + +## Interactivity +The dashboard item group provides the capability to manage [interaction](../interactivity.md) between dashboard items within and outside the group. To specify interactivity settings, open the Group's [Interactivity](../ui-elements/dashboard-item-menu.md) menu. + +The **Master Filter** option allows you to specify whether the current group allows you to filter external dashboard items using master filter items contained within the group. If this option is disabled, master filter items contained within the group can filter only dashboard items from this group. + +![wdd-group-interactivity](../../images/img125761.png) + +The **Ignore Master Filters** option allows you to isolate dashboard items contained within the group from being filtered using external master filter items. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/date-filter.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/date-filter.md new file mode 100644 index 0000000000..913da33957 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/date-filter.md @@ -0,0 +1,86 @@ +--- +title: Date Filter +author: Natalia Kazakova +--- +# Date Filter + +The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. + +![](../../images/datefilter-web-overview.png) + +The Date Filter item displays a set of intervals that can be used as quick filters: + +![](../../images/datefilter-web-autoheight.png) + +## Add a New Date Filter to the Dashboard + +To create a Date Filter item, click the **Date Filter** item (the ![](../../images/wdd-datefilter-icon.png) icon) in the [Toolbox](../ui-elements/toolbox.md) **Filter** section: + +![](../../images/wdd-toolbox-filter-elements125330.png) + +## Bind to Data + +You can use `DateTime`/`DateOnly` fields for a date filter. + +Click the **Dimension** placeholder in the data section and select the required data source field in the **Binding** section of the invoked [data item menu](../ui-elements/data-item-menu.md) to bind the Date Filter to data. + +![](../../images/datefilter-web-data-binding.png) + +For details, see the [Bind Dashboard Items to Data](../bind-dashboard-items-to-data.md) topic. + +## Date Picker + +The Date Filter item displays a **Date Picker** that is a button with a drop-down calendar. A drop-down calendar allows the end-user to select a single date or a date range: + +![](../../images/datefilter-web-datepicker.png) + +You can configure whether to display the Date Picker in the Date Filter item. For this, go to the Date Filter's [Options](../ui-elements/dashboard-item-menu.md) menu, open to the **Layout** section and specify the **Show Date Picker** setting. + +## Display Format + +To specify the date-time value format, use the **Format Type** option in the **Format** section of the [data item menu](../ui-elements/data-item-menu.md), as described in the Formatting Data topic. + +To specify a custom string displayed in the Date Picker component, go to the dashboard item [Options](../ui-elements/dashboard-item-menu.md) menu, open the **Layout** section and fill in the **Display Text Pattern** text field: + +![](../../images/datefilter-web-options.png) + +You can include placeholders in a custom string. The `{0}` placeholder is the interval's start, the `{1}` placeholder is the interval's end. + +## Create Quick Filters + +**Quick Filters** are buttons displayed within the Date Filter item. Each button is bound to a predefined date-time period that can be used to perform a selection. You can click the button to apply a custom period to a Date filter: + +![](../../images/datefilter-web-quick-filters.png) + +The **Select Date Time Period** button displayed in the Date Filter caption invokes the drop-down list with quick filters. + +To add quick filters, open the Date Filter's [Options](../ui-elements/dashboard-item-menu.md) menu and go to the **Custom Periods** section. Click "+" to add a new period: + +![](../../images/datefilter-web-custom-periods.png) + +Click the _edit_ icon to invoke the editor's panel and configure a custom period. The following image illustrates how to modify the **Month-to-Date** custom period: + +![](../../images/datefilter-web-custom-period-month-to-date.png) + +You can specify the following settings for the start/end boundaries: + +* **Caption** - Specifies a predefined period caption. +* **Start Mode** - Specifies a mode of the start boundary. +* **End Mode** - Specifies a mode of the end boundary. + +The following modes used to set predefined ranges are available: + +* **None** - The selection will begin from the start/end of the visible range. +* **Fixed** - Allows you to select a specific date value using the calendar. Use the **Start/End Date** option to set a value. +* **Flow** - Allows you to select a relative date value. The **Interval** option specifies the interval between the current date and the required date. The **Offset** option allows you to set the number of such intervals. + +> [!NOTE] +> Note that the **Offset** option can accept **negative** and **positive** values. Negative values correspond to dates before the current date, while positive values correspond to future dates. + +## Arrange Quick Filters + +Quick filters in the Date Filter item can be arranged horizontally or vertically. The default mode is _auto height_, in which quick filters are displayed horizontally and the dashboard item shrinks automatically to fit the items and save space. + +To specify the arrangement mode, go to the dashboard item [Options](../ui-elements/dashboard-item-menu.md) menu, open the **Layout** section and specify the **Arrangement Mode** setting: + +![](../../images/datefilter-web-options.png) diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md new file mode 100644 index 0000000000..5c98ac0147 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md @@ -0,0 +1,14 @@ +--- +title: Filter Elements +author: Natalia Kazakova +legacyId: 117559 +--- +# Filter Elements +Filter elements represent a special type of dashboard item that allows you to apply filtering to other dashboard items. + +![wdd-dashboard-items-filters](../../images/img125353.png) + +This section consists of the following topics. +* [Filter Elements Overview](filter-elements/filter-elements-overview.md) +* [Providing Data](filter-elements/providing-data.md) +* [Interactivity](filter-elements/interactivity.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md new file mode 100644 index 0000000000..9ec1da695e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md @@ -0,0 +1,52 @@ +--- +title: Filter Elements Overview +author: Natalia Kazakova +legacyId: 118043 +--- +# Filter Elements Overview +The Web Dashboard allows you to create filter elements that used to filter other dashboard items. +* [Combo Box](#combo-box) +* [List Box](#list-box) +* [Tree View](#tree-view) +* [Date Filter](#date-filter) + +To add the required filter element to the dashboard, use corresponding buttons into the **Filter** section of the **Toolbox**. + +![wdd-toolbox-filter-elements](../../../images/wdd-toolbox-filter-elements125330.png) + +## Combo Box +The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. + +You can switch the combo box type in the Combo Box's [Options](../../ui-elements/dashboard-item-menu.md) menu. The table below demonstrates available Combo Box's types. + +| Standard | Checked | +|---|---| +| The **Standard** type allows you to select only a single value. | The **Checked** type allows you to select multiple values in the invoked drop-down list. | +| ![wdd-combo-box-standard-type](../../../images/img125341.png) | ![wdd-combo-box-checked-type](../../../images/img126666.png) | + +By default, the Combo Box's dropdown contains an 'All' item that allows you to select/deselect all items in the Combo Box. To hide this item, turn off the **Show 'All' Value** option in the Combo Box's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +## List Box +The **List Box** dashboard item allows you to select a value(s) from the list. + +You can switch the list box type in the List Box's [Options](../../ui-elements/dashboard-item-menu.md) menu. The table below demonstrates available List Box's types. + +| Checked | Radio | +|---|---| +| The **Checked** type allows you to select multiple values in the list box. | The **Radio** type allows you to select only a single value in the radio group. | +| ![wdd-list-box-radio-type](../../../images/img125342.png) | ![wdd-list-box-checked-type](../../../images/img126667.png) | + +## Tree View +The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. + +![wdd-treeview](../../../images/img125343.png) + +You can manage the initial expanded state of filter values using the **Auto Expand** option in the Tree View's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +## Date Filter + +The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. + +![datefilter](../../../images/datefilter-web-autoheight.png) + +See [Date Filter](../date-filter.md) for details. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md new file mode 100644 index 0000000000..ecde712863 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md @@ -0,0 +1,23 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117561 +--- +# Interactivity +This document describes filtering capabilities supported by filter elements. You can use filter elements to apply master filtering to other dashboard items or introduce hierarchical filtering by adding several connected filters. + +## Master Filtering +The Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items ([Master Filter](../../interactivity/master-filtering.md)). + +> [!IMPORTANT] +> Note that filter elements do not support Master Filter selection modes. You can switch the selection mode by [changing the type](filter-elements-overview.md) of the required filter element. + +Depending on the filter element type, you can select a value(s) to make other dashboard items display only data related to the selected value(s). + +![wdd-filter-elements-interactivity](../../../images/img125351.png) + +You can also create a set of related filter elements containing relevant filter values. For instance, in the image below, the _State_ filter element contains states related to the 'United States' value, while the _City_ filter element contains cities related to the 'New York' value. + +![wdd-filter-elements-ignore-group-filter](../../../images/img125352.png) + +Disable the **Ignore Master Filters** option in the [Interactivity](../../ui-elements/dashboard-item-menu.md) menu for the required filter element to allow the applying of filtering to this element. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md new file mode 100644 index 0000000000..a0c8b3c621 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md @@ -0,0 +1,22 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117560 +--- +# Providing Data +The Web Dashboard allows you to bind various dashboard items to data in a consistent manner, the only difference being the data sections that these dashboard items comprise. To learn more about common binding concepts, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +This topic describes how to bind **filter elements** to data using the Web Dashboard control. + +## Binding Overview +All filter elements provide the **Dimensions** data section, which accepts dimensions used to provide filter values. + +To bind the filter elements to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +To learn about the specifics of binding various filter elements to data, see the table below. + +| Dashboard Item | Data Sections | Description | +|---|---|---| +| **Combo Box** | ![wdd-filter-elements-combobox-bindings](../../../images/img126759.png) | The Combo Box filter element can contain several dimensions at the **Dimensions** data section. In this case , the drop-down list will contain combinations of dimension values. | +| **List Box** | ![wdd-filter-elements-listbox-bindings](../../../images/img125344.png) | The List Box filter element can contain several dimensions at the **Dimensions** data section. In this case, the list will contain combinations of dimension values. | +| **Tree View** | ![wdd-filter-elements-treeview-bindings](../../../images/img125345.png) | The Tree View filter element can contain several dimensions at the **Dimensions** data section. In this case, dimension values are displayed in a hierarchical way. This can be the set of dimensions with different group intervals (e.g., Year/Quarter/Month) or the set of related dimensions (e.g., geographical data such as continents/countries/cities). | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges.md new file mode 100644 index 0000000000..3fe3dde23e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges.md @@ -0,0 +1,29 @@ +--- +title: Gauges +author: Natalia Kazakova +legacyId: 117946 +--- +# Gauges +The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. + +![wdd-dashboard-items-gauges](../../images/img125120.png) + +The following sections are available. +* [Providing Data](gauges/providing-data.md) + + Provides information about how to supply the Gauge dashboard item with data. +* [Delta](gauges/delta.md) + + Provides an overview of the Gauge dashboard item’s capability to display the difference between two parameters. +* [Gauge Scale](gauges/gauge-scale.md) + + Describes options that relate to the gauge scales. +* [Interactivity](gauges/interactivity.md) + + Describes features that enable interaction between the Gauge dashboard item and other items. +* [Layout](gauges/layout.md) + + Describes layout options of the Gauge dashboard item. +* [Style](gauges/style.md) + + Provides information about how to specify the gauge style. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md new file mode 100644 index 0000000000..94d7dd2dd8 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md @@ -0,0 +1,24 @@ +--- +title: Delta +author: Natalia Kazakova +legacyId: 118008 +--- +# Delta +Gauges allow you to display the difference between the _actual_ and _target_ values of a particular parameter. This difference is called **delta**. + +Delta is shown with a _delta indicator_ (indicating whether the actual value is less than or greater than the target value) and _delta values_ (representing this difference as an absolute value or a variation). + +![wdd-gauge-delta](../../../images/img125316.png) + +After you add the data item containing _actual_ data, you can add the second data item (optional) that contains _target_ data. To customize settings that relate to the calculation and display of deltas, open the **Delta Options** section of the [data item menu](../../ui-elements/data-item-menu.md). + +![wdd-gauge-options](../../../images/img125312.png) + +Use it to define the conditions for displaying delta indication, specify which delta values should be displayed, and introduce the comparison tolerance.The following options are available. + +| Option | Description | +|---|---| +| **Value Type** | Specifies which values should be displayed as the main delta value. Additional delta values are selected automatically. | +| **Result Indication** | Specifies the condition for displaying delta indication. | +| **Threshold Type** | Specifies the comparison tolerance in percentage values or in absolute values. | +| **Threshold Value** | Specifies the comparison tolerance value. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md new file mode 100644 index 0000000000..271fdb3c3a --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md @@ -0,0 +1,17 @@ +--- +title: Gauge Scale +author: Natalia Kazakova +legacyId: 117536 +--- +# Gauge Scale +By default, the Gauge dashboard item automatically determines the range of the gauge scales based on the values they display. + +![wdd-gauge-scale](../../../images/img125318.png) + +You can override this behavior and specify maximum and minimum values on the scale. After you add the data item, open the **Scale Options** section of the [data item menu](../../ui-elements/data-item-menu.md) to customize the gauge scale. + +![wdd-gauge-options](../../../images/img125312.png) + +Then, set the minimum/maximum value mode to **Custom** and specify this value in the corresponding field. The image below shows a gauge with a minimum value of 1B and maximum 5B. + +![wdd--gauge-custom-scale-interval](../../../images/img125319.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md new file mode 100644 index 0000000000..5a55412949 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md @@ -0,0 +1,42 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117520 +--- +# Interactivity +To enable interaction between the Gauge and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. +* [Master Filtering](#masterfiltering) +* [Drill-Down](#drilldown) + +## Master Filtering +You can use the **Gauge** dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +When **Master Filtering** is enabled, you can click a gauge(s) to make other dashboard items only display data related to the selected gauge(s). + +![Gauges_MasterFiltering_Web](../../../images/img22508.png) + +To enable **Master Filtering**, go to the Gauge's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Gauge's [caption](../../dashboard-layout/dashboard-item-caption.md). + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. + +When drill-down is enabled, you can click a gauge to view the details. + +![Gauges_DrillDown_Web](../../../images/img22509.png) + +Drill-down requires that the **Series** section contains several dimensions at the top, from the least detailed to the most detailed dimension. + +![wdd-gauge-drill-down-arguments-section](../../../images/img125778.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable **Drill-Down**, go to the Gauge's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Gauge's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md new file mode 100644 index 0000000000..0b7069d68b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md @@ -0,0 +1,23 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 117537 +--- +# Layout +The Gauge dashboard item allows you to specify the number of columns or rows by which gauges are arranged. For example, the following image shows gauges arranged into 3 columns. + +![wdd-gauges-fixed-columns](../../../images/img125649.png) + +To control how gauges are arranged, use the **Layout** section in the Gauge's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-pie-content-arrangement](../../../images/img125199.png) + +The following modes are available. + +| Arrangement Mode | Description | +|---|---| +| **Auto** | Automatically resizes gauges to fit within the dashboard item. | +| **Fixed Rows** | Allows you to arrange gauges in a specific number of rows. | +| **Fixed Columns** | Allows you to specify the number of columns in which gauges are arranged. | + +To specify the number of rows/columns, use the **Line Count** field. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md new file mode 100644 index 0000000000..f7d33d911f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md @@ -0,0 +1,23 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117535 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Gauge** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Gauge dashboard item that is bound to data. + +![wdd-gauge-bindings](../../../images/img125621.png) + +To bind the Gauge dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Gauge's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Gauges** | Measure (both _Actual_ and _Target_ values) | Contains data items used to calculate values displayed by gauges. After you add the data item containing **actual** data, you can add the second data item (optional) that contains **target** data. If both items are provided, gauges show the difference between actual and target values, called _delta_. To learn more, see [Delta](delta.md). You can fill several data item containers in the Gauges section and use the **Values** drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the dashboard item caption. | +| **Series** | Dimension | Contains data items whose values are used to label gauges.. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md new file mode 100644 index 0000000000..fe3a244b42 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md @@ -0,0 +1,22 @@ +--- +title: Style +author: Natalia Kazakova +legacyId: 117519 +--- +# Style +The Gauge dashboard item allows you to select the gauge style. + +![wdd-gauges-style](../../../images/img125775.png) + +The following types are available. +* Full Circular +* Half-Circular +* Left-Quarter Circular +* Right-Quarter Circular +* Three-Fourths Circular +* Linear Horizontal +* Linear Vertical + +To select the gauge style, use the style icons in the Gauge [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-gauge-style-options](../../../images/img125777.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md new file mode 100644 index 0000000000..727ae141cb --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md @@ -0,0 +1,32 @@ +--- +title: Geo Point Maps +author: Natalia Kazakova +legacyId: 118023 +--- +# Geo Point Maps +The topics in this section describe various types of **Geo Point Map** dashboard items that allow you to place callouts, bubbles or pies on the map using geographical coordinates. + +![wdd-geo-point-map](../../images/img126681.png) + +This section consists of the following subsections. +* [Map Types Overview](geo-point-maps/map-types-overview.md) + + Lists the available types of Geo Point maps and their features. +* [Providing Maps](geo-point-maps/providing-maps.md) + + Explains how to use default dashboard maps or provide custom maps. +* [Geo Point Map](geo-point-maps/geo-point-map.md) | [Bubble Map](geo-point-maps/bubble-map.md) | [Pie Map](geo-point-maps/pie-map.md) + + Describes specific capabilities of various Geo Point Map types. +* [Clustering](geo-point-maps/clustering.md) + + Describes the feature that enables grouping of neighboring map objects. +* [Map Navigation](geo-point-maps/map-navigation.md) + + Explains how to manage map zooming and scrolling. +* [Interactivity](geo-point-maps/interactivity.md) + + Describes features that enable interaction between the Geo Point maps and other dashboard items. +* [Labels](geo-point-maps/labels.md) + + Describes how to display additional information related to map shapes. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md new file mode 100644 index 0000000000..dff66a5707 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md @@ -0,0 +1,17 @@ +--- +title: Bubble Map +author: Natalia Kazakova +legacyId: 117937 +--- +# Bubble Map +The **Bubble Map** dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. + +![wdd-dashboard-items-bubble-map](../../../images/img125115.png) + +Topics in this section describe specific capabilities of the **Bubble Map** dashboard item. +* [Providing Data](bubble-map/providing-data.md) + + Describes how to supply the Bubble Map with data. +* [Legends](bubble-map/legends.md) + + Describes the available Bubble Map legends and their options. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md new file mode 100644 index 0000000000..5e67b1a7f3 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md @@ -0,0 +1,29 @@ +--- +title: Legends +author: Natalia Kazakova +legacyId: 118026 +--- +# Legends +The Bubble Map provides two types of legends used to identify map objects - **color** and **weighted** legends. + +## Color Legend +The color legend helps you identify which colors correspond to specific values. + +![wdd-bubble-map-color-legend](../../../../images/img126751.png) + +To specify color legend settings, go to the **Color Legend** section of the Bubble Map's **Options** menu. + +![wdd-geo-point-map-color-legend-options](../../../../images/img125505.png) + +Here you can show or hide the color legend and change its position. + +## Weighted Legend +The weighted legend allows you to identify values corresponding to specific bubble sizes. + +![wdd-maps-weighted-legend](../../../../images/img125465.png) + +To specify weighted legend's settings, go to the **Weighted Legend** section of the Bubble Map's **Options** menu. + +![wdd-geo-point-map-weighted-legend-options](../../../../images/img125506.png) + +Here you can show or hide the weighted legend and change its position. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md new file mode 100644 index 0000000000..ddb76e2944 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md @@ -0,0 +1,32 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 118025 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data in the Web Dashboard](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind the **Bubble Map** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Bubble Map dashboard item that is bound to data. + +![wdd-bubble-map-bindings](../../../../images/img126164.png) + +To bind the Bubble Map dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../../ui-elements/data-item-menu.md). + +The tables below list and describes Bubble Map data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Lattitude** | Dimension | Accepts a dimension used to provide geographic latitude. | +| **Longitude** | Dimension | Accepts a dimension used to provide geographic longitude. | +| **Weight** | Measure | Accepts a measure used to evaluate the bubble's weight. | +| **Color** | Measure | Accepts a measure used to evaluate the bubble's color. | + +The Bubble Map allows you to add supplementary content to the tooltips to provide additional data. + +| Section | Processed as | Description | +|---|---|---| +| **Tooltip Dimensions** | Dimension | Accepts dimensions allowing you to add supplementary content to the tooltips. | +| **Tooltip Measures** | Measure | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md new file mode 100644 index 0000000000..ba6195f950 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md @@ -0,0 +1,21 @@ +--- +title: Clustering +author: Natalia Kazakova +legacyId: 117935 +--- +# Clustering +When a Geo Point map contains a large number of objects (callouts, bubbles or pies), showing each object individually on the map is not useful. The Web Dashboard provides the capability to group neighboring map objects. This feature is called Clustering. + +For instance, the [Geo Point Map](geo-point-map.md) dashboard item combines callouts to bubbles. + +![wdd-geopoint-map-clusters](../../../images/img125449.png) + +The [Bubble Map](bubble-map.md) and [Pie Map](pie-map.md) dashboard items cluster bubbles/pies with other bubbles/pies. + +![wdd-bubble-map-clusters](../../../images/img125445.png) + +![wdd-pie-map-clusters](../../../images/img125447.png) + +To enable clustering in the Web Dashboard, use the **Enable Clustering** option in the Geo Point Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-maps-enable-clustering](../../../images/img125448.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md new file mode 100644 index 0000000000..4f1b588163 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md @@ -0,0 +1,14 @@ +--- +title: Geo Point Map +author: Natalia Kazakova +legacyId: 117938 +--- +# Geo Point Map +The **Geo Point Map** dashboard item allows you to place callouts on the map using geographical coordinates. + +![wdd-dashboard-items-geo-point-map](../../../images/img125121.png) + +Topics in this section describe specific capabilities of the **Geo Point Map** dashboard item. +* [Providing Data](geo-point-map/providing-data.md) + + Describes how to supply the Geo Point Map with data. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md new file mode 100644 index 0000000000..aef9930d88 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md @@ -0,0 +1,31 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 118024 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind the **Geo Point Map** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Geo Point Map dashboard item that is bound to data. + +![wdd-geo-point-bindings](../../../../images/img126163.png) + +To bind the Geo Point Map dashboard item to data, click the placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../../ui-elements/data-item-menu.md). + +The tables below list and describe the Geo Point Map's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Lattitude** | Dimension | Accepts a dimension used to provide geographic latitude. | +| **Longitude** | Dimension | Accepts a dimension used to provide geographic longitude. | +| **Value** | Measure | Accepts values related to geographic points. These values are displayed within map callouts. | + +The Geo Point Map allows you to add supplementary content to the tooltips to provide additional data. + +| Section | Processed as | Description | +|---|---|---| +| **Tooltip Dimensions** | Dimension | Accepts dimensions allowing you to add supplementary content to the tooltips. | +| **Tooltip Measures** | Measure | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md new file mode 100644 index 0000000000..d6d5265a53 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md @@ -0,0 +1,25 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117933 +--- +# Interactivity +This document describes the capabilities that enable interaction between **Geo Point** maps and other dashboard items. These capabilities include **Master Filtering**. + +## Master Filtering +You can use the **Geo Point** dashboard item as a filter for other dashboard items. + +The Geo Point Map dashboard item supports filtering by callout/bubble/pie. When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). + +![wdd-geo-point-master-filtering](../../../images/img125454.png) + +> [!NOTE] +> When you select a clustered bubble or pie, master filtering is applied by all points that are clustered into this bubble/pie. + +To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +To enable **Master Filtering**, go to the Map's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. + +![wdd-interactivity-section-without-drill-down](../../../images/img125455.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Map's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md new file mode 100644 index 0000000000..dee597b46b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md @@ -0,0 +1,21 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 117932 +--- +# Labels +Geo Point maps provide the capability to display titles within map shapes and allow you to add supplementary content to the callout/bubble/pie tooltips. + +## Shape Titles +To manage map titles, use the **Shape Title Attribute** option of the Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +Here you can select the attribute whose values are displayed within corresponding map shapes. + +![wdd-geopoint-map-shape-title](../../../images/img125459.png) + +## Tooltips +Geo Point maps also allow you to add supplementary content to the callout/bubble/pie tooltips using the **Tooltip Measures** and **Tooltip Dimensions** data sections. + +To add an additional information, click a placeholder contained in one of the available data sections and select the required measure/dimension in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +![wdd-geo-point-map-toltips](../../../images/img125462.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md new file mode 100644 index 0000000000..0d324f79a8 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md @@ -0,0 +1,15 @@ +--- +title: Map Navigation +author: Natalia Kazakova +legacyId: 117934 +--- +# Map Navigation +The Geo Point Map dashboard item allows you to perform navigation actions such as zooming and scrolling using the mouse. + +You can enable or disable the capability to scroll/zoom the map using the **Lock Navigation** option in the Geo Point Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-map-lock-navigation](../../../images/img125404.png) + +To display the entire map within the dashboard item, use the **Initial Extent** button (the ![wdd-map-initial-size-icon](../../../images/img125402.png) icon) in the Geo Point Map's [caption](../../dashboard-layout/dashboard-item-caption.md). + +![wdd-geo-point-map-initial-state](../../../images/img125453.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md new file mode 100644 index 0000000000..8b25e85e07 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md @@ -0,0 +1,22 @@ +--- +title: Map Types Overview +author: Natalia Kazakova +legacyId: 117940 +--- +# Map Types Overview +The Web Dashboard allows you to create **three types** of Geo Point maps. +* The [Geo Point Map](geo-point-map.md) dashboard item allows you to place callouts on the map using geographical coordinates. + + ![wdd-dashboard-items-geo-point-map](../../../images/img125121.png) +* The [Bubble Map](bubble-map.md) dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. + + ![wdd-dashboard-items-bubble-map](../../../images/img125115.png) +* The [Pie Map](pie-map.md) dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. + + ![wdd-dashboard-items-pie-map](../../../images/img125124.png) + +To create the required **Geo Point Map** dashboard item, use the **Maps** section in the Toolbox. + +![wdd-toolbox-maps-section](../../../images/img125422.png) + +To learn how to provide maps for Geo Point Map dashboard items, see the [Providing Maps](providing-maps.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md new file mode 100644 index 0000000000..a9c626207b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md @@ -0,0 +1,23 @@ +--- +title: Pie Map +author: Natalia Kazakova +legacyId: 117936 +--- +# Pie Map +The **Pie Map** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. + +![wdd-dashboard-items-pie-map](../../../images/img125124.png) + +Topics in this section describe specific capabilities of the **Pie Map** dashboard item. +* [Providing Data](pie-map/providing-data.md) + + Describes how to supply the Pie Map with data. +* [Pie Options](pie-map/pie-options.md) + + Describes the specific options of the Pie Map dashboard item. +* [Coloring](pie-map/coloring.md) + + Describes the capability to manage coloring of the Pie Map. +* [Legends](pie-map/legends.md) + + Describes the available Pie Map legends and their options. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md new file mode 100644 index 0000000000..1fd842dbd7 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md @@ -0,0 +1,11 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 118030 +--- +# Coloring +Certain dashboard items provide the capability to color dashboard item elements by associating dimension values/measures and specified colors. You can choose whether to use a global color scheme to provide consistent colors for identical values or specify a local color scheme for each dashboard item. To learn more about coloring concepts common for all dashboard items, see the [Coloring](../../../appearance-customization/coloring.md) section. + +The Pie Map dashboard item allows you to manage the coloring of segments corresponding to various dimension values/measures. For example, the image below illustrates the Pie Map dashboard item with a custom color palette. + +![wdd-pie-map-custom-palette](../../../../images/img126758.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md new file mode 100644 index 0000000000..30fd79fa7f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md @@ -0,0 +1,29 @@ +--- +title: Legends +author: Natalia Kazakova +legacyId: 118031 +--- +# Legends +The Pie Map provides two types of legends used to identify map objects - **color** and **weighted** legends. + +## Color Legend +The color legend helps you identify which colors correspond to specific argument values. + +![wdd-pie-map-color-legend](../../../../images/img126752.png) + +To specify color legend settings, go to the **Color Legend** section of the Pie Map's [Options](../../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-geo-point-map-color-legend-options](../../../../images/img125505.png) + +Here you can show or hide the color legend and change its position. + +## Weighted Legend +The weighted legend allows you to identify values corresponding to specific pie sizes. + +![wdd-maps-weighted-legend](../../../../images/img125465.png) + +To specify weighted legend's settings, go to the **Weighted Legend** section of the Pie Map's [Options](../../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-geo-point-map-weighted-legend-options](../../../../images/img125506.png) + +Here you can show or hide the weighted legend and change its position. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md new file mode 100644 index 0000000000..abf91a272c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md @@ -0,0 +1,13 @@ +--- +title: Pie Options +author: Natalia Kazakova +legacyId: 118029 +--- +# Pie Options +The Pie Map dashboard item allows you to take into account the weight of the pies. In this case, the relative sizes of the pies depend on the corresponding summary values. + +![wdd-pie-map-weightened-pies](../../../../images/img126753.png) + +To enable this capability, go to the **Common** section of the Pie Map's [Options](../../../ui-elements/dashboard-item-menu.md) menu and use the **Weighted Pies** option. + +![wdd-pie-map-weightened-pies-options](../../../../images/img126754.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md new file mode 100644 index 0000000000..da36a31244 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md @@ -0,0 +1,32 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 118027 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind the **Pie Map** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Pie Map dashboard item that is bound to data. + +![wdd-pie-map-bindings](../../../../images/img126165.png) + +To bind the Pie Map dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../../ui-elements/data-item-menu.md). + +The tables below list and describe the Pie Map's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Lattitude** | Dimension | Accepts a dimension used to provide geographic latitude. | +| **Longitude** | Dimension | Accepts a dimension used to provide geographic longitude. | +| **Values** | Measure | Accepts measures used to calculate pie values. | +| **Arguments** | Measure | Allows you to provide data for pie arguments. If you added a data item to the **Argument** section and several data items to the Values section, you can use the Values drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon in the [dashboard item caption](../../../dashboard-layout/dashboard-item-caption.md). | + +The Pie Map allows you to add supplementary content to tooltips to provide additional data. + +| Section | Processed as | Description | +|---|---|---| +| **Tooltip Dimensions** | Dimension | Accepts dimensions allowing you to add supplementary content to tooltips. | +| **Tooltip Measures** | Measure | Accepts measures allowing you to add summaries to tooltips. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md new file mode 100644 index 0000000000..e700432b90 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md @@ -0,0 +1,42 @@ +--- +title: Providing Maps +author: Natalia Kazakova +legacyId: 117939 +--- +# Providing Maps +This topic describes how to use the default **DevExpress Dashboard** maps and configure their attributes. +* [Default Maps](#defaultmaps) +* [Custom Maps](#custommaps) + +## Default Maps +The **DevExpress Dashboard** ships with a set of default maps showing various parts of the world. The following maps are included. +* **World Countries** - a map of the world +* **Europe** - a map of Europe +* **Asia** - a map of Asia +* **North America** - a map of North America +* **South America** - a map of South America +* **Africa** - a map of Africa +* **USA** - a map of the USA +* **Canada** - a map of Canada + +> [!NOTE] +> The **World Countries** map has a lower level of detail than maps of specific regions and may not contain some of the countries. As an alternative, you can load a custom map with required granularity. + +To select a required default map, go to the [Options](../../ui-elements/dashboard-item-menu.md) menu and use the **Default Map** dropdown list located in the **Common** section. + +![wdd-geopoint-map-change-map](../../../images/img125426.png) + +## Custom Maps +The Web Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types: +* **.shp file** - holds map shapes (points/lines/polygons) +* **.dbf file** - contains attributes for each shape. + +To provide a custom map, go to the **Common** section of the [Options](../../ui-elements/dashboard-item-menu.md) menu and change the **Default Map** value to **Custom**. + +![wdd-custom-shape-file](../../../images/img127210.png) + +Finally, provide shape data using one of the following ways. +* Specify the path to the **.shp** file using the **Custom Map URL** option. Attributes from the corresponding **.dbf** file located in the same directory will automatically be included in the map. +* Load the existing shapefile using the ellipsis button next to the **Custom Map File** option. In the invoked dialog, locate the required **.shp** file. Use the **Custom Attribute File** option to locate the **.dbf** file containing attributes for each shape. + +Note that custom maps created in the Cartesian coordinate system are not supported. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid.md new file mode 100644 index 0000000000..86d2f5f813 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid.md @@ -0,0 +1,30 @@ +--- +title: Grid +author: Natalia Kazakova +legacyId: 117943 +--- +# Grid +The topics in this section describe the features available in the **Grid** dashboard item, and provide information on how to create and customize grids + +![wdd-dashboard-items-grid](../../images/img125122.png) +* [Providing Data](grid/providing-data.md) + + Provides information about how to supply the Grid dashboard item with data. +* [Columns](grid/columns.md) + + Describes different types of grid columns. +* [Interactivity](grid/interactivity.md) + + Describes features that imply interaction between the Grid and other dashboard items. +* [Conditional Formatting](grid/conditional-formatting.md) + + Describes the conditional formatting feature that provides the capability to apply formatting to grid cells whose values meet the specified condition. +* [Totals](grid/totals.md) + + Describes totals that allow you to calculate summaries against values displayed within Grid columns. +* [Layout](grid/layout.md) + + Describes the Grid's layout options. +* [Column Filter](grid/column-filter.md) + + Describes how you can search data in the Grid item. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md new file mode 100644 index 0000000000..bbe95216d0 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md @@ -0,0 +1,38 @@ +# Column Filter for a Grid Item on the Web + +Column filters allow users to search data in the Grid item. These filters do not affect data outside the Grid. + +## Filter Row +The **filter row** allows a user to filter data by individual column values. + +Open the grid's [Options](../../ui-elements/dashboard-surface.md) menu and go to the **Column Filter** section to get access to the filter row. When the filter row appears, a user can enter the condition in the text box to filter column values: + +![Web Dashboard - Enabled filter row (text box)](../../../images/web-dashboard-filter-row-text-box.png) + +The filter row's cells can be of different types (for example, text boxes for string and numeric values, calendars for dates, and so on). + +## Update Totals + +A user can configure a Grid item to reflect changes in column values and recalculate [totals](totals.md) based on the applied column filters. Open the grid's [Options](../../ui-elements/dashboard-menu.md) menu and go to the **Column Filter** section to get access to this setting. As a result, the Grid item recalculates totals depending on the applied column filters: + +![web-dashboard-filter-row-update-totals](../../../images/web-dashboard-filter-row-update-totals.png) + +## Limitations + +### Filter Row Limitations +The following Grid [columns](columns.md) do not support the filter row: + +- Dimension (for Image display mode only) +- Measure (for Bar display mode only) +- Sparkline +- Delta + +A Grid item does not support a filter row for window calculations and calculated fields that use the w-function if the **Update Totals** option is enabled. + +### Update Totals Limitations + +You cannot enable totals recalculation in OLAP data sources. + +### Other Limitations + +Although column filters within a Grid item are case-insensitive, totals are calculated on the server and their case-sensitivity setting depends on the database settings. If case-sensitivity settings are different, the total value can differ from the Grid's data. Make sure that the Grid item and the database use the same case-sensitivity settings. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md new file mode 100644 index 0000000000..c127edba0f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md @@ -0,0 +1,52 @@ +--- +title: Columns +author: Natalia Kazakova +legacyId: 117531 +--- +# Columns +The Grid dashboard item supports four types of columns. + +![wdd-grid-columns-overview](../../../images/img125253.png) +* **Dimension** + + A dimension column displays values from the bound data item "as is". If the dimension column is bound to a data source containing images, it can display images. +* **Hyperlink** + + A dimension column allows you to display hyperlinks in the Grid dashboard item. You can provide hyperlinks as a separate data column, or they can be automatically created at run-time from any column using the specified **URI pattern**. + + ![grid_hyperlink_column](../../../images/grid_hyperlink_column.png) + + +* **Measure** + + A measure column displays summaries calculated against data in the bound data item. + + Values in the measure column can be displayed as text or represented by bars. + + ![wdd-grid-measure-options](../../../images/img125786.png) + + To select between these modes, open the column menu and go to the **Options** section. +* **Delta** + + A delta column calculates summaries against two measures: the **Actual** value and the **Target** value. When you switch the column type to **Delta**, a new **Target** data item container appears. + + ![wdd-grid-delta-target-data-section](../../../images/img125787.png) + + The difference between these values is displayed within the column. + + You can configure delta options in the **Delta Options** section of the [column menu](../../ui-elements/data-item-menu.md). +* **Sparkline** + + A sparkline column visualizes the variation of summary values over time. + + The sparkline column is bound to the measure providing sparkline values and to the dimension providing a date-time interval. Add the required date-time dimension to the **Sparkline** placeholder to show values depending on time. + + ![wdd-grid-sparkline-add-date](../../../images/img125788.png) + + You can configure sparkline options in the data item's **Sparkline Options** section. + +When you drop a data item into the Columns section, the type for the new column is determined automatically based on the data type. + +To change the column type, open the [column menu](../../ui-elements/data-item-menu.md) and click the corresponding type button. + +![wdd-grid-column-type](../../../images/img125212.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md new file mode 100644 index 0000000000..a4c3615a60 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md @@ -0,0 +1,77 @@ +--- +title: Conditional Formatting +author: Natalia Kazakova +legacyId: 117532 +--- +# Conditional Formatting +Use conditional formatting to highlight individual cells or rows based on specific conditions. You can apply format rules to the **dimension** and **measure** [column types](columns.md). You can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. + +![wdd-grid-conditional-formatting](../../../images/img125791.png) + +## Supported Format Rules + +Format rules that can be applied to different data item types are as follows: +* numeric + * **Value** + * **Top-Bottom** + * **Average** + * **Expression** + * **Icon Ranges** + * **Color Ranges** + * **Gradient Ranges** + * **Bar** + * **Bar Color Ranges** + * **Bar Gradient Ranges** +* string + * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * **Expression** +* date-time + * **Value** + * **A Date Occurring** (for dimensions with a continuous date-time group interval) + * **Expression** + * **Icon and Color Ranges** + * **Color Ranges** + * **Gradient Ranges** + * **Bar** + * **Bar Color Ranges** + * **Bar Gradient Ranges** + +Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Create and Edit a Format Rule + +You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: + +* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu + +* The [data item menu](../../ui-elements/data-item-menu.md) + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Appearance Settings + +You can add an icon to the cells/rows or configure the style for display text or background color. To do this, open the format rule's **Condition** section and specify the settings: + +* **Appearance** + + You can select a predefined style or create a *Custom Style* in the **Appearance** tab. You can specify the background color, the text color, and the font settings. + + ![|Web Dashboard - Appearance Tab](../../../images/wdd-cf-appearance-gallery126044.png) + +* **Icons** + + You can select an predefined icon from the **Icon** tab. + + ![Web Dashboard - Icons Tab](../../../images/wdd-cf-icons-gallery126045.png) + + +## Grid-Specific Format Condition Settings + +The format rule's **Miscellaneous** section contains the following properties that are specific to the Grid item: + +![web-cf-grid-miscellaneous](../../../images/web-cf-grid-miscellaneous.png) + + | Option | Description | + | -- | --| + | **Enabled** | Enables/disables the current format rule. | + | **Applied to Row** | Applies the current format rule to a row. | diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md new file mode 100644 index 0000000000..f8b4b4178b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md @@ -0,0 +1,44 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117991 +--- +# Interactivity +To enable interaction between the Grid and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. +* [Master Filtering](#masterfiltering) +* [Drill-Down](#drilldown) + +## Master Filtering +You can use the **Grid** dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +The Grid dashboard item supports filtering by rows. + +When **Master Filtering** is enabled, you can click a grid row (or multiple rows) to make other dashboard items only display data related to the selected record(s). + +![WebViewer_MasterFiltering](../../../images/img22459.gif) + +To enable **Master Filtering**, go to the Grid's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Grid's [caption](../../dashboard-layout/dashboard-item-caption.md). + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. + +The **Grid** dashboard item supports drill-down for rows.When drill-down is enabled, you can click a grid row to view the details. + +![wdd-grid-interactivity-drill-down](../../../images/img125412.png) + +Drill-down requires that the Columns section contains several dimensions at the top, from the least detailed to the most detailed dimension. + +![wdd-grid-interactivity-several-dimensions](../../../images/img125410.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable **Drill-Down**, go to the Grid's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Grid's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md new file mode 100644 index 0000000000..9934272e92 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md @@ -0,0 +1,19 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 117993 +--- +# Layout +The Grid dashboard item allows you to customize its layout in various ways. You can manage the width of grid columns, specify the visibility of column headers, enable cell merging, etc. + +To access the layout settings, use the **Layout** section in the Grid's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +The following settings are available. + +![wdd-grid-layout-options](../../../images/img125283.png) +* **Horizontal Lines** - Specifies grid's horizontal line visibility. +* **Vertical Lines** - Specifies grid's vertical line visibility. +* **Banded Rows** - Specifies the different background for odd and even rows. +* **Column Headers** - Allows you to toggle column header visibility. +* **Word Wrap** - Displays cell content on multiple lines if the size of a dashboard item is insufficient to completely display the cell content on a single line. +* **Column Width Mode** - Specifies column widths of the entire Grid using one of the available modes. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md new file mode 100644 index 0000000000..769429961e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md @@ -0,0 +1,23 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117990 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Grid** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Grid dashboard item that is bound to data. + +![wdd-grid-binding](../../../images/img125397.png) + +To bind the Grid dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Grid's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Columns** | Dimension or Measure (depending on the selected column type) | Contains data items that provide values for grid columns. The data item menu allows you to select the [column type](columns.md) and specify their options. | +| **Sparkline** | Dimension | Contains a data item that provides arguments for sparkline columns. To learn more, see [Columns](columns.md). | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md new file mode 100644 index 0000000000..e2dab83c65 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md @@ -0,0 +1,44 @@ +--- +title: Totals +author: Natalia Kazakova +legacyId: 117992 +--- +# Totals +The Grid dashboard item enables you to add a summary value (a **total**) calculated against displayed values of an individual column, and to show the result under this column. Note that you can add any number of totals for each column. For example, you can obtain the number of column records, average or maximum value, etc. + +![wdd-grid-totals](../../../images/img125280.png) +* [Totals Overview](#overview) +* [Create and Edit Totals](#create) + +## Totals Overview +You can use the following summary functions when creating totals. +* **Count** - The number of records. +* **Sum** - The sum of the values. + + ![func_sum](../../../images/img4460.png) +* **Min** - The smallest value. +* **Max** - The largest value. +* **Average** - The average of the values. + + ![func_average](../../../images/img4457.png) +* **Auto** - + The total is calculated using the type of [summary function](../../data-shaping/summarization.md) specified for the measure corresponding to the current Grid column. Note that in this case, the total is calculated based on values of the corresponding data field from the underlying data source. + + > [!NOTE] + > Note that the **Auto** type is not supported when the Grid is bound to the OLAP data source. + +You can create totals using different sets of summary functions. This depends on the type of the data source field providing data for the target column. + +> [!IMPORTANT] +> Note that the **Auto** type is available only for the [measure](columns.md) column. + +## Create and Edit Totals +To create a total, open a [data item menu](../../ui-elements/data-item-menu.md) and go to the **Totals** section. Click "+" to add a new total. + +To change the total type, open the drop down list and select the required type. + +![wdd-grid-totals-change-total-type](../../../images/img125281.png) + +You can delete the required total by clicking the **Delete** button (the ![wdd-icon-delete-big](../../../images/img126104.png) icon). + +![wdd-grid-delete-totals](../../../images/img125282.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images.md new file mode 100644 index 0000000000..b0ef0e6d57 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images.md @@ -0,0 +1,15 @@ +--- +title: Images +author: Natalia Kazakova +legacyId: 117930 +--- +# Images +The Image dashboard item is used to display static images within a dashboard. + +![wdd-dashboard-items-image](../../images/img125123.png) + +You can either add a static image or you can use the Bound Image as a detail item along with the [Master Filtering](../interactivity/master-filtering.md) feature. +* [Image Overview](images/image-overview.md) +* [Providing Images](images/providing-images.md) +* [Interactivity](images/interactivity.md) +* [Image Settings](images/image-settings.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md index 127ce1fa06..825731baec 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md @@ -1,20 +1,20 @@ ---- -title: Image Overview -author: Natalia Kazakova -legacyId: 117567 ---- -# Image Overview -The Web Dashboard allows you to create two types of **Image** dashboard items. -* The **Image** dashboard item allows you to add a static image to the dashboard. - - ![Image_Web](../../../images/img22523.png) -* The **Bound Image** dashboard item can be bound to a set of images (for instance, stored in the database). You can use the Bound Image as a detail item along with the [Master Filtering](../../interactivity/master-filtering.md) feature. - - ![wdd-image-bound](../../../images/img125706.png) - -To create a required Image dashboard item, use the **Image** and **Bound Image** buttons in the [Toolbox](../../ui-elements/toolbox.md). - -The following topics describe various Image capabilities. -* [Providing Images](providing-images.md) - describes how to load images to Image dashboard items. -* [Interactivity](interactivity.md) - describes interactivity settings of the Bound Image dashboard item. +--- +title: Image Overview +author: Natalia Kazakova +legacyId: 117567 +--- +# Image Overview +The Web Dashboard allows you to create two types of **Image** dashboard items. +* The **Image** dashboard item allows you to add a static image to the dashboard. + + ![Image_Web](../../../images/img22523.png) +* The **Bound Image** dashboard item can be bound to a set of images (for instance, stored in the database). You can use the Bound Image as a detail item along with the [Master Filtering](../../interactivity/master-filtering.md) feature. + + ![wdd-image-bound](../../../images/img125706.png) + +To create a required Image dashboard item, use the **Image** and **Bound Image** buttons in the [Toolbox](../../ui-elements/toolbox.md). + +The following topics describe various Image capabilities. +* [Providing Images](providing-images.md) - describes how to load images to Image dashboard items. +* [Interactivity](interactivity.md) - describes interactivity settings of the Bound Image dashboard item. * [Image Settings](image-settings.md) - describes various settings related to image representation. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md new file mode 100644 index 0000000000..82fdd555ff --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md @@ -0,0 +1,28 @@ +--- +title: Image Settings +author: Natalia Kazakova +legacyId: 117570 +--- +# Image Settings +This topic describes settings related to the representation of **Image** dashboard items. + +## Image Size Mode +You can specify the image size mode that defines how the image fits within the dashboard item. + +To do this, go to the [Options](../../ui-elements/dashboard-item-menu.md) menu and select the required size mode from the list. + +![wdd-image-size-mode](../../../images/img125755.png) + +The following modes are available. + +| Size Mode | Description | +|---|---| +| **Clip** | The image is clipped if it is larger than the Image dashboard item. | +| **Stretch** | The image within the Image dashboard item is stretched or shrunk to fit the size of the Image dashboard item. | +| **Squeeze** | If the dimensions of the Image dashboard item exceed those of the image it contains, the image is shown full-size. Otherwise, the image is resized to fit the dimensions of the Image dashboard item. | +| **Zoom** | The image is sized proportionally without clipping, so that it best fits the Image dashboard item. The closest fitting side of the image (either the height or the width) will be sized to fit the dashboard item, and the remaining side (height or width) will be sized proportionally, leaving empty space. | + +## Image Alignment +To specify how the image is aligned within the dashboard item, use the **Horizontal Alignment** and **Vertical Alignment** options in the Image's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-image-alignment](../../../images/img125756.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md new file mode 100644 index 0000000000..6ac649c011 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md @@ -0,0 +1,18 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117569 +--- +# Interactivity +This document describes the features that enable interaction between the Bound Image and other dashboard items. These features include **Master Filtering**. + +## Master Filtering +Data displayed in the Bound Image dashboard item can be filtered by other master filter items. The image below displays the Bound Image dashboard item filtered by [List Box](../filter-elements.md). + +![wdd-image-bound](../../../images/img125706.png) + +You can prevent the Bound Image from being affected by other master filter items using the **Ignore Master Filters** button in the Bound Image's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-pivot-interactivity](../../../images/img125456.png) + +To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md new file mode 100644 index 0000000000..571f8e1b8c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md @@ -0,0 +1,34 @@ +--- +title: Providing Images +author: Natalia Kazakova +legacyId: 117568 +--- +# Providing Images +This topic describes how to provide images for the **Image** and **Bound Image** dashboard items. + +## Provide a Static Image +To provide an image to the Image dashboard item, open the Image's [Options](../../ui-elements/dashboard-item-menu.md) menu and specify the image path using **URL** option. + +![wdd-image-provide-image](../../../images/img125751.png) + +The URL option saves the path to the image in the [dashboard definition](../../save-a-dashboard.md). + +## Provide a Set of Images +The **Bound Image** dashboard item provides the **Attribute** data section containing the corresponding placeholder. + +![wdd-image-bound-image-bindings](../../../images/img125753.png) + +You can specify the binding mode for the Bound Image. Go to the Bound Image's [Options](../../ui-elements/dashboard-item-menu.md) menu and specify the **Binding Mode**. The following options are available. +* **Binary Array** - Use this mode if images are stored in the data source as byte arrays. +* **URI** - Use this mode to locate images accessible by a predefined URI. In this case, the data source field should return strings that are parts of URIs to these images. For instance, the URI pattern in the form below specifies the path to the folder containing the required images. + + ![wdd-image-bound-template-eud](../../../images/img128884.png) + + _C:\Images\ProductDetailsImages\{0}.jpg_ + + Data source field values will be inserted to the position of the _{0}_ placeholder. Thus, the Bound Image maps the current dimension value with the image placed at the specified URI. + +> [!NOTE] +> Note that the **Bound Image** can display only a single image simultaneously. If Master Filtering is not applied to the Bound Image, it selects the displayed image in the following ways. +> * In the **Binary Array** mode, the displayed image cannot be predicted precisely as a result of sorting limitations for the image/binary data types. Use the [Master Filtering](../../interactivity/master-filtering.md) feature to display the specified image. +> * In the **URI** mode, the Bound Image displays an image corresponding a first attribute value taking into account the attribute's sort order. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies.md new file mode 100644 index 0000000000..45c25e5bad --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies.md @@ -0,0 +1,26 @@ +--- +title: Pies +author: Natalia Kazakova +legacyId: 117944 +--- +# Pies +The Pie dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. + +![wdd-dashboard-items-pies](../../images/img125125.png) + +This section consists of the following subsections. +* [Providing Data](pies/providing-data.md) + + Describes how to supply the Pie dashboard item with data. +* [Interactivity](pies/interactivity.md) + + Describes features that enable interaction between the Pie dashboard item and other items. +* [Layout](pies/layout.md) + + Describes layout options of the Pie dashboard item. +* [Labels](pies/labels.md) + + Explains how to customize data labels and tooltips. +* [Style](pies/style.md) + + Describes how to select the style of pie charts. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md new file mode 100644 index 0000000000..97156e521d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md @@ -0,0 +1,57 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117529 +--- +# Interactivity +To enable interaction between the Pie and other dashboard items, you can use interactivity features like **Master Filtering** and **Drill-Down**. +* [Master Filtering](#masterfiltering) +* [Drill-Down](#drilldown) + +## Master Filtering +You can use the Pie dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +The Pie dashboard item supports filtering by **arguments**, **series** or **points**. +* Filtering **by arguments** allows you to make other dashboard items display only data related to selected argument values by clicking a pie segment. + + ![Pies_FilteringByArguments_Web](../../../images/img22485.png) +* When filtering **by series** is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. + + ![Pies_FilteringBySeries_Web](../../../images/img22486.png) +* When filtering **by points** is enabled, you can click a single pie segment to make other dashboard items display only data related to the selected segment. + + ![wdd-pies-master-filter-points](../../../images/img125780.png) + +To configure filtering type, open the Pie's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select **Arguments**, **Series** or **Points** as a target dimension. + +![wdd-chart-interactivity-set-points](../../../images/img125061.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Pie's [caption](../../dashboard-layout/dashboard-item-caption.md). + +## Drill-Down +The drill-down capability allows you to change the detail level of data displayed in the Pie dashboard item. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. + +The Pie supports drill-down on **argument** or **series** values. +* To drill down on **arguments**, click a pie segment to view a detail diagram for the corresponding argument value. + + ![Pies_DrillDownOnArguments_Web](../../../images/img22487.png) + + Drill-down on arguments requires that the **Arguments** section contains several data items, from the least detailed to the most detailed item. + + ![wdd-pies-interactivity-arguments](../../../images/img125781.png) +* When drill-down on **series** is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. + + ![Pies_DrillDownOnSeries_Web](../../../images/img22488.png) + + Drill-down on series requires that the **Series** section contains several data items, from the least detailed to the most detailed item. + + ![wdd-pies-interactivity-series](../../../images/img125782.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To specify drill-down type, go to the Pie's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and set **Arguments** or **Series** as the target dimension. + +![wdd-chart-interactivity-set-series](../../../images/img125060.png) + +To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Pie's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md new file mode 100644 index 0000000000..92c17be97f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md @@ -0,0 +1,15 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 117998 +--- +# Labels +Pies display **data labels** that contain descriptions for pie segments, and provide **tooltips** with additional information. + +![wdd-pie-labels](../../../images/img125620.png) + +To configure data labels and tooltips, open the Pie's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to the **Labels** section. + +![wdd-pies-data-labels-options](../../../images/img125618.png) ![wdd-pies-tooltips-options](../../../images/img125619.png) + +Here you can set argument, value, percent or their combinations as data labels or tooltips. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md new file mode 100644 index 0000000000..d4c3091232 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md @@ -0,0 +1,23 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 117996 +--- +# Layout +The Pie dashboard item allows you to specify the number of columns or rows in which pies are arranged. For example, the following image show pies arranged into 3 columns. + +![wdd-pie-content-arr-fixed-column.png](../../../images/img125197.png) + +To control how cards are arranged, use the **Layout** section in the Pie's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-pie-content-arrangement](../../../images/img125199.png) + +The following modes are available. + +| Arrangement Mode | Description | +|---|---| +| **Auto** | Automatically resizes pies to fit within the dashboard item. | +| **Fixed Rows** | Allows you to arrange pies in a specific number of rows. | +| **Fixed Columns** | Allows you to specify the number of columns in which pies are arranged. | + +To specify the number of rows / columns, use the **Line Count** field. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md new file mode 100644 index 0000000000..9eed61d5c7 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md @@ -0,0 +1,24 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117995 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pie** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Pie dashboard item that is bound to data. + +![wdd-pies-bindings](../../../images/img125650.png) + +To bind the Pie dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Pie's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Values** | Measure | Contains data items that define the share of pie segments. In case of negative measure values, Pie uses their absolute values. | +| **Arguments** | Dimension | Contains data items that provide values used to label pie segments. | +| **Series** | Dimension | Contains data items whose values are used to label pie charts. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/style.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/style.md new file mode 100644 index 0000000000..4d57a48ab5 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/style.md @@ -0,0 +1,13 @@ +--- +title: Style +author: Natalia Kazakova +legacyId: 117999 +--- +# Style +The Pie dashboard item allows you to select whether diagrams should be painted as **pies** or **donuts**. + +![wdd-pie-style-pie](../../../images/img125202.png)![wdd-pie-style-donut](../../../images/img125201.png) + +To select the diagram style, go to the **Style** section of the Pie's [Options](../../ui-elements/dashboard-item-menu.md) menu and use the **Pie** or **Donut** buttons. + +![wdd-pie-style-settings](../../../images/img125200.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot.md new file mode 100644 index 0000000000..e77fb3f530 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot.md @@ -0,0 +1,26 @@ +--- +title: Pivot +author: Natalia Kazakova +legacyId: 117947 +--- +# Pivot +The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. + +![wdd-dashboard-items-pivot](../../images/img125126.png) + +This section consists of the following topics. +* [Providing Data](pivot/providing-data.md) + + Explains how to supply the Pivot dashboard item with data. +* [Interactivity](pivot/interactivity.md) + + Describes features that enable interaction between the Pivot and other dashboard items. +* [Conditional Formatting](pivot/conditional-formatting.md) + + Describes the conditional formatting feature that provides the capability to apply formatting to cells whose values meet the specified condition. +* [Layout](pivot/layout.md) + + Describes layout options of the Pivot dashboard item. +* [Expanded State](pivot/expanded-state.md) + + Describes how to specify whether to expand column/row groups by default. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md new file mode 100644 index 0000000000..d36a6fe9d0 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md @@ -0,0 +1,107 @@ +--- +title: Conditional Formatting +author: Natalia Kazakova +legacyId: 117517 +--- +# Conditional Formatting +A Pivot dashboard item highlights cells with a certain color, depending on the cell's value. You can calculate a format rule by measures placed in the **Values** section and dimensions placed in the **Columns** or **Rows** section. + +You can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. + +![wdd-pivot-cf](../../../images/img126057.png) + +## Supported Format Rules + +Format rules that can be applied to different data item types are as follows: +* numeric + * **Value** + * **Top-Bottom** + * **Average** + * **Expression** + * **Icon Ranges** + * **Color Ranges** + * **Gradient Ranges** + * **Bar** + * **Bar Color Ranges** + * **Bar Gradient Ranges** +* string + * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * **Expression** +* date-time + * **Value** + * **A Date Occurring** (for dimensions with a continuous date-time group interval) + * **Expression** + * **Icon and Color Ranges** + * **Color Ranges** + * **Gradient Ranges** + * **Bar** + * **Bar Color Ranges** + * **Bar Gradient Ranges** + +Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Create and Edit a Format Rule + +You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: + +* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu + +* The [data item menu](../../ui-elements/data-item-menu.md) + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Appearance Settings + +You can add an icon to the cells/rows or configure the style for display text or background color. To do this, open the format rule's **Condition** section and specify the settings: + +* **Appearance** + + You can select a predefined style or create a *Custom Style* in the **Appearance** tab. You can specify the background color, the text color, and the font settings. + + ![|Web Dashboard - Appearance Tab](../../../images/wdd-cf-appearance-gallery126044.png) + +* **Icons** + + You can select an predefined icon from the **Icon** tab. + + ![Web Dashboard - Icons Tab](../../../images/wdd-cf-icons-gallery126045.png) + +## Pivot-Specific Format Condition Settings + +Appearance settings are applied to data cells that correspond to a row/column intersection. You can set a new intersection of the row and column or use predefined settings. + +Note the following specifics: + +1. The dashboard does not calculate format rules in a pivot item for percentage values at multiple levels. In this case, the "All Levels" intersection mode is not available. +2. If you create a new format rule for a dimension from the Columns/Rows section, the corresponding format condition dialog does not contain any Pivot-specific settings. + +The format rule's **Miscellaneous** section contains pivot-specific options: + +![](../../../images/web-cf-pivot-miscellaneous.png) + +| Option | Description | +| --|--| +| **Enabled** | Enables/disables the current format rule. | +| **Intersection Mode** | Specifies the level at which to apply conditional formatting to pivot cells. | +| **Intersection Row/Column Dimension** | Applies the format rule to the specified row/column dimension, if you select the _Specific Level_ as the intersection mode.| +| **Apply to Row/Column** | Specifies whether to apply the formatting to the Pivot item's entire row/column. + +A Pivot item allows you to specify the field intersection to which a format rule is applied. + +| Intersection Level Mode| Description | +| --|--| +| _Auto_ | Identifies the default level. For the Pivot dashboard item, _Auto_ identifies the First Level. | +| _First Level_ |The first level values are used to apply conditional formatting. | +| _Last Level_ | The last level values are used to apply conditional formatting. | +| _All Levels_ | All pivot data cells are used to apply conditional formatting. | +| _Specific Level_ | The specified measures/dimensions are used to apply conditional formatting. | + +For example, the Pivot item has three fields in the column area (_Year_, _Category_, and _Product_) and one field in the row area (_State_): + +![intersection_levels](../../../images/intersection_levels.png) + +The image below displays different intersection levels with the applied format rule: + +![pivot_applied_levels](../../../images/pivot_applied_levels.png) + +To apply a format rule to the row or column Grand Total, change the **Intersection Level Mode** to _Specific level_ and set the _[Grand Total]_ value as the intersection row/column dimension. diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md new file mode 100644 index 0000000000..a5140964dd --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md @@ -0,0 +1,13 @@ +--- +title: Expanded State +author: Natalia Kazakova +legacyId: 118827 +--- +# Expanded State +If the [Columns or Rows](providing-data.md) section contains several data items, the Pivot column and row headers are arranged in a hierarchy and make up column and row groups. + +![wdd-pivot-expand-collapse.png](../../../images/img125647.png) + +You can collapse and expand row and column groups using the ![Pivot_Layout_ExpandCollapse_DownArrow](../../../images/img20154.png) and ![Pivot_Layout_ExpandCollapse_UpArrow](../../../images/img20155.png) buttons. However, the current expanded state of column and row groups do not save in the dashboard definition. If necessary, you can specify the default expanded state using the following options from **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Initial State**: +* **Auto Expanded Column Groups** - Specifies whether column groups should be collapsed or expanded by default; +* **Auto Expanded Row Groups** - Specifies whether row groups should be collapsed or expanded by default. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md new file mode 100644 index 0000000000..3028b6cffd --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md @@ -0,0 +1,18 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117548 +--- +# Interactivity +To enable interaction between the Pivot and other dashboard items, you can use the interactivity features. These features include **Master Filtering**. + +## Master Filtering +Data displayed in the Pivot dashboard item can be filtered by other master filter items. The image below displays the Pivot dashboard item filtered by [Tree View](../filter-elements.md). + +![wdd-pivot-interactivity](../../../images/img125754.png) + +You can prevent the pivot from being affected by other master filter items using the **Ignore Master Filters** button in the Pivot's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-pivot-interactivity](../../../images/img125456.png) + +To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md new file mode 100644 index 0000000000..f33787e783 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md @@ -0,0 +1,56 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 117550 +--- +# Layout +This topic describes how to control the Pivot dashboard item layout, the visibility of totals and grand totals, etc. +* [Layout Type](#layouttype) +* [Totals Visibility](#totalsvisibility) +* [Totals Position](#totalsposition) +* [Values Visibility](#valuesvisibility) +* [Values Position](#valuesposition) + +## Layout Type +If the Pivot dashboard item contains a hierarchy of dimensions in the [Rows](providing-data.md) section, you can specify the layout used to arrange values corresponding to individual groups. + +| Layout type | Example | Description | +|---|---|---| +| **Compact** | ![WebPivot_LayoutCompact](../../../images/img127806.png) | Displays values from different Row dimensions in a single column. Note that in this case totals are displayed at the top of a group, and you cannot change [totals position](#totalsposition). | +| **Tabular** | ![WebPivot_LayoutTabular](../../../images/img127807.png) | Displays values from different Row dimensions in separate columns. | + +To change the Pivot layout, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the **Layout** option. + +## Totals Visibility +You can control the visibility of totals and grand totals for the entire Pivot dashboard item. For instance, the image below displays the Pivot dashboard item with the disabled row totals. + +![WebPivot_DisableRowTotals_Example](../../../images/img127808.png) + +To manage the visibility of totals and grand totals, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the following options: +* **Row Totals** / **Row Grand Totals** +* **Column Totals** / **Column Grand Totals** + +Moreover, you can control the visibility of totals for individual dimensions/measures. To do this, go to **[Bindings menu](../../ui-elements/dashboard-item-menu.md)**, select the required data item and use its **Options** | **Show Totals** option. + +## Totals Position +If necessary, you can change the position of totals/grand totals for the Pivot dashboard item. For instance, in the Image below the Pivot dashboard item whose row totals are moved from bottom to top. + +![WebPivot_RowTotals_Bottom_Top](../../../images/img127809.png) + +To manage totals position, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the following options: +* **Row Totals Position** +* **Column Totals Position** + +## Values Visibility +The Pivot dashboard item can contain several measures in the [Values](providing-data.md) section. In this case, you can hide summary values corresponding to specific measures. For instance, the image below shows the Pivot with hidden _Quantity_ values. + +![WebPivot_ValuesVisibility](../../../images/img127811.png) + +To do this, go to **[Bindings menu](../../ui-elements/dashboard-item-menu.md)**, select the required measure and use its **Options** | **Show Values** option. + +## Values Position +The Pivot dashboard item allows you to control the position of headers used to arrange summary values corresponding to different measures. For instance, you can display values in columns or in rows. + +![WebPivot_ValuesPosition](../../../images/img127810.png) + +To manage this position, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the **Values Position** option. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md new file mode 100644 index 0000000000..0002224168 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md @@ -0,0 +1,24 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 118010 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pivot** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Pivot dashboard item that is bound to data. + +![wdd-pivot-bindings](../../../images/img125646.png) + +To bind the Pivot dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Pivot's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Values** | Measure | Contains data items used to calculate values displayed in the pivot table. | +| **Columns** | Dimension | Contains data items whose values are used to label columns. | +| **Rows** | Dimension | Contains data items whose values are used to label rows. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter.md new file mode 100644 index 0000000000..48e98ceb96 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter.md @@ -0,0 +1,23 @@ +--- +title: Range Filter +author: Natalia Kazakova +legacyId: 117931 +--- +# Range Filter +The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. + +![wdd-dashboard-items-range-filter](../../images/img125127.png) + +This section consists of the following subsections. +* [Providing Data](range-filter/providing-data.md) + + Explains how to supply the Range Filter dashboard item with data. +* [Series](range-filter/series.md) + + Enumerates and describes different types of series that can be displayed within the Range Filter dashboard item. +* [Interactivity](range-filter/interactivity.md) + + Describes features that enable interaction between the Range Filter and other dashboard items. +* [Predefined Periods](range-filter/predefined-periods.md) + + Describes how to set predefined date-time periods that can be used to perform a selection. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md new file mode 100644 index 0000000000..17af646f10 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md @@ -0,0 +1,23 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117557 +--- +# Interactivity +This document describes the features that enable interaction between the Range Filter and other dashboard items. These features include Master Filtering. + +## Master Filtering +The Dashboard allows you to use any data-aware dashboard item as a filter for other dashboard items. + +**Master filtering** is always enabled for the Range Filter dashboard item. The Range Filter displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. + +![wdd-dashboard-items-range-filter](../../../images/img125127.png) + +The Range Filter supports the **Ignore Master Filters** and **Cross Data Source Filtering** options. To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +## Predefined Periods +The Range Filter dashboard item allows you to add a number of _predefined date-time periods_ that can be used to perform a selection. + +![wdd-range-filter-select-custom-period](../../../images/img125361.png) + +To learn more about predefined periods, see [Predefined Periods](predefined-periods.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md similarity index 96% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md index d413c769c0..c2178d100b 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md @@ -1,88 +1,88 @@ ---- -title: Predefined Periods -author: Natalia Kazakova -legacyId: 117558 ---- -# Predefined Periods -The Range Filter dashboard item allows you to add a number of predefined date-time periods that can be used to perform a selection (for instance, _year-to-date_ or _quarter-to-date_). - -- [Add Predefined Ranges](#add-predefined-ranges) -- [Select Predefined Ranges](#select-predefined-ranges) - -## Add Predefined Ranges -To add predefined ranges, open the Range Filter's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to the **Custom Periods** section. Click "+" to add a new period. - -![wdd-range-filter-custom-intervals](../../../images/img125362.png) - -You can specify the following settings for the start/end boundaries. -* **Caption** - Specifies a predefined period caption. -* **Start Mode** - Specifies a mode of the start boundary. -* **End Mode** - Specifies a mode of the end boundary. - -The following modes used to set predefined ranges are available. -* **None** - The selection will begin from the start/end of the visible range. -* **Fixed** - Allows you to select a specific date value using the calendar. Use the **Start/End Date** option to set a value. -* **Flow** - Allows you to select a relative date value. The **Interval** option specifies the interval between the current date and the required date. The **Offset** option allows you to set the number of such intervals. - - > [!NOTE] - > Note that the **Offset** option can accept **negative** and **positive** values. Negative values correspond to dates before the current date, while positive values correspond to future dates. - -Below you can find some examples of how to set up custom periods: - -**Fixed custom periods** - -**2018** -- _Start Point_ - - Mode: Fixed - - Start Date: 01/01/2018 - -- _End Point_ - - Mode: Fixed - - End Date: 12/31/2018 - -**Q1 2017** -- _Start Point_ - - Mode: Fixed - - Start Date: 01/01/2017 - -- _End Point_ - - Mode: Fixed - - End Date: 03/31/2018 - -**Flow custom periods** - -**6 Months** -- _Start Point_ - - Mode: Flow - - Interval: Month - - Offset: -5 - -- _End Point_ - - Mode: None - -**Year to date** -- _Start Point_ - - Mode: Flow - - Interval: Year - - Offset: 0 - -- _End Point_ - - Mode: Flow - - Interval: Day - - Offset: 0 - -**Last Month** -- _Start Point_ - - Mode: Flow - - Interval: Month - - Offset: -1 - -- _End Point_ - - Mode: Flow - - Interval: Month - - Offset: 0 - -## Select Predefined Ranges -To select a predefined period, click the **Select Date Time Period** button (the ![wdd-range-filter-custom-period-icon](../../../images/img125360.png) icon) in the Range Filter's [caption](../../dashboard-layout/dashboard-item-caption.md) and select the required period from the list. - +--- +title: Predefined Periods +author: Natalia Kazakova +legacyId: 117558 +--- +# Predefined Periods +The Range Filter dashboard item allows you to add a number of predefined date-time periods that can be used to perform a selection (for instance, _year-to-date_ or _quarter-to-date_). + +- [Add Predefined Ranges](#add-predefined-ranges) +- [Select Predefined Ranges](#select-predefined-ranges) + +## Add Predefined Ranges +To add predefined ranges, open the Range Filter's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to the **Custom Periods** section. Click "+" to add a new period. + +![wdd-range-filter-custom-intervals](../../../images/img125362.png) + +You can specify the following settings for the start/end boundaries. +* **Caption** - Specifies a predefined period caption. +* **Start Mode** - Specifies a mode of the start boundary. +* **End Mode** - Specifies a mode of the end boundary. + +The following modes used to set predefined ranges are available. +* **None** - The selection will begin from the start/end of the visible range. +* **Fixed** - Allows you to select a specific date value using the calendar. Use the **Start/End Date** option to set a value. +* **Flow** - Allows you to select a relative date value. The **Interval** option specifies the interval between the current date and the required date. The **Offset** option allows you to set the number of such intervals. + + > [!NOTE] + > Note that the **Offset** option can accept **negative** and **positive** values. Negative values correspond to dates before the current date, while positive values correspond to future dates. + +Below you can find some examples of how to set up custom periods: + +**Fixed custom periods** + +**2018** +- _Start Point_ + - Mode: Fixed + - Start Date: 01/01/2018 + +- _End Point_ + - Mode: Fixed + - End Date: 12/31/2018 + +**Q1 2017** +- _Start Point_ + - Mode: Fixed + - Start Date: 01/01/2017 + +- _End Point_ + - Mode: Fixed + - End Date: 03/31/2018 + +**Flow custom periods** + +**6 Months** +- _Start Point_ + - Mode: Flow + - Interval: Month + - Offset: -5 + +- _End Point_ + - Mode: None + +**Year to date** +- _Start Point_ + - Mode: Flow + - Interval: Year + - Offset: 0 + +- _End Point_ + - Mode: Flow + - Interval: Day + - Offset: 0 + +**Last Month** +- _Start Point_ + - Mode: Flow + - Interval: Month + - Offset: -1 + +- _End Point_ + - Mode: Flow + - Interval: Month + - Offset: 0 + +## Select Predefined Ranges +To select a predefined period, click the **Select Date Time Period** button (the ![wdd-range-filter-custom-period-icon](../../../images/img125360.png) icon) in the Range Filter's [caption](../../dashboard-layout/dashboard-item-caption.md) and select the required period from the list. + ![wdd-range-filter-select-custom-period](../../../images/img125361.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md new file mode 100644 index 0000000000..5fb19420ba --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md @@ -0,0 +1,24 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117553 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Range Filter** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Range Filter dashboard item that is bound to data. + +![wdd-range-filter-bindings](../../../images/img125355.png) + +To bind the Range Filter dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Range Filter's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Values** | Measure | Contains data items against which the Y-coordinates of data points are calculated. | +| **Arguments** | Dimension | Contains a data item that provides values displayed along the horizontal axis of the Range Filter. These values are used for [filtering](interactivity.md). You can use only continuous **Date**, **Date-Time** and **Numeric** values as arguments. Discrete types like **String** or **Time** are not supported. Note that the **Custom Periods** section in the **Options** menu allows you to create [predefined ranges](predefined-periods.md) used to select the required date-time interval. | +| **Series** | Dimension | Contains data items whose values are used to create chart series. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md new file mode 100644 index 0000000000..a234c32eb2 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md @@ -0,0 +1,22 @@ +--- +title: Series +author: Natalia Kazakova +legacyId: 117555 +--- +# Series +The Range Filter dashboard item supports various **Line**, **Area** and **Bar** series types. + +To switch between series types, click the data item located in the **Values** section and select the required type from the **Type** section of the [data item menu](../../ui-elements/data-item-menu.md). To show all available types, click the ellipsis button. + +![wdd-range-filter-change-series-type](../../../images/img125356.png) + +The Range Filter supports the following series types. +* Line +* Stacked Line +* Full-Stacked Line +* Area +* Stacked Area +* Full-Stacked Area +* Bar +* Stacked Bar +* Full-Stacked Bar \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md new file mode 100644 index 0000000000..89c610e34d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md @@ -0,0 +1,32 @@ +--- +title: Scatter Chart +author: Natalia Kazakova +legacyId: 117942 +--- +# Scatter Chart +The topics in this section describe the features available in the **Scatter Chart** dashboard item, and explain how to create and customize scatter charts in the Web Dashboard. + +![wdd-dashboard-items-scatter-chart](../../images/img125128.png) + +This section is divided into the following subsections. +* [Providing Data](scatter-chart/providing-data.md) + + Explains how to supply the Scatter Chart dashboard item with data. +* [Interactivity](scatter-chart/interactivity.md) + + Describes features that enable interaction between the Scatter Chart and other dashboard items. +* [Legend](scatter-chart/legend.md) + + Describes the chart legend and its options. +* [Axes](scatter-chart/axes.md) + + Describes how to customize settings related to chart axes. +* [Orientation](scatter-chart/orientation.md) + + Describes how to toggle the chart's orientation. +* [Labels](scatter-chart/labels.md) + + Describes point labels and tooltips that contain descriptions of data points. +* [Conditional Formatting](scatter-chart/conditional-formatting.md) + + Describes the format condition settings. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md new file mode 100644 index 0000000000..177499bcc8 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md @@ -0,0 +1,24 @@ +--- +title: Axes +author: Natalia Kazakova +legacyId: 117986 +--- +# Axes +Scatter Chart X and Y-axes are numerical axis of values. You can specify various axes settings to change visual data presentation. + +To access X and Y-axis settings, go to the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Axis X** or **Axis Y** section. + +Here you can configure the visibility of axes, their title and grid lines, reverse the axes, etc. + +The following options are available. + +![wdd-scatter-chart-axis-options](../../../images/img125602.png) + +| Options | Description | +|---|---| +| **Always show zero level** | Specifies whether or not the axis' zero level is visible. If this option is unchecked, the visible axis range is defined based on the values plotted in the chart. Note that the **Axis X** section does not contain the **Always show zero level** option. | +| **Reverse** | Allows you to reverse the axis. If the axis is reversed, its values are ordered from top to down. | +| **Grid Lines** | Allows you to hide and show grid lines for the axis. | +| **Visible** | Allows you to hide and show the axis. | +| **Title** | Allows you to hide and show the axis title. You can choose whether to use the default text or specify a custom string using the **Title Text** option. | +| **Logarithmic scale** | Specifies whether or not the axis should display its numerical values using a logarithmic scale. The combo box next to this option allows you to select the logarithmic base from one of the predefined values. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md new file mode 100644 index 0000000000..9c0e99022c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md @@ -0,0 +1,81 @@ +--- +title: Conditional Formatting +author: Margarita Zakhodyaeva +--- +# Conditional Formatting + +Use conditional formatting to highlight points in a Scatter Chart dashboard item. + +![web-cf-scatter-chart-main](../../../images/web-cf-scatter-chart-main.png) + +## Supported Format Rules + +You can use the following data in rule calculations: + +- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **X and Y axis** sections +- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Weight** section +- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Arguments** section +- hidden measures + +Format conditions that can be applied to different data item types are as follows: +* numeric + * **Value** + * **Top-Bottom** + * **Average** + * **Expression** + * **Color Ranges** + * **Gradient Ranges** +* string + * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * **Expression** +* date-time + * **Value** + * **A Date Occurring** (for dimensions with a continuous date-time group interval) + * **Expression** + * **Color Ranges** + * **Gradient Ranges** + + +Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Create and Edit a Format Rule + +You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: + +* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu + +* The [data item menu](../../ui-elements/data-item-menu.md) + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Format Condition Settings Specific to Scatter Charts + +Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. + +The image below displays the **Value** rule settings. The condition colors bubbles if their weight exceeds 200. + +![web-scatter-chart-cf-appearance-settings-dialog](../../../images/web-scatter-chart-cf-appearance-settings-dialog.png) + +You can apply one of the predefined colors or set a custom color for this condition. + +Go to the rule's **Legend** section and set the **Caption** field to specify the legend's text. It enables the **Display in Legend** option and the Scatter Chart item displays information about the applied rule in the legend. + +The image below displays the Scatter Chart item with the applied **Greater Than** format rule. The **Display in Legend** option is activated and the rule's caption is displayed in the legend: + +![web-scatter-chart-conditional-formatting](../../../images/web-scatter-chart-conditional-formatting.png) + +For Range format rules, the legend display text is generated automatically and depends on the range intervals: + +![web-scatter-chart-with-range-rule](../../../images/web-scatter-chart-with-range-rule.png) + +## Coloring + +A Scatter Chart item paints elements in pale gray if they don't meet the applied format condition. Note that this doesn't apply to elements that are painted by different hues. + +Enable coloring for arguments to restore the color scheme: + +![web-scatter-chart-color-by-hue](../../../images/web-scatter-chart-color-by-hue.png) + +> [!Tip] +> **Documentation:** +> [Web Dashboard - Coloring](../../appearance-customization/coloring.md) diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md new file mode 100644 index 0000000000..938ae275fd --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md @@ -0,0 +1,44 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117984 +--- +# Interactivity +To enable interaction between the Scatter Chart and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. +* [Master Filtering](#masterfiltering) +* [Drill-Down](#drilldown) + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +The Scatter Chart dashboard item supports filtering by points that correspond to specific argument values or their combinations. + +When Master Filtering is enabled, you can click a point (or multiple points) to make other dashboard items only display data related to the selected point(s). + +![wdd-grid-interactivity-master-filtering](../../../images/img125268.png) + +To enable **Master Filtering**, go to the Scatter Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Scatter Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). + +## Drill-Down +The Drill-Down feature allows you to change the detail level of data displayed in dashboard items. To learn more about concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. + +When drill-down is enabled, you can click a point to view the details (or double-click a point in case of enabled Master Filtering). + +![wdd-grid-interactivity-drill-down](../../../images/img125267.png) + +Drill-down requires that the **Arguments** section contains several dimensions, from the least to the most detailed dimension. + +![wdd-scatter-chart-arguments-section](../../../images/img125269.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable **Drill-Down**, go to the Scatter Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Scatter Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md new file mode 100644 index 0000000000..be356619ce --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md @@ -0,0 +1,25 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 117988 +--- +# Labels +The Scatter Chart can display **point labels** that contain descriptions for data points, and provide **tooltips** with additional information. + +![wdd-scatter-chart-point-label](../../../images/img125604.png) + +To manage the visibility of point labels, open the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to the **Labels** section. Then, turn the **Show Point Labels** option on. + +Here you can specify the type of content displayed within point labels, configure label overlap mode and set the orientation of point labels. + +The following options are available. + +![wdd-scatter-chart-labels-option](../../../images/img125607.png) + +| Options | Description | +|---|---| +| **Show Point Labels** | Specifies whether or not to show point labels for the current series. | +| **Content** | Specifies the type of content displayed within point labels. You can select _Value_, _Argument_, _Series Name_ or _Argument and Value_ options. | +| **Overlapping Mode** | Specifies the label overlap mode. You can hide overlapping labels or disable a resolving algorithm. | +| **Orientation** | Specifies the orientation of point labels. You can set a default orientation or rotate point labels 90 degrees clockwise or counter clockwise. | +| **Position** | Specifies the position of point labels relative to bars. Point labels can be displayed inside or outside bars. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md new file mode 100644 index 0000000000..fe492ea60f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md @@ -0,0 +1,21 @@ +--- +title: Legend +author: Natalia Kazakova +legacyId: 117985 +--- +# Legend +A legend is an element of a scatter chart that identifies chart points (for instance, colored points corresponding to argument values). + +![wdd-scatter-chart-legend](../../../images/img125606.png) + +To customize legend options, go to the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Legend** section. + +![wdd-scatter-chart-legend-options](../../../images/img125601.png) + +The following settings are available. + +| Setting | Description | +|---|---| +| **Show Legend** | Specifies whether or not to show a legend. | +| **Inside Diagram** | Locates a legend inside or outside the Scatter Chart. | +| **Position** | Sets a legend position and orientation. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md new file mode 100644 index 0000000000..31edbd4f60 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md @@ -0,0 +1,11 @@ +--- +title: Orientation +author: Natalia Kazakova +legacyId: 117987 +--- +# Orientation +You can rotate the Scatter Chart so that the [X-axis](axes.md) becomes vertical, and the [Y-axis](axes.md) becomes horizontal. + +To rotate a Scatter Chart in the Web Dashboard, open the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to **Common** section. Then, turn the **Rotated** option on. + +![wdd-scatter-chart-rotate](../../../images/img125603.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md new file mode 100644 index 0000000000..50d3027ecd --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md @@ -0,0 +1,25 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117983 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Scatter Chart** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Scatter Chart dashboard item that is bound to data. + +![wdd-scatter-chart-bindings](../../../images/img125600.png) + +To bind the Scatter Chart dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Scatter Chart's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **X-Axis** | Measure | Contains the data item against which the X-coordinates of data points are calculated. | +| **Y-Axis** | Measure | Contains the data item against which the Y-coordinates of data points are calculated. | +| **Weight** | Measure | Contains the data item whose values are used to calculate the weight of data points. | +| **Arguments** | Dimension | Contains data items that provide scatter chart arguments used to create data points. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/tab-container.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/tab-container.md new file mode 100644 index 0000000000..3ed488d42c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/tab-container.md @@ -0,0 +1,41 @@ +--- +title: Tab Container +author: Natalia Kazakova +legacyId: 400300 +--- +# Tab Container + +Like the [Dashboard Item Group](dashboard-item-group.md), the **Tab Container** dashboard item allows you to combine elements within a dashboard. The main Tab Container's purpose is to split the dashboard layout into several pages. For example, you can place common filter elements on a separate tab page to display only data dashboard items. + +![](../../images/wdd-dashboard-item-tab-container.png) + +- [Create a Tab Container](#create-a-tab-container) +- [Interactivity](#interactivity) + +## Create a Tab Container +To create a tab container, use the **Tab Container** button (the ![Insert Tab Container](../../images/wdd-toolbox-insert-tab-container.png) icon) in the [Toolbox](../ui-elements/toolbox.md). The created tab container always contains one empty tab page (_Page 1_). + +![](../../images/wdd-tab-container-empty-page.png) + +Click the **Add page** button (the ![](../../images/wdd-tab-container-add-page-button.png) icon) to add a new page to the tab container. + +A tab page can contain [dashboard items](../dashboard-item-settings.md) and [dashboard item groups](dashboard-item-group.md). You can add them to a tab page using one of the following ways: + +* Create a new item using the buttons inside the empty tab page. +* Drag a new item from the [Toolbox](../ui-elements/toolbox.md) and drop it to the tab page. +* Use [drag-and-drop](../dashboard-layout/dashboard-items-layout.md) to move existing items to the tab page. + +> [!NOTE] +> Tab containers cannot be added to another tab container. + +## Interactivity + +The tab page allows you to manage the [interaction](../interactivity/master-filtering.md) between dashboard items inside and outside the page. + +The image below shows a tab page's default interactivity settings: + +![](../../images/wdd-tabContainer-interactivity.png) + +The **Master Filter** button controls whether the current tab page allows you to filter dashboard items outside the page using master filter items contained within the page. By default, this option is enabled: master filter items in the page can filter any dashboard items. + +The **Ignore Master Filters** button allows you to isolate dashboard items contained within the tab page from external master filter items. By default, this option is disabled: external master filter items can filter the dashboard items contained within the tab page. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/text-box.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/text-box.md new file mode 100644 index 0000000000..578347db38 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/text-box.md @@ -0,0 +1,20 @@ +--- +title: Text Box +author: Natalia Kazakova +legacyId: 117929 +--- +# Text Box +The Text Box dashboard item is used to display rich text within a dashboard. + +![wdd-text-box-rtf-example](../../images/img125853.png) + +You can provide text by uploading file in the RTF format. + +To do this, go to the Text Box's [Options](../ui-elements/dashboard-item-menu.md) menu and click the ellipsis button in the **Text** field. + +![wdd-textbox-add-rtf-file](../../images/img125845.png) + +This invokes the Open dialog, which allows you to locate the RTF file. + +> [!Note] +> The loaded RTF file's content in the Text Box can differ from the original RTF file's layout because of RTF to HTML conversion limitations and browser specifics. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap.md new file mode 100644 index 0000000000..04114d1f28 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap.md @@ -0,0 +1,29 @@ +--- +title: Treemap +author: Natalia Kazakova +legacyId: 117928 +--- +# Treemap +The **Treemap** dashboard item allows you to visualize data in nested rectangles that are called _tiles_. + +![wdd-treemap-grouped](../../images/img125970.png) + +This section consists of the following topics. +* [Providing Data](treemap/providing-data.md) + + Provides information on how to supply the Treemap dashboard item with data. +* [Interactivity](treemap/interactivity.md) + + Describes features that enable interaction between the Treemap and other dashboard items. +* [Layout](treemap/layout.md) + + Describes layout options of the Card dashboard item. +* [Grouping](treemap/grouping.md) + + Describes how to group Treemap tiles intro groups. +* [Coloring](treemap/coloring.md) + + Provides information about coloring. +* [Labels](treemap/labels.md) + + Provides information about labels and tooltips that contain descriptions of tiles. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md new file mode 100644 index 0000000000..aa86e363b9 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md @@ -0,0 +1,22 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 118040 +--- +# Coloring +Treemap provides the capability to color its tiles by associating dimension values/measures and specified colors. You can choose whether to use a global color scheme to provide consistent colors for identical values or specify a local color scheme for each dashboard item. To learn more about coloring concepts common for all dashboard items, see [Coloring](../../appearance-customization/coloring.md). + +By default, the Treemap dashboard item colors its tiles in the following way. +* If the Treemap contains only measures (the _Values_ section), values corresponding to different measures are colored by different hues. +* If the Treemap contains arguments (the _Arguments_ section), values corresponding to the first argument are colored by different hues. + +If necessary, you can change the default behavior. For example, the image below shows the Treemap dashboard item whose measures and argument values are painted with the same color. + +![wdd-treemap-same-color](../../../images/img125995.png) + +To change the default coloring behavior, go to the **Coloring** section of the Treemap's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-treemap-coloring-options](../../../images/img125996.png) + +> [!NOTE] +> You can change the default palette used to color Treemap tiles. For this, go to the **Color Scheme** section of the Treemap's **Options** menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md new file mode 100644 index 0000000000..8a450a6ff9 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md @@ -0,0 +1,20 @@ +--- +title: Grouping +author: Natalia Kazakova +legacyId: 118039 +--- +# Grouping +If you use several arguments in the Treemap, you can group tiles corresponding to child values by parent values. For example, the following Treemap dashboard item displays combinations of categories and sub-categories. + +![wdd-treemap-ungroupped](../../../images/img125968.png) + +To group sub-categories inside corresponding categories, click the _Product Category_ data item and go to the **Tile Options** section of the [data item menu](../../ui-elements/data-item-menu.md). There, toggle the **Group Tiles** option on. + +![wdd-treemap-group-tiles-option](../../../images/img125967.png) + +Product tiles will be grouped into category groups. + +![wdd-treemap-grouped](../../../images/img125970.png) + +> [!NOTE] +> Note that grouping is unavailable for the bottommost level. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md new file mode 100644 index 0000000000..09918eec15 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md @@ -0,0 +1,50 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 118037 +--- +# Interactivity +To enable interaction between the Treemap and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. +* [Master Filtering](#masterfiltering) +* [Drill-Down](#drilldown) + +## Master-Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (Master Filter). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +The Treemap dashboard item supports filtering by tiles/[groups](grouping.md). + +When **Master Filtering** is enabled, you can click a tile or group caption (or multiple tiles/groups) to make other dashboard items only display data related to the selected tile/group(s). + +![wdd-treemap-interactivity](../../../images/img125959.png) + +> [!NOTE] +> If the Single Master Filter is used, you can select only tiles corresponding to the bottommost level. + +To enable **Master Filtering**, go to the Treemap's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. + +![wdd-treemap-enable-interactivity](../../../images/img125960.png) + +To reset multiple filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Treemap's [caption](../../dashboard-layout/dashboard-item-caption.md). + +## Drill-Down +The built-in drill-down capability allows end-users to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. + +When drill-down is enabled, an end-user can click a tile to view the details. + +![wdd-treemap-drill-down](../../../images/img127986.png) + +Drill-down requires that the **Arguments** section contains several dimensions at the top, from the least detailed to the most detailed dimension. + +![wdd-drill-down-arguments](../../../images/img127984.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable **Drill-Down**, go to the Treemap's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Treemap's [caption](../../dashboard-layout/dashboard-item-caption.md). + +> [!NOTE] +> [Grouping](grouping.md) is not in effect when drill-down is enabled. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md new file mode 100644 index 0000000000..764b066443 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md @@ -0,0 +1,19 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 118041 +--- +# Labels +The Treemap displays labels that contain descriptions for tiles and groups, and provide tooltips with additional information. + +![wdd-treemap-labels](../../../images/img125998.png) + +You can specify which information should be displayed within tile and group labels separately. To do this, go to the **Labels** section of the Treemap's [Options](../../ui-elements/dashboard-item-menu.md) menu. Here you can specify a type of the following elements. +* Tile labels +* Tile tooltips +* Group labels +* Group tooltips + +The available types are similar for all elements. You can set one of these types. + +![wdd-treemap-labels-option](../../../images/img125997.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md new file mode 100644 index 0000000000..28bc3d3b8f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md @@ -0,0 +1,28 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 118038 +--- +# Layout +This topic describes how to change a layout algorithm used to arrange Treemap tiles. To do this in the Web Dashboard, go to the Treemap's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Layout** section. + +![wdd-treemap-layout-options](../../../images/img125963.png) + +## Layout Algorithm +To change a layout algorithm, select the required direction in the Layout Algorithm list. The following algorithms are available. +* The **Slice and Dice** algorithm divides the space between items, slicing it in the specified direction depending on item value. + + ![wdd-treemap-slice-and-dice](../../../images/img125964.png) +* The **Squarified** algorithm arranges tiles so that their width/height ratio will be closer to 1. + + ![wdd-treemap-squarified](../../../images/img125965.png) +* The **Striped** algorithm is a modified version of the Squarified algorithm. The difference here is that tiles are drawn side by side as columns or rows. + + ![wdd-treemap-stripped](../../../images/img125966.png) + +## Layout Direction +You can also set a layout direction to specify an arrangement of tiles depending on their sizes. The Treemap arranges tiles in descending order from maximum to minimum values. To do this, select the required direction in the **Layout Direction** list. +* **Bottom Left - Top Right** arranges tiles from the bottom-left to the top-right corner. +* **Bottom Right - Top Left** arranges tiles from the bottom-right to the top-left corner. +* **Top Left - Bottom Right** arranges tiles from the top-left to the bottom-right corner. +* **Top Right - Bottom Left** arranges tiles from the top-right to the bottom-left corner. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md new file mode 100644 index 0000000000..503bfbef69 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md @@ -0,0 +1,23 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 118036 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Treemap** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Treemap dashboard item that is bound to data. + +![wdd-treemap-bindings](../../../images/img125955.png) + +To bind the Treemap dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Treemap's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Values** | Measure | Contains data items that provide numeric data. You can fill several data item containers in the Values section and use the **Values** drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the [dashboard item caption](../../dashboard-layout/dashboard-item-caption.md). | +| **Arguments** | Dimension | Contains data items that provide discrete categorical data. If the Arguments section contains several dimensions, you can [group](grouping.md) child tiles by values of the parent dimension. | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout.md new file mode 100644 index 0000000000..69e6bf6d7e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout.md @@ -0,0 +1,50 @@ +--- +title: Dashboard Layout +author: Natalia Kazakova +legacyId: 117952 +--- +# Dashboard Layout + +This section describes the features related to the dashboard layout. + +## Dashboard Width and Height + +The control automatically stretches or shrinks content (dashboard items) in a dashboard to fit available screen space horizontally and vertically. You can adjust layout options and specify exact content width and height. + +![|web-dashboard-stretched-layout](../images/web-dashboard-stretched-layout.png) + +As an alternative, you can set content size in pixels. If the width or height is too large, the Dashboard control displays a scrollbar. + +![|Web Dashboard Scrollable Layout](../images/web-dashboard-scrollable-layout.gif) + + +Specify the following options in the [Designer Toolbar](ui-elements/designer-toolbar.md): + +* _Auto_ + + The height or width of a dashboard surface fits to content. +* _Fixed_ + + The height or width of a dashboard surface is set in pixels. + +## Dashboard Title +The Dashboard Title is at the top of the [dashboard surface](ui-elements/dashboard-surface.md) and can contain static text, svg images, and command buttons. These elements are called toolbar items: + +![wdd-dashboard-title](../images/img126004.png) + +Refer to the following article for details: [Dashboard Title](dashboard-layout/dashboard-title.md). +## Dashboard Items Layout +The dashboard arranges dashboard items and groups using layout items and layout groups. They are containers that display a dashboard layout as a hierarchical structure. + +![DashboardLayoutHierarchy](../images/img25963.png) + +See the following article for more information: [Dashboard Items Layout](dashboard-layout/dashboard-items-layout.md). +## Dashboard Item Caption + +Each dashboard item has a caption that is displayed at the top of this item. The caption can contain static text, svg images, and command buttons. These elements are called toolbar items: + +![wdd-dashboard-item-caption](../images/img126135.png) + +See the following article for more information: [Dashboard Item Caption](dashboard-layout/dashboard-item-caption.md). + + diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md new file mode 100644 index 0000000000..64ef390bfa --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md @@ -0,0 +1,50 @@ +--- +title: Dashboard Item Caption +author: Natalia Kazakova +legacyId: 117727 +--- +# Dashboard Item Caption + +Each dashboard item has a caption that is displayed at the top of this item. The caption contains static text and other information, as well as command buttons. + +![wdd-dashboard-item-caption](../../images/img126135.png) + +You can control the dashboard item caption's visibility. + +* When the caption is **on**, it is always displayed at the top of the dashboard item. Some command buttons are displayed when you hover the mouse pointer over them. +* When the caption is **off**, it is not visible by default. Some command buttons are displayed in a floating panel when you hover the mouse pointer over them. On touch-based devices, you need to do extra click to show the caption elements when the caption is hidden. + +To show or hide the caption of a dashboard item, go to the dashboard item **Options** menu and use the **Show Caption** option. + +![wdd-di-caption-options](../../images/img126136.png) + +> [!NOTE] +> The [Range Filter](../dashboard-item-settings/range-filter.md) dashboard item's caption is not visible by default. + +The dashboard item caption consists of the following elements: + +* A **static item** is visible only if the caption is enabled (for example, the item caption, the data reducing icon). +* An **action item** is displayed only when the mouse pointer hovers over the dashboard item caption (for instance, the _Export To_ and _Values_ buttons). +* A **state item** is displayed only in specific dashboards states (for example, the _Drill Up_ and _Clear Master Filter_ buttons). +* A **navigation item** allows you to navigate through different dashboard screens (for example, _Dashboards_ and _Back_ buttons in [mobile layout](../../web-dashboard-viewer-mode/mobile-layout.md)). + +The table below lists the information and buttons that can be displayed in the dashboard item caption. + +| Icon / Text | Item | Description | +|---|---|---| +| ![](../../images/web-item-caption-data-reducing.png) | **Data Reducing** icon | **Static**. Shows that visible data is limited. | +| Text | **Drill-Down Text** | **Static**.Shows a value or values from the current drill-down hierarchy. See [Drill-Down](../interactivity/drill-down.md) for more details. | +| Text | **Caption Text** | **Static**. Shows a static text in the caption. | +| ![](../../images/web-item-caption-maximize.png) | **Maximize** button | **Action**. Expands any dashboard item into the whole dashboard size to examine data in greater detail. Refer to [Dashboard Items Layout](dashboard-items-layout.md) for more information. | +| ![](../../images/web-item-caption-restore.png) | **Restore** button | **Action**. Restores the expanded item to its initial state. | +| ![](../../images/web-item-caption-export.png) | **Export to** button | **Action**. Invokes the export menu for a dashboard item. To learn how to export individual dashboard items, see [Exporting](../exporting.md). | +| ![](../../images/web-item-caption-values.png) | **Values** button | **Action**. Invokes a drop-down menu that allows you to switch between provided values (in the pie, card, gauge and maps dashboard items). To learn more, see the **Providing Data** topic for the corresponding [dashboard item](../dashboard-item-settings.md). | +| ![](../../images/web-item-caption-multi-select.png) | **Multi-Select** button | **Action**. Allows you to filter data by selecting multiple elements in dashboard items. | +| ![](../../images/web-item-caption-select-date-time-period.png) | **Select Date Time Period** menu / button | **Action**. Allows you to select date-time periods for the Range Filter. | +| ![](../../images/web-item-caption-filters.png) | **Filters** button | **Action**. Displays filters affecting the current dashboard item or entire dashboard. This button is only available in [mobile layout](../../web-dashboard-viewer-mode/mobile-layout.md). | +| ![](../../images/web-item-caption-clear-master-filter.png) | **Clear Master Filter** button | **State**. Allows you to reset filtering when a dashboard item acts as the Master Filter. To learn more, see Master Filtering. | +| ![](../../images/web-item-caption-drill-up.png) | **Drill Up** button | **State**. Allows you to return to the previous detail level when the [drill-down](../interactivity/drill-down.md) capability is enabled for this item. | +| ![](../../images/web-item-caption-clear-selection.png) | **Clear Selection** button | **State**. Allows you to clear the selection inside an item. | +| ![](../../images/web-item-caption-initial-extent.png) | **Initial Extent** button | **State**. Restores the default size and position of the Map dashboard items. | +| Dashboards | **Dashboards** button | **Navigation**. Displays a list of available dashboards. | +| ![](../../images/web-item-caption-back-button.png) | **Back** button | **Navigation**. Returns to the dashboard items list. | diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md new file mode 100644 index 0000000000..25cb93a98f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md @@ -0,0 +1,55 @@ +--- +title: Dashboard Items Layout +author: Natalia Kazakova +legacyId: 117728 +--- +# Dashboard Items Layout +The **Web Dashboard** provides the capability to arrange and resize dashboard items and groups using simple drag-and-drop operations. + +## Layout Concepts +The dashboard arranges dashboard items and groups using _layout items_ and _layout groups_. They are special containers that are used to present a dashboard layout as a hierarchical structure. +* A **layout item** is used as a container that displays an individual dashboard item. +* A **layout group** is used as a container that is used to arrange layout items (or other layout groups) either horizontally or vertically. At the same time, layout groups are used as containers that display dashboard item groups. + +Thus, a dashboard layout is hierarchically arranged from the root layout group to bottommost layout items, which display individual dashboard items. + +![DashboardLayoutHierarchy](../../images/img25963.png) + +## Item Resizing +You can resize individual items/groups of items by dragging their edges. For this, follow the steps below. +1. In the area allowing you to resize items, cursor types will be changed to **column resize** / **row resize**. + + ![wdd-di-resize1](../../images/img126142.png) +2. Left-click and drag the cursor until you get the expected sizes and release the left mouse button. + + ![wdd-di-resize2](../../images/img126143.png) +3. The dashboard items change their sizes. + + ![wdd-di-resize3](../../images/img126144.png) + +## Maximize and Restore Item +You can expand any dashboard item to fit the dashboard to examine data in greater detail. The expanded dashboard item size in this case is the same as the root layout group. + +1. Click the **Maximize** button in the [dashboard item caption](dashboard-item-caption.md) to maximize a dashboard item. + + ![](../../images/wdd-maximize-dashboard-item.png) + +2. Click **Restore** to restore the item's size. + + ![](../../images/wdd-restore-dashboard-item.png) + +## Item Positioning +You can change the position of a dashboard item by using drag-and-drop and the dashboard item's [Move](../ui-elements/dashboard-item-menu.md) button. + +Depending on the required dashboard item position, a new layout group is created (if required) to maintain the arrangement of items. Thus, the dashboard item can be inserted to the desired area of a new or existing dashboard layout group. + +The following steps illustrates how a dashboard item is dragged. +1. Select a dashboard item and hover the [Move](../ui-elements/dashboard-item-menu.md) button. + + ![wdd-move-dashboard-item](../../images/img126139.png) +2. Drag the dashboard item to the expected area and release the left mouse button when the drop indicator displays the required area. + + ![wdd-move-dashboard-item2](../../images/img126140.png) +3. The dashboard item is moved to a new position. + + ![wdd-di-new-position](../../images/img126141.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-title.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-title.md new file mode 100644 index 0000000000..3aa50105a5 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-title.md @@ -0,0 +1,28 @@ +--- +title: Dashboard Title +author: Natalia Kazakova +legacyId: 117712 +--- +# Dashboard Title +The **Dashboard Title** is located at the top of the [dashboard surface](../ui-elements/dashboard-surface.md) and can contain text and image content. + +![wdd-dashboard-title](../../images/img126004.png) + +To change title settings, invoke the [dashboard menu](../ui-elements/dashboard-menu.md) and open the **Title** page. + +![wdd-title-page](../../images/img126668.png) + +Here you can specify the following options. +* **Text** - Specifies the dashboard title text. +* **Visible** - Specifies whether or not the dashboard title is visible. +* **Alignment** - Specifies the alignment of the dashboard title. +* **Include Master Filter** - Specifies whether or not to show the state of master filter items in the dashboard title. + + When you hover over the filter icon (![DashboardTitle_MasterFilterIcon](../../images/img23138.png)), all master filters applied to the dashboard are displayed in the invoked popup. + + ![wdd-title-master-filter](../../images/img126020.png) +* **Image** - Allows you to specify the image displayed within the dashboard title. The dashboard definition will contain an image as a byte array. + +The dashboard title can contain the following command buttons. +* **Export To** - Allows you to export the entire dashboard. To learn more about exporting, see [Exporting](../exporting.md). +* **Parameters** - Allows you to modify dashboard parameter values. To learn more about parameters, see [Parameters](../data-analysis/dashboard-parameters.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis.md new file mode 100644 index 0000000000..21351b9b11 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis.md @@ -0,0 +1,13 @@ +--- +title: Data Analysis +author: Natalia Kazakova +legacyId: 117950 +--- +# Data Analysis +This section describes how to perform advanced data analysis using the aggregate and window functions, dashboard parameters, etc. + +The section consists of the following topics. +* [Aggregations](data-analysis/aggregations.md) +* [Calculations](data-analysis/calculations.md) +* [Dashboard Parameters](data-analysis/dashboard-parameters.md) +* [Expression Constants, Operators, and Functions](data-analysis/expression-constants-operators-and-functions.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/aggregations.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/aggregations.md new file mode 100644 index 0000000000..f8d36506f1 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/aggregations.md @@ -0,0 +1,35 @@ +--- +title: Aggregations +author: Natalia Kazakova +legacyId: 117709 +--- +# Aggregations +The Web Dashboard allows you to prepare underlying data using additional aggregation levels when creating [calculated fields](../provide-data/calculated-fields.md). This topic shows how to evaluate calculated fields on a visualization (summary) and intermediate levels. + +## Summary Level Aggregations +To compute values of the calculated field on a visualization (or summary) level, you can use a set of predefined aggregate functions. In the [Expression Editor](../provide-data/calculated-fields.md), these functions are available within the **Functions** | **Aggregate**. + +| Function | Description | Example | +|---|---|---| +| Aggr(SummaryExpression, Dimensions) | Aggregates underlying data using the detail level specified by a predefined set of dimensions and a specified summary function. | Aggr(Sum([Sales]), [Category], [Product]) | +| Avg(Value) | Returns the average of all the values in the expression. | Avg([Profit]) | +| Count() | Returns the number of values. | Count() | +| CountNotNull(Value) | Returns a number of non-null objects in a collection. | CountNotNull([Orders]) | +| CountDistinct(Value) | Returns the number of distinct values. | CountDistinct([Orders]) | +| Max(Value) | Returns the maximum value across all records. | Max([Profit]) | +| Min(Value) | Returns the minimum value across all records. | Min([Profit]) | +| Mode(Value) | Returns the mode of the values. | Mode([Profit]) | +| Median(Value) | Returns the median of the values. | Median([Profit]) | +| Sum(Value) | Returns the sum of all values. | Sum([Profit]) | +| Var(Value) | Returns an estimate of the variance of a population, where the sample is a subset of the entire population. | Var([Orders]) | +| Varp(Value) | Returns the variance of a population, where the population is the entire data to be summarized. | Varp([Orders]) | +| StdDev(Value) | Returns an estimate of the standard deviation of a population, where the sample is a subset of the entire population. | StdDev([Orders]) | +| StdDevp(Value) | Returns the standard deviation of a population, where the population is the entire data to be summarized. | StdDevp([Orders]) | + +These functions can be used for all types of numeric fields. After creating such calculated fields, you can use them as measures contained in an OLAP cube. + +## Intermediate Level Aggregations +The Web Dashboard can aggregate and summarize data on different levels. +* The [Query Builder](../ui-elements/dialogs-and-wizards/query-builder.md) allows you to prepare an underlying data source before data analysis. You can group, sort, summarize, and apply other data shaping operations during data selection. +* [Dashboard items](../dashboard-item-settings.md) aggregate and summarize data at the visualization level using dimensions and measures, respectively. See the following topic to learn more: [Bind Dashboard Items to Data](../bind-dashboard-items-to-data.md). +* The **Aggr** function introduces an intermediate detail level that is not related to the visualization level. This allows you to create custom aggregations at different levels and combine these aggregations with existing visualizations. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/calculations.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/calculations.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/calculations.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/calculations.md index 7a746d6083..f1ecb9cc80 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/calculations.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/calculations.md @@ -1,117 +1,117 @@ ---- -title: Calculations -author: Natalia Kazakova -legacyId: 117710 ---- -# Calculations -**Window calculations** provide the capability to apply specific computations to measure values and allow you to perform different analytical tasks such as computing running totals, percentages of totals, differences, etc. - -To create a window calculation, invoke the [Bindings](../ui-elements/dashboard-item-menu.md) menu and click the required measure. In the invoked [Data Item Menu](../ui-elements/data-item-menu.md), go to **Calculations** and select one of the available calculations. - -![WebDashboard_CalculationsMenu](../../images/img126064.png) -* [Percent of Total](#percent-of-total) -* [Running Summary](#running-summary) -* [Difference](#difference) -* [Percentage Difference](#percentage-difference) -* [Moving](#moving) -* [Rank](#rank) -* [Custom](#custom) - -After you have selected the required calculation, you can change its default settings by clicking the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../images/img126050.png) icon). -This invokes the special window containing common and specific calculation settings: - -## Percent of Total -A calculation is used to compute a percentage of the total for the specified measure across a window. - -![WebDashboard_Calculations_PercentOfTotalSettings](../../images/img126069.png) -* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. - * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. - * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. -* **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. - -In the Grid below, **Percent of Total** is applied to a fourth column to show a contribution of individual quarterly sales to total sales. - -![WebDashboard_Calculations_PercentOfTotalExample](../../images/img126094.png) - -## Running Summary -Can be used to compute a cumulative total for the specified measure across a window. - -![WebDashboard_Calculations_RunningSummarySettings](../../images/img126070.png) -* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. - * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. - * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. -* **Summary Type** - Specifies a summary function used to apply a calculation. -* The **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. - -In the Grid below, the **Running Total** is applied to a fourth column to display cumulative sales across all quarters. - -![WebDashboard_Calculations_RunningTotalExample](../../images/img126095.png) - -## Difference -Can be used to compute the difference between measure values across a window. - -![WebDashboard_Calculations_DifferenceSettings](../../images/img126071.png) -* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. - * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. - * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. -* **Target** - Specifies the value used to calculate the difference. The following values are available: _Previous_, _Next_, _First_ and _Last_. -* **Difference Type** - Specifies whether the absolute or percentage difference is calculated. -* **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. - -In the Grid below, the **Difference** is applied to a fourth column to show absolute differences between quarterly sales. - -![WebDashboard_Calculations_DifferenceExample](../../images/img126096.png) - -## Percentage Difference -A calculation is used to compute the difference in percentages between measure values across a window. - -![WebDashboard_Calculations_PercentageDifferenceSettings](../../images/img126072.png) -* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. - * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. - * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. -* **Target** - Specifies the value used to calculate the difference. The following values are available: _Previous_, _Next_, _First_ and _Last_. -* **Difference Type** - Specifies whether the absolute or percentage difference is calculated. -* **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. - -In the Grid below, **Percentage Difference** is applied to a fourth column to show percentage differences between quarterly sales. - -![WebDashboard_Calculations_PercentDifferenceExample](../../images/img126097.png) - -## Moving -The Moving calculation uses neighboring values to calculate a total. - -![WebDashboard_Calculations_MovingSettings](../../images/img126073.png) -* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. - * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. - * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. -* **Summary Type** - Specifies a summary function used to apply a calculation. -* **Start Offset**/**End Offset** - Specify start/end offsets from the currently processed value. For instance, if you specified offsets as 1/1, the previous and next values will be used along with the current value to apply the Moving calculation. -* The **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. - -In the Grid below, a **Moving** calculation is applied to a fourth column to show a moving average across all quarters. - -![WebDashboard_Calculations_MovingAverageExample](../../images/img126098.png) - -## Rank -Use the Rank calculation to compute rankings for the specified measure across a window. - -![WebDashboard_Calculations_RankSettings](../../images/img126074.png) -* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. - * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. - * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. -* **Rank Type** - Specifies the type of ranking. The following ranking types are available: _Unique_, _Competition_, _Dense_, _Modified_ and _Percentile_. -* **Rank Order** - Specifies the order of ranking. You can select _Ascending_ or _Descending_. -* The **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. - -In the Grid below, a **Rank** calculation is applied to a fourth column to show a ranking of sales for individual quarters. - -![WebDashboard_Calculations_RankExample](../../images/img126099.png) - -## Custom -Use Custom to specify a custom calculation by adding the required calculation functions inside the measure expression. - -![WebDashboard_Calculations_CustomSettings](../../images/img126075.png) -* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. - * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. - * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. +--- +title: Calculations +author: Natalia Kazakova +legacyId: 117710 +--- +# Calculations +**Window calculations** provide the capability to apply specific computations to measure values and allow you to perform different analytical tasks such as computing running totals, percentages of totals, differences, etc. + +To create a window calculation, invoke the [Bindings](../ui-elements/dashboard-item-menu.md) menu and click the required measure. In the invoked [Data Item Menu](../ui-elements/data-item-menu.md), go to **Calculations** and select one of the available calculations. + +![WebDashboard_CalculationsMenu](../../images/img126064.png) +* [Percent of Total](#percent-of-total) +* [Running Summary](#running-summary) +* [Difference](#difference) +* [Percentage Difference](#percentage-difference) +* [Moving](#moving) +* [Rank](#rank) +* [Custom](#custom) + +After you have selected the required calculation, you can change its default settings by clicking the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../images/img126050.png) icon). +This invokes the special window containing common and specific calculation settings: + +## Percent of Total +A calculation is used to compute a percentage of the total for the specified measure across a window. + +![WebDashboard_Calculations_PercentOfTotalSettings](../../images/img126069.png) +* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. + * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. + * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. +* **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. + +In the Grid below, **Percent of Total** is applied to a fourth column to show a contribution of individual quarterly sales to total sales. + +![WebDashboard_Calculations_PercentOfTotalExample](../../images/img126094.png) + +## Running Summary +Can be used to compute a cumulative total for the specified measure across a window. + +![WebDashboard_Calculations_RunningSummarySettings](../../images/img126070.png) +* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. + * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. + * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. +* **Summary Type** - Specifies a summary function used to apply a calculation. +* The **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. + +In the Grid below, the **Running Total** is applied to a fourth column to display cumulative sales across all quarters. + +![WebDashboard_Calculations_RunningTotalExample](../../images/img126095.png) + +## Difference +Can be used to compute the difference between measure values across a window. + +![WebDashboard_Calculations_DifferenceSettings](../../images/img126071.png) +* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. + * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. + * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. +* **Target** - Specifies the value used to calculate the difference. The following values are available: _Previous_, _Next_, _First_ and _Last_. +* **Difference Type** - Specifies whether the absolute or percentage difference is calculated. +* **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. + +In the Grid below, the **Difference** is applied to a fourth column to show absolute differences between quarterly sales. + +![WebDashboard_Calculations_DifferenceExample](../../images/img126096.png) + +## Percentage Difference +A calculation is used to compute the difference in percentages between measure values across a window. + +![WebDashboard_Calculations_PercentageDifferenceSettings](../../images/img126072.png) +* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. + * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. + * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. +* **Target** - Specifies the value used to calculate the difference. The following values are available: _Previous_, _Next_, _First_ and _Last_. +* **Difference Type** - Specifies whether the absolute or percentage difference is calculated. +* **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. + +In the Grid below, **Percentage Difference** is applied to a fourth column to show percentage differences between quarterly sales. + +![WebDashboard_Calculations_PercentDifferenceExample](../../images/img126097.png) + +## Moving +The Moving calculation uses neighboring values to calculate a total. + +![WebDashboard_Calculations_MovingSettings](../../images/img126073.png) +* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. + * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. + * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. +* **Summary Type** - Specifies a summary function used to apply a calculation. +* **Start Offset**/**End Offset** - Specify start/end offsets from the currently processed value. For instance, if you specified offsets as 1/1, the previous and next values will be used along with the current value to apply the Moving calculation. +* The **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. + +In the Grid below, a **Moving** calculation is applied to a fourth column to show a moving average across all quarters. + +![WebDashboard_Calculations_MovingAverageExample](../../images/img126098.png) + +## Rank +Use the Rank calculation to compute rankings for the specified measure across a window. + +![WebDashboard_Calculations_RankSettings](../../images/img126074.png) +* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. + * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. + * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. +* **Rank Type** - Specifies the type of ranking. The following ranking types are available: _Unique_, _Competition_, _Dense_, _Modified_ and _Percentile_. +* **Rank Order** - Specifies the order of ranking. You can select _Ascending_ or _Descending_. +* The **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. + +In the Grid below, a **Rank** calculation is applied to a fourth column to show a ranking of sales for individual quarters. + +![WebDashboard_Calculations_RankExample](../../images/img126099.png) + +## Custom +Use Custom to specify a custom calculation by adding the required calculation functions inside the measure expression. + +![WebDashboard_Calculations_CustomSettings](../../images/img126075.png) +* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. + * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. + * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. * The **Expression** allows you to change the expression for the current measure. To change the expression, click **Edit**. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters.md index 3b663d6959..ceb646bc35 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters.md @@ -1,14 +1,14 @@ ---- -title: Dashboard Parameters -author: Natalia Kazakova -legacyId: 117711 ---- -# Dashboard Parameters - -You can use **dashboard parameters** when it is necessary to pass data of a certain type to a dashboard (e.g., to pass a specific value to the data source filter string or a calculated field). - -These topics describe how to use dashboard parameters. -* [Create Dashboard Parameters](dashboard-parameters/creating-parameters.md) -* [Create Cascading Parameters](dashboard-parameters/create-cascading-parameters.md) -* [Reference Dashboard Parameters](dashboard-parameters/passing-parameter-values.md) +--- +title: Dashboard Parameters +author: Natalia Kazakova +legacyId: 117711 +--- +# Dashboard Parameters + +You can use **dashboard parameters** when it is necessary to pass data of a certain type to a dashboard (e.g., to pass a specific value to the data source filter string or a calculated field). + +These topics describe how to use dashboard parameters. +* [Create Dashboard Parameters](dashboard-parameters/creating-parameters.md) +* [Create Cascading Parameters](dashboard-parameters/create-cascading-parameters.md) +* [Reference Dashboard Parameters](dashboard-parameters/passing-parameter-values.md) * [Specify Parameter Values](dashboard-parameters/requesting-parameter-values.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md new file mode 100644 index 0000000000..401e7823b8 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md @@ -0,0 +1,94 @@ +--- +title: Cascading Parameters +author: Polina Tyureva +--- +# Cascading Parameters + +Create cascading parameters to filter a list of predefined parameter values based on values of another parameter. The following image illustrates cascading parameters where **Products** parameter values are filtered by the selected **Category**: + +![Dashboard for Web - Cascading Parameters](../../../images/cascading-parameters-web.gif) + +In case of two parameters, the first parameter is used to filter the data source for the second parameter with [dynamic list](creating-parameters.md#look-up-settings) settings. + +## Create Cascading Parameters + +The dashboard in this example is connected to a Northwind database (an SQL Database) and contains three [queries](../../provide-data/working-with-sql-data-sources/manage-sql-queries.md): *Categories*, *Products*, and *OrderReports*. The Grid item visualizes data from the *OrderReports* query. + +In this tutorial, you will create two dashboard parameters: +* The **categoryDashParam** parameter filters the *Products* query. The *Products* query is a data source for the **productsDashParam** parameter. +* The **productsDashParam** parameter filters the *OrderReports* query. + +The steps below create cascading parameters in the Web Dashboard: + +1. [Create a dashboard parameter](creating-parameters.md) called **categoryDashParam** with dynamic list settings. Use the *Categories* query as a data member and the *CategoryID* field as a value member. + + The parameter settings may look as follows: + + ![|Dashboard for Web - Create Dashboard Parameter](../../../images/web-category-parameter-cascading.png) + +2. [Filter](../../provide-data/working-with-sql-data-sources/filter-queries.md) the *Products* query. + + To do this, click the **Edit** button next to the query on the **Data Sources** page of the [dashboard menu](../../ui-elements/dashboard-menu.md). + + ![Dashboard for Web - Filter Query](../../../images/filter-sql-query.png) + + Click **Run Query Builder** in the opened window. + + In the invoked [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md), click the ellipsis button next to the **Filter** field in the **Query Properties** section: + + ![Dashboard for Web - Filter Query](../../../images/web-filter-properties.png) + + + In the [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), specify the filter criteria. From the drop-down list select *Parameter* and create a new [query parameter](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md) called **categoryQueryParam**: + + ![Dashboard for Web - Filter Query](../../../images/web-category-parameter-filter-cascading.png) + + The resulting filter looks as follows: + + ``` + [Products.CategoryID] = ?categoryQueryParam + ``` + +3. [Bind](creating-parameters.md#look-up-settings) the **categoryQueryParam** query parameter to the **categoryDashParam** dashboard parameter. + + To do this, in the **Parameters** section of the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) change the parameter’s type to *Expression*. Click the **Value** property’s ellipsis button to specify the dashboard parameter. + + The query parameter settings look as follows: + + ![Dashboard for Web - Query Parameter Settings](../../../images/web-category-query-parameter-setting.png) + + +4. Create a dashboard parameter called **productsDashParam** with dynamic list settings. Use the *Products* query as a data member and the *ProductID* field as a value member. + + The parameter settings may look as follows: + + ![|Dashboard for Web - Create Dashboard Parameter](../../../images/web-products-parameter-cascading.png) + + +5. [Filter](../../provide-data/working-with-sql-data-sources/filter-queries.md) the *OrderReports* query. + + To do this, click the **Edit** button next to the query on the **Data Sources** page of the [dashboard menu](../../ui-elements/dashboard-menu.md), then click **Run Query Builder**. In the invoked [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md), click the ellipsis button next to the **Filter** field in the **Query Properties** section. + + In the [Filter Editor](../../ui-elements/dialogs-and-wizards/query-builder.md), specify the filter criteria. From the drop-down list select *Parameter* and create a new [query parameter](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md) called **productsQueryParam**: + + ![Dashboard for Web - Filter Query](../../../images/web-products-parameter-filter-cascading.png) + + The resulting filter looks as follows: + + ``` + [OrderReports.ProductID] In(?productsQueryParam) + ``` + +6. [Bind](creating-parameters.md#look-up-settings) the **productsQueryParam** query parameter to the **productsDashParam** dashboard parameter. + + To do this, in the **Parameters** section in the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) change the parameter’s type to *Expression*. Click the **Value** property’s ellipsis button to specify the dashboard parameter. + + The query parameter settings look as follows: + + ![Dashboard for Web - Query Parameter Settings](../../../images/web-products-query-parameter-setting.png) + + +7. Create a Grid item to visualize data from the filtered *OrderReports* query. + +>[!TIP] +>When using a [multi-value](creating-parameters.md#allow-multiselect) parameter to filter a query, create the condition with the `Is any of` or `Is none of` operator. diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md new file mode 100644 index 0000000000..40cb301aa2 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md @@ -0,0 +1,131 @@ +--- +title: Creating Parameters +author: Natalia Kazakova +legacyId: 117551 +--- +# Create Dashboard Parameters in the Web Dashboard + +This topic shows how to add a dashboard parameter and specify its settings in the UI. + +## Create a Parameter + +To create a dashboard parameter, follow the steps below. + +1. Invoke the [dashboard menu](../../ui-elements/dashboard-menu.md) and select **Parameters**. +2. In the **Parameter List**, click the **Add** button. The parameter's settings form appears as follows: + + ![Web Dashboard - Add a New Dashboard Parameter](~/eud-for-bi-dashboard/dashboard-for-web/images/img126106.png) + +3. Specify the parameter's settings. + +## Parameter Settings + +### Name + +Specifies the parameter name. + +When you create and modify parameter names, follow the rules below: + +* A name can contain letters, numbers, and underscores. +* A name cannot contain spaces. +* A name cannot be an empty string. +* The dashboard cannot contain parameters with the same name. +* Names are case-sensitive. For example, you can create the names _Parameter_ and _PARAMETER_. + +### Description + +Specifies the parameter description displayed in the **Parameter** column of the [Dashboard Parameters](requesting-parameter-values.md) dialog: + +![Dashboard Parameter with Description](~/eud-for-bi-dashboard/dashboard-for-web/images/dashboard-parameter-description.png) + +### Visible + +Specifies whether the parameter is visible in the [Dashboard Parameters](requesting-parameter-values.md) dialog. + +### Allow Null + +Specifies whether a null value can be passed as a parameter value. + +### Allow Multiselect + +Specifies whether multi-selection is enabled for the current parameter. + +* Use the **Is any of** or **Is none of** operators to pass a multi-select parameter to a filter criteria or to the Expression format condition. +* Use the **In** or **Not In** operators to pass a multi-select parameter to a calculated field expression. + +### Select All Values + +Specifies whether all parameter values should be selected in the initial state of the dashboard. + +Note that this option is in effect when the **Allow Multiselect** setting is enabled. + +### Type + +Specifies the parameter type. Select the parameter type from the drop-down list in the **Type** field. + +The following types are available: + +* String +* Date +* Time +* Date and Time +* Number (16-bit integer) +* Number (32-bit integer) +* Number (64-bit integer) +* Number (floating point) +* Number (double-precision floating point) +* Number (decimal) +* Boolean +* GUID (Globally Unique Identifier) + +### Default Value + +Specifies the default parameter value. + +### Look-Up Settings + +Specifies the parameter's look-up editor settings. + + +The following **Look-up Settings** are available in the Web Dashboard: + +#### No Look-Up + +An end user specifies the parameter value in the **Dashboard Parameters** dialog. + +#### Static List + +An end user selects a parameter value from a static list. To add predefined parameter values, use the plus button. + +#### Dynamic List + +An end user selects a parameter value defined in a data source. + +>[!TIP] +>You can also create cascading parameters in the Web Dashboard. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). + +You can specify a data source as a source for dashboard parameter values. To provide access to data source values, specify the following options: + +|UI Settings|Description| +|--------|-----------| +|**Data Source**| Specifies the data source for the dashboard parameter.| +|**Data Member**| Specifies the name of the data member with the parameter values for SQL and Entity Framework data sources.| +|**Value Member**|Specifies the name of the data field for the parameter values.| +|**Display Member** (optional)| Specifies the name of the data field displayed in the **Dashboard Parameters** dialog as a value description.| +|**Sort By** (optional)|Specifies the data member used to sort parameter values.| +|**Sort Order** (optional)|Specifies the sort order.| + +>[!NOTE] +>You cannot use an OLAP data source as the data source for a dashboard parameter. + +## Request Parameter Values before Data Loading + +You can display a Dashboard Parameters window at startup and prompt a user to input parameter values before a dashboard loads and aggregates data. Dashboard items display the following message to guide users: "Waiting for Parameter Values". + +![dashboard-parameter-request-before-loading](~/eud-for-bi-dashboard/dashboard-for-web/images/dashboard-parameter-request-before-loading.png) + +The Web Dashboard control loads data only after the user submits all visible parameters. This operation mode prevents unnecessary data requests and ensures the dashboard fetches only data the user actually needs. + +To activate this mode, open the [dashboard menu](../../ui-elements/dashboard-menu.md), switch to the **Parameters** page, and select the following checkbox: **Request Parameter Values before Data Loading**. The setting value is saved in the dashboard XML definition. + +If a user changes this option at runtime, they need to initiate a data reload. The dashboard displays a Dashboard Parameters pop-up before it fetches data. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md new file mode 100644 index 0000000000..1df07c66cb --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md @@ -0,0 +1,131 @@ +--- +title: Reference Dashboard Parameters +author: Natalia Kazakova +legacyId: 117552 +--- +# Reference Dashboard Parameters + +This topic describes how to reference a dashboard parameter in [filter strings](#dashboard-item-filters), [calculated fields](#calculated-fields), and [window calculations](#window-calculations). You can also bind a dashboard parameter to a query parameter to filter the SQL data source dynamically. + +>[!TIP] +>You can also create cascading parameters in the Web Dashboard. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). + +## SQL Queries and Stored Procedures + +You can filter the SQL data sources dynamically if you bind a [query parameter](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md) to a dashboard parameter. + +Invoke the **Data Source Wizard** window or use the **Properties** section of the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) to access the query parameter settings. Change the query parameter type to *Expression* and specify the expression with a dashboard parameter in the **Value** field: + +![Query Parameter - Expression Type](../../../images/wdd-query-parameters-complex-expression.png) + +The resulting query parameter settings may appear as follows: + +![Query Parameter - Expression Type with Parameter](../../../images/wdd-query-parameters-parameter-expression.png) + +Refer to the following article for more information about query parameters: [Use Query Parameters](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md). + +>[!TIP] +>For information on how to filter Excel, Object, XPO, and JSON data sources, refer to the following article: [Filter Data Sources](../../provide-data/filter-data-sources.md). + +## Data Source Filtering + +The Web Dashboard allows you to filter Excel, Object, XPO, and JSON data sources dynamically if you use a dashboard parameter in the filter criteria. + +To add filters to a data source, open the dashboard menu, invoke the **Data Sources** page, select a data source and click **Filter**. + +![Data Sources - Filter Data Source](../../../images/filter-data-source-with-parameter.png) + +In the invoked [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), build a filter expression. Click the down arrow glyph in the operand value placeholder to expand the list of available objects. Select the **Parameter** option to compare a field value with a parameter value. + +![Filter Editor - Dashboard Parameters](../../../images/filter-editor-dashboard-parameter.png) + +To select a dashboard parameter from the list of available parameters, click the parameter operand: + +![Filter Editor - Select a Dashboard Parameter](../../../images/filter-editor-dashboard-parameter-selection.png) + +Click **OK** to save the created filter criteria. Now, when you change the dashboard parameter value, the data source is filtered according to the parameter value. + +## Dashboard Item Filters + +Web Dashboard allows you to use the following data filters in dashboard items: + +- [Dashboard Item Filter](../../data-shaping/filtering.md#dashboard-item-filter) + + Filters individual dashboard items independently. + +- [Measure Filter](../../data-shaping/filtering.md#measure-filter) + + Filters only the specified measure in the dashboard item. + +- [Visible Data Filter](../../data-shaping/filtering.md#visible-data-filter) + + Hides a part of the calculated data from the view. This filter type does not filter underlying data used in calculations or intermediate level aggregations. + +To apply filtering based on a dynamic value, you need to use a dashboard parameter in a filter criteria. The following example describes how to filter a dashboard item according to a dashboard parameter value. + +To add a dashboard item filter, open the dashboard item’s **Filters** menu, go to the **Item Filter** section and click the **Edit** button: + +![Dashboard Item Menu - Filters Section](../../../images/wdd-invoke-filter-editor124630.png) + +In the invoked [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), build a filter expression. Click the down arrow glyph in the operand value placeholder to expand the list of available objects. Select the **Parameter** option to compare a field value with a parameter value. + +![Filter Editor - Dashboard Parameters](../../../images/filter-editor-dashboard-parameter.png) + +To select a dashboard parameter from the list of available parameters, click the parameter operand: + +![Filter Editor - Select a Dashboard Parameter](../../../images/filter-editor-dashboard-parameter-selection.png) + +Click **OK** to save the created filter criteria. Now, when you change the dashboard parameter value, the dashboard item is filtered according to the parameter value. + +>[!TIP] +>For more information on filtering in Web Dashboard, refer to the following article: [Filtering](../../data-shaping/filtering.md). + +## Conditional Formatting + +You can apply [conditional formatting](../../appearance-customization/conditional-formatting.md) to a dashboard item according to the current parameter value. It allows you to format dashboard item elements dynamically. + +To reference a dashboard parameter in a [format rule](../../appearance-customization/conditional-formatting.md#create-a-format-rule), set the condition type to **Expression**: + +![Format Rule - Expression Type](../../../images/expression-type-conditional-formatting.png) + +In the invoked dialog, click the **Edit** button to create a condition: + +![Format Rule - Create a Condition](../../../images/conditional-formatting-create-expression-rule.png) + +In the invoked [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), build a filter expression. Click the down arrow glyph in the operand value placeholder to expand the list of available objects. Select the **Parameter** option to compare a field value with a parameter value. + +![Filter Editor - Dashboard Parameters](../../../images/filter-editor-dashboard-parameter.png) + +To select a dashboard parameter from the list of available parameters, click the parameter operand: + +![Filter Editor - Select a Dashboard Parameter](../../../images/filter-editor-dashboard-parameter-selection.png) +Click **OK** to save the created format rule. Now, when you change the dashboard parameter value, the dashboard item is formatted according to the parameter value. + +>[!TIP] +>For more information on conditional formatting in Web Dashboard, refer to the following article: [Conditional Formatting](../../appearance-customization/conditional-formatting.md). + +## Calculated Fields + +You can use parameters when you construct expressions for [calculated fields](../../provide-data/calculated-fields.md). This allows you to evaluate values of the calculated field dynamically depending on the current parameter value. + +To reference the dashboard parameter value in an expression, add or edit a calculated field. In the invoked **Edit Calculated Field** window, double-click the required parameter in the **Fields** section. + +![Edit Calculated Field - Reference a Dashboard Parameter](../../../images/wdd-parameters-calculated-field126509.png) + +Click **Save** to save the created calculated fields. Now, when you change the dashboard parameter value, the calculated field values are changed according to the specified expression. + +>[!TIP] +>For more information on calculated fields in Web Dashboard, refer to the following article: [Calculated Fields](../../provide-data/calculated-fields.md). + +## Window Calculations + +You can use dashboard parameters in [window calculations](../../data-analysis/calculations.md). This allows you to apply specific computations to measure values depending on the current parameter value. + +To reference the dashboard parameter value in an expression, create or edit a window calculation. In the invoked **Expression Editor** window, double-click the required parameter from the **Fields** section. + +![Expression Editor - Window Calculation with Parameters](../../../images/wdd-parameters-window-calculations126562.png) + +Click **OK** to save the created window calculation. Now, when you change the dashboard parameter value, the calculation values are changed according to the specified expression. + +>[!TIP] +>For more information on window calculations in Web Dashboard, refer to the following article: [Window Calculations](../../data-analysis/calculations.md). diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md new file mode 100644 index 0000000000..85f188d5e5 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md @@ -0,0 +1,17 @@ +--- +title: Specify Dashboard Parameter Values +author: Natalia Kazakova +legacyId: 117554 +--- +# Specify Dashboard Parameter Values + +The Web Dashboard control includes a built-in **Dashboard Parameters** dialog, which allows users to change dashboard parameter values. This dialog is created automatically depending on the parameter settings. Select the **Visible** check box in the [parameter settings](creating-parameters.md#parameter-settings) to display the parameter in the **Dashboard Parameters** dialog. + + +To invoke the **Dashboard Parameters** dialog in the Web Dashboard, click the **Parameters** button in the dashboard title. Change the parameter values in the **Dashboard Parameters** dialog and click the **Submit** button to apply the changes. + +The following image shows how to invoke the **Dashboard Parameters** dialog and change the parameter value: + +![|Parameters Dialog](../../../images/dashboard-parameters-web.gif) + +To reset changes to the default values, click the **Reset** button. diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md new file mode 100644 index 0000000000..eef67c4596 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md @@ -0,0 +1,389 @@ +--- +title: Expression Constants, Operators, and Functions +author: Natalia Kazakova +legacyId: 400122 +--- +# Expression Constants, Operators, and Functions + +The DevExpress Dashboard uses criteria language that you can use in various DevExpress products for building expressions. An expression is a string that evaluates some value. The criteria language is based on the the cross-platform library with some additions and subtractions specific for dashboards. This topic details basic and dashboard-specific constants, operators, and functions. + +The tables below contain constants, operators, and functions you can use in dashboard expressions. + +## Constants + +| Constant | Description | Example | +|---|---|---| +| String constants | Wrap string constants in apostrophes. If a string contains an apostrophe, double the apostrophe. | [Country] == 'France' or [Name] == 'O''Neil'| +| Date-time constants | Wrap date-time constants in '#'. | [OrderDate] >= #2018-03-22 13:18:51.94944# | +| True | Represents the Boolean True value. | [InStock] == True | +| False | Represents the Boolean False value. | [InStock] == False | +| Enumeration | Specify an enumeration value using its underlying integer value. Note that you cannot specify an enumeration value using its qualified name. | [Status] == 1 | +| Guid | Wrap a Guid constant in curly braces. Use Guid constants in a relational operation with equality or inequality operators only. | [OrderID] == {513724e5-17b7-4ec6-abc4-0eae12c72c1f} | +| Numeric | Specify different numeric constant types in a string form using suffixes: Int32 (int) - _1_, Int16 (short) - _1s_, Byte (byte) - _1b_, Double (double) - _1.0_, Single (float) - _1.0f_, Decimal (decimal) - _1.0m_, | [Price] == 25.0m | +| ? | Represents a null reference that does not refer to any object. We recommend using the **IsNull** unary operator (for example, "[Region] is null") or the **IsNull** logical function (for example, "IsNull([Region])") instead. | [Region] != ? | + +You can build parameterized criteria using any number of positional parameters. To do this, add parameter placeholders (question mark characters) to a criteria expression to identify parameter positions and provide a list of parameter values. When building criteria, parameter placeholders are substituted with parameter values in values in the order they are listed. + +_CriteriaOperator.Parse("[Name] == ? and [Age] == ?", "John", 33)_ + +The following two examples are identical, but the second one allows you to avoid formatting errors. + +_CriteriaOperator.Parse("[OrderDate] >= #1/1/2009#")_ + +_CriteriaOperator.Parse("[OrderDate] >= ?", new DateTime(2009, 1, 1))_ + +When parameters are not specified, a parameter placeholder is substituted with null. + +_CriteriaOperator.Parse("[Region] != ?")_ + +## Operators + +| Operator | Description | Example | +|--|--|--| +| + | Adds the value of one numeric expression to another or concatenates two strings. | [UnitPrice] + 4 or [FirstName] + ' ' + [LastName] | +| - | Finds the difference between two numbers. | [Price1] - [Price2] | +| * | Multiplies the value of two expressions. | [Quantity] * [UnitPrice] * (1 - [BonusAmount]) | +| / | Divides the first operand by the second. | [Quantity] / 2 | +| % | Returns the remainder (modulus) obtained by dividing one numeric expression by another. | [Quantity] % 3 | +| \| | Performs a bitwise inclusive OR on two numeric expressions. Compares each bit of its first operand to the corresponding bit of its second operand. If either bit is 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag1] | [Flag2] | +| & | The bitwise AND operator. Compares each bit of its first operand to the corresponding bit of its second operand. If both bits are 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag] & 10 | +| ^ | Performs a bitwise exclusive OR on two numeric expressions. | [Flag1] ^ [Flag2] | +| == | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] == 10 | +| = | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] = 10 | +| != | Returns true if the operands do not have the same value; otherwise, it returns false. | [Country] != 'France' | +| < | Less than operator. Used to compare expressions. | [UnitPrice] < 20 | +| <= | Less than or equal to operator. Used to compare expressions. | [UnitPrice] <= 20 | +| >= | Greater than or equal to operator. Used to compare expressions. | [UnitPrice] >= 30 | +| > | Greater than operator. Used to compare expressions. | [UnitPrice] > 30 | +| In (,,,) | Tests for the existence of a property in an object. | [Country] In ('USA', 'UK', 'Italy') | +| Between (,) | Specifies a range to test. Returns true if a value is greater than or equal to the first operand and less than or equal to the second operand. | [Quantity] Between (10, 20) | +| And | Performs a logical conjunction on two Boolean expressions. | [InStock] And ([ExtendedPrice]> 100) | +| && | Performs a logical conjunction on two Boolean expressions. | [InStock] && ([ExtendedPrice]> 100) | +| Or | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' Or [Country]=='UK' | +| \| | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' \| [Country]=='UK' | +| ~ | Performs a bitwise negation on a numeric expression. | ~[Roles] = 251 | +| Not | Performs a logical negation on a Boolean expression. | Not [InStock] | +| ! | Performs a logical negation on a Boolean expression. | ![InStock] | +| + | Returns a numeric expression's value (a unary operator). | +[Value] = 10 | +| - | Returns the negative of a numeric expression's value (a unary operator). | -[Value] = 20 | +| Is Null | Returns true if an expression is a null reference, the one that does not refer to any object. | [Region] is null | + +## Functions + +**Advanced Functions - Intermediate Aggregation Level** + +| Function | Description | Example | +|---|---|---| +| aggr(SummaryExpression, Dimensions) | Uses the detail level specified by a predefined set of dimensions and a specified summary function to aggregate underlying data.| aggr(Sum([Sales]), [Category], [Product]) | +| w(WindowExpression, partitionByFunction, orderByFunction) | Calculates aggregated values with the specified window function for the window defined by the specified partitioning and ordering. | w(RankDense(Sum([ProductSales]), 'desc'), partitionBy([CategoryName]), orderBy()) | +| partitionBy(column1, column2, ...) | Specifies the columns by which the data rows are partitioned. The window function is applied to each partition separately. The _partitionBy_ function can be used only as a _w function_ argument. | partitionBy([Product])| +| orderBy(column1, column2, ...) | Specifies the logical order in which the window function calculation is performed on the rows in the window. The _orderBy_ function can be used only as a _w function_ argument.| orderBy(GetYear([Date]), desc(Sum([Sales]))) | +| asc(column) | Specifies that the values in the specified column are sorted in ascending order. This is the default sort order. The _asc_ function can be used only as a _w function_ argument. |asc(Sum([Sales]))| +| desc(column) | Specifies that the values in the specified column are sorted in descending order. The _desc_ function can be used only as a _w function_ argument. | desc(Sum([Sales]))| + +**Aggregate Functions** + +| Function | Description | Example | +|---|---|---| +| Avg(Value) | Returns the average of all the values in the expression. | Avg([Profit]) | +| Count() | Returns the number of values. | Count() | +| CountNotNull(Value) | Returns a number of non-null objects in a collection. | CountNotNull([Orders]) | +| CountDistinct(Value) | Returns the number of distinct values. | CountDistinct([Orders]) | +| Max(Value) | Returns the maximum value across all records. | Max([Profit]) | +| Min(Value) | Returns the minimum value across all records. | Min([Profit]) | +| Mode(Value) | Returns the mode of the values. | Mode([Profit]) | +| Median(Value) | Returns the median of the values. | Median([Profit]) | +| Sum(Value) | Returns the sum of all values. | Sum([Profit]) | +| Var(Value) | Returns an estimate of the variance of a population, where the sample is a subset of the entire population. | Var([Orders]) | +| Varp(Value) | Returns the variance of a population, where the population is the entire data to be summarized. | Varp([Orders]) | +| StdDev(Value) | Returns an estimate of the standard deviation of a population, where the sample is a subset of the entire population. | StdDev([Orders]) | +| StdDevp(Value) | Returns the standard deviation of a population, where the population is the entire data to be summarized. | StdDevp([Orders]) | + + +**Window Functions** + +| Function | Description | Example | Image | +|--|--|--|--| +| Last() | Returns the number of rows from the current row to the last row in the window. | Last() | ![CalculationFunction_Last](../../images/calculationfunction_last123018.png) | +| First() | Returns the number of rows from the current row to the first row in the window. | First() | ![CalculationFunction_First](../../images/calculationfunction_first123016.png) | +| Index() | Returns the index of the current row in the window. | Index() | ![CalculationFunction_Index](../../images/calculationfunction_index123017.png) | +| Size() | Returns the number of rows in the window. | Size() | ![CalculationFunction_Size](../../images/calculationfunction_size123029.png) | +| Lookup(SummaryExpression, Position) | Returns the value of the expression in a target position specified as a relative offset from the current position. | Lookup(Sum([Sales]), 3) | ![CalculationFunction_Lookup](../../images/calculationfunction_lookup123019.png) | +| RankCompetition(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the standard competition rank for the current row in the window. | RankCompetition(Sum([Sales]), 'asc') | - | +| RankDense(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the dense rank for the current row in the window. | RankDense(Sum([Sales]), 'asc') | - | +| RankUnique(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the unique rank for the current row in the window. | RankUnique(Sum([Sales]), 'asc') | - | +| RankModified(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the modified competition rank for the current row in the window. | RankModified(Sum([Sales]), 'asc') | - | +| RankPercentile(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the percentile rank for the current row in the window. | RankPercentile(Sum([Sales]), 'desc') | - | +| RunningAvg(SummaryExpression) | Returns the running average of the specified expression from the first row in the window to the current row. | RunningAvg(Sum([Sales])) | ![CalculationFunction_RunningAvg](../../images/calculationfunction_runningavg123020.png) | +| RunningCount(SummaryExpression) | Returns the running count of the specified expression from the first row in the window to the current row. | RunningCount(Sum([Sales])) | - | +| RunningMax(SummaryExpression) | Returns the running maximum of the specified expression from the first row in the window to the current row. | | RunningMax(Sum([Sales])) | ![CalculationFunction_RunningMax](../../images/calculationfunction_runningmax123021.png) | +| RunningMin(SummaryExpression) | Returns the running minimum of the specified expression from the first row in the window to the current row. | RunningMin(Sum([Sales])) | ![CalculationFunction_RunningMin](../../images/calculationfunction_runningmin123026.png) | +| RunningSum(SummaryExpression) | Returns the running sum of the specified expression from the first row in the window to the current row. | RunningSum(Sum([Sales])) | ![CalculationFunction_RunningSum](../../images/calculationfunction_runningsum123027.png) | +| WindowAvg(SummaryExpression, StartOffset, EndOffset) | Returns the average of the expression within the window, which is defined using offsets from the current row. | WindowAvg(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowAvg](../../images/calculationfunction_windowavg123031.png) | +| WindowCount(SummaryExpression, StartOffset, EndOffset) | Returns the count of the expression within the window. | WindowCount(Sum([Sales]), First()+2, Last()) | +![CalculationFunction_WindowCount_plus2](../../images/calculationfunction_windowcount_plus2123032.png) | +| WindowCountDistinct(SummaryExpression, StartOffset, EndOffset) | Returns the distinct count of the expression within the window. | WindowCountDistinct(Sum([Sales]), First(), Last()) | - | +| WindowMax(SummaryExpression, StartOffset, EndOffset) | Returns the maximum of the expression within the window. | WindowMax(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMax](../../images/calculationfunction_windowmax123033.png) | +| WindowMin(SummaryExpression, StartOffset, EndOffset) | Returns the minimum of the expression within the window. | WindowMin(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMin](../../images/calculationfunction_windowmin123036.png) | +| WindowMode(SummaryExpression, StartOffset, EndOffset) | Returns the mode of the expression within the window. | WindowMode(Sum([Sales]), First(), Last()) | - | +| WindowMedian(SummaryExpression, StartOffset, EndOffset) | Returns the median of the expression within the window. | WindowMedian(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMedian](../../images/calculationfunction_windowmedian123035.png) | +| WindowSum(SummaryExpression, StartOffset, EndOffset) | Returns the sum of the expression within the window. | WindowSum(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowSum-plus2](../../images/calculationfunction_windowsum-plus2123037.png) | +| WindowVar(SummaryExpression, StartOffset, EndOffset) | Returns the variance of the expression within the window. | WindowVar(Sum([Sales]), First(), Last()) | - | +| WindowVarp(SummaryExpression, StartOffset, EndOffset) | Returns the biased variance of the expression within the window. | WindowVarp(Sum([Sales]), First(), Last()) | - | +| WindowStdDev(SummaryExpression, StartOffset, EndOffset) | Returns the sample standard deviation of the expression within the window. | WindowStdDev(Sum([Sales]), First(), Last()) | - | +| WindowStdDevp(SummaryExpression, StartOffset, EndOffset) | Returns the biased standard deviation of the expression within the window. | WindowStdDevp(Sum([Sales]), First(), Last()) | - | +| Total(SummaryExpression) | Returns the total based on values from the underlying data source for the specified expression in a calculation window. | Total(Sum([Sales])) | ![CalculationFunction_Total](../../images/calculationfunction_total123030.png) | + +> [!IMPORTANT] +> Note that window functions cannot be used inside [Aggr](aggregations.md). + +**Date-time Functions** + +| Function | Description | Example | +|---|---|---| +| AddDays(DateTime, DaysCount) | Returns a date-time value that is the specified number of days from the specified DateTime. | AddDays([OrderDate], 30) | +| AddHours(DateTime, HoursCount) | Returns a date-time value that is the specified number of hours from the specified DateTime. | AddHours([StartTime], 2) | +| AddMilliSeconds(DateTime, MilliSecondsCount) | Returns a date-time value that is the specified number of milliseconds from the specified DateTime. | AddMilliSeconds(([StartTime], 5000)) | +| AddMinutes(DateTime, MinutesCount) | Returns a date-time value that is the specified number of minutes from the specified DateTime. | AddMinutes([StartTime], 30) | +| AddMonths(DateTime, MonthsCount) | Returns a date-time value that is the specified number of months from the specified DateTime. | AddMonths([OrderDate], 1) | +| AddSeconds(DateTime, SecondsCount) | Returns a date-time value that is the specified number of seconds from the specified DateTime. | AddSeconds([StartTime], 60) | +| AddTicks(DateTime, TicksCount) | Returns a date-time value that is the specified number of ticks from the specified DateTime. | AddTicks([StartTime], 5000) | +| AddTimeSpan(DateTime, TimeSpan) | Returns a date-time value that is from the specified DateTime for the given TimeSpan. | AddTimeSpan([StartTime], [Duration]) | +| AddYears(DateTime, YearsCount) | Returns a date-time value that is the specified number of years from the specified DateTime. | AddYears([EndDate], -1) | +| DateDiffDay(startDate, endDate) | Returns the number of day boundaries between two non-nullable dates. | DateDiffDay([StartTime], Now()) | +| DateDiffHour(startDate, endDate) | Returns the number of hour boundaries between two non-nullable dates. | DateDiffHour([StartTime], Now()) | +| DateDiffMilliSecond(startDate, endDate) | Returns the number of millisecond boundaries between two non-nullable dates. | DateDiffMilliSecond([StartTime], Now()) | +| DateDiffMinute(startDate, endDate) | Returns the number of minute boundaries between two non-nullable dates. | DateDiffMinute([StartTime], Now()) | +| DateDiffMonth(startDate, endDate) | Returns the number of month boundaries between two non-nullable dates. | DateDiffMonth([StartTime], Now()) | +| DateDiffSecond(startDate, endDate) | Returns the number of second boundaries between two non-nullable dates. | DateDiffSecond([StartTime], Now()) | +| DateDiffTick(startDate, endDate) | Returns the number of tick boundaries between two non-nullable dates. | DateDiffTick([StartTime], Now()) | +| DateDiffYear(startDate, endDate) | Returns the number of year boundaries between two non-nullable dates. | DateDiffYear([StartTime], Now()) | +| GetDate(DateTime) | Extracts a date from the defined DateTime. | GetDate([OrderDateTime]) | +| GetDateHour(DateTime) | Extracts the date part with the hour value from the defined DateTime. | GetDateHour([OrderDate]) | +| GetDateHourMinute(DateTime) | Extracts the date part with the hour and minute values from the defined DateTime. | GetDateHourMinute([OrderDate]) | +| GetDateHourMinuteSecond(DateTime) | Extracts the date part with the hour, minute, and second values from the defined DateTime. | GetDateHourMinuteSecond([OrderDate]) | +| GetDateMonthYear(DateTime) | Extracts the date with the month and year from the defined DateTime. | GetDateMonthYear([OrderDate]) | +| GetDateQuarterYear(DateTime) | Extracts the date with the quarter and year from the defined DateTime. | GetDateQuarterYear([OrderDate]) | +| GetDateWeekYear() |Returns the date of the first day of the week for a given DateTime (uses culture settings). | GetDateHourMinuteSecond([OrderDate]) | +| GetDay(DateTime) | Extracts a day from the defined DateTime. | GetDay([OrderDate]) | +| GetDayOfWeek(DateTime) | Extracts a day of the week from the defined DateTime. | GetDayOfWeek([OrderDate]) | +| GetDayOfYear(DateTime) | Extracts a day of the year from the defined DateTime. | GetDayOfYear([OrderDate]) | +| GetHour(DateTime) | Extracts an hour from the defined DateTime. | GetHour([StartTime]) | +| GetMilliSecond(DateTime) | Extracts milliseconds from the defined DateTime. | GetMilliSecond([StartTime]) | +| GetMinute(DateTime) | Extracts minutes from the defined DateTime. | GetMinute([StartTime]) | +| GetMonth(DateTime) | Extracts a month from the defined DateTime. | GetMonth([StartTime]) | +| GetSecond(DateTime) | Extracts seconds from the defined DateTime. | GetSecond([StartTime]) | +| GetTimeOfDay(DateTime) | Extracts the time of the day from the defined DateTime in ticks. | GetTimeOfDay([StartTime]) | +| GetWeekOfMonth(DateTime) | Extracts the week of the month from the defined DateTime. | GetWeekOfMonth([OrderDate]) | +| GetWeekOfYear(DateTime) | Extracts the week of the year from the defined DateTime. | GetWeekOfYear([OrderDate]) | +| GetYear(DateTime) | Extracts a year from the defined DateTime. | GetYear([StartTime]) | +| IsApril(DateTime) | Returns True if the specified date falls within April. | IsApril([OrderDate]) | +| IsAugust(DateTime) | Returns True if the specified date falls within August. | IsAugust([OrderDate]) | +| IsDecember(DateTime) | Returns True if the specified date falls within December. | IsDecember([OrderDate]) | +| IsFebruary(DateTime) | Returns True if the specified date falls within February. | IsFebruary([OrderDate]) | +| IsJanuary(DateTime) | Returns True if the specified date falls within January. | IsJanuary([OrderDate]) | +| IsJuly(DateTime) | Returns True if the specified date falls within July. | IsJuly([OrderDate]) | +| IsJune(DateTime) | Returns True if the specified date falls within June. | IsJune([OrderDate]) | +| IsLastMonth(DateTime) | Returns True if the specified date falls within the previous month. | IsLastMonth([OrderDate]) | +| IsLastYear(DateTime) | Returns True if the specified date falls within the previous year. | IsLastYear([OrderDate]) | +| IsMarch(DateTime) | Returns True if the specified date falls within March. | IsMarch([OrderDate]) | +| IsMay(DateTime) | Returns True if the specified date falls within May. | IsMay([OrderDate]) | +| IsNextMonth(DateTime) | Returns True if the specified date falls within the next month. | IsNextMonth([OrderDate]) | +| IsNextYear(DateTime) | Returns True if the specified date falls within the next year. | IsNextYear([OrderDate]) | +| IsNovember(DateTime) | Returns True if the specified date falls within November. | IsNovember([OrderDate]) | +| IsOctober(DateTime) | Returns True if the specified date falls within October. | IsOctober([OrderDate]) | +| IsSameDay(DateTime) | Returns True if the specified date/time values fall within the same day. | IsSameDay([OrderDate]) | +| IsSeptember(DateTime) | Returns True if the specified date falls within September. | IsSeptember([OrderDate]) | +| IsThisMonth(DateTime) | Returns True if the specified date falls within the current month. | IsThisMonth([OrderDate]) | +| IsThisWeek(DateTime) | Returns True if the specified date falls within the current week. | IsThisWeek([OrderDate]) | +| IsYearToDate(DateTime) | Returns True if the specified date falls within the year-to-date period. This period starts from the first day of the current year and continues to the current date (including the current date). | IsYearToDate([OrderDate]) | +| IsThisYear(DateTime) | Returns True if the specified date falls within the current year. | IsThisYear([OrderDate]) | +| LocalDateTimeDayAfterTomorrow() | Returns a date-time value corresponding to the day after Tomorrow. | AddDays(LocalDateTimeDayAfterTomorrow(), 5) | +| LocalDateTimeLastMonth() | Returns the DateTime value corresponding to the first day of the previous month. | AddMonths(LocalDateTimeLastMonth(), 5) | +| LocalDateTimeLastWeek() | Returns a date-time value corresponding to the first day of the previous week. | AddDays(LocalDateTimeLastWeek(), 5) | +| LocalDateTimeLastYear() | Returns the DateTime value corresponding to the first day of the previous year. | AddYears(LocalDateTimeLastYear(), 5) | +| LocalDateTimeNextMonth() | Returns a date-time value corresponding to the first day of the next month. | AddMonths(LocalDateTimeNextMonth(), 5) | +| LocalDateTimeNextWeek() | Returns a date-time value corresponding to the first day of the following week. | AddDays(LocalDateTimeNextWeek(), 5) | +| LocalDateTimeNextYear() | Returns a date-time value corresponding to the first day of the following year. | AddYears(LocalDateTimeNextYear(), 5) | +| LocalDateTimeNow() | Returns a date-time value corresponding to the current moment in time. | AddDays(LocalDateTimeNow(), 5) | +| LocalDateTimeThisMonth() | Returns a date-time value corresponding to the first day of the current month. | AddMonths(LocalDateTimeThisMonth(), 5) | +| LocalDateTimeThisWeek() | Returns a date-time value corresponding to the first day of the current week. | AddDays(LocalDateTimeThisWeek(), 5) | +| LocalDateTimeThisYear() | Returns a date-time value corresponding to the first day of the current year. | AddYears(LocalDateTimeThisYear(), 5) | +| LocalDateTimeToday() | Returns a date-time value corresponding to Today. | AddDays(LocalDateTimeToday(), 5) | +| LocalDateTimeTomorrow() | Returns a date-time value corresponding to Tomorrow. | AddDays(LocalDateTimeTomorrow(), 5) | +| LocalDateTimeTwoMonthsAway() | Returns the DateTime value corresponding to the first day of the following month. | AddMonths(LocalDateTimeTwoMonthAway(), 5) | +| LocalDateTimeTwoWeeksAway() | Returns the DateTime value corresponding to the first day of the following week. | AddDays(LocalDateTimeTwoWeeksAway(), 5) | +| LocalDateTimeTwoYearsAway() | Returns the DateTime value corresponding to the first day of the following year. | AddYears(LocalDateTimeTwoYearsAway(), 5) | +| LocalDateTimeYearBeforeToday() | Returns the DateTime value corresponding to the day one year ago. | AddYears(LocalDateTimeYearBeforeToday(), 5) | +| LocalDateTimeYesterday() | Returns a date-time value corresponding to Yesterday. | AddDays(LocalDateTimeYesterday(), 5) | +| MakeDateTime(Year, Month, Day) | Returns a date value constructed from the specified Year, Month and Day. | MakeDateTime(2018, 5, 5) | +| MakeDateTime(Year, Month, Day, Hour) | Returns a date value constructed from the specified Year, Month, Day and Hour. | MakeDateTime(2018, 5, 5, 20) | +| MakeDateTime(Year, Month, Day, Hour, Minute) | Returns a date value constructed from the specified Year, Month, Day, Hour and Minute. | MakeDateTime(2018, 5, 5, 20, 18) | +| MakeDateTime(Year, Month, Day, Hour, Minute, Second) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute and Second. | MakeDateTime(2018, 5, 5, 20, 18, 30) | +| Now() | Returns the current system date and time. | AddDays(Now(), 5) | +| ToDateTime(Value) | Converts Value to a DateTime value. | ToDateTime([Orders]) | +| Today() | Returns the current date. Regardless of the actual time, this function returns midnight of the current date. | AddMonths(Today(), 1) | +| UtcNow() | Returns the current system date and time, expressed as Coordinated Universal Time (UTC). | AddDays(UtcNow(), 7) | + +**Logical Functions** + +{| +|- + +! Function +! Description +! Example +|- + +| Iif(Expression1, True_Value1, ..., ExpressionN, True_ValueN, False_Value) +| Returns one of several specified values depending upon the values of logical expressions. + +The function can take *2N+1* arguments (*N* - the number of specified logical expressions): + +- Each odd argument specifies a logical expression; + +- Each even argument specifies the value that is returned if the previous expression evaluates to **true**; + +- **...** + +- The last argument specifies the value that is returned if the previously evaluated logical expressions yielded **false**. +| Iif(Name = 'Bob', 1, 0)") + +Iif(Name = 'Bob', 1, Name = 'Dan', 2, Name = 'Sam', 3, 0) + +|- + +| IsNull(Value) +| Returns True if the specified Value is NULL. +| IsNull([OrderDate]) +|- + +| IsNull(Value1, Value2) +| Returns Value1 if it is not set to NULL; otherwise, Value2 is returned. +| IsNull([ShipDate], [RequiredDate]) +|- + +| IsNullOrEmpty(String) +| Returns True if the specified String object is NULL or an empty string; otherwise, False is returned. +| IsNullOrEmpty([ProductName]) +|- + +| ToBoolean(Value) +| Converts Value to an equivalent Boolean value. +| ToBoolean([Value]) +|} + +**Math Functions** + +| Function | Description | Example | +|---|---|---| +| Abs(Value) | Returns the given numeric expression's absolute, positive value. | Abs(1 - [Discount]) | +| Acos(Value) | Returns a number's arccosine (the angle in radians, whose cosine is the given float expression). | Acos([Value]) | +| Asin(Value) | Returns a number's arcsine (the angle in radians, whose sine is the given float expression). | Asin([Value]) | +| Atn(Value) | Returns a number's arctangent (the angle in radians, whose tangent is the given float expression). | Atn([Value]) | +| Atn2(Value1, Value2) | Returns the angle whose tangent is the quotient of two specified numbers in radians. | Atn2([Value1], [Value2]) | +| BigMul(Value1, Value2) | Returns an Int64 containing the full product of two specified 32-bit numbers. | BigMul([Amount], [Quantity]) | +| Ceiling(Value) | Returns the smallest integer that is greater than or equal to the numeric expression. | Ceiling([Value]) | +| Cos(Value) | Returns the angle's cosine, in radians. | Cos([Value]) | +| Cosh(Value) | Returns the angle's hyperbolic cosine, in radians. | Cosh([Value]) | +| Exp(Value) | Returns the float expression's exponential value. | Exp([Value]) | +| Floor(Value) | Returns the largest integer less than or equal to the numeric expression. | Floor([Value]) | +| Log(Value) | Returns a specified number's natural logarithm. | Log([Value]) | +| Log(Value, Base) | Returns the logarithm of a specified number in a specified Base. | Log([Value], 2) | +| Log10(Value) | Returns a specified number's base 10 logarithm. | Log10([Value]) | +| Max(Value1, Value2) | Returns the maximum value from the specified values. | Max([Value1], [Value2]) | +| Min(Value1, Value2) | Returns the minimum value from the specified values. | Min([Value1], [Value2]) | +| Power(Value, Power) | Returns a specified number raised to a specified power. | Power([Value], 3) | +| Rnd() | Returns a random number that is less than 1, but greater than or equal to zero. | Rnd()*100 | +| Round(Value) | Rounds the given value to the nearest integer. | Round([Value]) | +| Round(Value, Precision) | Rounds the given value to the nearest integer, or to a specified number of decimal places. | Round([Value], 2) | +| Sign(Value) | Returns the positive (+1), zero (0), or negative (-1) sign of the given expression. | Sign([Value]) | +| Sin(Value) | Returns the sine of the angle defined in radians. | Sin([Value]) | +| Sinh(Value) | Returns the hyperbolic sine of the angle defined in radians. | Sinh([Value]) | +| Sqr(Value) | Returns the square root of a given number. | Sqr([Value]) | +| Tan(Value) | Returns the tangent of the angle defined in radians. | Tan([Value]) | +| Tanh(Value) | Returns the hyperbolic tangent of the angle defined in radians. | Tanh([Value]) | +| ToDecimal(Value) | Converts Value to an equivalent decimal number. | ToDecimal([Value]) | +| ToDouble(Value) | Converts Value to an equivalent 64-bit double-precision floating-point number. | ToDouble([Value]) | +| ToFloat(Value) | Converts Value to an equivalent 32-bit single-precision floating-point number. | ToFloat([Value]) | +| ToInt(Value) | Converts Value to an equivalent 32-bit signed integer. | ToInt([Value]) | +| ToLong(Value) | Converts Value to an equivalent 64-bit signed integer. | ToLong([Value]) | + +**String Functions** + +| Function | Description | Example | +|---|---|---| +| Ascii(String) | Returns the ASCII code value of the leftmost character in a character expression. | Ascii('a') | +| Char(Number) | Converts an integerASCIICode to a character. | Char(65) + Char(51) | +| CharIndex(String1, String2) | Returns the starting position of String1 within String2, beginning from the zero character position to the end of a string. | CharIndex('e', 'devexpress') | +| CharIndex(String1, String2, StartLocation) | Returns the starting position of String1 within String2, beginning from the StartLocation character position to the end of a string. | CharIndex('e', 'devexpress', 2) | +| Concat(String1, ... , StringN) | Returns a string value containing the concatenation of the current string with any additional strings. | Concat('A', ')', [ProductName]) | +| EndsWith(String1, SubString1) | Returns True if the end of String1 matches SubString1; otherwise, False is returned. | EndsWith([Description], 'The end.') | +| Insert(String1, StartPosition, String2) | Inserts String2 into String1 at the position specified by StartPositon | Insert([Name], 0, 'ABC-') | +| Len(Value) | Returns an integer containing either the number of characters in a string or the nominal number of bytes required to store a variable. | Len([Description]) | +| Lower(String) | Returns String in lowercase. | Lower([ProductName]) | +| PadLeft(String, Length) | Left-aligns the defined string's characters, padding its left side with white space characters up to a specified total length. | PadLeft([Name], 30) | +| PadLeft(String, Length, Char) | Left-aligns the defined string's characters, padding its left side with the specified Char up to a specified total length. | PadLeft([Name], 30, '<') | +| PadRight(String, Length) | Right-aligns the defined string’s characters, padding its left side with empty space characters up to a specified total length. | PadRight([Name], 30) | +| PadRight(String, Length, Char) | Right-aligns the defined string’s characters, padding its left side with the specified Char up to a specified total length. | PadRight([Name], 30, '>') | +| Remove(String, StartPosition) | Deletes all the characters from this instance, beginning at a specified position. | Remove([Name], 3) | +| Remove(String, StartPosition, Length) | Deletes a specified number of characters from this instance, beginning at a specified position. | Remove([Name], 0, 3) | +| Replace(String, SubString2, String3) | Returns a copy of String1, in which SubString2 has been replaced with String3. | Replace([Name], 'The ', '') | +| Reverse(String) | Reverses the order of elements within String. | Reverse([Name]) | +| StartsWith(String1, SubString1) | Returns True if the beginning of String1 matches SubString1; otherwise, False. | StartsWith([Title], 'The best') | +| Substring(String, StartPosition, Length) | Retrieves a substring from String. The substring starts at StartPosition and has a specified Length. | Substring([Description], 2, 3) | +| Substring(String, StartPosition) | Retrieves a substring from String. The substring starts at StartPosition. | Substring([Description], 2) | +| ToStr(Value) | Returns a string representation of an object. | ToStr([ID]) | +| Trim(String) | Removes all leading and trailing SPACE characters from String. | Trim([ProductName]) | +| Upper(String) | Returns String in uppercase. | Upper([ProductName]) | + + + + +## Operator Precedence +When an expression contains multiple operators, their precedence controls the order in which expression elements are evaluated. + +* Literal values +* Parameters +* Identifiers +* OR (left-associative) +* AND (left-associative) +* ==, != +* <, >, <=, >= +* -, + (left-associative) +* *, /, % (left-associative) +* NOT +* unary - +* In +* Iif +* Trim(), Len(), Substring(), IsNull() +* '[]' (for set-restriction) +* '()' + +The default precedence can be changed by grouping elements with parentheses. For instance, the operators are performed in a default order in the first of the following two code samples. In the second code sample, the addition operation is performed first, because its associated elements are grouped with parentheses, and the multiplication operation is performed last. + +_Amount == 2 + 48 * 2_ + +_Amount == (2 + 48) * 2_ + +## Case Sensitivity +Operators are case insensitive. Although field values’ case sensitivity depends on the data source. + +> [!NOTE] +> A data source affects certain operators' behavior. For instance, by default, the SQL Server Express 2005 is configured as case insensitive. In this case, the following expression always evaluates to **true**: +> +> _Lower(Name) == Upper(Name)_ + +## Escape Keywords +You can mark a keyword-like field name with an escape character (@ sign). In the expression below, the **CriteriaOperator.Parse** method interprets \@Or as the field named "Or", not the logical operator OR. + +_\@Or = 'value'_ + + +## Escape Characters + +Use a backslash (\) as an escape character for characters in expressions. Examples: + +- \\[ +- \\\ +- \\' diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping.md new file mode 100644 index 0000000000..ac291acd38 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping.md @@ -0,0 +1,15 @@ +--- +title: Data Shaping +author: Natalia Kazakova +legacyId: 117739 +--- +# Data Shaping +Topics in this section describe various data shaping operations such as grouping, sorting and filtering that can be performed in the Web Dashboard. + +This section contains the following topics. +* [Summarization](data-shaping/summarization.md) +* [Grouping](data-shaping/grouping.md) +* [Sorting](data-shaping/sorting.md) +* [Filtering](data-shaping/filtering.md) +* [Top N](data-shaping/top-n.md) +* [Formatting Data](data-shaping/formatting-data.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/filtering.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/filtering.md new file mode 100644 index 0000000000..a449812c8d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/filtering.md @@ -0,0 +1,82 @@ +--- +title: Filtering +author: Natalia Kazakova +legacyId: 117706 +--- +# Filtering +Web Dashboard allows you to filter data in the [dashboard items](../dashboard-item-settings.md) or apply filters to a specific measure. You can use [dimensions](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) and [hidden dimensions](../bind-dashboard-items-to-data/hidden-data-items.md) to build filter criteria. + +![Filtering_Main](../../images/filtering_main132414.png) + +## Dashboard Item Filter + +Filters that are applied to a dashboard item affect only this item. Open a dashboard item's [Filters](../ui-elements/dashboard-item-menu.md) menu, go to the **Item Filter** section and click **Edit** to add a filter: + +![wdd-invoke-filter-editor](../../images/wdd-invoke-filter-editor124630.png) + +This invokes the [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) dialog where you can specify filter criteria: + +![Filtering_FilterEditor_Empty](../../images/filtering_filtereditor_empty132417.png) + +> [!Tip] +> **Documentation**: [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) + +## Measure Filter + +You can apply filters to individual [measures](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md). If you create multiple measures that only differ in applied filters, you can compare values calculated over different date-time periods or against different categories. + +Open a dashboard item's [Binding](../ui-elements/dashboard-item-menu.md) menu and select a measure to filter. In the invoked [data item menu](../ui-elements/data-item-menu.md), open the **Filter** section and click **Edit**. This invokes the [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) dialog where you can specify filter criteria. + +![web-filter-to-measure-menu](../../images/web-filter-to-measure-menu.png) + +> [!Tip] +> **Documentation**: [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) + +You can clear the applied filter in the [data item menu](../ui-elements/data-item-menu.md)'s **Filter** section. + +> [!Note] +> The measure filter is technically an expression that uses the `filter(summaryExpression, filterCriteria)` function, where `summaryExpression` is the measure to be filtered and `filterCriteria` is the filter. See the following topic for more information about functions you can use in dashboard expressions: [Expression Constants, Operators, and Functions](../data-analysis/expression-constants-operators-and-functions.md). + +The image below shows a Chart with three measures: + +- _2019 - Opened_ is filtered by year 2019. +- _2020 - Opened_ is filtered by year 2020. +- _Opened_ is the original measure without filters. + +![web-filter-to-measure-year](../../images/web-filter-to-measure-year.png) + + +## Visible Data Filter + +You can specify a Visible Data Filter to limit displayed data. This filter type does not filter underlying data used in calculations or intermediate level aggregations. + +Open a dashboard item's [Filters](../ui-elements/dashboard-item-menu.md) menu, go to the **Visible Data Filter** section and click **Edit** to invoke the Filter Editor, where you can specify a condition: + +![web-invoke-visible-data-filter](../../images/web-invoke-visible-data-filter.png) + +For example, a Grid dashboard item has 35 rows and displays sales percentages. + +![web-filter-visible-data-filter-original-grid](../../images/web-filter-visible-data-filter-original-grid.png) + +The image below shows the difference between filters (the filter condition is the same): + +- **Dashboard Item Filter**: sales percentages are recalculated based on the visible data. +- **Visible Data Filter**: sales percentages remain the same because this filter type does not affect calculations. + +![web-filter-visible-data-filter-grids](../../images/web-filter-visible-data-filter-grids.png) + +## OLAP Filtering Specifics + +You cannot build complex filter criteria to filter data in OLAP mode. Filters for a measure are also not supported. Instead, you can filter dimension attributes and hierarchies: you can select the values you want (or do not want) to include in the dashboard. + +### Dimension Attribute + +For dimension attributes, the Filter Editor contains a list of all values. The search panel is available for non-hierarchical fields. + +![wdd-olap-filtering-attribute](../../images/img124640.png) + +### Dimension Hierarchy + +The Filter Editor displays hierarchies as a tree and allows you to filter values at any hierarchy level. + +![wdd-olap-filtering-hierarchy](../../images/img124639.png) diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/formatting-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/formatting-data.md new file mode 100644 index 0000000000..4ac6c9e262 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/formatting-data.md @@ -0,0 +1,114 @@ +--- +title: Formatting Data +author: Natalia Kazakova +legacyId: 117708 +--- +# Formatting Data +The Web Dashboard allows you to customize various format settings for numeric and date-time values. +* [Formatting Numeric Values](#numeric) +* [Formatting Date-Time Values](#datetime) +* [Currency Formatting Specifics](#currency) + +## Formatting Numeric Values +To specify a format for numeric values, open the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu, select a required data item and go to the **Format** section. + +![wdd-format-rype](../../images/img125536.png) + +In the **Format type** field, select the required format type. + +| Format Type | Description | +|---|---| +| **Auto** | Format settings are automatically determined based on the data type. | +| **General** | Converts a number to the most compact of either fixed-point or scientific notation, depending on the type of the number. | +| **Number** | Converts a number to a string of the "-d,ddd,ddd.ddd…" form where "-" indicates a negative number symbol (if required), "d" indicates a digit (0-9), "," indicates a group separator, and "." indicates a decimal point symbol. | +| **Currency** | Converts a number to a string that represents a currency amount. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency) section of this document. | +| **Scientific** | Converts a number to a string of the "-d.ddd…E+ddd" or "-d.ddd…e+ddd" form where each "d" indicates a digit (0-9). | +| **Percent** | Multiplies a number by 100 and converts it to a percentage string. | + +Other format settings are in effect for only specific format types. + +| Setting | Description | Format Types | +|---|---|---| +| **Unit** | The unit to which values should be converted. | Number, Currency | +| **Precision** | The number of fractional digits that should be displayed. | Scientific, Percent | +| **Include group separator** | Specifies whether or not separators should be inserted between digit groups. | Number, Currency, Percent | +| **Currency** | Defines the currency sign and format settings that should be used to display currency values. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency) section of this document. | Currency | + +## Formatting Date-Time Values +To specify a format for date-time values, use the **Format Type** option in the data item's **Format** section. + +![wdd-format-type-date-time](../../images/img124765.png) + +> [!NOTE] +> Specific group intervals do not have format options. This means that corresponding values can only be presented in a single manner. The **Format** section is not displayed for such group intervals. + +The following list shows format types by group interval. +* Year + * _Full_ - The full year pattern (Example - 6/15/2017 1:45:30 PM -> 2017 (en-US)). + * _Abbreviated_ - The year from 00 to 99 (Example - 6/15/2017 1:45:30 PM -> 17 (en-US)). +* Quarter + * _Full_ - The full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 (en-US)). + * _Numeric_ - The quarter from 1 through 4 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). +* Month + * _Full_ - The full name of the month (Example: 6/15/2017 1:45:30 PM -> June (en-US)). + * _Abbreviated_ - The abbreviated name of the month (Example: 6/15/2017 1:45:30 PM -> Jun (en-US)). + * _Numeric_ - The month from 1 through 12 (Example: 6/15/2017 1:45:30 PM -> 6 (en-US)). +* Hour + * _Long_ - Long hour pattern, 12-hour format (Example: 6/15/2017 1:45:30 PM -> 1:00 PM). + * _Short_ - Short hour pattern, 24-hour format (Example: 6/15/2017 1:45:30 PM -> 13). +* Day of Week + * _Full_ - The full name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Monday (en-US)). + * _Abbreviated_ - The abbreviated name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Mon (en-US)). + * _Numeric_ - The day of the week from 1 through 7 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). +* Day-Month-Year + * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). + * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). +* Date-Hour + * _Long_ - Long date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). + * _Short_ - Short date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). + * _Time only_ - Long hour pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). +* Date-Hour-Minute + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). +* Date-Hour-Minute-Second + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). + +The list below illustrates format types related to the **Exact Date** group interval. +* Year + * _Full_ - The full year pattern (Example: 6/15/2017 1:45:30 PM -> 2017 (en-US)). + * _Abbreviated_ - The year from 00 to 99 (Example: 6/15/2017 1:45:30 PM -> 17 (en-US)). +* Quarter + * _n/a_ - The default year and full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 2017 (en-US)). +* Month + * _n/a_ - The default year pattern and the full name of the month (Example: 6/15/2017 1:45:30 PM -> June, 2017 (en-US)). +* Day + * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). + * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). +* Hour + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). +* Minute + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). +* Second + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). + +## Currency Formatting Specifics +The Web Dashboard allows you to specify currency formats for the current data item or for entire dashboard. +* To set a data item currency format, open the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu, select a required data item and go to the **Format** section. Select **Currency** as a format type and specify the required culture using the **Currency** combo box. + + ![wdd-format-type-currency](../../images/img126159.png) + + You can also specify the data item to use the client culture. For this, select the _Use client system settings_ in the combo box. +* To set the dashboard currency, open the [dashboard menu](../ui-elements/dashboard-menu.md) and go to the **Currency** page. Here you can select the required currency from the list. + + ![wdd-format-type-currency-entire-dashboard](../../images/img124766.png) + + You can also specify the dashboard to use the client culture. For this, select the _Use client system settings_ item. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/grouping.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/grouping.md new file mode 100644 index 0000000000..542f7c5cc4 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/grouping.md @@ -0,0 +1,48 @@ +--- +title: Grouping +author: Natalia Kazakova +legacyId: 117704 +--- +# Grouping +The Web Dashboard allows you to group dimension values and display summaries for entire groups rather than individual values. You can arrange dimension values in groups of different sizes by specifying the appropriate group interval. For instance, date-time values can be grouped by year, month, quarter, etc. + +## Changing a Date-Time Group Interval +Date-time values support the following group intervals. + +> [!NOTE] +> Examples in the table below are formatted with the default settings. To learn how to customize format settings, see the following help topic: [Formatting Data](formatting-data.md). + +| Group interval | Description | Examples | +|---|---|---| +| **Year** | Values are grouped by the year. | 2010, 2011, 2012 | +| **Quarter** | Values are grouped by the quarter. | Q1, Q2, Q3, Q4 | +| **Month** | Values are grouped by the month. | January, February, March, ... December | +| **Day** | Values are grouped by the day of the month. | 1, 2, 3, ... 31 | +| **Hour** | Values are grouped by the hour. | 0, 1, 2, ... 23 | +| **Minute** | Values are grouped by the minute. | 0, 1, 2, ... 59 | +| **Second** | Values are grouped by the second. | 0, 1, 2, ... 59 | +| **Day of the Year** | Values are grouped by the day of the year. | 1, 2, 3, ... 365 | +| **Day of the Week** | Values are grouped by the day of the week. | Sunday, Monday, Tuesday, ... Saturday | +| **Week of the Year** | Values are grouped by the week of the year. | 1, 2, 3, ... 52 | +| **Week of the Month** | Values are grouped by the week of the month. | 1, 2, 3, 4, 5 | +| **Week-Year** | Values are grouped by the date of the first day of the week (uses culture settings). | 7/1/2018, 7/8/2018, 7/15/2018, ... 11/4/2018, 11/11/2018, 11/18/2018, ... | +| **Month-Year** | Values are grouped by the year and month. | January 2012, February 2012, ... December 2012, January 2013, ... | +| **Quarter-Year** | Values are grouped by the year and quarter. | Q3 2012, Q4 2012, Q1 2013, Q2 2013, ... | +| **Day-Month-Year** | Values are grouped by date. | 3/4/2012, 3/5/2012, 3/6/2012, ... | +| **Date-Hour** | Values are grouped by date with the hour value. | 3/4/2012 0:00 AM, 3/4/2012 1:00 AM, 3/4/2012 2:00 AM, ... | +| **Date-Hour-Minute** | Values are grouped by date with the hour and minute values. | 3/4/2012 0:00 AM, 3/4/2012 0:01 AM, 3/4/2012 0:02 AM, ... | +| **Date-Hour-Minute-Second** | Values are grouped by date with the hour, minute and second values. | 3/4/2012 0:00:00 AM, 3/4/2012 0:00:01 AM, 3/4/2012 0:00:02 AM, ... | +| **Exact Date** | Each value is displayed "as is". | 2009, Q2 2009, 6/15/2009 1:45:30 PM, ... | + +To specify a date-time group interval in the Web Dashboard, invoke the dashboard item **Bindings** menu and select the required data item. In the _Bindings_ section, select the desired interval from the drop-down **Group Interval** list. + +![wdd-change-grouping-interval](../../images/img124606.png) + +## Changing a Text Group Interval +String values support the following grouping intervals. +* **No Grouping:** each value is displayed "as is". +* **Alphabetical:** values are grouped alphabetically (e.g., A, B, C, ... Z). + +For string values, go to the _Data Shaping_ section of the data item menu. Here, you can change the group interval to alphabetical. + +![wdd-change-grouping-interval-text](../../images/img124612.png) diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/sorting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/sorting.md new file mode 100644 index 0000000000..9e73871909 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/sorting.md @@ -0,0 +1,17 @@ +--- +title: Sorting +author: Natalia Kazakova +legacyId: 117705 +--- +# Sorting +The Web Dashboard allows you to easily change the sort order of values within a dashboard item. You can also enable sorting by measure values. + +## Changing Sort Order +To change the sort order of dimension values displayed within a dashboard item, open the dashboard item **Bindings** menu, select a data item and go to the **Data Shaping** section. Here you can select the _Ascending_ or _Descending_ sort order. + +![wdd-change-sort-order](../../images/img124613.png) + +## Sorting by Measure Values +The Web Dashboard also allows you to sort dimension values by summary values calculated for a specific measure. To do this, in the drop-down **Sort Measure** list, select a measure by which you want to sort this data item. + +![wdd-sort-by-measure](../../images/img124614.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/summarization.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/summarization.md new file mode 100644 index 0000000000..6e51c89b9a --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/summarization.md @@ -0,0 +1,41 @@ +--- +title: Summarization +author: Natalia Kazakova +legacyId: 117703 +--- +# Summarization +To obtain numeric values that should be displayed within a dashboard item, Dashboard calculates a summary function against the specified measure. + +## Summary Function Types +The following summary functions are available. +* **Count** - The number of values (excluding **Null** and **DBNull** values). + + This is the only summary type that can be calculated against non-numeric data. +* **Count Distinct** - The number of distinct values. +* **Sum** - The sum of the values. + + ![func_sum](../../images/img4460.png) +* **Min** - The smallest value. +* **Max** - The largest value. +* **Average** - The average of the values. + + ![func_average](../../images/img4457.png) +* **StdDev** - An estimate of the standard deviation of a population, where the sample is a subset of the entire population. + + ![func_stddev](../../images/img4458.png) +* **StdDevP** - The standard deviation of a population, where the population is the entire data to be summarized. + + ![func_stddevp](../../images/img4459.png) +* **Var** - An estimate of the variance of a population, where the sample is a subset of the entire population. + + ![func_var](../../images/img4461.png) +* **VarP** - The variance of a population, where the population is the entire data to be summarized. + + ![func_varp](../../images/img4462.png) + +## Changing Summary Type +By default, Dashboard calculates **Sum** for numeric measures and **Count** for measures that contain another type of data. + +You can change the summary function type for numeric measures. To do this, invoke the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu and select the required data item. In the drop-down **Summary Type** list, select the desired summary type. + +![wdd-change-summary-type](../../images/img124599.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/top-n.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/top-n.md new file mode 100644 index 0000000000..a38bcfe3b7 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/data-shaping/top-n.md @@ -0,0 +1,22 @@ +--- +title: Top N +author: Natalia Kazakova +legacyId: 117707 +--- +# Top N +The **Top N** feature allows you to display only a limited number of values that correspond to the highest or lowest values of a particular measure. + +To enable the Top N feature, open the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu, select a required data item and go to the _Top N_ section. + +![wdd-top-n](../../images/img124644.png) + +Click **ON** and specify the following settings. + +| Setting | Description | +|---|---| +| **Measure** | The parameter according to which the top or bottom values will be determined. | +| **Count** | The number of values to be displayed. | +| **Mode** | Specifies whether top or bottom values should be displayed. | +| **Show "Others" value** | If enabled, all values that are not the top/bottom ones are consolidated in the "Others" value. Note that this capability is not supported in OLAP mode. | + +You can use the [hidden measure](../bind-dashboard-items-to-data/hidden-data-items.md) as a parameter according to which the top or bottom values will be determined. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/exporting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/exporting.md new file mode 100644 index 0000000000..2e2cd3c728 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/exporting.md @@ -0,0 +1,69 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 117953 +--- +# Exporting +The Web Dashboard allows you to export an entire dashboard or individual [dashboard items](dashboard-item-settings.md). You can export the dashboard/dashboard items to PDF and Image formats; additionally, you can export dashboard item's data to Excel/CSV. +* [Exporting Dashboards](#exportingdashboards) +* [Exporting Dashboard Items](#exportingdashboarditems) + +## Exporting Dashboards +To export the entire dashboard, click the ![Printing_ExportElementButtonWeb](../images/img19570.png) button in the dashboard title area and choose the required action. + +![Printing_ExportMenuWeb](../images/img19567.png) + +### Export to PDF + +Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available: + +![ExportToPDF_DashboardOptions](../images/img22288.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_ and _Auto_. Note that in the _Auto_ mode the page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. +* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. + + > [!NOTE] + > Note that this option is in effect when **Page Layout** is set to value different from _Auto_. + +### Export to Image + +Invokes a corresponding dialog that allows you to export a dashboard to image of the specified format. The following options are available: + +![ExportToImage_DashboardOptions](../images/img22289.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. + +### Export to Excel + +Invokes a corresponding dialog that allows you to export dashboard's data to the Excel file. The following options are available: + +![wdd-export-excel-dashboard](../images/img128973.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in the dialog and click the **Export** button to export the dashboard. To reset the changes to the default values, click the **Reset** button. + +> [!NOTE] +> If you export the entire dashboard, its current state is preserved (e.g., the [dashboard layout](dashboard-layout.md), the scroll position of individual dashboard items and selections within [master filter](interactivity/master-filtering.md) items). + +## Exporting Dashboard Items +To export a dashboard item, click the ![Printing_ExportElementButtonWeb](../images/img19570.png) button in the dashboard item caption area and choose the required action. + +![Printing_ExportElementWeb](../images/img19610.png) +* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. +* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image of the specified format. +* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. + +To learn more about exporting specifics of different dashboard items, see the **Exporting** topic for the required [dashboard item](../web-dashboard-viewer-mode/dashboard-items.md). + +> [!NOTE] +> When an individual dashboard item is printed, the entire item's content is reflected in the printed document regardless of the item's current scroll position. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/interactivity.md new file mode 100644 index 0000000000..76d6f6b1d7 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/interactivity.md @@ -0,0 +1,11 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117724 +--- +# Interactivity +This section describes features that enable interaction between various dashboard items, like Master Filtering and Drill-Down features. + +The section consists of the following topics. +* [Master Filtering](interactivity/master-filtering.md) +* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/interactivity/drill-down.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/interactivity/drill-down.md new file mode 100644 index 0000000000..7c77f4f25b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/interactivity/drill-down.md @@ -0,0 +1,20 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 117726 +--- +# Drill-Down +Dashboard provides the **Drill-Down** feature, which allows you to change the detail level of data displayed in a dashboard item. Drill-Down enables users to drill down to display detail data, or drill up to view more general information. + +## Enable Drill-Down +Drill-down requires that the data section contains several dimensions... + +![wdd-drill-down-hierarchy](../../images/img124803.png) + +... or a hierarchy data item (in OLAP mode). + +![wdd-drill-down-hierarchy-olap](../../images/img124804.png) + +To be able to change the detail level of data, go to the dashboard item's **Interactivity** menu and enable the **Drill Down** option. + +![wdd-drill-down](../../images/img124784.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/interactivity/master-filtering.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/interactivity/master-filtering.md new file mode 100644 index 0000000000..5fbe5879dd --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/interactivity/master-filtering.md @@ -0,0 +1,34 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 117725 +--- +# Master Filtering +The Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items. This feature is called **Master Filtering**. You can select elements in a Master Filter item (grid records, chart bars, pie segments, etc.) to filter data in other dashboard items by the selected values. +* [Master Filter Modes](#modes) +* [Filtering Across Data Sources](#across) +* [Preventing Items from Being Filtered](#ignore) + +## Master Filter Modes +To enable master filtering, go to the dashboard item's **Interactivity** menu and use the **Master Filtering Mode** option. + +![wdd-master-filter-single](../../images/img124780.png) + +The Master Filter item supports the following modes. +* **None** - Disables master filtering. +* **Multiple** - Allows you to select multiple elements in the Master Filter item. To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../images/img125072.png) icon) in the dashboard item's caption. +* **Single** - Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it. + +To disable the Master Filter, select **None** as a Master Filter mode. + +## Filtering Across Data Sources +When different items in a dashboard are bound to different data sources, you can specify that a particular Master Filter should be applied across data sources. This means that it will apply filtering to fields with matching names in all data sources. + +To filter data across data sources, enable the **Cross-Data-Source Filtering** in the dashboard item's **Interactivity** menu. + +![wdd-master-filter-cross-data-source](../../images/img124783.png) + +## Preventing Items from Being Filtered +You can prevent specific dashboard items from being affected by Master Filters. To do this, enable the **Ignore Master Filters** option in the dashboard item's **Interactivity** menu. + +![wdd-master-filter-ignore](../../images/img124782.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/interactivity/neutral-filter-mode.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/interactivity/neutral-filter-mode.md new file mode 100644 index 0000000000..b3da5dd7f8 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/interactivity/neutral-filter-mode.md @@ -0,0 +1,21 @@ +--- +title: Neutral Filter Mode +author: Natalia Kazakova +legacyId: 400262 +--- + +# Neutral Filter Mode + +The [filter elements](../dashboard-item-settings/filter-elements.md) show all items selected by default, to indicate that no filtering is currently taking place. Starting from this state, users typically begin each filtering operation by deselecting **All**, before they select individual items. + +An extra click is required to begin any actual filtering operation, because the **standard filter mode** shows all items selected. This is not an optimal implementation for performance reasons, because it generates filtering criteria that are evaluated by the data layer and/or the database. + +To solve these issues, the **Neutral Filter Mode** is implemented. It is neutral in the sense that it does not apply any criteria to the data source in its default state, resulting in improved performance. + +![](../../images/web-neutral-filter-mode-deselected.png) + +All items are shown deselected. This means that an extra click is no longer required in the most common scenarios, and this behavior is familiar to end users from websites world-wide. + +The **Neutral Filter Mode** helps in a situation when there is a potential “dead lock”, due to the fact that multiple filter elements influence each other. The **Clear Master Filter** button resets the filters. + +![](../../images/web-neutral-filter-mode-clear-master-filter.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/open-a-dashboard.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/open-a-dashboard.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/open-a-dashboard.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/open-a-dashboard.md index d5f8237da3..4e541e11c2 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/open-a-dashboard.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/open-a-dashboard.md @@ -1,15 +1,15 @@ ---- -title: Open a Dashboard -author: Natalia Kazakova -legacyId: 117954 ---- -# Open a Dashboard -To open a [saved](save-a-dashboard.md) dashboard, go to the [dashboard menu](ui-elements/dashboard-menu.md) and click the **Open...** item. You will see a list of available dashboards. - -![wdd-menu-open-page](../images/img125581.png) - -Click the required dashboard to open it. - -If the current dashboard has unsaved changes, you will see a save confirmation dialog. - +--- +title: Open a Dashboard +author: Natalia Kazakova +legacyId: 117954 +--- +# Open a Dashboard +To open a [saved](save-a-dashboard.md) dashboard, go to the [dashboard menu](ui-elements/dashboard-menu.md) and click the **Open...** item. You will see a list of available dashboards. + +![wdd-menu-open-page](../images/img125581.png) + +Click the required dashboard to open it. + +If the current dashboard has unsaved changes, you will see a save confirmation dialog. + ![wdd-save-chages-confirm-dialog](../images/img125634.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data.md new file mode 100644 index 0000000000..7215b5d596 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data.md @@ -0,0 +1,15 @@ +--- +title: Provide Data +author: Natalia Kazakova +legacyId: 116573 +--- +# Provide Data +Topics in this section describe how to connect dashboards to data sources and work with the connected data. +* [Create a New Data Source](provide-data/create-a-new-data-source.md) +* [Connect to an Existing Data Source](provide-data/connect-to-an-existing-data-source.md) +* [Manage Data Sources](provide-data/manage-data-sources.md) +* [Working with SQL Data Sources](provide-data/working-with-sql-data-sources.md) +* [Filter Data Sources](provide-data/filter-data-sources.md) +* [Calculated Fields](provide-data/calculated-fields.md) +* [Data Inspector](provide-data/data-inspector.md) + diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/calculated-fields.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/calculated-fields.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/calculated-fields.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/calculated-fields.md index 5ad9a21b76..7ea0edb441 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/calculated-fields.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/calculated-fields.md @@ -1,60 +1,60 @@ ---- -title: Calculated Fields -author: Natalia Kazakova -legacyId: 117964 ---- -# Calculated Fields - -The Web Dashboard control provides the capability to create calculated fields that allow you to apply complex expressions to data fields obtained from the dashboard's data source. As a result, you can use these fields in data visualizations as regular data source fields. - -Note that calculated fields are not supported for the [OLAP](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) data source. - -You can add a new calculated field based on the existing data source fields after you have created a data source. - -* [Creating a Calculated Field](#create) -* [Editing a Calculated Field](#edit) - - -## Creating a Calculated Field - -You can creates calculated fields both in the **Data Sources** page and from the **Binding** panel. - -- Go to the [dashboard menu](../ui-elements/dashboard-menu.md) and open the **Data Sources** page. Select a required data source (and the required [query](working-with-sql-data-sources/manage-sql-queries.md)/data member, if applicable) and click the **Add Calculated Field** button to create a calculated field. - - ![wdd-calculated-field-create](../../images/img124912.png) - -- Open the [Binding](../ui-elements/dashboard-item-menu.md) panel, go to the **Binding** section and click the **Add calculated field** button (the ![wdd-calculated-field-add-icon](../../images/wdd-calculated-field-add-icon.png) icon). - - ![](../../images/wdd-calculated-field-create-from-binding-panel.png) - -This invokes the **Edit Calculated Field** dialog, which allows you to construct the required expression. - -- Use the **Name** option to change the default field name. -- Use the **Field Type** option to specify the required calculated field type. - -![wdd-calculated-field-editor](../../images/img124913.png) - -The following elements are available for creating expressions: - - -Element | Description ----------|---------- - Fields | Contains available fields and [dashboard parameters](../data-analysis/dashboard-parameters.md). - Constants | Contains boolean variables. - Functions | Contains different types of functions including [aggregate](../data-analysis/aggregations.md). - Operators | Allows you to select operators from the list. - -After creating the expression, click **Save** to creates a new calculated field and display it in the [Field List](working-with-sql-data-sources/manage-sql-queries.md). This type of a field is indicated with the **_f_** glyph. - -![wdd-calculated-field](../../images/img124911.png) - -## Editing a Calculated Field - -You can configure calculated fields both in the **Data Sources** page and from the **Binding** panel: - -- To edit the created field using the **Data Sources** page, click the calculated field's **Edit** button (the ![wdd-icon-edit-query](../../images/img125497.png) icon). -- In the **Binding** section, select the calculated field you want to edit and click the **Edit** button (the ![wdd-icon-editCalculatedField](../../images/wdd-icon-editCalcField.png) icon). - -This invokes the **Edit Calculated Field** dialog. You can change the calculated field's name, type or edit the current expression. - +--- +title: Calculated Fields +author: Natalia Kazakova +legacyId: 117964 +--- +# Calculated Fields + +The Web Dashboard control provides the capability to create calculated fields that allow you to apply complex expressions to data fields obtained from the dashboard's data source. As a result, you can use these fields in data visualizations as regular data source fields. + +Note that calculated fields are not supported for the [OLAP](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) data source. + +You can add a new calculated field based on the existing data source fields after you have created a data source. + +* [Creating a Calculated Field](#create) +* [Editing a Calculated Field](#edit) + + +## Creating a Calculated Field + +You can creates calculated fields both in the **Data Sources** page and from the **Binding** panel. + +- Go to the [dashboard menu](../ui-elements/dashboard-menu.md) and open the **Data Sources** page. Select a required data source (and the required [query](working-with-sql-data-sources/manage-sql-queries.md)/data member, if applicable) and click the **Add Calculated Field** button to create a calculated field. + + ![wdd-calculated-field-create](../../images/img124912.png) + +- Open the [Binding](../ui-elements/dashboard-item-menu.md) panel, go to the **Binding** section and click the **Add calculated field** button (the ![wdd-calculated-field-add-icon](../../images/wdd-calculated-field-add-icon.png) icon). + + ![](../../images/wdd-calculated-field-create-from-binding-panel.png) + +This invokes the **Edit Calculated Field** dialog, which allows you to construct the required expression. + +- Use the **Name** option to change the default field name. +- Use the **Field Type** option to specify the required calculated field type. + +![wdd-calculated-field-editor](../../images/img124913.png) + +The following elements are available for creating expressions: + + +Element | Description +---------|---------- + Fields | Contains available fields and [dashboard parameters](../data-analysis/dashboard-parameters.md). + Constants | Contains boolean variables. + Functions | Contains different types of functions including [aggregate](../data-analysis/aggregations.md). + Operators | Allows you to select operators from the list. + +After creating the expression, click **Save** to creates a new calculated field and display it in the [Field List](working-with-sql-data-sources/manage-sql-queries.md). This type of a field is indicated with the **_f_** glyph. + +![wdd-calculated-field](../../images/img124911.png) + +## Editing a Calculated Field + +You can configure calculated fields both in the **Data Sources** page and from the **Binding** panel: + +- To edit the created field using the **Data Sources** page, click the calculated field's **Edit** button (the ![wdd-icon-edit-query](../../images/img125497.png) icon). +- In the **Binding** section, select the calculated field you want to edit and click the **Edit** button (the ![wdd-icon-editCalculatedField](../../images/wdd-icon-editCalcField.png) icon). + +This invokes the **Edit Calculated Field** dialog. You can change the calculated field's name, type or edit the current expression. + To delete the calculated field, use the calculated field's **Delete** button (the ![wdd-icon-delete-query](../../images/img125498.png) / ![](../../images/wdd-icon-deleteCalField.png) icons). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md index 7d33fc4fe0..51739041d1 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md @@ -1,17 +1,17 @@ ---- -title: Connect to an Existing Data Source -author: Natalia Kazakova -legacyId: 117960 ---- -# Connect to an Existing Data Source -The Web Dashboard allows you to connect a dashboard to one of the existing data sources or add data sources to the dashboard's data sources collection. - -## Connect a New Dashboard to an Existing Data Source -When you [create](create-a-new-data-source.md) a new dashboard, the **New** page of the [dashboard menu](../ui-elements/dashboard-menu.md) is invoked. You can select an existing data source from the list or create a [new data source](../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md). - -![WebDesignerGettingStarted_CreateDashboard_dx](../../images/web-viz.png) - -This action creates a new empty dashboard that is bound to data. Now, you can [add dashboard items](../add-dashboard-items.md) and [bind them to data](../bind-dashboard-items-to-data.md). - -## Add a New Data Source to the Existing Dashboard -You can add an existing data source to the dashboard. To learn more, see [Manage Data Sources](manage-data-sources.md). +--- +title: Connect to an Existing Data Source +author: Natalia Kazakova +legacyId: 117960 +--- +# Connect to an Existing Data Source +The Web Dashboard allows you to connect a dashboard to one of the existing data sources or add data sources to the dashboard's data sources collection. + +## Connect a New Dashboard to an Existing Data Source +When you [create](create-a-new-data-source.md) a new dashboard, the **New** page of the [dashboard menu](../ui-elements/dashboard-menu.md) is invoked. You can select an existing data source from the list or create a [new data source](../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md). + +![WebDesignerGettingStarted_CreateDashboard_dx](../../images/web-viz.png) + +This action creates a new empty dashboard that is bound to data. Now, you can [add dashboard items](../add-dashboard-items.md) and [bind them to data](../bind-dashboard-items-to-data.md). + +## Add a New Data Source to the Existing Dashboard +You can add an existing data source to the dashboard. To learn more, see [Manage Data Sources](manage-data-sources.md). diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/create-a-new-data-source.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/create-a-new-data-source.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/create-a-new-data-source.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/create-a-new-data-source.md index c31797a522..d1c2d7db8d 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/create-a-new-data-source.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/create-a-new-data-source.md @@ -1,25 +1,25 @@ ---- -title: Create a New Data Source -author: Natalia Kazakova -legacyId: 117959 ---- -# Create a New Data Source -This topic describes how to create a new data source based on the existing data connection. - -## Create a Data Source for a New Dashboard -The [New](../ui-elements/dashboard-menu.md) page allows you to specify a title for a dashboard and bind the dashboard to a data source. Click the **Create data source...** button to invoke the [Dashboard Data Source Wizard](../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) where you can create a new data source based on the predefined data connection. - -![WebDesignerGettingStarted_CreateDataSource](../../images/img123741.png) - -> [!NOTE] -> The SQL data connection requires a query or a stored procedure for further work. Refer to the following article for information on how to manage queries: [Manage SQL Queries](working-with-sql-data-sources/manage-sql-queries.md). - -Select the data source type. The wizard guides you through the steps needed to configure a new data source. - -![dashboard-data-source-types](../../images/dashboard-data-source-types.png) - -The next step is to [connect a dashboard to a data source](connect-to-an-existing-data-source.md). - -## Create a Data Source for the Existing Dashboard - +--- +title: Create a New Data Source +author: Natalia Kazakova +legacyId: 117959 +--- +# Create a New Data Source +This topic describes how to create a new data source based on the existing data connection. + +## Create a Data Source for a New Dashboard +The [New](../ui-elements/dashboard-menu.md) page allows you to specify a title for a dashboard and bind the dashboard to a data source. Click the **Create data source...** button to invoke the [Dashboard Data Source Wizard](../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) where you can create a new data source based on the predefined data connection. + +![WebDesignerGettingStarted_CreateDataSource](../../images/img123741.png) + +> [!NOTE] +> The SQL data connection requires a query or a stored procedure for further work. Refer to the following article for information on how to manage queries: [Manage SQL Queries](working-with-sql-data-sources/manage-sql-queries.md). + +Select the data source type. The wizard guides you through the steps needed to configure a new data source. + +![dashboard-data-source-types](../../images/dashboard-data-source-types.png) + +The next step is to [connect a dashboard to a data source](connect-to-an-existing-data-source.md). + +## Create a Data Source for the Existing Dashboard + You can create a new data source based on the predefined connection for the existing dashboard. Refer to the following topic for more information: [Manage Data Sources](manage-data-sources.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/data-inspector.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/data-inspector.md new file mode 100644 index 0000000000..99c28bc148 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/data-inspector.md @@ -0,0 +1,28 @@ +--- +title: Data Inspector +author: Margarita Zakhodyaeva +--- +# Data Inspector +**Data Inspector** is a dialog window that displays raw or aggregated data. + +## Overview + +To invoke the Data Inspector window, click the "Inspect Data" button ![](../../images/inspect-data-web.png) in the [dashboard item caption](../dashboard-layout/dashboard-item-caption.md) or select the "Inspect Data" context menu item. + +## Aggregated (Displayed) Data + +The data shown as _Aggregated_ is retrieved from the dashboard item's data storage. + +![](../../images/data-inspector-aggr.png) + +The columns are: + +* [Dimensions](../dashboard-item-settings/grid/columns.md), except the **Sparkline**. +* [Measures](../dashboard-item-settings/grid/columns.md). A list of dimensions does not include unbound measures (the measures without a DataMember, such as [Totals](../dashboard-item-settings/grid/totals.md) and the number of points in a [Cluster](../dashboard-item-settings/geo-point-maps/clustering.md). + * The [Sparkline](../dashboard-item-settings/grid/columns.md) is displayed as a column. + +## Raw Data + +Raw data is the dashboard item's underlying data. + +![](../../images/data-inspector-raw.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/filter-data-sources.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/filter-data-sources.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/filter-data-sources.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/filter-data-sources.md index 7f3047d9b8..52ce8c3b04 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/filter-data-sources.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/filter-data-sources.md @@ -1,19 +1,19 @@ ---- -title: Filter Data Sources -author: Natalia Kazakova -legacyId: 117963 ---- -# Filter Data Sources -The Web Dashboard allows you to apply filtering to Excel and Object data sources. - -## Apply Filtering -To apply filtering to a data source, open the [dashboard menu](../ui-elements/dashboard-menu.md), invoke the **Data Sources** page and click the **Filter** button. - -![wdd-filter-data-source](../../images/img125933.png) - -This will invoke the **Filter Editor** dialog, which allows you to build filter criteria with a convenient tree-like interface. - -![wdd-filter-data-source-dialog](../../images/img125934.png) - -## Pass Parameter Values +--- +title: Filter Data Sources +author: Natalia Kazakova +legacyId: 117963 +--- +# Filter Data Sources +The Web Dashboard allows you to apply filtering to Excel and Object data sources. + +## Apply Filtering +To apply filtering to a data source, open the [dashboard menu](../ui-elements/dashboard-menu.md), invoke the **Data Sources** page and click the **Filter** button. + +![wdd-filter-data-source](../../images/img125933.png) + +This will invoke the **Filter Editor** dialog, which allows you to build filter criteria with a convenient tree-like interface. + +![wdd-filter-data-source-dialog](../../images/img125934.png) + +## Pass Parameter Values You can use the Filter Editor to filter a data source according to the current parameter value. To learn more, see the [Dashboard Parameters](../data-analysis/dashboard-parameters.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/manage-data-sources.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/manage-data-sources.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/manage-data-sources.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/manage-data-sources.md index 93f00b0812..e48cb37ded 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/manage-data-sources.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/manage-data-sources.md @@ -1,38 +1,38 @@ ---- -title: Manage Data Sources -author: Natalia Kazakova -legacyId: 117961 ---- -# Manage Data Sources -You can add a new data source to the current dashboard or remove existing data sources. To do this, open the [dashboard menu](../ui-elements/dashboard-menu.md) and go to the **Data Sources** page. - -## Add a Data Source - -To add a new data source, click **Add** next to the **Used Data Sources** list. - -![WDD-add-data-source-to-the-collection](../../images/img124583.png) - -The **Add Data Source** window appears. - -![WDD-include-selected-data-source-to-the-dashboard](../../images/wdd-include-selected-data-source-to-the-dashboard124584.png) - -The window allows you to do the following: - -| Action | Description | -|----------|----------| -| **Add an existing data source** | Select the data source and click the **Add** button. | -| **Create a new data source** | Click **Create data source...**. It invokes the [Dashboard Data Source Wizard](../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) where you can create a new data source based on the predefined data connection. Then click **Add** to add the newly created data source to the dashboard data sources. | - -You can find the newly added data source in the **Used Data Sources** list. - -## Manage Data Sources - -Select a data source to manage it: - -![wdd-manage-data-source](../../images/wdd-manage-data-source.png) - -Click the **Rename** button (![](../../images/wdd-icon-rename-data-source.png)) to rename the selected data source. The **Rename Data Source** dialog appears and you can enter a new name: - -![web-rename-data-source-dialog](../../images/web-rename-data-source-dialog.png) - +--- +title: Manage Data Sources +author: Natalia Kazakova +legacyId: 117961 +--- +# Manage Data Sources +You can add a new data source to the current dashboard or remove existing data sources. To do this, open the [dashboard menu](../ui-elements/dashboard-menu.md) and go to the **Data Sources** page. + +## Add a Data Source + +To add a new data source, click **Add** next to the **Used Data Sources** list. + +![WDD-add-data-source-to-the-collection](../../images/img124583.png) + +The **Add Data Source** window appears. + +![WDD-include-selected-data-source-to-the-dashboard](../../images/wdd-include-selected-data-source-to-the-dashboard124584.png) + +The window allows you to do the following: + +| Action | Description | +|----------|----------| +| **Add an existing data source** | Select the data source and click the **Add** button. | +| **Create a new data source** | Click **Create data source...**. It invokes the [Dashboard Data Source Wizard](../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) where you can create a new data source based on the predefined data connection. Then click **Add** to add the newly created data source to the dashboard data sources. | + +You can find the newly added data source in the **Used Data Sources** list. + +## Manage Data Sources + +Select a data source to manage it: + +![wdd-manage-data-source](../../images/wdd-manage-data-source.png) + +Click the **Rename** button (![](../../images/wdd-icon-rename-data-source.png)) to rename the selected data source. The **Rename Data Source** dialog appears and you can enter a new name: + +![web-rename-data-source-dialog](../../images/web-rename-data-source-dialog.png) + To remove an existing data source, select it and click **Remove** (![WDD-icon-delete-data-source](../../images/img124585.png)). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources.md index 77608bac22..7ca9fc9c3f 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources.md @@ -1,11 +1,11 @@ ---- -title: Working with SQL Data Sources -author: Natalia Kazakova -legacyId: 117962 ---- -# Working with SQL Data Sources -Topics in this section describe how to work with data in a [connected SQL data source](connect-to-an-existing-data-source.md). -* [Manage SQL Queries](working-with-sql-data-sources/manage-sql-queries.md) -* [Filter Queries](working-with-sql-data-sources/filter-queries.md) -* [Pass Query Parameters](working-with-sql-data-sources/pass-query-parameters.md) -* [Stored Procedures](working-with-sql-data-sources/stored-procedures.md) +--- +title: Working with SQL Data Sources +author: Natalia Kazakova +legacyId: 117962 +--- +# Working with SQL Data Sources +Topics in this section describe how to work with data in a [connected SQL data source](connect-to-an-existing-data-source.md). +* [Manage SQL Queries](working-with-sql-data-sources/manage-sql-queries.md) +* [Filter Queries](working-with-sql-data-sources/filter-queries.md) +* [Pass Query Parameters](working-with-sql-data-sources/pass-query-parameters.md) +* [Stored Procedures](working-with-sql-data-sources/stored-procedures.md) diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md new file mode 100644 index 0000000000..7aa620da9b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md @@ -0,0 +1,26 @@ +--- +title: Filter Queries +author: Natalia Kazakova +legacyId: 117968 +--- +# Filter Queries +You can filter SQL queries constructed in the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) by including _WHERE_ clauses in the query. You can also apply filters to either underlying or aggregated data, and limit the number of data records returned by the filter. + +To filter a query, deselect added tables and click the ellipsis button of the **Filter** field within the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md). + +![wdd-invoke-filter-editor-for-query](../../../images/img125644.png) + +This will invoke the **Filter Editor** dialog, which allows you to build filter criteria. + +![wdd-filter-editor-filter-query](../../../images/img124905.png) + +You can create complex filter criteria with an unlimited number of filter conditions. These filter conditions can be arranged into groups with **And**, **Or**, **Not And**, and **Not Or** operators. The Filter Editor displays filter criteria as a tree-like structure, in which each node can be edited separately. + +In the Filter Editor, you can compare a field value with the following objects. +* **Value** - represents a static value. +* **Property** - represents another field value. +* **Parameter** - represents a parameter value. Click the **Create new parameter** button to create a new parameter and specify its name. To learn how to configure the created parameter, see [Pass Query Parameters](pass-query-parameters.md). + +To switch between values, click a down arrow glyph in the operand value placeholder to expand the list of available objects. + +![wdd-filter-editor-change-object](../../../images/img126182.png) diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md new file mode 100644 index 0000000000..a37ddc531b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md @@ -0,0 +1,12 @@ +--- +title: Manage SQL Queries +author: Natalia Kazakova +legacyId: 117965 +--- +# Manage SQL Queries +After you [connect](../connect-to-an-existing-data-source.md) to the data source and select the required data, you can create new SQL queries or edit the existing queries in the SQL data sources. To manage data sources, open the dashboard menu and go to the **Data Sources** page. + +![wdd-data-sources-page](../../../images/img124589.png) +* To **add** a new query, click the **Add Query** button. This invokes the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md), where you can create a query, select a stored procedure, or configure [query parameters](pass-query-parameters.md). +* To **edit** an existing query, click the query's **Edit** button (the ![wdd-icon-edit-query](../../../images/img125497.png) icon) in the Field List. This action invokes the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md). +* To **delete** an existing query or calculated field from a dashboard SQL data source, click the query's **Delete** button (the ![wdd-icon-delete-query](../../../images/img125498.png) icon). diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md new file mode 100644 index 0000000000..abda1960a1 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md @@ -0,0 +1,22 @@ +--- +title: Pass Query Parameters +author: Natalia Kazakova +legacyId: 117969 +--- +# Pass Query Parameters +The [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) allows you to [filter queries](filter-queries.md) using parameters. To specify settings of an added query parameter after creating a query, click **Next** in the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) dialog. + +![wdd-configure-query-parameters](../../../images/img124954.png) + +On the next page, select the query parameter you have created to configure it. + +![wdd-configure-query-param-page2](../../../images/img124955.png) + +The following settings are available. +* **Name** - Specifies a parameter's name. +* **Type** - Specifies the parameter's type. +* **Value** - Specifies the parameter's value. If the parameter type is set to _Expression_, invoke the **Expression Editor** dialog using the ellipsis button and specify the required expression. For example, you can use an existing [dashboard parameter](../../data-analysis/dashboard-parameters.md) to pass to the SQL query. + +Use **Add** to add a new parameter and the **Remove** button to remove the selected query parameter. + +Then, click **Finish** to complete query modifications. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md new file mode 100644 index 0000000000..b81309d55b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md @@ -0,0 +1,20 @@ +--- +title: Stored Procedures +author: Natalia Kazakova +legacyId: 117971 +--- +# Stored Procedures +If you use a stored procedure to supply the dashboard with data, you should specify the stored procedure parameters. In the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) dialog, select the required stored procedure and click **Next**. + +![wdd-stored-procedure](../../../images/img124982.png) + +On the next page, you can configure the parameters. + +![wdd-stored-procedure-page2](../../../images/img124983.png) + +The following parameter settings are available. +* **Name** - Displays a parameter's name. +* **Type** - Specifies the parameter's type. +* **Value** - Specifies the parameter's value. If the parameter type is set to _Expression_, you can invoke the **Expression Editor** dialog to specify the required expression. For example, you can select an existing [dashboard parameter](../../data-analysis/dashboard-parameters.md) to pass to the stored procedure. + +Click **Finish** to complete query modifications. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/save-a-dashboard.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/save-a-dashboard.md new file mode 100644 index 0000000000..1e58fb4727 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/save-a-dashboard.md @@ -0,0 +1,19 @@ +--- +title: Save a Dashboard +author: Natalia Kazakova +legacyId: 117715 +--- +# Save a Dashboard +The Web Dashboard provides the capability to save a dashboard definition (dashboard items, data source, data binding and layout settings, etc.) to an XML definition. This can be accomplished in the following ways. +* You can save the dashboard definition manually. For this, open the [dashboard menu](ui-elements/dashboard-menu.md) and click **Save**. + + ![wdd-save-dashboard](~/eud-for-bi-dashboard/dashboard-for-web/images/img122631.png) + + The following message indicates that you have successfully saved the dashboard. + + ![wdd-dashboard-saved-message](~/eud-for-bi-dashboard/dashboard-for-web/images/img125564.png) +* The dashboard definition can be saved when the currently opened dashboard is closed (for instance, the page containing the Web Dashboard is closed, a new dashboard is created or a different dashboard is [opened](open-a-dashboard.md)). By default, a save confirmation dialog will be invoked. + + ![wdd-save-chages-confirm-dialog](~/eud-for-bi-dashboard/dashboard-for-web/images/img125634.png) + +To learn how to open the saved dashboard, see [Open a Dashboard](open-a-dashboard.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements.md new file mode 100644 index 0000000000..216e13434e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements.md @@ -0,0 +1,16 @@ +--- +title: UI Elements +author: Natalia Kazakova +legacyId: 117730 +--- +# UI Elements +The topics on this page describe control elements that you can see on the screen. Each topic contains a screenshot that outlines the described element and a brief overview of the element's purpose. + +The Web Dashboard consists of the following visual elements: +* [Toolbox](ui-elements/toolbox.md) +* [Dashboard Surface](ui-elements/dashboard-surface.md) +* [Dashboard Menu](ui-elements/dashboard-menu.md) +* [Dashboard Item Menu](ui-elements/dashboard-item-menu.md) +* [Data Item Menu](ui-elements/data-item-menu.md) +* [Dialogs and Wizards](ui-elements/dialogs-and-wizards.md) +* [Designer Toolbar](ui-elements/designer-toolbar.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md similarity index 99% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md index 5f9352d63b..fe3f7e440e 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md @@ -1,20 +1,20 @@ ---- -title: Dashboard Item Menu -author: Natalia Kazakova -legacyId: 117734 ---- -# Dashboard Item Menu -The **dashboard item menu** allows you to configure a dashboard item. This menu provides interface to supply a dashboard item with data, specify interactivity settings, etc. To invoke this menu, click the required dashboard item. - -![wdd-dashboard-item-menu](../../images/img125813.png) - -The dashboard item menu consists of the following buttons. - -| Icon | Button Name | Description | -|---|---|---| -| ![wdd-dashboard-item-menu-move](../../images/img127117.png) | **Move** | Allows you to customize a dashboard item layout using drag-and-drop operations. To learn more, see [Dashboard Items Layout](../dashboard-layout/dashboard-items-layout.md). | -| ![wdd-dashboard-item-menu-bindings](../../images/img127112.png) | **Bindings** | Invokes the _Binding_ menu that allows you to create and modify data binding of the selected [dashboard item](../dashboard-item-settings.md). | -| ![wdd-dashboard-item-menu-interactivity](../../images/img127113.png) | **Interactivity** | Invokes the _Interactivity_ menu contains settings affected on [interaction](../interactivity.md) between various dashboard items. | -| ![wdd-dashboard-item-menu-options](../../images/img127114.png) | **Options** | Invokes the _Options_ menu contains specific options and settings related to the current [dashboard item](../dashboard-item-settings.md). Settings can be combined into sections like _Common_, _Legend_, _Colors_, etc. | -| ![wdd-dashboard-item-menu-convert-to](../../images/img127115.png) | **Convert To** | Invokes the _Convert To_ dialog that allows you to [convert](../convert-dashboard-items.md) or duplicate the current item. | +--- +title: Dashboard Item Menu +author: Natalia Kazakova +legacyId: 117734 +--- +# Dashboard Item Menu +The **dashboard item menu** allows you to configure a dashboard item. This menu provides interface to supply a dashboard item with data, specify interactivity settings, etc. To invoke this menu, click the required dashboard item. + +![wdd-dashboard-item-menu](../../images/img125813.png) + +The dashboard item menu consists of the following buttons. + +| Icon | Button Name | Description | +|---|---|---| +| ![wdd-dashboard-item-menu-move](../../images/img127117.png) | **Move** | Allows you to customize a dashboard item layout using drag-and-drop operations. To learn more, see [Dashboard Items Layout](../dashboard-layout/dashboard-items-layout.md). | +| ![wdd-dashboard-item-menu-bindings](../../images/img127112.png) | **Bindings** | Invokes the _Binding_ menu that allows you to create and modify data binding of the selected [dashboard item](../dashboard-item-settings.md). | +| ![wdd-dashboard-item-menu-interactivity](../../images/img127113.png) | **Interactivity** | Invokes the _Interactivity_ menu contains settings affected on [interaction](../interactivity.md) between various dashboard items. | +| ![wdd-dashboard-item-menu-options](../../images/img127114.png) | **Options** | Invokes the _Options_ menu contains specific options and settings related to the current [dashboard item](../dashboard-item-settings.md). Settings can be combined into sections like _Common_, _Legend_, _Colors_, etc. | +| ![wdd-dashboard-item-menu-convert-to](../../images/img127115.png) | **Convert To** | Invokes the _Convert To_ dialog that allows you to [convert](../convert-dashboard-items.md) or duplicate the current item. | | ![wdd-dashboard-item-menu-delete](../../images/img127116.png) | **Delete** | Deletes the current dashboard item from the [dashboard surface](dashboard-surface.md). | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-menu.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-menu.md similarity index 99% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-menu.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-menu.md index 30bc9e94c4..623d19366f 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-menu.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-menu.md @@ -1,22 +1,22 @@ ---- -title: Dashboard Menu -author: Natalia Kazakova -legacyId: 117733 ---- -# Dashboard Menu -The dashboard menu allows you to create, save or open dashboards and invokes pages containing global dashboard settings. To invoke this menu, use the **Dashboard Menu button** on the [Toolbox](toolbox.md). - -The dashboard menu consists of the following buttons. - -![wdd-dashboard-menu](../../images/img125805.png) - -| Button | Description | Shortcut | -|---|---|---| -| **New...** | Use this button to create a new dashboard. The invoked **New...** page allows you to set a dashboard name, choose an existing data source for this dashboard or create a new one. To learn more, see [Create a Dashboard](../create-a-dashboard.md). | Alt+N | -| **Open...** | This button allows you to [open](../open-a-dashboard.md) the existing dashboards. | Alt+O | -| **Save** | Use this button to [save](../save-a-dashboard.md) the current dashboard. | Alt+S | -| **Data Sources** | This button opens the **Data Sources** page where you can configure dashboard _data sources_. To learn more, see [Manage Data Sources](../provide-data/manage-data-sources.md). | Alt+A | -| **Title** | This button opens the **Title** page where you can set a [dashboard title](../dashboard-layout/dashboard-title.md) and specify its settings like title visibility, alignment, etc. | Alt+T | -| **Currency** | This button opens the **Currency** page. Here you can specify the **currency format** for the entire dashboard. To learn more about formatting, see [Formatting Data](../data-shaping/formatting-data.md). | Alt+C | -| **Parameters** | This button invokes the **Parameters** page containing a list of **dashboard parameters** and their settings. To learn more about parameters, see [Dashboard Parameters](../data-analysis/dashboard-parameters.md). | Alt+P | +--- +title: Dashboard Menu +author: Natalia Kazakova +legacyId: 117733 +--- +# Dashboard Menu +The dashboard menu allows you to create, save or open dashboards and invokes pages containing global dashboard settings. To invoke this menu, use the **Dashboard Menu button** on the [Toolbox](toolbox.md). + +The dashboard menu consists of the following buttons. + +![wdd-dashboard-menu](../../images/img125805.png) + +| Button | Description | Shortcut | +|---|---|---| +| **New...** | Use this button to create a new dashboard. The invoked **New...** page allows you to set a dashboard name, choose an existing data source for this dashboard or create a new one. To learn more, see [Create a Dashboard](../create-a-dashboard.md). | Alt+N | +| **Open...** | This button allows you to [open](../open-a-dashboard.md) the existing dashboards. | Alt+O | +| **Save** | Use this button to [save](../save-a-dashboard.md) the current dashboard. | Alt+S | +| **Data Sources** | This button opens the **Data Sources** page where you can configure dashboard _data sources_. To learn more, see [Manage Data Sources](../provide-data/manage-data-sources.md). | Alt+A | +| **Title** | This button opens the **Title** page where you can set a [dashboard title](../dashboard-layout/dashboard-title.md) and specify its settings like title visibility, alignment, etc. | Alt+T | +| **Currency** | This button opens the **Currency** page. Here you can specify the **currency format** for the entire dashboard. To learn more about formatting, see [Formatting Data](../data-shaping/formatting-data.md). | Alt+C | +| **Parameters** | This button invokes the **Parameters** page containing a list of **dashboard parameters** and their settings. To learn more about parameters, see [Dashboard Parameters](../data-analysis/dashboard-parameters.md). | Alt+P | | **Color Scheme** | This button opens the **Color Scheme** page where you can customize a **global color scheme** that provides consistent colors for identical values across the dashboard. To learn more about coloring, see [Coloring](../appearance-customization/coloring.md). | - | \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-surface.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-surface.md new file mode 100644 index 0000000000..dc6340dc96 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-surface.md @@ -0,0 +1,14 @@ +--- +title: Dashboard Surface +author: Natalia Kazakova +legacyId: 117732 +--- +# Dashboard Surface +The **Dashboard Surface** is a rectangular area that displays the dashboard that you are designing. This area includes [dashboard items](../dashboard-item-settings.md) and the [dashboard title](../dashboard-layout/dashboard-title.md). + +![wdd-dashboard-surface](../../images/img125804.png) + +You can configure a dashboard layout in the UI: + +* [Dashboard Items Layout](../dashboard-layout/dashboard-items-layout.md) +* [Dashboard Layout](../dashboard-layout.md) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/data-item-menu.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/data-item-menu.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/data-item-menu.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/data-item-menu.md index 116816e600..d09e5b0cd9 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/data-item-menu.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/data-item-menu.md @@ -1,11 +1,11 @@ ---- -title: Data Item Menu -author: Natalia Kazakova -legacyId: 117735 ---- -# Data Item Menu -The data item menu allows you to add measures and dimensions and configure settings related to the selected data item. For example, you can [specify a data field](../bind-dashboard-items-to-data.md), change a data item type, perform [data shaping operations](../data-shaping.md) and [advanced data analysis](../data-analysis.md), etc. - -To invoke this menu, click a data item placeholder or the required data item in the dashboard item's [Bindings](dashboard-item-menu.md) menu. - +--- +title: Data Item Menu +author: Natalia Kazakova +legacyId: 117735 +--- +# Data Item Menu +The data item menu allows you to add measures and dimensions and configure settings related to the selected data item. For example, you can [specify a data field](../bind-dashboard-items-to-data.md), change a data item type, perform [data shaping operations](../data-shaping.md) and [advanced data analysis](../data-analysis.md), etc. + +To invoke this menu, click a data item placeholder or the required data item in the dashboard item's [Bindings](dashboard-item-menu.md) menu. + ![wdd-data-item-menu](../../images/img125907.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/designer-toolbar.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/designer-toolbar.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/designer-toolbar.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/designer-toolbar.md index 020fd1895d..854ddee237 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/designer-toolbar.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/designer-toolbar.md @@ -1,11 +1,11 @@ ---- -title: Designer Toolbar -author: Margarita Zakhodyaeva ---- -## Designer Toolbar - -The **Designer Toolbar** allows you to access frequently used commands with a single click when the Web Dashboard operates in [Designer](../../web-dashboard-designer-mode.md) mode. - -The default Designer Toolbar displays layout options and undo/redo buttons. - -![web-dashboard-designer-toolbar](../../images/web-dashboard-designer-toolbar.png) +--- +title: Designer Toolbar +author: Margarita Zakhodyaeva +--- +## Designer Toolbar + +The **Designer Toolbar** allows you to access frequently used commands with a single click when the Web Dashboard operates in [Designer](../../web-dashboard-designer-mode.md) mode. + +The default Designer Toolbar displays layout options and undo/redo buttons. + +![web-dashboard-designer-toolbar](../../images/web-dashboard-designer-toolbar.png) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards.md index 50fcc4371f..280aff0ffe 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards.md @@ -1,13 +1,13 @@ ---- -title: Dialogs and Wizards -author: Margarita Zakhodyaeva ---- - -The topics in this section describe the dialogs and wizards available for the Web Dashboard. - -This section consists of the following topics: - -- [Dashboard Data Source Wizard](dialogs-and-wizards/dashboard-data-source-wizard.md) -- [Query Builder](dialogs-and-wizards/query-builder.md) -- [Preview Data](dialogs-and-wizards/preview-data.md) +--- +title: Dialogs and Wizards +author: Margarita Zakhodyaeva +--- + +The topics in this section describe the dialogs and wizards available for the Web Dashboard. + +This section consists of the following topics: + +- [Dashboard Data Source Wizard](dialogs-and-wizards/dashboard-data-source-wizard.md) +- [Query Builder](dialogs-and-wizards/query-builder.md) +- [Preview Data](dialogs-and-wizards/preview-data.md) - [Filter Editor](dialogs-and-wizards/filter-editor.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md index 100ac28028..5e3ad99886 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md @@ -1,37 +1,37 @@ ---- -title: Dashboard Data Source Wizard -author: Margarita Zakhodyaeva ---- -# Dashboard Data Source Wizard - -The **Dashboard Data Source Wizard** allows you to configure a data source, retrieve its data, and add the created data source to a dashboard. - -To invoke this wizard, open to the **Data Sources** page in the [dashboard menu](../dashboard-menu.md) and click **Add**: - -![web Dashboard - Data sources page - "Add" button](../../../images/web-data-sources-click-add-button.png) - -In the invoked window, click **Create data source**: - -![web Dashboard - "Create data source" window](../../../images/web-data-sources-create-data-source.png) - -On the start page, select the data source type: - -![Web Dashboard - Data Source Wizard](../../../images/web-dashboard-data-source-wizard.png) - -You can create a new data source based on a database, JSON data, an OLAP cube, or create a federated data source. Click **Next** to proceed to the next wizard page depending on the selected data source type: - -* [Database](dashboard-data-source-wizard/specify-data-source-settings-database.md) - - Obtains data from all major data providers (for example, Microsoft SQL Server, XML data, Microsoft Access, and Oracle). - -* [JSON](dashboard-data-source-wizard/specify-data-source-settings-json.md) - - Connects to JSON-formatted data. - -* [OLAP Data Source](dashboard-data-source-wizard/specify-data-source-settings-olap.md) - - Connects to OLAP cubes. - -* [Data Federation](dashboard-data-source-wizard/specify-data-source-settings-olap.md) - - Creates a federated data source from the existing data sources. +--- +title: Dashboard Data Source Wizard +author: Margarita Zakhodyaeva +--- +# Dashboard Data Source Wizard + +The **Dashboard Data Source Wizard** allows you to configure a data source, retrieve its data, and add the created data source to a dashboard. + +To invoke this wizard, open to the **Data Sources** page in the [dashboard menu](../dashboard-menu.md) and click **Add**: + +![web Dashboard - Data sources page - "Add" button](../../../images/web-data-sources-click-add-button.png) + +In the invoked window, click **Create data source**: + +![web Dashboard - "Create data source" window](../../../images/web-data-sources-create-data-source.png) + +On the start page, select the data source type: + +![Web Dashboard - Data Source Wizard](../../../images/web-dashboard-data-source-wizard.png) + +You can create a new data source based on a database, JSON data, an OLAP cube, or create a federated data source. Click **Next** to proceed to the next wizard page depending on the selected data source type: + +* [Database](dashboard-data-source-wizard/specify-data-source-settings-database.md) + + Obtains data from all major data providers (for example, Microsoft SQL Server, XML data, Microsoft Access, and Oracle). + +* [JSON](dashboard-data-source-wizard/specify-data-source-settings-json.md) + + Connects to JSON-formatted data. + +* [OLAP Data Source](dashboard-data-source-wizard/specify-data-source-settings-olap.md) + + Connects to OLAP cubes. + +* [Data Federation](dashboard-data-source-wizard/specify-data-source-settings-olap.md) + + Creates a federated data source from the existing data sources. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md index cdd098b99b..7c0eb85bf8 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md @@ -1,41 +1,41 @@ ---- -title: Specify Data Source Settings (Data Federation) -author: Natalia Kazakova ---- -# Specify Data Source Settings (Data Federation) - -The wizard appears if you select **Data Federation** on the start page. On this wizard page, you can create federated queries based on data from other data sources. - -## Include Data into Separate Queries -Enable check boxes for data fields, queries, and entire data sources. - -![Dashboard Data Source Wizard for Data Federation - Select data fields and queries](../../../../images/web-dashboard-federated-wizard-select-data-fields-and-queries.png) - -The selected items are included in data federation as separate queries. - -The wizard specifies query names as follows: - -- If the initial data source contains one or more queries (for example, SQL data sources), the federated query name consists of the data source name and query name separated by an underscore: `SQL Data Source_SQL Orders`. -- If the initial data source contains data at the root level (for example, Excel data sources), the federated query name is equal to the data source name: `Excel Data Source`. - -![Dashboard Data Source Wizard for Data Federation - Resulted federated queries](../../../../images/web-dashboard-federated-wizard-federated-queries.png) - -## Combine Data into a Single Query - -To combine data from multiple data sources into a single query, hover over the Federated Query string. Click **Add query** (the `+` sign) and select one of the query types: - -![Dashboard Data Source Wizard for Data Federation - Create a single query](../../../../images/web-dashboard-federated-wizard-create-single-query.png) - -This invokes the Query Builder for federated data sources. See the following section for details: [Query Builder for Federation Data Sources](../query-builder.md#query-builder-for-federated-data-sources). - -## Add a New Query to the Existing Federated Data Source - -You can add a new query to the existing federated data source. Open the [dashboard menu](../../dashboard-menu.md) and go to the **Data Sources** page. Select the federated data source and click **Manage Queries**: - -![Web Dashboard - Invoke the Manage queries dialog for Data Federation](../../../../images/web-dashboard-federated-data-source-manage-queries-link.png) - -The **Manage Queries** dialog appears. Click **Add query** and select one of the query types: - -![Web Dashboard - Manage queries dialog for Data Federation](../../../../images/web-dashboard-federated-data-source-manage-queries-dialog.png) - +--- +title: Specify Data Source Settings (Data Federation) +author: Natalia Kazakova +--- +# Specify Data Source Settings (Data Federation) + +The wizard appears if you select **Data Federation** on the start page. On this wizard page, you can create federated queries based on data from other data sources. + +## Include Data into Separate Queries +Enable check boxes for data fields, queries, and entire data sources. + +![Dashboard Data Source Wizard for Data Federation - Select data fields and queries](../../../../images/web-dashboard-federated-wizard-select-data-fields-and-queries.png) + +The selected items are included in data federation as separate queries. + +The wizard specifies query names as follows: + +- If the initial data source contains one or more queries (for example, SQL data sources), the federated query name consists of the data source name and query name separated by an underscore: `SQL Data Source_SQL Orders`. +- If the initial data source contains data at the root level (for example, Excel data sources), the federated query name is equal to the data source name: `Excel Data Source`. + +![Dashboard Data Source Wizard for Data Federation - Resulted federated queries](../../../../images/web-dashboard-federated-wizard-federated-queries.png) + +## Combine Data into a Single Query + +To combine data from multiple data sources into a single query, hover over the Federated Query string. Click **Add query** (the `+` sign) and select one of the query types: + +![Dashboard Data Source Wizard for Data Federation - Create a single query](../../../../images/web-dashboard-federated-wizard-create-single-query.png) + +This invokes the Query Builder for federated data sources. See the following section for details: [Query Builder for Federation Data Sources](../query-builder.md#query-builder-for-federated-data-sources). + +## Add a New Query to the Existing Federated Data Source + +You can add a new query to the existing federated data source. Open the [dashboard menu](../../dashboard-menu.md) and go to the **Data Sources** page. Select the federated data source and click **Manage Queries**: + +![Web Dashboard - Invoke the Manage queries dialog for Data Federation](../../../../images/web-dashboard-federated-data-source-manage-queries-link.png) + +The **Manage Queries** dialog appears. Click **Add query** and select one of the query types: + +![Web Dashboard - Manage queries dialog for Data Federation](../../../../images/web-dashboard-federated-data-source-manage-queries-dialog.png) + This invokes the Query Builder for federated data sources. See the following section for details: [Query Builder for Federation Data Sources](../query-builder.md#query-builder-for-federated-data-sources). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md index 7b698e2501..ea309ba909 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md @@ -1,38 +1,38 @@ ---- -title: Specify Data Source Settings (Database) -author: Margarita Zakhodyaeva ---- -# Specify Data Source Settings (Database) - -The following pages are available for the Database source type: - -## Select a Data Connection - -The "Choose a data connection" page appears if you select Database on the start page. Select an existing connection from the list. - -![сhoose-a-data-connection](../../../../images/dashboard-data-source-wizard-сhoose-a-data-connection.png) - -## Choose Queries -The next page allows you to create/edit a query or select a stored procedure. The image below shows a generated query displayed in the **SQL string** editor. - - ![create-a-query](../../../../images/dashboard-data-source-wizard-create-a-query.png) - - Click **Run Query Builder**... to launch the [Query Builder](../query-builder.md) and choose the tables/columns visually. - - ## Configure Query Parameters - If the SQL query contains [query parameters](../../../provide-data/working-with-sql-data-sources/pass-query-parameters.md), click **Next** to configure them. - -![configure-query-parameters](../../../../images/dashboard-data-source-wizard-configure-query-parameters.png) - -You can use the following techniques to specify a parameter value: - -* **Assign a static value** - - Select a query parameter's type from the **Type** drop-down list and specify a value based on the selected type. - -* **Provide a dynamic parameter value** - - Set the **Type** option to **Expression** and specify the **Result Type**. Click the **Value** option's ellipsis button and construct an expression in the invoked Expression Editor. - -Click **Finish** to create a new data source. - +--- +title: Specify Data Source Settings (Database) +author: Margarita Zakhodyaeva +--- +# Specify Data Source Settings (Database) + +The following pages are available for the Database source type: + +## Select a Data Connection + +The "Choose a data connection" page appears if you select Database on the start page. Select an existing connection from the list. + +![сhoose-a-data-connection](../../../../images/dashboard-data-source-wizard-сhoose-a-data-connection.png) + +## Choose Queries +The next page allows you to create/edit a query or select a stored procedure. The image below shows a generated query displayed in the **SQL string** editor. + + ![create-a-query](../../../../images/dashboard-data-source-wizard-create-a-query.png) + + Click **Run Query Builder**... to launch the [Query Builder](../query-builder.md) and choose the tables/columns visually. + + ## Configure Query Parameters + If the SQL query contains [query parameters](../../../provide-data/working-with-sql-data-sources/pass-query-parameters.md), click **Next** to configure them. + +![configure-query-parameters](../../../../images/dashboard-data-source-wizard-configure-query-parameters.png) + +You can use the following techniques to specify a parameter value: + +* **Assign a static value** + + Select a query parameter's type from the **Type** drop-down list and specify a value based on the selected type. + +* **Provide a dynamic parameter value** + + Set the **Type** option to **Expression** and specify the **Result Type**. Click the **Value** option's ellipsis button and construct an expression in the invoked Expression Editor. + +Click **Finish** to create a new data source. + diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md index 039e9c2e78..18d7f01ec9 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md @@ -1,80 +1,80 @@ ---- -title: Specify Data Source Settings (JSON) -author: Margarita Zakhodyaeva ---- -# Specify Data Source Settings (JSON) - -## Select an Existing Data Connection - -The following page appears if you select JSON on the start page. Select an existing connection from the list. - -![](../../../../images/web-dashboard-data-source-wizard-json.png) - -Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. - -## Create a New Data Connection - -Select a new data connection on the following page and click **Next**. - -![](../../../../images/dashboard-data-source-wizard-create-data-connections.png) - -## Configure a New Data Connection - -On the next page, configure a new data connection: - -![](../../../../images/dashboard-data-source-wizard-configure-data-connections.png) - -Specify the connection name and select the JSON source type. - -### Web Service Endpoint (URI) - -A URL to a file in JSON format. You can also specify the Web Service Endpoint's request parameters (username and password, HTTP headers, or query parameters). - -![](../../../../images/web-dashboard-json-datasource-parameters.png) - -- A **path parameter** appends a path element to a JSON endpoint's Uri. -- A **query parameter** specifies an HTTP request parameter that is passed to a JSON endpoint. -- A **header** is a custom HTTP header in JSON endpoint requests. - -You can use expressions to specify path parameters, query parameter values, and headers. - -Click the **F** icon to switch the **Value** option to **Expression Editor** and click the ellipsis button (**...**) to invoke the editor. - -![](../../../../images/web-dashboard-wizard-json-parameters-expression-editor-f-icon.png) - -Double-click the expression in the invoked Expression Editor and click **OK**. - -![](../../../../images/web-dashboard-wizard-json-parameters-expression-editor.png) - -An expression can include [dashboard parameters](../../../data-analysis/dashboard-parameters.md). - -> [!Tip] -> Refer to the following help topic for details on how to create a dashboard parameter: [Creating Parameters](../../../data-analysis/dashboard-parameters/creating-parameters.md). - -Select the **Fields** section in the Expression Editor, double-click the predefined dashboard parameter, and click **OK**. - -![](../../../../images/web-dashboard-wizard-json-parameters-expression-editor-select-dashboard-parameters.png) - -Path parameters and query parameters are included in endpoint requests in the order in which they are listed. Move a parameter up or down the list to change its position within an endpoint request. - -The read-only **Resulting URI** field displays the result: a JSON URI. - -![](../../../../images/web-dashboard-data-source-wizard-json-resulting-uri.png) - -Configure basic HTTP authentication credentials and click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. - -### JSON String - - A string that contains JSON data. You can also use the **Upload JSON** button to load content from the selected JSON file. - -![](../../../../images/web-dashboard-json-datasource-json-string.png) - -Click **Next** to proceed to the "[Select Data Fields](#select-data-fields)" page. - -## Select Data Fields - -The "Select data fields" page allows you to include / exclude data fields used in a JSON data source. - - ![](../../../../images/dashboard-data-source-wizard-select-data-fields.png) - - Click **Finish** to create a JSON data source. +--- +title: Specify Data Source Settings (JSON) +author: Margarita Zakhodyaeva +--- +# Specify Data Source Settings (JSON) + +## Select an Existing Data Connection + +The following page appears if you select JSON on the start page. Select an existing connection from the list. + +![](../../../../images/web-dashboard-data-source-wizard-json.png) + +Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. + +## Create a New Data Connection + +Select a new data connection on the following page and click **Next**. + +![](../../../../images/dashboard-data-source-wizard-create-data-connections.png) + +## Configure a New Data Connection + +On the next page, configure a new data connection: + +![](../../../../images/dashboard-data-source-wizard-configure-data-connections.png) + +Specify the connection name and select the JSON source type. + +### Web Service Endpoint (URI) + +A URL to a file in JSON format. You can also specify the Web Service Endpoint's request parameters (username and password, HTTP headers, or query parameters). + +![](../../../../images/web-dashboard-json-datasource-parameters.png) + +- A **path parameter** appends a path element to a JSON endpoint's Uri. +- A **query parameter** specifies an HTTP request parameter that is passed to a JSON endpoint. +- A **header** is a custom HTTP header in JSON endpoint requests. + +You can use expressions to specify path parameters, query parameter values, and headers. + +Click the **F** icon to switch the **Value** option to **Expression Editor** and click the ellipsis button (**...**) to invoke the editor. + +![](../../../../images/web-dashboard-wizard-json-parameters-expression-editor-f-icon.png) + +Double-click the expression in the invoked Expression Editor and click **OK**. + +![](../../../../images/web-dashboard-wizard-json-parameters-expression-editor.png) + +An expression can include [dashboard parameters](../../../data-analysis/dashboard-parameters.md). + +> [!Tip] +> Refer to the following help topic for details on how to create a dashboard parameter: [Creating Parameters](../../../data-analysis/dashboard-parameters/creating-parameters.md). + +Select the **Fields** section in the Expression Editor, double-click the predefined dashboard parameter, and click **OK**. + +![](../../../../images/web-dashboard-wizard-json-parameters-expression-editor-select-dashboard-parameters.png) + +Path parameters and query parameters are included in endpoint requests in the order in which they are listed. Move a parameter up or down the list to change its position within an endpoint request. + +The read-only **Resulting URI** field displays the result: a JSON URI. + +![](../../../../images/web-dashboard-data-source-wizard-json-resulting-uri.png) + +Configure basic HTTP authentication credentials and click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. + +### JSON String + + A string that contains JSON data. You can also use the **Upload JSON** button to load content from the selected JSON file. + +![](../../../../images/web-dashboard-json-datasource-json-string.png) + +Click **Next** to proceed to the "[Select Data Fields](#select-data-fields)" page. + +## Select Data Fields + +The "Select data fields" page allows you to include / exclude data fields used in a JSON data source. + + ![](../../../../images/dashboard-data-source-wizard-select-data-fields.png) + + Click **Finish** to create a JSON data source. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md index efddc4cf0d..c22ec53489 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md @@ -1,14 +1,14 @@ ---- -title: Dashboard Data Source Wizard -author: Margarita Zakhodyaeva ---- -# Specify Data Source Settings (OLAP) - -The following page is available for the OLAP data source type:  - -## Select a Data Connection -The "Choose a data connection" page appears if you select OLAP on the start page. Select an existing connection from the list. - -![](../../../../images/dashboard-data-source-wizard-choose-a-connection-OLAP.png) - +--- +title: Dashboard Data Source Wizard +author: Margarita Zakhodyaeva +--- +# Specify Data Source Settings (OLAP) + +The following page is available for the OLAP data source type:  + +## Select a Data Connection +The "Choose a data connection" page appears if you select OLAP on the start page. Select an existing connection from the list. + +![](../../../../images/dashboard-data-source-wizard-choose-a-connection-OLAP.png) + Click **Finish** to create an OLAP data source. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md index e018f01a35..026004101d 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md @@ -1,79 +1,79 @@ ---- -title: Dashboard Data Source Wizard -author: Margarita Zakhodyaeva ---- - -# Filter Editor - -The Filter Editor dialog allows you to specify filter criteria for [data sources](../../provide-data/create-a-new-data-source.md), [SQL queries](../../provide-data/working-with-sql-data-sources/manage-sql-queries.md), and [dashboard items](../../dashboard-item-settings.md). - -## Use Filter Editor -The Filter Editor displays filter criteria as a tree where individual nodes specify simple filter conditions. The root node is the logical operator that combines all the conditions. Click this node and select the desired type to change the logical operator. - -![Filtering_FilterEditor_LogicalOperator](../../../images/filtering_filtereditor_logicaloperator132422.png) - -Click the plus button next to the operator to add a new condition or group. - -![Filtering_FilterEditor_AddConditionMenu](../../../images/filtering_filtereditor_addconditionmenu132418.png) - -To set a new condition, specify the dimension (including [hidden dimensions](../../bind-dashboard-items-to-data/hidden-data-items.md)): - -![Filtering_FilterEditor_SelectField](../../../images/filtering_filtereditor_selectfield132426.png) - -Then specify a comparison operator: - -![Filtering_FilterEditor_ComparisonOperators](../../../images/filtering_filtereditor_comparisonoperators132427.png) - -Set an operand value type in the dedicated value box: - -![Filtering_FilterEditor_SelectOperand](../../../images/filtering_filtereditor_selectoperand132419.png) - -The following operand types are available: - -* **Value** - Allows you to compare dimension and static values. - - ![Filtering_FilterEditor_ValueDropdown](../../../images/filtering_filtereditor_valuedropdown132420.png) -* **Property** - Compares different dimension values. - - ![Filtering_FilterEditor_FieldsDropdown](../../../images/filtering_filtereditor_fieldsdropdown132425.png) -* **Parameter** - Allows you to compare dimension and [dashboard parameter](../../data-analysis/dashboard-parameters.md) values. - - ![Filtering_FilterEditor_ParameterDropdown](../../../images/filtering_filtereditor_parameterdropdown132421.png) - -Click the filter condition's **Remove** ![web-filter-editor-remove-button](../../../images/web-rd-filter-editor-remove-button129484.png) button to delete the condition. - -## Advanced Mode -**Advanced Mode** allows you to enter a custom filter string. - -![Filtering_FilterEditor_TextMode](../../../images/filtering_filtereditor_textmode132423.png) - -Consider the following syntax conventions when you create text-based filter conditions: - -* Insert a dimension by enclosing its name in square brackets (for example, **[Category]**). -* Denote string values with apostrophes (for example, **'Bikes'**). -* Enclose date-time values with hashtags (for example, **#2019-06-01#**). -* Reference [dashboard parameters](../../data-analysis/dashboard-parameters.md) by adding a question mark before their names (for example, **[Category] = ?categoryParam**) - -This editor supports intelligent code completion (which suggests functions, parameters, and available data columns as you type). - -![Filtering_FilterEditor_TextMode_Autocompletion](../../../images/filtering_filtereditor_textmode_autocompletion132424.png) - -You can add a comment to your expression to explain it and make the expression more readable. Comments can be multi-line, and begin with `/*` and end with `*/`. - -The **Warning** ![expression-editor-error-icon](../../../images/expression-editor-error-icon118339.png) icon appears if a condition contains errors. - -## OLAP Filtering Specifics - -You cannot build complex filter criteria to filter data in OLAP mode. Filters for a measure are also not supported. Instead, you can filter dimension attributes and hierarchies: you can select the values you want (or do not want) to include in the dashboard. - -### Dimension Attribute - -For dimension attributes, the Filter Editor contains a list of all values. The search panel is available for non-hierarchical fields. - -![wdd-olap-filtering-attribute](../../../images/img124640.png) - -### Dimension Hierarchy - -The Filter Editor displays hierarchies as a tree and allows you to filter values at any hierarchy level. - -![wdd-olap-filtering-hierarchy](../../../images/img124639.png) +--- +title: Dashboard Data Source Wizard +author: Margarita Zakhodyaeva +--- + +# Filter Editor + +The Filter Editor dialog allows you to specify filter criteria for [data sources](../../provide-data/create-a-new-data-source.md), [SQL queries](../../provide-data/working-with-sql-data-sources/manage-sql-queries.md), and [dashboard items](../../dashboard-item-settings.md). + +## Use Filter Editor +The Filter Editor displays filter criteria as a tree where individual nodes specify simple filter conditions. The root node is the logical operator that combines all the conditions. Click this node and select the desired type to change the logical operator. + +![Filtering_FilterEditor_LogicalOperator](../../../images/filtering_filtereditor_logicaloperator132422.png) + +Click the plus button next to the operator to add a new condition or group. + +![Filtering_FilterEditor_AddConditionMenu](../../../images/filtering_filtereditor_addconditionmenu132418.png) + +To set a new condition, specify the dimension (including [hidden dimensions](../../bind-dashboard-items-to-data/hidden-data-items.md)): + +![Filtering_FilterEditor_SelectField](../../../images/filtering_filtereditor_selectfield132426.png) + +Then specify a comparison operator: + +![Filtering_FilterEditor_ComparisonOperators](../../../images/filtering_filtereditor_comparisonoperators132427.png) + +Set an operand value type in the dedicated value box: + +![Filtering_FilterEditor_SelectOperand](../../../images/filtering_filtereditor_selectoperand132419.png) + +The following operand types are available: + +* **Value** - Allows you to compare dimension and static values. + + ![Filtering_FilterEditor_ValueDropdown](../../../images/filtering_filtereditor_valuedropdown132420.png) +* **Property** - Compares different dimension values. + + ![Filtering_FilterEditor_FieldsDropdown](../../../images/filtering_filtereditor_fieldsdropdown132425.png) +* **Parameter** - Allows you to compare dimension and [dashboard parameter](../../data-analysis/dashboard-parameters.md) values. + + ![Filtering_FilterEditor_ParameterDropdown](../../../images/filtering_filtereditor_parameterdropdown132421.png) + +Click the filter condition's **Remove** ![web-filter-editor-remove-button](../../../images/web-rd-filter-editor-remove-button129484.png) button to delete the condition. + +## Advanced Mode +**Advanced Mode** allows you to enter a custom filter string. + +![Filtering_FilterEditor_TextMode](../../../images/filtering_filtereditor_textmode132423.png) + +Consider the following syntax conventions when you create text-based filter conditions: + +* Insert a dimension by enclosing its name in square brackets (for example, **[Category]**). +* Denote string values with apostrophes (for example, **'Bikes'**). +* Enclose date-time values with hashtags (for example, **#2019-06-01#**). +* Reference [dashboard parameters](../../data-analysis/dashboard-parameters.md) by adding a question mark before their names (for example, **[Category] = ?categoryParam**) + +This editor supports intelligent code completion (which suggests functions, parameters, and available data columns as you type). + +![Filtering_FilterEditor_TextMode_Autocompletion](../../../images/filtering_filtereditor_textmode_autocompletion132424.png) + +You can add a comment to your expression to explain it and make the expression more readable. Comments can be multi-line, and begin with `/*` and end with `*/`. + +The **Warning** ![expression-editor-error-icon](../../../images/expression-editor-error-icon118339.png) icon appears if a condition contains errors. + +## OLAP Filtering Specifics + +You cannot build complex filter criteria to filter data in OLAP mode. Filters for a measure are also not supported. Instead, you can filter dimension attributes and hierarchies: you can select the values you want (or do not want) to include in the dashboard. + +### Dimension Attribute + +For dimension attributes, the Filter Editor contains a list of all values. The search panel is available for non-hierarchical fields. + +![wdd-olap-filtering-attribute](../../../images/img124640.png) + +### Dimension Hierarchy + +The Filter Editor displays hierarchies as a tree and allows you to filter values at any hierarchy level. + +![wdd-olap-filtering-hierarchy](../../../images/img124639.png) diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md new file mode 100644 index 0000000000..5b8916a557 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md @@ -0,0 +1,11 @@ +--- +title: Preview Data +author: Margarita Zakhodyaeva +legacyId: 117972 +--- +# Preview Data +The [Dashboard Data Source Wizard](dashboard-data-source-wizard.md) and [Query Builder](query-builder.md) allow you to preview data returned after a query or [stored procedure](../../provide-data/working-with-sql-data-sources/stored-procedures.md) execution. To do this, click the **Preview...** button. + +![wdd-preview-result](../../../images/img124959.png) + +This invokes the **Data Preview** window containing data returned after you execute the current query. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md index c2d3b83e84..a7af7b488a 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md @@ -1,159 +1,159 @@ ---- -title: Query Builder -author: Natalia Kazakova -legacyId: 117967 ---- -# Query Builder - -The **Query Builder** is a visual query editor. You can use it to add data tables and views to the SQL data sources, and select which columns to include. For federated data sources, you can create a federated query. - -## Query Builder for SQL Data Sources - -### Add Tables - -Drag a specific table or view to the Query Builder design surface pane to include it in a query: - -![wdd-query-builder-add-table](../../../images/wdd-query-builder-add-table125656.png) - -Then select the columns to include in the query: - -![wdd-query-builder-select-column](../../../images/wdd-quey-builder-select-column125657.png) - -The Query Builder provides a toolbar with the following commands: - -Icon | Description ----------|---------- -![wdd-query-builder-delete-icon](../../../images/wdd-query-builder-delete-icon125661.png) | Removes the selected table or view from the query. -![wdd-query-builder-undo](../../../images/wdd-query-builder-undo126299.png) | Reverses the most recent action. -![wdd-query-builder-redo](../../../images/wdd-query-builder-redo126300.png) | Restores the previously undone action. - -### Join Tables -The Query Builder allows you to join tables and/or views. Use drag and drop to connect corresponding columns (key fields). A relationship line is drawn between two connected tables / views. Note the connected columns should have identical data types. The **Query Builder** automatically joins a table or view that has a relationship at database level with any recently added tables. - -![wdd-query-builder-join-tables](../../../images/wdd-query-builder-join-tables125658.png) - -The Query Builder allows you to change the join type (if necessary). Click a relationship line to display the **Relation Properties** section. Properties in this section define the join type (**Inner** or **Left Outer**) and applied logical operator. - -![wdd-query-builder-relationship-properties](../../../images/wdd-query-builder-ralstionship-properties125660.png) - -A left outer join returns all values from an inner join along with all values in the "left" table that do not match the "right" table. The result also includes rows with NULL (empty) values in the key field. If you select the left outer join, the relationship line displays an arrow which points to the "right" table of the join clause. The executed query returns a "flat" table that joins different tables within a single query. - -Select the relationship line and click **Delete** (the ![wdd-query-builder-delete-icon](../../../images/wdd-query-builder-delete-icon125661.png) icon) to delete an unnecessary relationship. - - -### Edit Column Settings -Select a table or view, and click a data column to display the data column options. - -![wdd-query-builder-properties-pane](../../../images/wdd-queru-builder-properties-pane124947.png) - -The **Column Properties** section contains the following options: - -Option | Description ----------|---------- - **Name** | Indicates the column name that the Query Builder obtains from the database. - **Type** | Indicates the column's data type. The Query Builder provides information about the maximum string length for string columns. - **Alias** | Specifies a custom column name (alias). Include a column into a query to enable this option. Aggregated columns should always have an alias. - **Output** | Specifies whether to include a column in a query result. - **Sort Type** | Specifies whether to maintain the initial sort order for a column, or sort data records in ascending or descending order. - **Sort Order** | Defines the sorting priority for multiple columns (the less this number is, the higher the priority). - **Group By** | Specifies whether to group a query result by this column. - **Aggregate** | Specifies whether to aggregate the column's data records. You can use the following aggregate functions: **Count**, **Max**, **Min**, **Avg**, **Sum**, **CountDistinct**, **AvgDistinct**, **SumDistinct**.
The Query Builder omits individual data records from the query result and only retains the aggregate function result when you apply any of these functions. - -### Use Query Parameters - -Use the **Parameters** section to add, remove and edit [query parameters](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md). - -![](../../../images/web-query-builder-parameter-dialog.png) - -Each query parameter allows you to configure the following properties: - -Option | Description ----------|--------- -**Name** | Specifies the query parameter's name. -**Type** | Specifies the parameter value's data type.
Set this property to **Expression** to generate parameter values dynamically. -**Result Type** | Specifies the data type of the expression's result value.
This property is enabled if the query parameter type is Expression. -**Value** | Determines the query parameter's actual value.
You can specify a static value according to the selected value's data type.
Alternatively, construct an expression to generate parameter values dynamically. Click this property's ellipsis button to invoke the **Expression Editor** and create an expression. This ellipsis button is enabled if you set the query parameter type to **Expression**. - - -### Filter Data -The Query Builder can be used to filter a query. To do this, deselect tables and click the ellipsis button in the invoked **Filter** field in the **Properties** pane. This invokes the **Filter Editor** dialog, which provides a visual interface for constructing a filter string. - -![wdd-filter-editor-filter-query](../../../images/wdd-filter-editor-filter-query124905.png) - -See the following topic for details: [Filter Queries](../../provide-data/working-with-sql-data-sources/filter-queries.md). - -### Preview Data -Click the **Preview Results** button to test a query on the actual data's limited subset. - -The invoked [Data Preview](preview-data.md) dialog displays the first 100 data records of the query: - -![wdd-preview-result](../../../images/wdd-preview-result124959.png) - - -## Query Builder for Federated Data Sources - -The Query Builder supports the following query types for the federated data source: - -- **Join** - Combines rows from two or more sources based on a clause. -- **Union and Union All** - The **Union** query combines rows from two or more sources into one data set and removes duplicate rows in the merged source. The **Union All** query does the same, except it doesn't remove duplicated rows. You can create a union query for data sources if data types of their columns are [implicitly converted](https://docs.microsoft.com/en-us/dotnet/csharp/programming-guide/types/casting-and-type-conversions#implicit-conversions). -- **Transformation** - If a data source contains a complex column (an object), you can transform its properties to display them as separate columns in a flattened view. If one of the data columns is an array, you can unfold its values and display a new data row for every element of the array. When you unfold the column, you can flatten it and create a flattened view. - -### Create a Join-Based Federated Data Source - -In the invoked Query Builder, add the tables from the data sources (drag or double-click them). Use drag-and-drop to create a relationship based on the key field. Enable checkboxes for the data fields you want to include in the query result set. - -You can also specify a different name for a field: set the alias in the Alias column for the corresponding field (for example, _City_ for the _ShipCity_ field on the image below). - -In the image below columns from the two data sources are added to the query: - -![Query Builder for Data Federation - Join query](../../../images/web-dashboard-federated-wizard-join-query.png) - -You can specify the expression for the field. For this, enable the **_f_** button and then click ellipsis button: - -![Query Builder for Data Federation - Set expression in the Join query](../../../images/web-dashboard-federated-wizard-join-query-set-expression.png) - -This invokes the Expression Editor and you can specify a [calculated field](../../provide-data/calculated-fields.md). - -Click **OK** to close the Query Builder. Rename the created query if necessary. - -![Query Builder for Data Federation - Rename the Join query](../../../images/web-dashboard-federated-wizard-join-query-rename.png) - -Click **Finish** to create the federated data source with the Join query and close the Data Source Wizard. Add the newly created data source to the dashboard to see the result: - -![Query Builder for Data Federation - Join query result](../../../images/web-dashboard-federated-wizard-join-query-result.png) - - -### Create a Union-Based Federated Data Source - -Double-click the Customers table and the Excel data source. The query includes only fields that have identical names and types in the origin sources. Enable the **Union All** check box to create the **Union All** query and do not remove duplicated rows. - -You can also specify a different name for a field: set the alias in the Alias column for the corresponding field. - -In the image below, two sources are added to the query: - -![Query Builder for Data Federation - Union query](../../../images/web-dashboard-federated-wizard-union-query.png) - -Click **OK** to close the Query Builder. Rename the created query if necessary. - -![Query Builder for Data Federation - Rename the Union query](../../../images/web-dashboard-federated-wizard-union-query-rename.png) - -Click **Finish** to create the federated data source with the Union/UnionAll query and close the Data Source Wizard. Add the newly created data source to the dashboard to see the result: - -![Query Builder for Data Federation - Union query result](../../../images/web-dashboard-federated-wizard-union-query-result.png) - -### Create a Transformation-Based Data Source - -In the invoked Query Builder, select the data source or query that contains columns you want to transform. Select the Transform check box next to the column you need to unfold and flatten. You can specify the aliases for the generated columns. - -In the image below the Query Builder transforms the `Products` column from the JSON data source: - -![Query Builder for Data Federation - Transformation query](../../../images/web-dashboard-federated-wizard-transformation-query.png) - -Click **OK** to close the Query Builder. Rename the created query if necessary. - -![Query Builder for Data Federation - Rename the Transformation query](../../../images/web-dashboard-federated-wizard-transformation-query-rename.png) - -Click **Finish** to create the federated data source with the Transformation query and close the Data Source Wizard. Add the newly created data source to the dashboard to see the result: - -![web-dashboard-federated-wizard-transformation-query-result](../../../images/web-dashboard-federated-wizard-transformation-query-result.png) - +--- +title: Query Builder +author: Natalia Kazakova +legacyId: 117967 +--- +# Query Builder + +The **Query Builder** is a visual query editor. You can use it to add data tables and views to the SQL data sources, and select which columns to include. For federated data sources, you can create a federated query. + +## Query Builder for SQL Data Sources + +### Add Tables + +Drag a specific table or view to the Query Builder design surface pane to include it in a query: + +![wdd-query-builder-add-table](../../../images/wdd-query-builder-add-table125656.png) + +Then select the columns to include in the query: + +![wdd-query-builder-select-column](../../../images/wdd-quey-builder-select-column125657.png) + +The Query Builder provides a toolbar with the following commands: + +Icon | Description +---------|---------- +![wdd-query-builder-delete-icon](../../../images/wdd-query-builder-delete-icon125661.png) | Removes the selected table or view from the query. +![wdd-query-builder-undo](../../../images/wdd-query-builder-undo126299.png) | Reverses the most recent action. +![wdd-query-builder-redo](../../../images/wdd-query-builder-redo126300.png) | Restores the previously undone action. + +### Join Tables +The Query Builder allows you to join tables and/or views. Use drag and drop to connect corresponding columns (key fields). A relationship line is drawn between two connected tables / views. Note the connected columns should have identical data types. The **Query Builder** automatically joins a table or view that has a relationship at database level with any recently added tables. + +![wdd-query-builder-join-tables](../../../images/wdd-query-builder-join-tables125658.png) + +The Query Builder allows you to change the join type (if necessary). Click a relationship line to display the **Relation Properties** section. Properties in this section define the join type (**Inner** or **Left Outer**) and applied logical operator. + +![wdd-query-builder-relationship-properties](../../../images/wdd-query-builder-ralstionship-properties125660.png) + +A left outer join returns all values from an inner join along with all values in the "left" table that do not match the "right" table. The result also includes rows with NULL (empty) values in the key field. If you select the left outer join, the relationship line displays an arrow which points to the "right" table of the join clause. The executed query returns a "flat" table that joins different tables within a single query. + +Select the relationship line and click **Delete** (the ![wdd-query-builder-delete-icon](../../../images/wdd-query-builder-delete-icon125661.png) icon) to delete an unnecessary relationship. + + +### Edit Column Settings +Select a table or view, and click a data column to display the data column options. + +![wdd-query-builder-properties-pane](../../../images/wdd-queru-builder-properties-pane124947.png) + +The **Column Properties** section contains the following options: + +Option | Description +---------|---------- + **Name** | Indicates the column name that the Query Builder obtains from the database. + **Type** | Indicates the column's data type. The Query Builder provides information about the maximum string length for string columns. + **Alias** | Specifies a custom column name (alias). Include a column into a query to enable this option. Aggregated columns should always have an alias. + **Output** | Specifies whether to include a column in a query result. + **Sort Type** | Specifies whether to maintain the initial sort order for a column, or sort data records in ascending or descending order. + **Sort Order** | Defines the sorting priority for multiple columns (the less this number is, the higher the priority). + **Group By** | Specifies whether to group a query result by this column. + **Aggregate** | Specifies whether to aggregate the column's data records. You can use the following aggregate functions: **Count**, **Max**, **Min**, **Avg**, **Sum**, **CountDistinct**, **AvgDistinct**, **SumDistinct**.
The Query Builder omits individual data records from the query result and only retains the aggregate function result when you apply any of these functions. + +### Use Query Parameters + +Use the **Parameters** section to add, remove and edit [query parameters](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md). + +![](../../../images/web-query-builder-parameter-dialog.png) + +Each query parameter allows you to configure the following properties: + +Option | Description +---------|--------- +**Name** | Specifies the query parameter's name. +**Type** | Specifies the parameter value's data type.
Set this property to **Expression** to generate parameter values dynamically. +**Result Type** | Specifies the data type of the expression's result value.
This property is enabled if the query parameter type is Expression. +**Value** | Determines the query parameter's actual value.
You can specify a static value according to the selected value's data type.
Alternatively, construct an expression to generate parameter values dynamically. Click this property's ellipsis button to invoke the **Expression Editor** and create an expression. This ellipsis button is enabled if you set the query parameter type to **Expression**. + + +### Filter Data +The Query Builder can be used to filter a query. To do this, deselect tables and click the ellipsis button in the invoked **Filter** field in the **Properties** pane. This invokes the **Filter Editor** dialog, which provides a visual interface for constructing a filter string. + +![wdd-filter-editor-filter-query](../../../images/wdd-filter-editor-filter-query124905.png) + +See the following topic for details: [Filter Queries](../../provide-data/working-with-sql-data-sources/filter-queries.md). + +### Preview Data +Click the **Preview Results** button to test a query on the actual data's limited subset. + +The invoked [Data Preview](preview-data.md) dialog displays the first 100 data records of the query: + +![wdd-preview-result](../../../images/wdd-preview-result124959.png) + + +## Query Builder for Federated Data Sources + +The Query Builder supports the following query types for the federated data source: + +- **Join** - Combines rows from two or more sources based on a clause. +- **Union and Union All** - The **Union** query combines rows from two or more sources into one data set and removes duplicate rows in the merged source. The **Union All** query does the same, except it doesn't remove duplicated rows. You can create a union query for data sources if data types of their columns are [implicitly converted](https://docs.microsoft.com/en-us/dotnet/csharp/programming-guide/types/casting-and-type-conversions#implicit-conversions). +- **Transformation** - If a data source contains a complex column (an object), you can transform its properties to display them as separate columns in a flattened view. If one of the data columns is an array, you can unfold its values and display a new data row for every element of the array. When you unfold the column, you can flatten it and create a flattened view. + +### Create a Join-Based Federated Data Source + +In the invoked Query Builder, add the tables from the data sources (drag or double-click them). Use drag-and-drop to create a relationship based on the key field. Enable checkboxes for the data fields you want to include in the query result set. + +You can also specify a different name for a field: set the alias in the Alias column for the corresponding field (for example, _City_ for the _ShipCity_ field on the image below). + +In the image below columns from the two data sources are added to the query: + +![Query Builder for Data Federation - Join query](../../../images/web-dashboard-federated-wizard-join-query.png) + +You can specify the expression for the field. For this, enable the **_f_** button and then click ellipsis button: + +![Query Builder for Data Federation - Set expression in the Join query](../../../images/web-dashboard-federated-wizard-join-query-set-expression.png) + +This invokes the Expression Editor and you can specify a [calculated field](../../provide-data/calculated-fields.md). + +Click **OK** to close the Query Builder. Rename the created query if necessary. + +![Query Builder for Data Federation - Rename the Join query](../../../images/web-dashboard-federated-wizard-join-query-rename.png) + +Click **Finish** to create the federated data source with the Join query and close the Data Source Wizard. Add the newly created data source to the dashboard to see the result: + +![Query Builder for Data Federation - Join query result](../../../images/web-dashboard-federated-wizard-join-query-result.png) + + +### Create a Union-Based Federated Data Source + +Double-click the Customers table and the Excel data source. The query includes only fields that have identical names and types in the origin sources. Enable the **Union All** check box to create the **Union All** query and do not remove duplicated rows. + +You can also specify a different name for a field: set the alias in the Alias column for the corresponding field. + +In the image below, two sources are added to the query: + +![Query Builder for Data Federation - Union query](../../../images/web-dashboard-federated-wizard-union-query.png) + +Click **OK** to close the Query Builder. Rename the created query if necessary. + +![Query Builder for Data Federation - Rename the Union query](../../../images/web-dashboard-federated-wizard-union-query-rename.png) + +Click **Finish** to create the federated data source with the Union/UnionAll query and close the Data Source Wizard. Add the newly created data source to the dashboard to see the result: + +![Query Builder for Data Federation - Union query result](../../../images/web-dashboard-federated-wizard-union-query-result.png) + +### Create a Transformation-Based Data Source + +In the invoked Query Builder, select the data source or query that contains columns you want to transform. Select the Transform check box next to the column you need to unfold and flatten. You can specify the aliases for the generated columns. + +In the image below the Query Builder transforms the `Products` column from the JSON data source: + +![Query Builder for Data Federation - Transformation query](../../../images/web-dashboard-federated-wizard-transformation-query.png) + +Click **OK** to close the Query Builder. Rename the created query if necessary. + +![Query Builder for Data Federation - Rename the Transformation query](../../../images/web-dashboard-federated-wizard-transformation-query-rename.png) + +Click **Finish** to create the federated data source with the Transformation query and close the Data Source Wizard. Add the newly created data source to the dashboard to see the result: + +![web-dashboard-federated-wizard-transformation-query-result](../../../images/web-dashboard-federated-wizard-transformation-query-result.png) + diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/toolbox.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/toolbox.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/toolbox.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/toolbox.md index 7bbde8311d..81eab97e29 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/toolbox.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/ui-elements/toolbox.md @@ -1,49 +1,49 @@ ---- -title: Toolbox -author: Natalia Kazakova -legacyId: 117731 ---- -# Toolbox -The **Toolbox** provides access to the dashboard menu, and allows you to add dashboard items, as well as undo or repeat user actions. - -The main parts of the Toolbox are listed below. - -![wdd-toolbox](../../images/img125795.png) - -* **Dashboard Menu** - contains the dashboard menu elements. They allow you to save or load dashboards and configure general dashboard settings. To invoke this menu, click on the [Dashboard Menu](dashboard-menu.md) button. -* **Toolbox** - contains buttons that allow you to add dashboard items like [Grid](../dashboard-item-settings/grid.md), [Maps](../dashboard-item-settings/geo-point-maps.md), [Treemap](../dashboard-item-settings/treemap.md), [Filter Elements Overview](../dashboard-item-settings/filter-elements/filter-elements-overview.md) or custom items. -* **Toolbar** - the bottom part of the Toolbox that contains undo/redo buttons and buttons with custom functionality. - -## Toolbox Groups - -The Toolbox groups dashboard items as follows: - -- **Common** - Data items used to visualize data. - - [Grid](../dashboard-item-settings/grid.md) - - [Pivot](../dashboard-item-settings/pivot.md) - - [Chart](../dashboard-item-settings/chart.md) - - [Treemap](../dashboard-item-settings/treemap.md) - - [Pies](../dashboard-item-settings/pies.md) - - [Scatter Chart](../dashboard-item-settings/scatter-chart.md) - - [Cards](../dashboard-item-settings/cards.md) - - [Gauges](../dashboard-item-settings/gauges.md) - - [Text Box](../dashboard-item-settings/text-box.md) - - [Image](../dashboard-item-settings/images/image-overview.md) - - [Bound Image](../dashboard-item-settings/images/image-overview.md) - -- **Maps** - Map dashboard items. - - [Choropleth Map](../dashboard-item-settings/choropleth-map.md) - - [Geo Point Map](../dashboard-item-settings/geo-point-maps/geo-point-map.md) - - [Bubble Map](../dashboard-item-settings/geo-point-maps/bubble-map.md) - - [Pie Map](../dashboard-item-settings/geo-point-maps/pie-map.md) - -- **Filter** - Items used to filter data in data items. - - [Range Filter](../dashboard-item-settings/range-filter.md) - - [Combo Box](../dashboard-item-settings/filter-elements/filter-elements-overview.md) - - [List Box](../dashboard-item-settings/filter-elements/filter-elements-overview.md) - - [Tree View](../dashboard-item-settings/filter-elements/filter-elements-overview.md) - - [Date Filter](../dashboard-item-settings/date-filter.md) - -- **Layout** - Items used to arrange another dashboard items in a dashboard. - - [Group](../dashboard-item-settings/dashboard-item-group.md) +--- +title: Toolbox +author: Natalia Kazakova +legacyId: 117731 +--- +# Toolbox +The **Toolbox** provides access to the dashboard menu, and allows you to add dashboard items, as well as undo or repeat user actions. + +The main parts of the Toolbox are listed below. + +![wdd-toolbox](../../images/img125795.png) + +* **Dashboard Menu** - contains the dashboard menu elements. They allow you to save or load dashboards and configure general dashboard settings. To invoke this menu, click on the [Dashboard Menu](dashboard-menu.md) button. +* **Toolbox** - contains buttons that allow you to add dashboard items like [Grid](../dashboard-item-settings/grid.md), [Maps](../dashboard-item-settings/geo-point-maps.md), [Treemap](../dashboard-item-settings/treemap.md), [Filter Elements Overview](../dashboard-item-settings/filter-elements/filter-elements-overview.md) or custom items. +* **Toolbar** - the bottom part of the Toolbox that contains undo/redo buttons and buttons with custom functionality. + +## Toolbox Groups + +The Toolbox groups dashboard items as follows: + +- **Common** - Data items used to visualize data. + - [Grid](../dashboard-item-settings/grid.md) + - [Pivot](../dashboard-item-settings/pivot.md) + - [Chart](../dashboard-item-settings/chart.md) + - [Treemap](../dashboard-item-settings/treemap.md) + - [Pies](../dashboard-item-settings/pies.md) + - [Scatter Chart](../dashboard-item-settings/scatter-chart.md) + - [Cards](../dashboard-item-settings/cards.md) + - [Gauges](../dashboard-item-settings/gauges.md) + - [Text Box](../dashboard-item-settings/text-box.md) + - [Image](../dashboard-item-settings/images/image-overview.md) + - [Bound Image](../dashboard-item-settings/images/image-overview.md) + +- **Maps** - Map dashboard items. + - [Choropleth Map](../dashboard-item-settings/choropleth-map.md) + - [Geo Point Map](../dashboard-item-settings/geo-point-maps/geo-point-map.md) + - [Bubble Map](../dashboard-item-settings/geo-point-maps/bubble-map.md) + - [Pie Map](../dashboard-item-settings/geo-point-maps/pie-map.md) + +- **Filter** - Items used to filter data in data items. + - [Range Filter](../dashboard-item-settings/range-filter.md) + - [Combo Box](../dashboard-item-settings/filter-elements/filter-elements-overview.md) + - [List Box](../dashboard-item-settings/filter-elements/filter-elements-overview.md) + - [Tree View](../dashboard-item-settings/filter-elements/filter-elements-overview.md) + - [Date Filter](../dashboard-item-settings/date-filter.md) + +- **Layout** - Items used to arrange another dashboard items in a dashboard. + - [Group](../dashboard-item-settings/dashboard-item-group.md) - [Tab Container](../dashboard-item-settings/tab-container.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/undo-and-redo-operations.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/undo-and-redo-operations.md new file mode 100644 index 0000000000..d838fa4ee0 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-designer-mode/undo-and-redo-operations.md @@ -0,0 +1,11 @@ +--- +title: Undo and Redo Operations +author: Natalia Kazakova +legacyId: 117714 +--- +# Undo and Redo Operations +The Web Dashboard keeps track of all user actions, and allows you to undo or repeat them using the **Undo**/**Redo** buttons. + +To undo/redo the last action, use the following buttons located in the [Toolbox](ui-elements/toolbox.md). + +![wdd-undo-redo](../images/img125582.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode.md similarity index 98% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode.md index 1b39a892ac..2687815404 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode.md @@ -1,46 +1,46 @@ ---- -title: Web Dashboard - Viewer Mode -author: Natalia Kazakova -legacyId: 16757 ---- -# Web Dashboard - Viewer Mode -The **Web Dashboard** provides the capability to display dashboards in web browsers on desktop and mobile devices. - -![WebDashboard_ViewerMode_Overview_dx](images/img127377.png) - -## Data Presentation -The topics in this section provide information on how the Web Dashboard presents data. -* [Data Presentation Basics ](web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md) -* [Master Filtering](web-dashboard-viewer-mode/data-presentation/master-filtering.md) -* [Drill-Down](web-dashboard-viewer-mode/data-presentation/drill-down.md) -* [Dashboard Layout](web-dashboard-viewer-mode/data-presentation/dashboard-layout.md) - -## Mobile Layout -The Web Dashboard uses a mobile layout to display dashboards on phones and tablets. -* [Mobile Layout](web-dashboard-viewer-mode/mobile-layout.md) - -## Dashboard Parameters -The following topic describes how to change dashboard parameter values. -* [Requesting Parameter Values](web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md) - -## Exporting -The Web Dashboard provides the capability to export individual items of a dashboard, as well as the entire dashboard. -* [Exporting](web-dashboard-viewer-mode/exporting.md) - -## Dashboard Items -Dashboard items are used to present information in various ways. -* [Chart](web-dashboard-viewer-mode/dashboard-items/chart.md) -* [Scatter Chart](web-dashboard-viewer-mode/dashboard-items/scatter-chart.md) -* [Grid](web-dashboard-viewer-mode/dashboard-items/grid.md) -* [Pies](web-dashboard-viewer-mode/dashboard-items/pies.md) -* [Cards](web-dashboard-viewer-mode/dashboard-items/cards.md) -* [Gauges](web-dashboard-viewer-mode/dashboard-items/gauges.md) -* [Pivot](web-dashboard-viewer-mode/dashboard-items/pivot.md) -* [Choropleth Map](web-dashboard-viewer-mode/dashboard-items/choropleth-map.md) -* [Geo Point Maps](web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md) -* [Range Filter](web-dashboard-viewer-mode/dashboard-items/range-filter.md) -* [Image](web-dashboard-viewer-mode/dashboard-items/image.md) -* [Text Box](web-dashboard-viewer-mode/dashboard-items/text-box.md) -* [Treemap](web-dashboard-viewer-mode/dashboard-items/treemap.md) -* [Filter Elements](web-dashboard-viewer-mode/dashboard-items/filter-elements.md) +--- +title: Web Dashboard - Viewer Mode +author: Natalia Kazakova +legacyId: 16757 +--- +# Web Dashboard - Viewer Mode +The **Web Dashboard** provides the capability to display dashboards in web browsers on desktop and mobile devices. + +![WebDashboard_ViewerMode_Overview_dx](images/img127377.png) + +## Data Presentation +The topics in this section provide information on how the Web Dashboard presents data. +* [Data Presentation Basics ](web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md) +* [Master Filtering](web-dashboard-viewer-mode/data-presentation/master-filtering.md) +* [Drill-Down](web-dashboard-viewer-mode/data-presentation/drill-down.md) +* [Dashboard Layout](web-dashboard-viewer-mode/data-presentation/dashboard-layout.md) + +## Mobile Layout +The Web Dashboard uses a mobile layout to display dashboards on phones and tablets. +* [Mobile Layout](web-dashboard-viewer-mode/mobile-layout.md) + +## Dashboard Parameters +The following topic describes how to change dashboard parameter values. +* [Requesting Parameter Values](web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md) + +## Exporting +The Web Dashboard provides the capability to export individual items of a dashboard, as well as the entire dashboard. +* [Exporting](web-dashboard-viewer-mode/exporting.md) + +## Dashboard Items +Dashboard items are used to present information in various ways. +* [Chart](web-dashboard-viewer-mode/dashboard-items/chart.md) +* [Scatter Chart](web-dashboard-viewer-mode/dashboard-items/scatter-chart.md) +* [Grid](web-dashboard-viewer-mode/dashboard-items/grid.md) +* [Pies](web-dashboard-viewer-mode/dashboard-items/pies.md) +* [Cards](web-dashboard-viewer-mode/dashboard-items/cards.md) +* [Gauges](web-dashboard-viewer-mode/dashboard-items/gauges.md) +* [Pivot](web-dashboard-viewer-mode/dashboard-items/pivot.md) +* [Choropleth Map](web-dashboard-viewer-mode/dashboard-items/choropleth-map.md) +* [Geo Point Maps](web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md) +* [Range Filter](web-dashboard-viewer-mode/dashboard-items/range-filter.md) +* [Image](web-dashboard-viewer-mode/dashboard-items/image.md) +* [Text Box](web-dashboard-viewer-mode/dashboard-items/text-box.md) +* [Treemap](web-dashboard-viewer-mode/dashboard-items/treemap.md) +* [Filter Elements](web-dashboard-viewer-mode/dashboard-items/filter-elements.md) * [Tab Container](web-dashboard-viewer-mode/dashboard-items/tab-container.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items.md new file mode 100644 index 0000000000..f957946bba --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items.md @@ -0,0 +1,25 @@ +--- +title: Dashboard Items +author: Natalia Kazakova +legacyId: 16732 +--- +# Dashboard Items +**DevExpress Dashboard** provides a number of visualization elements (**dashboard items**) designed to effectively present visual or textual information in a dashboard. + +This section describes the available dashboard items. +* [Chart](dashboard-items/chart.md) +* [Scatter Chart](dashboard-items/scatter-chart.md) +* [Grid](dashboard-items/grid.md) +* [Pies](dashboard-items/pies.md) +* [Cards](dashboard-items/cards.md) +* [Gauges](dashboard-items/gauges.md) +* [Pivot](dashboard-items/pivot.md) +* [Choropleth Map](dashboard-items/choropleth-map.md) +* [Geo Point Maps](dashboard-items/geo-point-maps.md) +* [Range Filter](dashboard-items/range-filter.md) +* [Date Filter](dashboard-items/date-filter.md) +* [Image](dashboard-items/image.md) +* [Text Box](dashboard-items/text-box.md) +* [Treemap](dashboard-items/treemap.md) +* [Filter Elements](dashboard-items/filter-elements.md) +* [Tab Container](dashboard-items/tab-container.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards.md new file mode 100644 index 0000000000..67d979a3e4 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards.md @@ -0,0 +1,10 @@ +--- +title: Cards +author: Natalia Kazakova +legacyId: 16741 +--- +# Cards +The topics in this section describe the **Card** dashboard item, which displays a series of cards. Each card can display a single value, or show the difference between two values. +* [Data Presentation Basics](cards/data-presentation-basics.md) +* [Interactivity](cards/interactivity.md) +* [Exporting](cards/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md new file mode 100644 index 0000000000..76f126b064 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md @@ -0,0 +1,18 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16742 +--- +# Data Presentation Basics +The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. + +![Cards_Web](../../../images/img22502.png) + +The **Card** dashboard item can illustrate this difference for various sets of values. You can switch between these sets using the **Values** button (the ![Cards_ValuesIcon](../../../images/img22504.png) icon) in the card's [caption](../../data-presentation/dashboard-layout.md). + +![Cards_SwitchValues_Web](../../../images/img22503.png) + +## Tooltip +A **Card** dashboard item can display a tooltip for cards containing a sparkline. When the mouse pointer is hovered over the sparkline, the tooltip can display start/end values and minimum/maximum values. + +![CardSparkline_Tooltip_Web](../../../images/img23717.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/exporting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/exporting.md new file mode 100644 index 0000000000..44c61c9376 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/exporting.md @@ -0,0 +1,54 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17261 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Card** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_PiesWeb](../../../images/img22954.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Auto Arrange Content** - Specifies whether cards are arranged automatically in the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Card dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md new file mode 100644 index 0000000000..9fdf71534b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md @@ -0,0 +1,28 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16743 +--- +# Interactivity +This topic describes features that enable interaction between the **Card** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +When Master Filtering is enabled, you can click a card (or cards) to make other dashboard items only display data related to the selected card (or cards). + +![Cards_MasterFiltering_Web](../../../images/img22505.png) + +To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the card's [caption](../../data-presentation/dashboard-layout.md). + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +When drill-down is enabled, you can click a card to view the details. + +![Cards_DrillDown_Web](../../../images/img22506.png) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by clicking a selected card. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the card's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart.md new file mode 100644 index 0000000000..306277673b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart.md @@ -0,0 +1,10 @@ +--- +title: Chart +author: Natalia Kazakova +legacyId: 16729 +--- +# Chart +The topics in this section describe the **Chart** dashboard item, which visualizes data in XY-diagrams of different kinds - from line and bar charts to candle stick and bubble charts. +* [Data Presentation Basics](chart/data-presentation-basics.md) +* [Interactivity](chart/interactivity.md) +* [Exporting](chart/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md new file mode 100644 index 0000000000..2761fc917d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md @@ -0,0 +1,24 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16730 +--- +# Data Presentation Basics +The **Chart** dashboard item presents data visually using different types of series. + +![ChartDashboardItem_Web](../../../images/img22473.png) + +A series represents a grouping of related data points. The most important characteristic of a series is its type, which determines a particular visual representation of data. + +The Chart dashboard item includes the following series types. +* ![Charts_SeriesTypes_Bar_Icon](../../../images/img18730.png) A **Bar** series displays data as sets of rectangular bars with lengths proportional to the values that they represent. +* ![Charts_SeriesTypes_Line_Icon](../../../images/img18746.png) **Point** and **Line** series display data as standalone points or points joined by a line. +* ![Charts_SeriesTypes_Area_Icon](../../../images/img18728.png) An **Area** series displays data by a line that joins points, and the shaded area between the line and the argument axis. +* ![Charts_SeriesTypes_RangeArea_Icon](../../../images/img18748.png) A **Range** series is the area between two simple series displayed as a shaded area, or bars that stretch from a point in one series to the corresponding point in another series. +* ![Charts_SeriesTypes_Bubble_Icon](../../../images/img18732.png) A **Weighted** series displays data using a third dimension, expressed by a bubble's size. +* ![Charts_SeriesTypes_HighLowClose_Icon](../../../images/img18744.png) **Financial** series are useful in analyzing stock and bond prices, as well as the behavior of commodities. + +## Tooltip +The Chart dashboard item can display a tooltip that shows information on a hovered series point. + +![Chart_CrosshairLabel_Web](../../../images/img22474.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/exporting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/exporting.md new file mode 100644 index 0000000000..b9a05014c0 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/exporting.md @@ -0,0 +1,53 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17258 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Chart** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_ChartWeb](../../../images/img22925.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Chart dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Chart dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md new file mode 100644 index 0000000000..9077403f72 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md @@ -0,0 +1,47 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16731 +--- +# Interactivity +This topic describes features that enable interaction between the **Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +The Chart dashboard item supports filtering by **argument** or **series** values. +* **Filtering by Arguments** + + When filtering by arguments is enabled, you can click series points to make other dashboard items display only data related to selected argument values. + + ![Chart_FilterByArguments_Web](../../../images/img22475.png) +* **Filtering by Series** + + When filtering by series is enabled, you can click a series point to make other dashboard items display only data related to the selected series. + + ![Chart_FilterBySeries_Web](../../../images/img22476.png) + +To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the chart's [caption](../../data-presentation/dashboard-layout.md) area. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +The Chart dashboard item supports drill-down on argument or series values. +* **Drill Down on Arguments** + + When drill-down on arguments is enabled, you can click a series point to view a detail chart for the corresponding argument value. + + ![Chart_DrillDownOnArguments_Web](../../../images/img22477.png) + + > [!NOTE] + > When **Filtering by Arguments** is enabled, you can view the details by clicking a selected series point. +* **Drill-Down on a Series** + + When drill-down on a series is enabled, you can click a series point (or corresponding legend item) to view a detail chart for the corresponding series. + + ![Chart_DrillDownOnSeries_Web](../../../images/img22478.png) + + > [!NOTE] + > When **Filtering by Series** is enabled, you can view the details by clicking a selected series point. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the chart's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map.md new file mode 100644 index 0000000000..2a58fbe9a5 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map.md @@ -0,0 +1,10 @@ +--- +title: Choropleth Map +author: Natalia Kazakova +legacyId: 16748 +--- +# Choropleth Map +The topics in this section describe the **Choropleth Map** dashboard item, which colorizes the required areas in proportion to the provided values. +* [Data Presentation Basics](choropleth-map/data-presentation-basics.md) +* [Interactivity](choropleth-map/interactivity.md) +* [Exporting](choropleth-map/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md new file mode 100644 index 0000000000..75de349dbe --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md @@ -0,0 +1,33 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16749 +--- +# Data Presentation Basics +The **Choropleth Map** dashboard item colorizes map areas in two ways. +* Based on the provided values. + + ![ChoroplethMap_Value_Web](../../../images/img22514.png) +* Based on the difference between the actual and target values of a particular parameter. + + ![ChoroplethMap_Delta_Web](../../../images/img22515.png) + +You can switch between the provided values using the **Values** button (the ![Cards_ValuesIcon](../../../images/img22504.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). + +## Map Zooming and Scrolling +Use the following actions to scroll a map. +* **Zooming** + * Use the mouse scroll wheel to change the current zoom level for the map. + * On a touchscreen device, use pinch or spread gestures to change the current zoom level. + + ![ChoroplethMap_PinchGesture](../../../images/img23691.png)![ChoroplethMap_SpreadGesture](../../../images/img23692.png) +* **Scrolling** + * To scroll the map, hold down the left mouse button and drag it. + * On a touchscreen device, use flick gestures to scroll the map. + + ![ChoroplethMap_FlickGesture](../../../images/img22518.png) + +## Tooltip +The **Choropleth Map** dashboard item can display a tooltip that shows information on a hovered area. + +![ChoropletMap_Tooltip_Web](../../../images/img23704.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md new file mode 100644 index 0000000000..ed1f555387 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md @@ -0,0 +1,53 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17264 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Choropleth Map** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_ChoroplethMapWeb](../../../images/img22960.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Choropleth Map dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Choropleth Map dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md new file mode 100644 index 0000000000..3e0f2865a8 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md @@ -0,0 +1,16 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16750 +--- +# Interactivity +This document describes the **Master Filtering** feature, which enables interaction between the **Choropleth Map** and other dashboard items.. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +When Master Filtering is enabled, you can click a shape (or multiple shapes) to make other dashboard items only display data related to the selected shape (or shapes). + +![ChoroplethMap_MasterFiltering_Web](../../../images/img22519.png) + +To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/date-filter.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/date-filter.md new file mode 100644 index 0000000000..48879007dc --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/date-filter.md @@ -0,0 +1,24 @@ +--- +title: Date Filter +author: Natalia Kazakova +--- +# Date Filter +The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. + +![](../../images/datefilter-web-overview.png) + +The Date Filter item displays a set of intervals that can be used as quick filters: + +![](../../images/datefilter-web-autoheight.png) + +## Date Picker + +The Date Filter item displays a **Date Picker** that is a button with a drop-down calendar. A drop-down calendar allows the end-user to select a single date or a date range: + +![](../../images/datefilter-web-datepicker.png) + +## Quick Filters + +**Quick Filters** are buttons displayed within the Date Filter item. Each button is bound to a predefined date-time period that can be used to perform a selection. You can click the button to apply a custom period to a Date filter: + +![](../../images/datefilter-web-quick-filters.png) diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/filter-elements.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/filter-elements.md new file mode 100644 index 0000000000..814e2abf3b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/filter-elements.md @@ -0,0 +1,39 @@ +--- +title: Filter Elements +author: Natalia Kazakova +legacyId: 17948 +--- +# Filter Elements +Filter elements provide the capability to [filter](../data-presentation/master-filtering.md) other dashboard items. +* [Combo Box](#combo-box) +* [List Box](#list-box) +* [Tree View](#tree-view) + +## Combo Box +The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. +* The **Standard** type allows you to select only a single value. + + ![StandardCombobox_Web](../../images/img25527.png) +* The **Checked** type allows you to select multiple values in the invoked drop-down list. + + ![CheckedCombobox_Web](../../images/img25528.png) + +## List Box +The **List Box** dashboard item allows you to select a value(s) from the list. +* The **Checked** type allows you to select multiple values in the list box. + + ![StandardListbox_Web](../../images/img25529.png) +* The **Radio** type allows you to select only a single value in the radio group. + + ![RadioListbox_Web](../../images/img25530.png) + +## Tree View +The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. + +![TreeView_Web](../../images/img25531.png) + +## Date Filter + +The [Date Filter](../dashboard-items/date-filter.md) dashboard item allows you to filter dashboard data based on the selected data range. + +![](../../images/datefilter-web-autoheight.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges.md new file mode 100644 index 0000000000..c6daa2f822 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges.md @@ -0,0 +1,10 @@ +--- +title: Gauges +author: Natalia Kazakova +legacyId: 16744 +--- +# Gauges +The topics in this section describe the **Gauge** dashboard item, which displays a series of gauges. +* [Data Presentation Basics](gauges/data-presentation-basics.md) +* [Interactivity](gauges/interactivity.md) +* [Exporting](gauges/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md new file mode 100644 index 0000000000..390297f081 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md @@ -0,0 +1,11 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16745 +--- +# Data Presentation Basics +The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. + +![Gauges_Web](../../../images/img22507.png) + +The **Gauge** dashboard item can illustrate this difference for various sets of values. You can switch between these sets using the **Values** button (the ![Cards_ValuesIcon](../../../images/img22504.png) icon) in the gauge's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md new file mode 100644 index 0000000000..0545986067 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md @@ -0,0 +1,54 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17262 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Gauge** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_PiesWeb](../../../images/img22954.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Auto Arrange Content** - Specifies whether gauges are arranged automatically in the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Gauge dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md new file mode 100644 index 0000000000..c02e88b354 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md @@ -0,0 +1,28 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16746 +--- +# Interactivity +This topic describes features that enable interaction between the **Gauge** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +When Master Filtering is enabled, you can click a gauge (or multiple gauges) to make other dashboard items only display data related to the selected gauge or gauges. + +![Gauges_MasterFiltering_Web](../../../images/img22508.png) + +To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the dashboard item [caption](../../data-presentation/dashboard-layout.md). + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +When drill-down is enabled, you can click a gauge to view the details. + +![Gauges_DrillDown_Web](../../../images/img22509.png) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by clicking a selected gauge. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the dashboard item's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md new file mode 100644 index 0000000000..14a375d4aa --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md @@ -0,0 +1,10 @@ +--- +title: Geo Point Maps +author: Natalia Kazakova +legacyId: 16751 +--- +# Geo Point Maps +The topics in this section describe various types of **Geo Point Map** dashboard items which places callouts, bubbles or pies on the map using geographical coordinates. +* [Data Presentation Basics](geo-point-maps/data-presentation-basics.md) +* [Interactivity](geo-point-maps/interactivity.md) +* [Exporting](geo-point-maps/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md new file mode 100644 index 0000000000..4943dcfda5 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md @@ -0,0 +1,36 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16752 +--- +# Data Presentation Basics +The Web Dashboard supports three types of **Geo Point** maps. +* The **Geo Point Map** dashboard item places callouts on the map using geographical coordinates. + + ![MapsOverview_GeoPointMap_Web](../../../images/img23667.png) +* The **Bubble Map** dashboard item displays bubbles on the map. The color and size of each bubble relay data particular to that color and size. + + ![MapsOverview_BubbleMap_Web](../../../images/img23668.png) +* The **Pie Map** dashboard item displays pies on the map. Each pie shows the relative contribution that different values contribute to the total. + + ![MapsOverview_PieMap_Web](../../../images/img23669.png) + + You can switch between the provided values using the **Values** button (the ![Cards_ValuesIcon](../../../images/img22504.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). + +## Map Zooming and Scrolling +Use the following actions to scroll a map. +* **Zooming** + * Use the mouse scroll wheel to change the current zoom level for the map. + * On a touchscreen device, use pinch or spread gestures to change the current zoom level. + + ![ChoroplethMap_PinchGesture](../../../images/img23691.png)![ChoroplethMap_SpreadGesture](../../../images/img23692.png) +* **Scrolling** + * To scroll the map, hold down the left mouse button and drag it. + * On a touchscreen device, use flick gestures to scroll the map. + + ![ChoroplethMap_FlickGesture](../../../images/img22518.png) + +## Tooltip +A **Geo Point Map** dashboard item can display a tooltip that displays information in a hovered callout/bubble/pie. + +![GeopointMap_Tooltip_Web](../../../images/img23705.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md new file mode 100644 index 0000000000..7c7dbb5a2a --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md @@ -0,0 +1,53 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17265 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting **Geo Point Map** dashboard items. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_ChoroplethMapWeb](../../../images/img22960.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Geo Point Map dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Geo Point Map dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md new file mode 100644 index 0000000000..9c4ede2978 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md @@ -0,0 +1,16 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16753 +--- +# Interactivity +This document describes the **Master Filtering** feature, which enables interaction between the **Geo Point Map** and other dashboard items. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies by holding down the **CTRL** key) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). + +![GeoPointMap_MasterFiltering_Web](../../../images/img22521.png) + +To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid.md new file mode 100644 index 0000000000..d388681ccd --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid.md @@ -0,0 +1,10 @@ +--- +title: Grid +author: Natalia Kazakova +legacyId: 16733 +--- +# Grid +The topics in this section describe the **Grid** dashboard item, which displays data in a two-dimensional table. +* [Data Presentation Basics](grid/data-presentation-basics.md) +* [Interactivity](grid/interactivity.md) +* [Exporting](grid/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md new file mode 100644 index 0000000000..a2648d8014 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md @@ -0,0 +1,35 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16734 +--- +# Data Presentation Basics +The **Grid** displays data in a two-dimensional table that supports four types of columns. + +![Grid_ColumnTypes_Web](../../../images/img22479.png) +* The **dimension column** displays values from the bound data item "as is". +* The **measure column** displays summaries calculated from data in the bound data item. +* The **delta column**, bound to two measures, calculates summaries for both measures, and displays the difference between these summaries. +* The **sparkline column** visualizes the variation of summary values over time. + +## Sort Grid Rows +To sort records by a column's values and replace the existing sort conditions applied to the current or other columns, click the target column's header until the _Up_ or _Down_ arrow icon is displayed within the header. The _Up_ and _Down_ arrows indicate ascending and descending sort orders, respectively. + +![Grid_SortRows_Web](../../../images/img22480.png) + +You can also apply the required sort condition by right-clicking a column header and selecting **Sort Ascending** or **Sort Descending** from the invoked context menu. + +![Grid_ColumnHeaderMenu](../../../images/img23690.png) + +To remove sorting by a column, select **Clear Sorting** from the context menu or click a column header while holding down the **CTRL** key. + +## Tooltips +A Grid dashboard item can display a tooltip when the mouse pointer is hovered over the bar in the measure column. + +![GridBar_Tooltip_Web](../../../images/img23714.png) + +The tooltip shows the value in the measure column as text. + +When the mouse pointer is hovered over the cell in the sparkline column, the tooltip can display start/end values and minimum/maximum values. + +![GridSparkline_Tooltip_Web](../../../images/img23715.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/exporting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/exporting.md new file mode 100644 index 0000000000..6456053461 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/exporting.md @@ -0,0 +1,55 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17259 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Grid** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_GridWeb](../../../images/img22952.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Print Headers on Every Page** - Specifies whether to print column headers of the Grid dashboard item on every page. +* **Fit to Page Width** - Specifies whether the size of the grid is changed according to the width of the exported page. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Grid dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md new file mode 100644 index 0000000000..4384eff4b4 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md @@ -0,0 +1,30 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16735 +--- +# Interactivity +This topic describes features that enable interaction between the **Grid** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a grid row (or multiple rows) to make other dashboard items only display data related to the selected record(s). + +![WebViewer_MasterFiltering](../../../images/img22459.gif) + +To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the grid's [caption](../../data-presentation/dashboard-layout.md) area. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +The Grid dashboard item supports drill-down for rows. + +When drill-down is enabled, you can click a grid row to view the details. + +![Grid_DrillDown_Web](../../../images/img22481.png) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by clicking the selected row. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the grid's [caption](../../data-presentation/dashboard-layout.md) area. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image.md new file mode 100644 index 0000000000..3144613271 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image.md @@ -0,0 +1,9 @@ +--- +title: Image +author: Natalia Kazakova +legacyId: 16755 +--- +# Image +The **Image** dashboard item is used to display images within a dashboard. + +![Image_Web](../../images/img22523.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image/exporting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image/exporting.md new file mode 100644 index 0000000000..e4fc2046f3 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image/exporting.md @@ -0,0 +1,37 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17267 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting an **Image** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) + +## Export To PDF +![ExportToPdfDialog_ImageWeb](../../../images/img22972.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +![ExportToImageDialog_ImageWeb](../../../images/img22973.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies.md new file mode 100644 index 0000000000..bdd4436a1e --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies.md @@ -0,0 +1,10 @@ +--- +title: Pies +author: Natalia Kazakova +legacyId: 16736 +--- +# Pies +The topics in this section describe the **Pie** dashboard item, which displays a series of pies or donuts that represent the contribution of each value to a total. +* [Data Presentation Basics](pies/data-presentation-basics.md) +* [Interactivity](pies/interactivity.md) +* [Exporting](pies/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md new file mode 100644 index 0000000000..61b6f18c42 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md @@ -0,0 +1,14 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16737 +--- +# Data Presentation Basics +The **Pie** dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. + +![Pies_Web](../../../images/img22483.png) + +## Tooltip +A Pie dashboard item can display a tooltip that shows information about the hovered pie segment. + +![Pies_Label_Web](../../../images/img22484.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/exporting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/exporting.md new file mode 100644 index 0000000000..89ca71152f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/exporting.md @@ -0,0 +1,54 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17260 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Pie** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_PiesWeb](../../../images/img22954.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Auto Arrange Content** - Specifies whether pies are arranged automatically in the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Pie dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md new file mode 100644 index 0000000000..91139e23af --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md @@ -0,0 +1,47 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16738 +--- +# Interactivity +This topic describes features that enable interaction between the **Pie** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +The Pie dashboard item supports filtering by **argument** or **series** values. +* **Filtering by Arguments** + + When filtering by arguments is enabled, you can click a pie segment to make other dashboard items only display data related to the selected argument value. + + ![Pies_FilteringByArguments_Web](../../../images/img22485.png) +* **Filtering by Series** + + When filtering by series is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. + + ![Pies_FilteringBySeries_Web](../../../images/img22486.png) + +To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the pie's [caption](../../data-presentation/dashboard-layout.md) area. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +The Pie dashboard item supports drill-down on argument or series values. +* **Drill Down on Arguments** + + When drill-down on arguments is enabled, you can click a pie segment to view a detail diagram for the corresponding argument value. + + ![Pies_DrillDownOnArguments_Web](../../../images/img22487.png) + + > [!NOTE] + > When **Filtering by Arguments** is enabled, you can view the details by clicking a selected pie segment. +* **Drill-Down on Series** + + When drill-down on a series is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. + + ![Pies_DrillDownOnSeries_Web](../../../images/img22488.png) + + > [!NOTE] + > When **Filtering by Series** is enabled, you can view the details by clicking a selected pie chart. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the pie's [caption](../../data-presentation/dashboard-layout.md) area. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot.md new file mode 100644 index 0000000000..758fa3d3e8 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot.md @@ -0,0 +1,14 @@ +--- +title: Pivot +author: Natalia Kazakova +legacyId: 16747 +--- +# Pivot +The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. + +![PivotDemo_Web](../../images/img22510.png) + +## Expanding and Collapsing Groups +To expand or collapse row and column groups, use the ![Pivot_Expand_Web](../../images/img22512.png) and ![Pivot_Collapse_Web](../../images/img22513.png) buttons, respectively. + +![Pivot_ExpandCollapse_Web](../../images/img22511.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md new file mode 100644 index 0000000000..1b6b96f1b4 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md @@ -0,0 +1,54 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17263 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Pivot** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_PivotWeb](../../../images/img22957.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Print Headers on Every Page** - Specifies whether to print column headers of the Pivot dashboard item on every page. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Pivot dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter.md new file mode 100644 index 0000000000..39e9c9ad7f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter.md @@ -0,0 +1,11 @@ +--- +title: Range Filter +author: Natalia Kazakova +legacyId: 16754 +--- +# Range Filter +The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter values displayed along the argument axis. + +![RangeFilter_Web](../../images/img22522.png) + +To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../images/img22461.png) icon). \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md new file mode 100644 index 0000000000..4bdbf41357 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md @@ -0,0 +1,53 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17266 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Range Filter** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_RangeFilterWeb](../../../images/img22968.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Range Filter dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Range Filter dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart.md new file mode 100644 index 0000000000..3caddcadff --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart.md @@ -0,0 +1,10 @@ +--- +title: Scatter Chart +author: Natalia Kazakova +legacyId: 115259 +--- +# Scatter Chart +The topics in this section describe the **Scatter Chart** dashboard item, which visualizes summaries using numerical X/Y-axes and the size of data points. +* [Data Presentation Basics](scatter-chart/data-presentation-basics.md) +* [Interactivity](scatter-chart/interactivity.md) +* [Exporting](scatter-chart/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md new file mode 100644 index 0000000000..ae852ddd8d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md @@ -0,0 +1,14 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 115260 +--- +# Data Presentation Basics +The **Scatter Chart** dashboard item visualizes summaries using three dimensions: the X-axis, the Y-axis and the size of data points. + +![ScatterChart_Main_Web](../../../images/img121201.png) + +## Point Labels and Tooltips +The Scatter Chart dashboard item can display point labels and tooltips that show information on data points. To see a tooltip, hover over the required point. + +![ScatterChartLabels_Web](../../../images/img121202.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md new file mode 100644 index 0000000000..636f36ba06 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md @@ -0,0 +1,55 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 115262 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Scatter Chart** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +The following options are available when exporting the Scatter Chart dashboard item to a PDF. + +![ExportToPdfDialog_ChartWeb](../../../images/img22925.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Scatter Chart dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Scatter Chart dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md new file mode 100644 index 0000000000..c9ca5ef4b1 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md @@ -0,0 +1,28 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 115261 +--- +# Interactivity +This topic describes features that enable interaction between the **Scatter Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a point (or multiple points) to make other dashboard items only display data related to the selected point(s). + +![ScatterChart_MasterFiltering_Web](../../../images/img121206.png) + +To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the Chart's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Chart's context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +When drill-down is enabled, you can click a point to view the details. + +![ScatterChart_DrillDown_Web](../../../images/img121207.png) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by clicking a selected point. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) within the Chart's [caption](../../data-presentation/dashboard-layout.md) area, or the **Drill Up** command in the Chart's context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/tab-container.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/tab-container.md new file mode 100644 index 0000000000..a2a91216fd --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/tab-container.md @@ -0,0 +1,14 @@ +--- +title: Tab Container +author: Natalia Kazakova +legacyId: 400300 +--- +# Tab Container + +Like the Dashboard Item Group, the **Tab Container** dashboard item allows you to combine elements within a dashboard. The main Tab Container's purpose is to split the dashboard layout into several pages. + +![](../../images/wdd-dashboard-item-tab-container.png) + +Click the tab page's header to switch between tab pages: + +![](../../images/wdd-viewer-select-tab-page.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box.md new file mode 100644 index 0000000000..7e02336661 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box.md @@ -0,0 +1,9 @@ +--- +title: Text Box +author: Natalia Kazakova +legacyId: 16756 +--- +# Text Box +The **Text Box** dashboard item is used to display rich text within a dashboard. + +![wdd-text-box-rtf-example](../../images/img125853.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md new file mode 100644 index 0000000000..dfa70e109d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md @@ -0,0 +1,36 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17268 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Text Box** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) + +## Export To PDF +![ExportToPdfDialog_TextBoxWeb](../../../images/img22975.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +![ExportToImageDialog_TextBoxWeb](../../../images/img22976.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap.md new file mode 100644 index 0000000000..ba3a2eeb0c --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap.md @@ -0,0 +1,10 @@ +--- +title: Treemap +author: Natalia Kazakova +legacyId: 17379 +--- +# Treemap +The Treemap dashboard item visualizes data in nested rectangles that are called _tiles_. +* [Data Presentation Basics](treemap/data-presentation-basics.md) +* [Interactivity](treemap/interactivity.md) +* [Exporting](treemap/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md new file mode 100644 index 0000000000..b1332e439a --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md @@ -0,0 +1,14 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 17381 +--- +# Data Presentation Basics +The Treemap dashboard item visualizes data in nested rectangles that are called _tiles_. Tiles corresponding to child values can be combined by parent values into groups. For example, the Treemap below displays combinations of categories and sub-categories. + +![wdd-treemap-grouped](../../../images/img125970.png) + +## Labels and Tooltips +The Treemap displays **labels** that contain descriptions for tiles and groups, and provide **tooltips** with additional information. + +![wdd-treemap-labels](../../../images/img125998.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md new file mode 100644 index 0000000000..a8402e8b4a --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md @@ -0,0 +1,55 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17395 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Treemap** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +The following options are available when exporting the Treemap dashboard item to a PDF. + +![ExportToPdfDialog_ChartWeb](../../../images/img22925.png) +* **File Name** - Specifies the name of the exported PDF. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Treemap dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Treemap dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md new file mode 100644 index 0000000000..44b3ac8085 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md @@ -0,0 +1,23 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 17392 +--- +# Interactivity +This topic describes features that enable interaction between the **Treemap** and other dashboard items. These features include **Master Filtering**. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a tile/group caption (or multiple tiles/group captions) to make other dashboard items only display data related to the selected tile(s). + +![wdd-treemap-interactivity](../../../images/img125959.png) + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Treemap's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Treemap's context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../data-presentation/drill-down.md) topic. + +When drill-down is enabled, you can click a tile to view the details. + +![wdd-treemap-drill-down](../../../images/img127986.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md new file mode 100644 index 0000000000..14e4b0ed0a --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md @@ -0,0 +1,23 @@ +--- +title: Requesting Parameter Values +author: Natalia Kazakova +legacyId: 16726 +--- +# Requesting Parameter Values +The **Web Dashboard** provides a built-in **Dashboard Parameters** dialog, which allows you to change dashboard parameter values. + +To invoke the **Dashboard Parameters** dialog, click the **Parameters** button (the ![Parameters_ParametersButtonWin_Title](../../images/img21814.png) icon) in the [dashboard title](../data-presentation/dashboard-layout.md). + +![Parameters_DashboardParametersDialog_Web](../../images/img21818.png) + +Select the required parameter values and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Request Parameter Values before Data Loading + +If you see a Dashboard Parameters window at startup, you need to input parameter values before a dashboard loads and aggregates data. Dashboard items display the following message: "Waiting for Parameter Values". + +![dashboard-parameter-request-before-loading](~/eud-for-bi-dashboard/dashboard-for-web/images/dashboard-parameter-request-before-loading.png) + +The Web Dashboard control loads data only after you submit all visible parameters. The dashboard displays a Dashboard Parameters pop-up before it fetches data. This operation mode prevents unnecessary data requests and ensures the dashboard fetches only data you actually need. + +To change this mode, open the [dashboard menu](../../web-dashboard-designer-mode/ui-elements/dashboard-menu.md) in Designer Mode, switch to the **Parameters** page, and use the following checkbox: **Request Parameter Values before Data Loading**. The setting value is saved in the dashboard XML definition. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/dashboard-layout.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/dashboard-layout.md new file mode 100644 index 0000000000..b5aa31858f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/dashboard-layout.md @@ -0,0 +1,49 @@ +--- +title: Dashboard Layout +author: Natalia Kazakova +legacyId: 16723 +--- +# Dashboard Layout +This topic describes the features related to the dashboard layout. +* [Dashboard Title](#dashboard-title) +* [Dashboard Item Caption](#dashboard-item-caption) +* [Resizing Dashboard Items](#resizing-dashboard-items) + +## Dashboard Title +The **Dashboard Title** is located at the top of the dashboard. The dashboard title can contain text or image content, elements selected in the master filter item, and command buttons. + +![wdd-dashboard-title](../../images/img126004.png) + +When you hover over the filter icon (![DashboardTitle_MasterFilterIcon_Web](../../images/img23672.png)), all master filters applied to the dashboard are displayed in the invoked popup. + +![DashboardTitle_MasterFilterPopup_Web](../../images/img23673.png) + +The dashboard title can contain the following command buttons. +* **Export To** button - allows you to export the dashboard. To learn more about exporting, see the [Exporting](../exporting.md) topic. +* **Parameters** button - allows you to modify dashboard parameter values. To learn how to modify dashboard parameter values, see the [Requesting Parameter Values](../dashboard-parameters/requesting-parameter-values.md) topic. + +## Dashboard Item Caption +Each [dashboard item](../dashboard-items.md) can include a caption that is displayed at the top of this item. The caption contains static text along with other information, as well as command buttons. + +![WebViewer_DashboardItemCaption](../../images/img22466.png) + +> [!NOTE] +> If the dashboard item caption is not visible, command buttons are displayed at the top right corner of the item. + +The caption of the dashboard item contains the following information and buttons, depending on the dashboard item type. +* **Names** + * **Dashboard Item Name** - represents the static text within a dashboard item's caption. + * **Data Item Container Name** - represents the name of the data item container. +* **Interactivity Information** + * **Drill-Down** value - shows a value or values from the current drill-down hierarchy. To learn more, see the [Drill-Down](drill-down.md) topic. +* **Command Buttons** + * **Export to** button - allows you to export a dashboard item. To learn how to print individual dashboard items, see the [Exporting](../exporting.md) topic. + * **Values** button - invokes a drop-down menu that allows you to switch between provided values (in the pie, card, gauge and maps dashboard items). To learn more, see the **Data Presentation Basics** topic for the corresponding dashboard item. + * **Clear Master Filter** button - allows you to reset filtering when a dashboard item acts as the **Master Filter**. To learn more, see the [Master Filtering](master-filtering.md) topic. + * **Drill Up** button - allows you to return to the previous detail level when the drill-down capability is enabled for this item. To learn more, see the [Drill-Down](drill-down.md) topic. + * **Multi-Select** button - allows multiple element selection in the Master Filter item, when [Multiple Master Filter](master-filtering.md) mode is enabled. + +## Resizing Dashboard Items +You can resize individual items (or a group of items) by dragging their edges. + +![Layout_ResizingItem_Web](../../images/img22857.png) \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md new file mode 100644 index 0000000000..a3630e801d --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md @@ -0,0 +1,35 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16720 +--- +# Data Presentation Basics +The Web Dashboard can be used to present dashboards on the web. +A wide range of dashboard items are used to display visual or textual information. + +| Dashboard Item | Image | Description | +|---|---|---| +| [Chart](../dashboard-items/chart.md) | ![Fundamentals_DashboardItems_Charts](../../images/img22432.png) | Displays data graphically using bars, lines, points, etc. | +| [Scatter Chart](../dashboard-items/scatter-chart.md) | ![AddingItems_ScatterChart](../../images/img121120.png) | Visualizes relationships between numeric variables. | +| [Grid](../dashboard-items/grid.md) | ![Fundamentals_DashboardItems_Grid](../../images/img22433.png) | Presents data in tabular form. | +| [Pies](../dashboard-items/pies.md) | ![Fundamentals_DashboardItems_Pies](../../images/img127030.png) | Displays a series of pies or donuts that represent the contribution of each value to the total. | +| [Cards](../dashboard-items/cards.md) | ![Fundamentals_DashboardItems_Cards](../../images/img22434.png) | Displays a series of cards, each illustrating the difference between two values. | +| [Gauges](../dashboard-items/gauges.md) | ![Fundamentals_DashboardItems_Gauges](../../images/img22435.png) | Visualizes data within a series of gauges. | +| [Pivot](../dashboard-items/pivot.md) | ![WebViewer_Pivot](../../images/img22456.png) | Displays cross-tabular reports and allows you to analyze multi-dimensional data. | +| [Choropleth Map](../dashboard-items/choropleth-map.md) | ![WebViewer_ChoroplethMap](../../images/img22457.png) | Colorizes areas in proportion to the provided values. | +| [Geo Point Map](../dashboard-items/geo-point-maps.md) | ![WebViewer_GeoPointMap](../../images/img22458.png) | Displays callouts on the map using geographical coordinates. | +| [Bubble Map](../dashboard-items/geo-point-maps.md) | ![Fundamentals_DashboardItems_BubbleMap](../../images/img121486.png) | Displays bubbles on the map using geographical coordinates. | +| [Pie Map](../dashboard-items/geo-point-maps.md) | ![Fundamentals_DashboardItems_PieMap](../../images/img121487.png) | Places pies on the map using geographical coordinates. | +| [Range Filter](../dashboard-items/range-filter.md) | ![Fundamentals_DashboardItems_Rangefilter](../../images/img22439.png) | Allows you to apply filtering by dragging selection thumbs along the argument axis. | +| [Images](../dashboard-items/image.md) | ![ImageOverview](../../images/img124553.png) | Displays images. | +| [Text Box](../dashboard-items/text-box.md) | ![TextboxOverview](../../images/img124554.png) | Displays rich text within a dashboard. | +| [Treemap](../dashboard-items/treemap.md) | ![Treemap_Thumbnail](../../images/img125084.png) | Visualizes data in nested rectangles. | +| [Combo Box](../dashboard-items/filter-elements.md) | ![WebViewer_ComboBox_Thumbnail](../../images/img127031.png) | Allows you to select a value(s) from the drop-down list. | +| [List Box](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_ListBox](../../images/img127032.png) | Allows you to select a value(s) from the list. | +| [Tree View](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_TreeView](../../images/img127033.png) | Displays values in a hierarchical way and allows you to filter other dashboard items by selecting parent/child values. | + +The Web Dashboard enables interaction between various dashboard items. These features include **Master Filtering** and **Drill-Down**. +* [Master Filtering](master-filtering.md) +* [Drill-Down](drill-down.md) + +To learn more about the dashboard layout, see the [Dashboard Layout](dashboard-layout.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/drill-down.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/drill-down.md new file mode 100644 index 0000000000..baa53b6a0b --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/drill-down.md @@ -0,0 +1,16 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16722 +--- +# Drill-Down +The Web Dashboard provides the **drill-down** feature, which allows you to change the detail level of data displayed in a dashboard item. This feature allows you to drill down to display the details, or drill up to view more general information. + +![WebViewer_DrillDown](../../images/img22463.gif) + +> [!NOTE] +> You cannot drill down to view the details if **Multi-Select** is enabled in [Multiple Master Filter](master-filtering.md) mode. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../images/img22464.png) icon) in the dashboard item's [caption](dashboard-layout.md) area. + +To learn how to drill down using a particular dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/master-filtering.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/master-filtering.md new file mode 100644 index 0000000000..d57cf5e4a7 --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/master-filtering.md @@ -0,0 +1,22 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16721 +--- +# Master Filtering +The Web Dashboard allows you to use any data-aware dashboard item as a filter for the entire dashboard (**Master Filter**). You can select elements in a **Master Filter** item (chart bars, pie segments, grid records, etc.) to filter data in the rest of the dashboard by the selected values. + +![WebViewer_MasterFiltering](../../images/img22459.gif) + +## Master Filtering Modes +The Master Filter item supports two selection modes. +* **Multiple** + + Allows you to select multiple elements in the Master Filter item. To enable multiple element selection, use the **Multi-Select** button (the ![WebViewer_MultiSelectionIcon](../../images/img22460.png) icon) in the dashboard item [caption](dashboard-layout.md) area. + + To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../images/img22461.png) icon) in the dashboard item [caption](dashboard-layout.md) area. +* **Single** + + Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but you cannot clear it. + +To learn how to filter dashboard data via a specific dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) section. \ No newline at end of file diff --git a/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/exporting.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/exporting.md new file mode 100644 index 0000000000..6bf3a02c5f --- /dev/null +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/exporting.md @@ -0,0 +1,68 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 16727 +--- +# Exporting +The Web Dashboard provides the capability to export an entire dashboard and individual items. +* [Exporting Dashboards](#exportingdashboards) +* [Exporting Dashboard Items](#exportingdashboarditems) + +## Exporting Dashboards +To export the entire dashboard, click the ![Printing_ExportElementButtonWeb](../images/img19570.png) button in the [dashboard title](data-presentation/dashboard-layout.md) area and select the required format. + +![Printing_ExportMenuWeb](../images/img19567.png) + +### Export to PDF + +Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available: + +![ExportToPDF_DashboardOptions](../images/img22288.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_ and _Auto_. Note that in the _Auto_ mode, page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. +* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. + + > [!NOTE] + > Note that this option is in effect when **Page Layout** is set to a value different from _Auto_. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +### Export to Image + +Invokes a corresponding dialog that allows you to export a dashboard to an image in the specified format. The following options are available. + +![ExportToImage_DashboardOptions](../images/img22289.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +### Export to Excel + +Invokes a corresponding dialog that allows end-users to export dashboard's data to the Excel file. The following options are available: + +![ExportToExcel_DashboardOptions_Web](../images/img128222.png) +* **File Name** - Specifies the name of the exported Image file. +* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in the invoked dialog and click the **Export** button to export the dashboard. To reset changes to the default values, click the **Reset** button. + +## Exporting Dashboard Items +To export a dashboard item, click the ![Printing_ExportElementButtonWeb](../images/img19570.png) button in its [caption](data-presentation/dashboard-layout.md) and choose the required action. + +![Printing_ExportElementWeb](../images/img19610.png) +* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. +* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image in the specified format. +* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. + +To learn more about exporting specifics of different dashboard items, see the **Exporting** topic for the required [dashboard item](dashboard-items.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/mobile-layout.md b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/mobile-layout.md similarity index 97% rename from eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/mobile-layout.md rename to eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/mobile-layout.md index 63876ab825..db1dac9aff 100644 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/mobile-layout.md +++ b/eud-for-bi-dashboard/dashboard-for-web/web-dashboard-viewer-mode/mobile-layout.md @@ -1,54 +1,54 @@ ---- -legacyId: 119662 -author: Natalia Kazakova -title: Mobile Layout ---- -# Mobile Layout - -This topic describes the Web Dashboard's mobile layout that enables you to display dashboards on mobile phones. - -![WebDashboard_MobileLayout_Main](../images/webdashboard_mobilelayout_main131711.png) - -- [Mobile Layout's Views](#mobile-layouts-views) -- [Dashboard Items Behavior](#dashboard-items-behavior) - -> [!Note] -> You can [export](exporting.md) only dashboard items when the Web Dashboard displays dashboards on mobile phones. - -## Mobile Layout's Views - -Web Dashboard in the mobile layout consists of the following views: - -### List View - -The **List view** displays all dashboard items used in the current dashboard. The item's interactivity is disabled. Filter elements are not displayed in the List view (see [Dashboard Items Behavior](#dashboard-items-behavior)). - -![List View](../images/wdd-mobileLayout-listView.png) - -### Item View -The **Item view** displays the selected item. Interactivity is supported. Filter elements are not displayed in the Item view (see [Dashboard Items Behavior](#dashboard-items-behavior)). - -![Item View](../images/wdd-mobileLayout-itemView.png) -### Filter Panel -The **Filter panel** displays filters that are applied to the entire dashboard / dashboard items. Click the **Filter** button (the ![](../images/web-dashboard-item-caption-filters-icon.png) icon) in the List view / Item view to see the filters applied to the entire dashboard / dashboard item, respectively. Click the required filter in the Filter panel to open the corresponding filter element and filter data. - -![Filter Panel](../images/wdd-mobileLayout-filterPanel.png) ![Filter Element](../images/wdd-mobileLayout-filterElement.png) - -## Dashboard Items Behavior - -The items listed below are displayed with the following specifics when used in the mobile layout: - -### [Grid](dashboard-items/grid.md) - -- The Grid always adjusts columns automatically to the minimum width required to completely display its content. -- Grid hides columns to adapt the content to the screen or container size. Click the ellipsis button in the Grid's row to display hidden data inside the adaptive detail row. -- The default column fit of the sparkline and bars is two times tighter then in a desktop version. -- Column resizing is disabled. - -### [Cards](dashboard-items/cards.md) - -- Cards in the mobile layout are always arranged automatically. - -### [Filter Elements](dashboard-items/filter-elements.md) - -- Filter elements are displayed only in the Filter panel and are hidden in the List and Item views. +--- +legacyId: 119662 +author: Natalia Kazakova +title: Mobile Layout +--- +# Mobile Layout + +This topic describes the Web Dashboard's mobile layout that enables you to display dashboards on mobile phones. + +![WebDashboard_MobileLayout_Main](../images/webdashboard_mobilelayout_main131711.png) + +- [Mobile Layout's Views](#mobile-layouts-views) +- [Dashboard Items Behavior](#dashboard-items-behavior) + +> [!Note] +> You can [export](exporting.md) only dashboard items when the Web Dashboard displays dashboards on mobile phones. + +## Mobile Layout's Views + +Web Dashboard in the mobile layout consists of the following views: + +### List View + +The **List view** displays all dashboard items used in the current dashboard. The item's interactivity is disabled. Filter elements are not displayed in the List view (see [Dashboard Items Behavior](#dashboard-items-behavior)). + +![List View](../images/wdd-mobileLayout-listView.png) + +### Item View +The **Item view** displays the selected item. Interactivity is supported. Filter elements are not displayed in the Item view (see [Dashboard Items Behavior](#dashboard-items-behavior)). + +![Item View](../images/wdd-mobileLayout-itemView.png) +### Filter Panel +The **Filter panel** displays filters that are applied to the entire dashboard / dashboard items. Click the **Filter** button (the ![](../images/web-dashboard-item-caption-filters-icon.png) icon) in the List view / Item view to see the filters applied to the entire dashboard / dashboard item, respectively. Click the required filter in the Filter panel to open the corresponding filter element and filter data. + +![Filter Panel](../images/wdd-mobileLayout-filterPanel.png) ![Filter Element](../images/wdd-mobileLayout-filterElement.png) + +## Dashboard Items Behavior + +The items listed below are displayed with the following specifics when used in the mobile layout: + +### [Grid](dashboard-items/grid.md) + +- The Grid always adjusts columns automatically to the minimum width required to completely display its content. +- Grid hides columns to adapt the content to the screen or container size. Click the ellipsis button in the Grid's row to display hidden data inside the adaptive detail row. +- The default column fit of the sparkline and bars is two times tighter then in a desktop version. +- Column resizing is disabled. + +### [Cards](dashboard-items/cards.md) + +- Cards in the mobile layout are always arranged automatically. + +### [Filter Elements](dashboard-items/filter-elements.md) + +- Filter elements are displayed only in the Filter panel and are hidden in the List and Item views. diff --git a/eud-for-bi-dashboard/end-user-documentation-for-bi-dashboard.md b/eud-for-bi-dashboard/end-user-documentation-for-bi-dashboard.md new file mode 100644 index 0000000000..422a0e231c --- /dev/null +++ b/eud-for-bi-dashboard/end-user-documentation-for-bi-dashboard.md @@ -0,0 +1,25 @@ +--- +title: End-User Documentation for BI Dashboard +author: Margarita Zakhodiaeva +--- +# End-User Documentation for BI Dashboard + +DevExpress Dashboards ships end-user documentation that explains how to use dashboard UI elements across supported platforms. It helps users understand the interface, configure visualizations, and solve the most common tasks when working with dashboards. + +This documentation describes the basic principles of creating, editing, and configuring dashboards with Dashboard Designers and Viewers. + +The Dashboard Designer UI varies depending on the target platform. + +The following topics are available in this section: + +* [Dashboards for Web](dashboard-for-web/index.md) + +* [Dashboards for Desktop](dashboard-for-desktop/index.md) + +If you are looking for developer-oriented documentation with API reference, refer to [Business Intelligence Dashboard](https://docs.devexpress.com/Dashboard/12049/dashboard). + +## Custom-Branded End-User Documentation + +The documentation source is available in the GitHub repository: [github.com/DevExpress/dotnet-eud](https://github.com/DevExpress/dotnet-eud). + +You can clone the repository and build your own documentation website or help files for projects based on DevExpress Dashboard controls. For more information, review the repository’s README file: [README.md](https://github.com/DevExpress/dotnet-eud/blob/master/README.md). diff --git a/eud-for-bi-dashboards/toc.yml b/eud-for-bi-dashboard/toc.yml similarity index 100% rename from eud-for-bi-dashboards/toc.yml rename to eud-for-bi-dashboard/toc.yml diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/add-dashboard-items.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/add-dashboard-items.md deleted file mode 100644 index c6af7bb7a4..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/add-dashboard-items.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Add Dashboard Items -author: Natalia Kazakova -legacyId: 15768 ---- -# Add Dashboard Items -To create a dashboard item in the Dashboard Designer, click the corresponding button in the **Home** ribbon tab. - -![Ribbon_InsertGroup](../images/img18512.png) - -This creates an empty dashboard item, and displays the required data sections for binding this item to data (for instance, the image below displays the [Pivot](dashboard-item-settings/pivot.md) dashboard item and corresponding data sections). - -![EUDocs_CreatingDashboardItems_NewPivot](../images/img21201.png) - -Perform the following steps to design a dashboard item. -* [Bind](bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) the dashboard item to data. -* Perform the required [data shaping](data-shaping.md) operations (such as grouping, sorting and filtering). -* Use the [interactivity](interactivity.md) features to enable interaction between various dashboard items. -* Adjust the dashboard item's [position and size](dashboard-layout/dashboard-items-layout.md) and specify the [dashboard item caption](dashboard-layout/dashboard-item-caption.md) settings. -* Specify specific dashboard item settings based on its type. To learn more, see [Dashboard Item Settings](dashboard-item-settings.md). - -After you have created and designed the dashboard item, you can create an exact copy. To do this, click the **Duplicate** button in the **Home** ribbon tab... - -![Ribbon_DuplicateDashboardItem](../images/img23150.png) - -... or use the dashboard item's context menu. To remove the dashboard item from the dashboard, use the **Delete** button or the corresponding item in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization.md deleted file mode 100644 index 747271682d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Appearance Customization -author: Natalia Kazakova -legacyId: 16795 ---- -# Appearance Customization -The topics in this section describe how to customize the appearance of a dashboard or any of its elements using conditional formatting and coloring. - -This section contains the following topics: -* [Conditional Formatting](appearance-customization/conditional-formatting.md) -* [Coloring](appearance-customization/coloring.md) -* [Data Display Formatting](appearance-customization/data-display-formatting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring.md deleted file mode 100644 index e362294e9d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 17943 ---- -# Coloring -The Dashboard Designer allows you to paint dashboard item elements such as chart series points or pie segments. - -![Coloring_GlobalColors](../../images/coloring_globalcolors25370.png) - -## Supported Dashboard Items -You can paint the following [dashboard items](../dashboard-item-settings.md): - -* Chart -* Scatter Chart -* Pie -* Pie Map -* Range Filter -* Treemap - -## Color Scheme Overview -The dashboard supports two ways to color dashboard item elements: - -* A **Global Color Scheme** uses consistent colors for identical values across the dashboard. The image below shows a dashboard that contains Pie and Chart dashboard items. Pie segments and chart series points that correspond to _Wisconsin_, _Oregon_ and _Idaho_ dimension values use identical colors from the default palette. - - ![wdd-coloring-global-scheme](../../images/wdd-coloring-global-scheme126076.png) - - For a global color scheme, the dashboard reserves automatically generated colors for specific values regardless of the filter state. -* A **Local Color Scheme** uses an independent set of colors for each dashboard item. The image below shows Pie segments that use colors from a local color scheme. These colors do not affect the Chart items that use a global scheme. - - ![common-coloring-local-scheme](../../images/common-coloring-local-scheme.png) - - For a **Local** color scheme, the dashboard reassigns palette colors when the filter state is changed. - ->[!TIP] ->**Local** colorization paints dashboard item elements more quickly because the control does not request all possible colors and requests only colors used in the current item. - -## Color Measures and Dimensions -You can use predefined color modes to paint individual dimensions or all measures in a dashboard item. - -The following color settings are available: - -| Color Mode Option | Description | -|---|---| -| **Default** | Enables or disables coloring depending on the dashboard item's type. For example, for TreeMap arguments and Chart series, **Default** means **Hue**. For Chart arguments, **Default** means **None**. | -| **Hue** | Elements use different colors. | -| **None** | Elements use the same color. | - -## Documentation - -Refer to the following help topics for more information on how to configure color variation in the WinForms Designer: - -* [Coloring Concepts](coloring/coloring-concepts.md) -* [Customizing a Color Scheme](coloring/customizing-a-color-scheme.md) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting.md deleted file mode 100644 index 6521aa3183..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting.md +++ /dev/null @@ -1,103 +0,0 @@ ---- -title: Conditional Formatting -author: Natalia Kazakova -legacyId: 114184 ---- -# Conditional Formatting -The Dashboard Designer control supports conditional formatting. You can apply a custom style to data elements that satisfy a certain condition for [Grid](../dashboard-item-settings/grid.md), [Pivot](../dashboard-item-settings/pivot.md), [Chart](../dashboard-item-settings/chart.md), [Scatter Chart](../dashboard-item-settings/scatter-chart.md) and [Card](../dashboard-item-settings/cards.md) items. - -![BlogDashboard_ConditionalFormatting](../../images/img118090.png) - -## Format Rules -Comparison rules used in conditional formatting can be categorized as follows: -* [Value](conditional-formatting/value.md) - Compares static values (Greater Than, Less Than, Between, etc.). -* [Top-Bottom](conditional-formatting/top-bottom.md) - Highlights a specific number of top/bottom values (Top N, Bottom N). -* [Average](conditional-formatting/average.md) - Highlights values above or below the average value. -* [A Date Occurring](conditional-formatting/a-date-occurring.md) - Highlights date-time values that are within a specified interval. -* [Expression](conditional-formatting/expression.md) - Uses complex conditions to apply formatting. You can also pass dashboard parameters to expressions. -* [Icon Ranges](conditional-formatting/icon-ranges.md) - Display a specific icon based on a value range. You can select a predefined set of icons or apply a specific icon to each range. -* [Color Ranges](conditional-formatting/color-ranges.md) - Apply specific colors to different value ranges. You can select a predefined set of colors or use custom appearance settings to highlight values within specified ranges. -* [Gradient Ranges](conditional-formatting/gradient-ranges.md) - Apply formatting using gradient color scales. -* [Bar](conditional-formatting/bar.md) - Visualizes numeric values as bars. You can also color bars corresponding to positive and negative values using different colors. -* [Bar Color Ranges](conditional-formatting/bar-color-ranges.md) - Visualize numeric values as bars. Values within a range display a specific color. -* [Bar Gradient Ranges](conditional-formatting/bar-gradient-ranges.md) - Visualize numeric values as bars. Values within a range display a specific bar gradient. - -Format conditions that can be applied to different data item types are as follows: -* numeric - * [Value](conditional-formatting/value.md) - * [Top-Bottom](conditional-formatting/top-bottom.md) - * [Average](conditional-formatting/average.md) - * [Expression](conditional-formatting/expression.md) - * [Icon Ranges](conditional-formatting/icon-ranges.md) - * [Color Ranges](conditional-formatting/color-ranges.md) - * [Gradient Ranges](conditional-formatting/gradient-ranges.md) - * [Bar](conditional-formatting/bar.md) - * [Bar Color Ranges](conditional-formatting/bar-color-ranges.md) - * [Bar Gradient Ranges](conditional-formatting/bar-gradient-ranges.md) -* string - * [Value](conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * [Expression](conditional-formatting/expression.md) -* date-time - * [Value](conditional-formatting/value.md) - * [A Date Occurring](conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) - * [Expression](conditional-formatting/expression.md) - * [Icon Ranges](conditional-formatting/icon-ranges.md) - * [Color Ranges](conditional-formatting/color-ranges.md) - * [Gradient Ranges](conditional-formatting/gradient-ranges.md) - * [Bar](conditional-formatting/bar.md) - * [Bar Color Ranges](conditional-formatting/bar-color-ranges.md) - * [Bar Gradient Ranges](conditional-formatting/bar-gradient-ranges.md) - -## Create and Edit a Format Rule - -You can create format rules in the following ways: - -* Click the **Edit Rules** button on the **Home** ribbon tab. - - ![EditRules_Ribbon](../../images/editrules_ribbon118564.png) - - This action invokes the [Edit Rules](#the-edit-rules-dialog) dialog where you can create a new format rule or manage rules applied to the dashboard item. - -* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. - - ![](../../images/editrulesmenuitem118590.png) - - The **Add Format Rule** option invokes the pop-up menu where you can select the format rule and format condition's type for a new rule. - - When you click **Edit Rules**, the [Edit Rules](#the-edit-rules-dialog) dialog appears. You can edit all created format rules for the selected data item in the dialog. - - The **Clear Rules** button clears the rules for the specified data item. - -## The Edit Rules Dialog - -The **Edit Rules** dialog contains format rules applied to the dashboard item: - -![edit_rules_dialog](../../images/editrulesdialog118565.png) - -You can manage format rules in the dialog in the following ways: - -|Action | Description| -|----|-----| -|Edit the selected rule|Use the **Edit** button or double-click the rule. | -|Delete the selected rule|Use the **Delete** button. | -|Reorder format rules|Use the **Up** and **Down** buttons (![EditRules_UpButton](../../images/img118698.png) and ![EditRules_DownButton](../../images/img118699.png) icons). You can reorder rules to specify their priority. Rules are applied from top to bottom. The bottom rule has the highest priority. | -|Enable/disable a rule|Use the corresponding check box in the left column. | -|Create a new rule|Click the **Add** button and select the format condition. The **calculated by** combo box allows you to select the measure/dimension that is used to calculate the format rule. For Card, when you create a rule for delta, specify the delta type whose values are used to calculate a condition in the **using** combo box. | -|Filter format rules by the specified data item| Use the **Filter by** combo box. | - -The **Add** button invokes a pop-up menu where you can specify appearance settings and set the condition's value for the format rule. Available settings depend on the selected format rule. - -![rule_manager](../../images/win-conditional-formatting-card-rule-manager.png) - -The image below displays the **Greater Than** dialog, which corresponds to the [Value](conditional-formatting/value.md) format condition for a [Grid](../dashboard-item-settings/grid.md) dashboard item. The format condition applies to the _ExtendedPrice_ data item in the **Apply to** drop-down list. - - ![GreaterThanDialog](../../images/img118555.png) -## Dashboard Items Specific - -Refer to the following topics for more information about specific format rule settings: -* [Conditional Formatting - Grid](../dashboard-item-settings/grid/conditional-formatting.md) -* [Conditional Formatting - Pivot](../dashboard-item-settings/pivot/conditional-formatting.md) -* [Conditional Formatting - Card](../dashboard-item-settings/cards/conditional-formatting.md) -* [Conditional Formatting - Chart](../dashboard-item-settings/chart/conditional-formatting.md) -* [Conditional Formatting - Scatter Chart](../dashboard-item-settings/scatter-chart/conditional-formatting.md) - diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data.md deleted file mode 100644 index 8978b93ad6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Bind Dashboard Items to Data -author: Natalia Kazakova -legacyId: 15767 ---- -# Bind Dashboard Items to Data -This section consists of the following topics. -* [Bind Dashboard Items to Data](bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) -* [Hidden Data Items](bind-dashboard-items-to-data/hidden-data-items.md) -* [Bind Dashboard Items to Data in OLAP mode](bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md deleted file mode 100644 index 0849527d11..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Bind Dashboard Items to Data in OLAP mode -author: Natalia Kazakova -legacyId: 15771 ---- -# Bind Dashboard Items to Data in OLAP mode -In **OLAP** mode, the cube schema is fetched automatically, and the [Data Source Browser](../ui-elements/data-source-browser.md) displays the entire OLAP cube structure. - -![ProvidingData_OLAP_DataSourceBrowser](../../images/img19751.png) - -To visualize data from the OLAP cube, [drag-and-drop](bind-dashboard-items-to-data.md) measures, attributes or hierarchies onto the appropriate data sections in the **DATA ITEMS** area. - -Note that OLAP measures can only be placed in the **Values** section, while dimension attributes and hierarchies can only be placed in other data sections. - -> [!NOTE] -> By default, the dashboard displays only dimension values that have intersections with measures in a cube. To show all available dimension values, add [hidden measures](hidden-data-items.md) to the dashboard item so that all dimension values of the dimension will have not be empty for at least one measure value of these measures. - -OLAP hierarchies allow you to customize each level separately. To access hierarchy level options, invoke the data item menu for the hierarchy and then use the submenu that corresponds to the desired level. - -![ProvidingData_OLAP_Hierarchy](../../images/img19757.png) - -> [!NOTE] -> You can easily drill down through OLAP hierarchies using the [Drill-Down](../interactivity/drill-down.md) feature. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data.md deleted file mode 100644 index fc74570670..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data.md +++ /dev/null @@ -1,82 +0,0 @@ ---- -title: Bind Dashboard Items to Data -author: Natalia Kazakova -legacyId: 15769 ---- -# Bind Dashboard Items to Data -This topic explains how to bind the newly [created](../add-dashboard-items.md) dashboard item to [data source](../provide-data.md) fields, to display data. -* [Binding Concepts](#binding-concepts) -* [Create Binding](#create-binding) -* [Modify Binding](#modify-binding) -* [Clear Binding](#clear-binding) - -## Binding Concepts -To bind dashboard items to data in the Dashboard Designer, the [DATA ITEMS](../ui-elements/data-items-pane.md) pane is used. - -![DataItemPane](../../images/img18516.png) - -Each dashboard item type has a specific set of **data sections**, such as _Values_, _Arguments_ and _Series_ in the chart, _Columns_ and _Sparklines_ in the grid, and _Values_, _Columns_ and _Rows_ in the pivot grid. -Each data section corresponds to a particular dashboard item area or element, and should be mapped to data to be displayed within this area/element. - -Mapping is performed using **data items** - objects that are used to bind a dashboard item to data source fields. Data items are used to link the dashboard item to the required data source fields and, thus, visualize data within the dashboard item. - -Another key concept in data binding is the **data item container**, which represents a set of data items. It can contain either a single data item or multiple data items, and allows you to specify various options related to how a [specific dashboard item](../dashboard-item-settings.md) visualizes data. - -![DataItemsPane_VisualElements_Binding](../../images/img22871.png) - -The data item can process data in two ways - as **dimensions** or **measures**. This depends on the data section to which the data item is assigned, and the type of the data item container. -* **dimension** - a data item whose values are not intended to be summarized. - - These values can be of any type - string, date-time or numeric. In any case, the dashboard does not summarize the dimension values, but groups identical values. - You can perform [grouping](../data-shaping/grouping.md), [sorting](../data-shaping/sorting.md), or display the [top](../data-shaping/top-n.md) values for the dimension values. - - You can also customize [data format](../data-shaping/formatting-data.md) settings for numeric and date-time values. To access the data shaping settings, use the data item's _menu button_. - - ![DataItem_MenuButton_Dimension](../../images/img22876.png) - - For instance, dimensions are used to provide data for the chart argument axis, pivot grid column and row headers. -* **measure** - a data item whose values are summarized before they are used in the dashboard. - - These values can be of any type - numeric, date-time or string. In any case, the dashboard will calculate an appropriate [summary](../data-shaping/summarization.md) function against measure values. You can also customize the [data format](../data-shaping/formatting-data.md) settings that affect how summary values are displayed. To access these settings, use the data item's _menu button_. - - ![DataItem_MenuButton](../../images/img22875.png) - - For example, measures are used to provide data for the chart's Y-axis, and to calculate pivot cell values. - -Specific data sections display _Options buttons_ for each data item container. -Use these buttons to invoke a dialog that allows you to specify the settings of this data item container. These settings affect how a particular dashboard item's area/element displays the provided data. - -![DataItemContainer_OptionsButtons](../../images/img22877.png) - -## Create Binding -The DATA ITEMS pane displays data sections of the selected dashboard item. It can be used to add, rearrange or remove data items. - -To bind a dashboard item to data, select the dashboard item. Then choose the required data field from the [Data Source Browser](../ui-elements/data-source-browser.md) and drop it onto the appropriate section in the DATA ITEMS pane. - -![DataItemsPane_DragField](../../images/img22865.png) - -You can remove the data item by dragging it outside the DATA ITEMS pane. - -To learn how to bind a specific dashboard item to data, see the **Providing Data** topic for the required [dashboard item](../dashboard-item-settings.md). - -To rename the data item, click its menu button and select **Rename**, to invoke the **Rename Data Item** dialog. - -![DataItems_RenameDataItem](../../images/img22878.png) - -## Modify Binding -You can modify data binding by dragging data item containers within a data section. To do this, drag the data item container to the required position. - -![DataItemsPane_ModifyDataBinding](../../images/img22873.png) - -You can also modify data binding by dragging data items within the DATA ITEMS pane. This action has the following specifics. -* If you drag the data item to a new position, the settings specified for the corresponding data item container will be restored to the default values. -* If you drag the data item to an existing data item placeholder, the settings of the corresponding data item container will be applied. - -## Clear Binding -To remove all data items for a selected dashboard item, use the **Remove Data Items** button in the **Home** ribbon tab. - -![DataItemsPane_RemoveDataItems](../../images/img23146.png) - -You can also do this via the dashboard item's context menu. - -![DashboardItemMenu_RemoveDataItems](../../images/img23148.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/hidden-data-items.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/hidden-data-items.md deleted file mode 100644 index ef16942d28..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/hidden-data-items.md +++ /dev/null @@ -1,43 +0,0 @@ ---- -title: Hidden Data Items -author: Natalia Kazakova -legacyId: 15770 ---- -# Hidden Data Items -The **HIDDEN DATA ITEMS** area can be used to perform various [data shaping](../data-shaping.md) and analysis operations by measures or dimensions that do not directly take part in the visual representation of data. - -To create hidden data items, choose the required data field from the [Data Source Browser](../ui-elements/data-source-browser.md) and drop it onto the appropriate section in the HIDDEN DATA ITEMS area. - -You can perform the following operations using hidden data items. -* [Filtering](#filtering) -* [Sorting](#sorting) -* [Top N](#top-n) -* [Conditional Formatting](#conditional-formatting) - -## Filtering -You can use **hidden dimensions** to [apply filtering](../data-shaping/filtering.md) to the dashboard item. To do this, select the required hidden dimension in the Filter Editor dialog and specify the required condition. - -![HiddenDimension_Filtering](../../images/img118917.png) - -For instance, the [Grid](../dashboard-item-settings/grid.md) on the image above is filtered by the first quarter of the _OrderDate (Quarter)_ dimension. - -## Sorting -You can [sort](../data-shaping/sorting.md) values of the specified dimension by the **hidden measure**. To do this, select the required measure from the dimension's **Sort By** sub-menu. - -![HiddenMeasure_Sorting](../../images/img118918.png) - -For instance, categories displayed in the [Grid](../dashboard-item-settings/grid.md) on the image above are sorted by values of the hidden _Quantity (Sum)_ measure. - -## Top N -You can use **hidden measures** in [Top N](../data-shaping/top-n.md) conditions. To do this, select the required measure from the **Measure** combo box in the **Top N Values** dialog. - -![HiddenMeasure_TopN](../../images/img118919.png) - -For instance, the [Grid](../dashboard-item-settings/grid.md) on the image above displays top 5 categories for the _Quantity (Sum)_ hidden measure. - -## Conditional Formatting -You can create format rules based on **hidden measures** to apply [conditional formatting](../appearance-customization/conditional-formatting.md) to elements corresponding to visible values. To do this, use the **Add Format Rule** menu of the hidden measure. - -![HiddenMeasure_CondtionalFormatting](../../images/img118920.png) - -For the [Expression](../appearance-customization/conditional-formatting/expression.md) format condition, you can use the required hidden measure in the same manner as in the [Filter Editor](#filtering) dialog. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/convert-dashboard-items.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/convert-dashboard-items.md deleted file mode 100644 index d2f2da2ed3..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/convert-dashboard-items.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Convert Dashboard Items -author: Natalia Kazakova -legacyId: 16809 ---- -# Convert Dashboard Items -The Dashboard Designer provides the capability to convert data-bound dashboard items to another type. To convert the selected dashboard item to another type, use the **Convert** button in the ribbon's **Home** tab or the corresponding command in the item's context menu. - -![Ribbon_ConvertDashboardItem](../images/img23151.png) - -The Dashboard Designer always preserves the following settings for data-bound dashboard items. -* The set of [data items](bind-dashboard-items-to-data.md) used to bind the dashboard item to data. -* [Data shaping](data-shaping.md) settings of data items and their names. -* A custom name displayed within the dashboard item [caption](dashboard-layout/dashboard-item-caption.md). - -The following settings are kept if the dashboard item is being converted to an item that also supports this feature. -* [Master Filtering](interactivity/master-filtering.md) settings (e.g., the specified master filter mode) and [Drill-Down](interactivity/drill-down.md) settings (e.g., the target dimension). -* [Conditional Formatting](appearance-customization/conditional-formatting.md) settings. -* [Coloring](appearance-customization/coloring.md) settings. -* [Calculation](data-analysis/window-calculations.md) settings. - -For different types of dashboard items, some specific settings can be preserved. For example, the following settings are preserved. -* Legend settings for the [Chart](dashboard-item-settings/chart.md)/[Scatter Chart](dashboard-item-settings/scatter-chart.md) dashboard items. -* Series types for the [Chart](dashboard-item-settings/chart.md)/[Range Filter](dashboard-item-settings/range-filter.md) dashboard items. -* Element arrangement settings for the [Pie](dashboard-item-settings/pies.md)/[Card](dashboard-item-settings/cards.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. -* Caption settings for the [Pie](dashboard-item-settings/pies.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. -* Navigation settings for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). -* The attribute whose values are displayed within shape titles for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). -* Legend settings for the [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). -* [Clustering](dashboard-item-settings/geo-point-maps/clustering.md) settings for [Geo Point Maps](dashboard-item-settings/geo-point-maps.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/create-a-dashboard.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/create-a-dashboard.md deleted file mode 100644 index 0e75ad0e6f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/create-a-dashboard.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Create a Dashboard -author: Natalia Kazakova -legacyId: 16968 ---- -# Create a Dashboard -When you run an application containing the Dashboard Designer, it already contains an empty dashboard. To create a new dashboard, click the **New** button in the ribbon **Home** tab. - -![NewDashboard_RunTime](../images/img22537.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings.md deleted file mode 100644 index 427652e9fb..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Dashboard Item Settings -author: Natalia Kazakova -legacyId: 16538 ---- -# Dashboard Item Settings -DevExpress Dashboard provides a number of visualization elements designed to present visual or textual information in a dashboard - **dashboard items**. - -This section describes the available dashboard items and their settings. -* [Chart](dashboard-item-settings/chart.md) -* [Scatter Chart](dashboard-item-settings/scatter-chart.md) -* [Grid](dashboard-item-settings/grid.md) -* [Pies](dashboard-item-settings/pies.md) -* [Cards](dashboard-item-settings/cards.md) -* [Gauges](dashboard-item-settings/gauges.md) -* [Pivot](dashboard-item-settings/pivot.md) -* [Choropleth Map](dashboard-item-settings/choropleth-map.md) -* [Geo Point Maps](dashboard-item-settings/geo-point-maps.md) -* [Range Filter](dashboard-item-settings/range-filter.md) -* [Date Filter](dashboard-item-settings/date-filter.md) -* [Images](dashboard-item-settings/images.md) -* [Text Box](dashboard-item-settings/text-box.md) -* [Treemap](dashboard-item-settings/treemap.md) -* [Filter Elements](dashboard-item-settings/filter-elements.md) -* [Dashboard Item Group](dashboard-item-settings/dashboard-item-group.md) -* [Tab Container](dashboard-item-settings/tab-container.md) - diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards.md deleted file mode 100644 index 926b39e9bf..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Cards -author: Natalia Kazakova -legacyId: 16585 ---- -# Cards -The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. - -![MainFeatures_Cards](../../images/img18174.png) - -This section consists of the following subsections: -* [Providing Data](cards/providing-data.md) - - Provides information about how to supply the Card dashboard item with data. -* [Layout](cards/layout.md) - - Describes how to manage the position and visibility of elements within a card. -* [Delta](cards/delta.md) - - Provides an overview of the Card dashboard item's capability to display the difference between two parameters. -* [Sparkline](cards/sparkline.md) - - Provides an overview of the Card dashboard item's capability to visualize data using sparklines. -* [Formatting](cards/formatting.md) - - Shows how to format values displayed within a card. -* [Interactivity](cards/interactivity.md) - - Describes features that enable interaction between a Card dashboard item and other items. -* [Cards Arrangement](cards/cards-arrangement.md) - - Describes how to arrange cards within a Card dashboard item. -* [Conditional Formatting](cards/conditional-formatting.md) - - Describes how to format a Card dashboard item’s elements when its values meet a specified condition. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/cards-arrangement.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/cards-arrangement.md deleted file mode 100644 index c134eecd77..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/cards-arrangement.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Cards Arrangement -author: Natalia Kazakova -legacyId: 16592 ---- -# Cards Arrangement -The **Card** dashboard item allows you to specify the number of columns or rows in which individual cards are arranged. - -Use the buttons in the **Content Arrangement** group of the **Design** Ribbon tab to control how cards are arranged. - -The **Auto Arrange** option is enabled by default, which automatically resizes cards to fit within the dashboard item. - -![Cards_Layout_AutoArrange_Ribbon](../../../images/img25681.png) - -![Cards_Layout_AutoArrange_2](../../../images/img25682.png) - -You can also specify the number of columns in which cards are arranged. Click the **Arrange in Columns** button and specify the appropriate number in the **Count** field. - -![Cards_Layout_ArrangeInColumns_Ribbon](../../../images/img25687.png) - -![Cards_Layout_ArrangeInColumns_2](../../../images/img25688.png) - -Similarly, you can arrange cards in a specific number of rows. - -![Cards_Layout_ArrangeInRows_Ribbon](../../../images/img25685.png) - -![Cards_Layout_ArrangeInRows_2](../../../images/img25686.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/conditional-formatting.md deleted file mode 100644 index 01ab4386f2..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/conditional-formatting.md +++ /dev/null @@ -1,87 +0,0 @@ ---- -title: Conditional Formatting -author: Margarita Zakhodyaeva ---- - -# Conditional Formatting - -For a Card dashboard item, you can apply conditional formatting to the card's visual elements (e.g., Title, Subtitle, various values) and change the card's background. - -![](../../../images/winforms-card-conditional-formatting.png) - -> [!Note] -> Cards that use a [legacy layout](https://docs.devexpress.com/Dashboard/113798/create-dashboards/create-dashboards-in-the-winforms-designer/dashboard-item-settings/cards/layout#legacy-layout-v162-and-earlier) do not support conditional formatting. - -## Supported Format Rules - -You can use [measure or dimension](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) values to calculate a format rule. You can also use [delta](delta.md) values to calculate a Card dashboard item's format rules. - -The following list contains available format rules and corresponding data types: - -* numeric - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) - * [Average](../../appearance-customization/conditional-formatting/average.md) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) -* string - * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) -* date-time - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) - - -## Create a Format Rule - -You can create format rules in the following ways: - -* Click the **Edit Rules** button in the **Home** ribbon tab. - - ![EditRules_Ribbon](../../../images/editrules_ribbon118564.png) - - The invoked dialog contains the **calculated by** combo box, where you can select the item whose values are used to calculate the format rule. - - * To apply a format rule to a specific card, use delta values to calculate the rule. The [expression](../../appearance-customization/conditional-formatting/expression.md) format condition is an exception to this rule and applies to all cards. - * To apply a format rule to all cards in a Card item, use hidden measures and series dimensions to calculate the rule. - - For a Card item, the Edit Rules dialog has a **using** combo box. If you use a delta calculation, specify the delta type in this box. Click the **Add** button, select the format rule from the pop-up menu, and specify the rule's condition: - - ![](../../../images/win-conditional-formatting-card-rule-manager.png) - -* click the series dimension/hidden measure menu button. - - ![AddFormatRule_ValueItem](../../../images/addformatrule_valueitem118549.png) - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). - -## Card-Specific Format Condition Settings - -Specify appearance settings and set the condition's value for the format rule. Available settings depend on the selected format rule. - -The appearance settings dialog contains the **Apply to** drop-down list. Select a [layout element](layout.md) to which you want to apply a format rule. Select _All elements_ to apply the format rule to all card elements. - -The image below displays the Greater Than dialog that corresponds to the Value format condition. - - -![](../../../images/win-conditional-formatting-cards-appearance-settings-window.png) - -The background color applies to the entire card. Note that the **Apply to** drop-down list is not in effect. - -![](../../../images/win-conditional-formatting-cards-background.png) - -Some predefined background styles contain a font color. This font color applies to all card elements regardless of drop-down list settings (for any card layout element). - -## Edit a Format Rule - -To edit format rules for the current Card dashboard item, use the following options. -* Click the **Edit Rules** button in the **Home** ribbon tab or use a corresponding item in the Card context menu. -* Click the [menu button](../../ui-elements/data-items-pane.md) for the required data item and select **Edit Rules**. - -All of these actions invoke the **Edit Rules** dialog that contains existing format rules. For more information, see [Conditional Formatting](../../appearance-customization/conditional-formatting.md). diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/delta.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/delta.md deleted file mode 100644 index 0e978423ea..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/delta.md +++ /dev/null @@ -1,40 +0,0 @@ ---- -title: Delta -author: Natalia Kazakova -legacyId: 16587 ---- -# Delta -Cards allow you to visualize the difference between the [actual and target](providing-data.md) values using special delta values and a delta indicator. If the default layout is used ([Stretched layout type](layout.md)), the card displays the following delta values/elements: - -![Card_StretchedLayout_OnlyDeltaElements](../../../images/img128177.png) -* **Delta Indicator** - Indicates whether the actual value is less or greater than the target value. -* **Percent Variation** and **Absolute Variation** - delta values that show a difference between the actual and target value. You can also display the **Percent of Target** value. To do this, customize the [card's layout](layout.md). - -To customize settings that relate to the calculation and display of delta values/elements, use the Options button (the ![DataItemsArea_OptionsButton](../../../images/img20167.png) icon) displayed next to the data item container in the **[Cards](providing-data.md)** section. - -![Cards_DeltaOptions_OptionsButton](../../../images/img19985.png) - -In the invoked **Card Settings** dialog, go to the **Delta Options** tab: - -![CardSettings_DeltaOptionsTab](../../../images/img128288.png) - -Then, specify the following settings: -* **Result Indication** - - You can specify the condition for displaying delta indication. - * **Greater is Good** - The 'good' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'bad' indication displays. - - ![Card_GreaterIsGood](../../../images/img128178.png) - * **Less is Good** - The 'bad' indication displays if the actual value exceeds the target value; if the target value exceeds the actual value, the 'good' indication displays. - - ![Card_LessIsGood](../../../images/img128179.png) - * **Warning if Greater** - A warning is displays only if the actual value exceeds the target value. - - ![Card_WarningIfGreater](../../../images/img128180.png) - * **Warning if Less** - A warning is displays only if the target value exceeds the actual value. - - ![Card_WarningIfLess](../../../images/img128181.png) - * **No Indication** - Indication does not display. - - ![Card_NoIndication](../../../images/img128182.png) -* **Threshold type** / **Threshold value** - - For instance, you can specify that a specific indication should display when the actual value exceeds the target value _by 10%_ or _by $2K_. Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or absolute values. Then use the **Threshold value** box to specify the comparison tolerance. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/formatting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/formatting.md deleted file mode 100644 index 13a9a1948c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/formatting.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Formatting -author: Natalia Kazakova -legacyId: 118816 ---- -# Formatting -The Card dashboard item formats the [actual and target](providing-data.md) values displayed within cards using [format settings](../../data-shaping/formatting-data.md) specified for data items. Click the options buttons (the ![DataItemsArea_OptionsButton](../../../images/img20167.png) icon) displayed next to the data item container in the **Cards** section to change format settings for other values. - -![Cards_DeltaOptions_OptionsButton](../../../images/img19985.png) - -In the invoked **Card Settings** dialog, go to the **Format Options** tab and use the **Select value type** option to specify which values’ format settings should change. - -![CardSettings_FormatOptionsTab](../../../images/img128296.png) - -You can change format settings for the following [value types](layout.md): -* **Actual Value** -* **Target Value** -* **Absolute Variation** -* **Percent of Target** -* **Percent Variation** - -To learn more about format settings, see **Formatting Numeric Values** in the [Formatting Data](../../data-shaping/formatting-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity.md deleted file mode 100644 index 52a8fd7ade..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16589 ---- -# Interactivity -This section describes features that enable interaction between the **Card** dashboard item and other items. These features include **Master Filtering** and **Drill-Down**. - -The section contains the following topics. -* [Master Filtering](interactivity/master-filtering.md) -* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/drill-down.md deleted file mode 100644 index 5c69333f30..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/drill-down.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16591 ---- -# Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. - -When drill-down is enabled, you can click a card to view the details. - -![Anim_Cards_DrillDown](../../../../images/img19995.gif) - -> [!NOTE] -> When [Master Filtering](master-filtering.md) is enabled, you can view the details by double-clicking a card. - -Drill-down requires that the **Series** section contains several dimensions, from the least to the most detailed dimension. - -![Cards_Interactivity_DrillDown_DataItems](../../../../images/img19987.png) - -> [!NOTE] -> In **OLAP** mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../images/img19513.png) button if you are using the toolbar menu). - -![DataShaping_Interactivity_DrillDown_Ribbon](../../../../images/img19415.png) - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Card dashboard item, or the **Drill Up** command in the Card's context menu. - -![DrillUpCommand_ContextMenu](../../../../images/img22786.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/master-filtering.md deleted file mode 100644 index 0236376f7f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/master-filtering.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16590 ---- -# Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a card (or multiple cards by holding down the **CTRL** key) to make other dashboard items only display data related to the selected card(s). - -![Anim_Cards_MasterFilter](../../../../images/img19996.gif) - -To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Card dashboard item, or the **Clear Master Filter** command in the Card's context menu. - -![ContextMenu_ClearMasterFilter](../../../../images/img22716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/layout.md deleted file mode 100644 index b62e5f0cf2..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/layout.md +++ /dev/null @@ -1,66 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 118815 ---- -# Layout -The Card dashboard item allows you to manage the position and visibility of elements displayed on cards. These elements include actual and target values, a [delta indicator and corresponding delta values](delta.md), a [sparkline](sparkline.md), etc. - -To manage the position and visibility of card elements, choose a predefined layout template and customize its settings. -* [Available Layout Templates](#available) -* [Default Layout](#default) -* [Change Layout](#change) - -## Available Layout Templates -The table below contains information about the available layout templates: - -| Layout Type | Example | Description | -|---|---|---| -| Stretched | ![Card_StretchedLayout](../../../images/img128069.png) | The _Stretched_ layout template arranges card elements so that they occupy an entire card area. | -| Centered | ![Card_CompactLayout](../../../images/img128070.png) | The _Centered_ layout template is used to center card elements so that they occupy a specified width/height. | -| Compact | ![Card_CompactLayoutTemplate](../../../images/img128402.png) | The _Compact_ layout template is used to arrange card elements so that they occupy the minimum area. | -| Lightweight | ![Card_LightweightLayoutTemplate](../../../images/img128403.png) | The _Lightweight_ layout template displays the minimum set of elements within a card. | - -For all layout types, you can change the visibility of its elements, or you can specify the display value type for data-bound elements. To learn more, see the [Change Layout](#change) paragraph below. - -## Default Layout -The Card dashboard item uses the [Stretched](#available) layout template that arranges card visual elements in the following way by default: - -![Card_StretchedLayout_VisualElements](../../../images/img128175.png) - -To learn more about the available value types and visual elements, see [Change Layout](#change). - -> [!NOTE] -> **Delta Indicator** and delta values (such as **Percent Variation** or **Absolute Variation**) are colored depending on delta settings. To learn how to manage delta settings, see [Delta](delta.md). - -## Change Layout -To change a card's layout in the Dashboard Designer, click the Options button (the ![DataItemsArea_OptionsButton](../../../images/img20167.png) icon) displayed next to the data item container in the **[Cards](providing-data.md)** section. - -![Cards_DeltaOptions_OptionsButton](../../../images/img19985.png) - -This invokes the **Card Settings** dialog. - -![CardSettings_LayoutOptionsTab](../../../images/img128293.png) - -On the **Layout Options** tab, select the required layout type in the **Select template** list and specify its settings: -* **Min width** - Specifies the minimum width of the card content. -* **Max width** - Specifies the maximum width of the card content. Use the **Auto** option to determine the maximum width automatically. - -You can show/hide the following values and visual elements within the card: - -| Value | Description | Example | -|---|---|---| -| **Title** | Displays values of the last (bottommost) dimension placed in the **[Series](providing-data.md)** section. | _Microsoft Office Keyboard_ | -| **Subtitle** | Displays combined values of all dimensions except the last (bottommost) dimension. | _Technology - Computer Peripherals_ | -| **Absolute Variation** | An absolute difference between the actual and target value (see [Delta](delta.md)). | _+18.1K_ | -| **Actual Value** | A summary value for a measure placed in the **[Actual](providing-data.md)** placeholder. | _$392K_ | -| **Card Name** | A card name. | _Revenue vs. Target_ | -| **Percent of Target** | A percent of a target value (see [Delta](delta.md)). | _104.85 %_ | -| **Percent Variation** | A percent difference between the actual and target value (see [Delta](delta.md)). | _4.85 %_ | -| **Target Value** | A summary value for a measure placed in the **[Target](providing-data.md)** placeholder. | _$374K_ | -| **Dimension {Name}** | Allows you to display values of a specific dimension placed in the **[Series](providing-data.md)** section. | _Technology_ | -| Element | Description | Example | -| **Delta Indicator** | Indicates whether the actual value is less or greater than the target value (see [Delta](delta.md)). | ![Card_DeltaIndicatorExample](../../../images/img128298.png) | -| **Sparkline** | Visualizes the variation of actual or target values. To learn more, see [Sparkline](sparkline.md). | ![Card_SparklineExample](../../../images/img128299.png) | - -Use the **Apply to All Cards** button to propagate the specified layout settings to all cards corresponding to **[Actual-Target](providing-data.md)** pairs. The **Reset** button resets all setting to their default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/providing-data.md deleted file mode 100644 index 6ef078328a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/providing-data.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16586 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Card** dashboard item to data in the Designer. - -## Binding to Data in the Designer -The image below shows a sample Card dashboard item that is bound to data. - -![CardProvidingData_Main](../../../images/img117702.png) - -To bind the Card dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Card data sections. - -| Section | Description | -|---|---| -| **Cards** | Contains data items used to calculate values displayed within cards. Data items are arranged in containers. Each _[data item container](../../ui-elements/data-items-pane.md)_ can hold two data items. The first item contains _actual_ data and the second item (optional) contains _target_ data. If both items are provided, cards show the difference between actual and target values. You can fill several data item containers in the Cards section and use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the dashboard item [caption](../../dashboard-layout/dashboard-item-caption.md) or use its context menu. This drop-down menu is available if the Series section is not empty. Otherwise, a separate card is created for each data item container, and all cards are displayed simultaneously. | -| **Series** | Contains data items whose values are used to label cards. | -| **Sparkline** | Provide a dimension whose data will be used to visualize values using sparklines. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/sparkline.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/sparkline.md deleted file mode 100644 index bd0e097dae..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/sparkline.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Sparkline -author: Natalia Kazakova -legacyId: 16588 ---- -# Sparkline -_Sparklines_ can be used to visualize the variation of [actual or target](providing-data.md) values (for instance, over time). - -![Card_StretchedLayout_Sparkline](../../../images/img128184.png) - -To learn how to display the sparkline for different layout types, see [Layout](layout.md). -* [Data Binding Specifics](#binding) -* [Change Sparkline Options](#options) - -## Data Binding Specifics -You need to provide a date-time or numeric dimension whose data is used as argument values to display a sparkline within the card. - -![Card_Sparkline_DataSections](../../../images/img128185.png) - -If you have provided both actual and target values, a sparkline visualizes the actual value's variation. - -## Change Sparkline Options -To manage sparkline settings, click the Options button (the ![DataItemsArea_OptionsButton](../../../images/img20167.png) icon) displayed next to the data item container. In the invoked **Card Settings** dialog, go to the **Sparkline Options** tab: - -![CardSettings_SparklineOptionsTab](../../../images/img128295.png) - -The following options are available: - -| Sparkline Options | Description | -|---|---| -| Sparkline view type | Defines the sparkline’s view type. Sparkline data points can be represented as **area**, **line**, **bars**, or **win** and **loss** squares. | -| Highlight min/max points | Specifies whether to highlight the minimum/maximum points of a sparkline. | -| Highlight start/end points | Specifies whether to highlight the start/end points of a sparkline. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart.md deleted file mode 100644 index 9547d30e86..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Chart -author: Natalia Kazakova -legacyId: 16560 ---- -# Chart -The topics in this section describe the features available in the **Chart** dashboard item, and provide extensive information on how to create and customize charts in the Dashboard Designer. - -![MainFeatures_Chart](../../images/img18175.png) - -This section is divided into the following subsections. -* [Providing Data](chart/providing-data.md) - - Explains how to supply the Chart dashboard item with data. -* [Series](chart/series.md) - - Enumerates and describes different types of series that can be displayed within the Chart dashboard item. -* [Panes](chart/panes.md) - - Introduces the concept of chart panes (visual areas within a diagram that display chart series), and describes how to create them. -* [Interactivity](chart/interactivity.md) - - Describes features that enable interaction between the Chart and other dashboard items. -* [Coloring](chart/coloring.md) - - Describes coloring capabilities of the Chart dashboard item. -* [Axes](chart/axes.md) - - Describes how to customize settings related to chart axes. -* [Trend Indicators](chart/trend-indicators.md) - - Describes how to create trend indicators and display them in Chart dashboard items. -* [Legend](chart/legend.md) - - Describes the chart legend and its options. -* [Orientation](chart/orientation.md) - - Describes how to toggle the chart's orientation. -* [Conditional Formatting](chart/conditional-formatting.md) - - Describes the format condition settings. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes.md deleted file mode 100644 index 628e2c3b44..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Axes -author: Natalia Kazakova -legacyId: 16556 ---- -# Axes -The **Chart** dashboard item displays two axes by default: the _X-axis_ and the _Y-axis_. The topics in this section describe how to customize axis settings. - -The section contains the following topics. -* [X-Axis](axes/x-axis.md) -* [Y-Axis](axes/y-axis.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/coloring.md deleted file mode 100644 index 2c030dcacc..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/coloring.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 16875 ---- -# Coloring - -The Chart dashboard item paints different measures and series dimensions by [hue](../../appearance-customization/coloring/coloring-concepts.md) in **Default** color mode. The image below shows the chart item whose _State_ series dimension values are painted in different colors. A special icon (![ColoringIndicator](../../../images/coloringindicator25453.png)) on the data item shows that color variation is enabled. - -![win-chart-colored-by-default](../../../images/win-chart-colored-by-default.png) - -> [!NOTE] -> Note that the Chart dashboard item does not support coloring for the [financial](series/financial-series.md) series. - ->[!Tip] ->**Documentation:**
->* [Conditional Formatting](conditional-formatting.md) ->* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/conditional-formatting.md deleted file mode 100644 index f162040dc1..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/conditional-formatting.md +++ /dev/null @@ -1,89 +0,0 @@ ---- -title: Conditional Formatting -author: Margarita Zakhodyaeva ---- -# Conditional Formatting - -Use conditional formatting to highlight chart elements such as [bars](series/bar-series.md), [lines](series/point-and-line-series.md), [areas](series/area-series.md), and [data points](series/point-and-line-series.md). - -The following series types support conditional formatting: -* [Bar](series/bar-series.md) -* [Point/Line](series/point-and-line-series.md) -* [Area](series/area-series.md) -* [Bubble](series/weighted-series.md) -* [Range Bar](series/range-series.md) - ->![Bar Series Type Chart](../../../images/chart-bar-series-type-with-conditional-formatting-applied.png) -## Supported Format Rules - -You can use the following data in rule calculations: - -- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Values** section -- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Arguments**/**Series** section -- hidden measures - -The following list contains available format rules and corresponding data types: - -* numeric - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) - * [Average](../../appearance-customization/conditional-formatting/average.md) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) -* string - * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) -* date-time - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) - -## Create and Edit a Format Rule - -You can create and edit format rules in the following ways: - -* Click the **Edit Rules** button on the **Home** ribbon tab. - -* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). - -## Chart-Specific Format Condition Settings - -Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. - -The image below displays the **Greater Than** dialog (a [Value](../../appearance-customization/conditional-formatting/value.md) format condition applied to a chart). The condition colors points/bars if their values exceed 3000. - -![chart-greater-than-dialog-example](../../../images/chart-greater-than-dialog-example.png) - -Enable **Display in Legend** to add information about the applied rule to the chart. Set the **Caption** field to specify the legend's text. For Range format rules, the legend's text is generated automatically and depends on the range intervals. - -Use the **Apply to chart elements** drop-down list to apply a rule to points or lines. - -* **Point**: A rule applies to the data points such as bars, points and bubbles. -* **Line/Area**: A rule applies to lines and areas. - -The image below displays the Chart item with the applied **Greater Than** format rule. The **Apply to chart elements** option is set to **Point** and the rule is applied to points of the line series. - -![chart-with-applied-value-format-rule](../../../images/chart-with-applied-value-format-rule.png) - -If you select **Line/Area**, the format rule applies to the line when at least one line point meets the rule's condition: - -![line-chart-with-applied-value-format-rule](../../../images/line-chart-with-applied-value-format-rule.png) - -## Coloring - -A Chart item paints elements in pale gray if they do not meet the applied format condition. Note that this does not apply to elements that use the [Hue](coloring.md) color mode. - -![](../../../images/chart-coloring-by-default-cf.png) - -Select the **Color by Hue** option in a Data item's pane to restore the color scheme. - -![](../../../images/chart-coloring-by-hue-with-applied-format-rule.png) - -> [!Tip] -> **Documentation:** -> [Chart - Coloring](coloring.md) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity.md deleted file mode 100644 index 24c1071f4d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16550 ---- -# Interactivity -This section describes features that enable interaction between the **Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -The section contains the following topics. -* [Master Filtering](interactivity/master-filtering.md) -* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/drill-down.md deleted file mode 100644 index c147ebf699..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/drill-down.md +++ /dev/null @@ -1,60 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16552 ---- -# Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. - -The Chart dashboard item supports drill down on argument or series values. - -## Drill Down on an Argument -When drill down on arguments is enabled, you can click a series point to view a detail chart for the corresponding argument value. - -![Chart_Interactivity_DrillDownOnArguments](../../../../images/img21870.png) - -> [!NOTE] -> When [Filtering by Arguments](master-filtering.md) is enabled, you can view the details by double-clicking a series point. - -Drill down on arguments requires that the Arguments section contains several data items, from the least detailed to the most detailed item. - -![Chart_Interactivity_DrillDownOnArguments_DataItems](../../../../images/img19557.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill down on arguments, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../images/img21873.png) button if you are using the toolbar menu)... - -![Chart_Interactivity_DrillDown_Ribbon](../../../../images/img21872.png) - -...and the **Arguments** button (or the ![Chart_Interactivity_FilterByArguments_Toolbar](../../../../images/img19511.png) button if you are using the toolbar menu). - -![Chart_Interactivity_FilterByArguments_Ribbon](../../../../images/img19310.png) - -## Drill Down on a Series -When drill down on a series is enabled, you can click a series point (or corresponding legend item) to view a detail chart for the corresponding series. - -![Chart_Interactivity_DrillDownOnSeries](../../../../images/img21871.png) - -> [!NOTE] -> When [Filtering by Series](master-filtering.md) is enabled, you can view the details by double-clicking a series point. - -Drill down on a series requires that the Series section contains several data items, from the least detailed to the most detailed item. - -![Chart_Interactivity_DrillDownOnSeries_DataItems](../../../../images/img19556.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill down on a series, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../images/img21873.png) button if you are using the toolbar menu)... - -![Chart_Interactivity_DrillDown_Ribbon](../../../../images/img21872.png) - -...and the **Series** button (or the ![Chart_Interactivity_FilterBySeries_Toolbar](../../../../images/img19512.png) button if you are using the toolbar menu). - -![Chart_Interactivity_FilterBySeries_Ribbon](../../../../images/img19311.png) - -## Drill Up -To return to the previous detail level (drill up), use the **Drill Up** button within the Chart [caption](../../../dashboard-layout/dashboard-item-caption.md) or in the context menu. - -![Chart_Interactivity_DrillUp](../../../../images/img19460.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/master-filtering.md deleted file mode 100644 index 1a488e0eb5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/master-filtering.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16551 ---- -# Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -The Chart dashboard item supports filtering by **argument**, **series** or **points**. - -## Filtering by Arguments -When filtering by arguments is enabled, you can click series points to make other dashboard items only display data related to selected argument values. - -![Chart_Interactivity_FilterByArguments](../../../../images/img19303.png) - -To enable filtering by arguments in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Arguments** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_FilterByArguments_Toolbar](../../../../images/img19511.png) button if you are using the toolbar menu). - -![Chart_Interactivity_FilterByArguments_Ribbon](../../../../images/img19310.png) - -## Filtering by Series -When filtering by series is enabled, you can click a series point to make other dashboard items only display data related to the selected series. - -![Chart_Interactivity_FilterBySeries](../../../../images/img19304.png) - -To enable filtering by series in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Series** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_FilterBySeries_Toolbar](../../../../images/img19512.png) button if you are using the toolbar menu). - -![Chart_Interactivity_FilterBySeries_Ribbon](../../../../images/img19311.png) - -## Filtering by Points -When filtering by points is enabled, you can click a individual point to make other dashboard items display only data related to the selected point. - -![Chart_Interactivity_FilterByPoints](../../../../images/img120412.png) - -To enable filtering by points in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Points** button in the **Data** Ribbon tab. - -![Chart_Interactivity_FilterByPoints_Ribbon](../../../../images/img120413.png) - -## Reset Filtering -To reset filtering, use the **Clear Master Filter** button in the Chart's [caption](../../../dashboard-layout/dashboard-item-caption.md) area… - -![Chart_Interactivity_ClearFiltering](../../../../images/img19312.png) - -…or the corresponding command in the Chart's context menu. - -![ContextMenu_ClearMasterFilter](../../../../images/img22716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/legend.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/legend.md deleted file mode 100644 index 1bb14c4505..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/legend.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Legend -author: Natalia Kazakova -legacyId: 16555 ---- -# Legend -A **legend** is an element of a chart that identifies [chart series](providing-data.md) and series points (for instance, [colored points](../../appearance-customization/coloring/coloring-concepts.md) corresponding to argument values). - -![Charts_Legend](../../../images/img18275.png) - -This topic describes how to customize various legend settings. - -## Visibility -You can specify whether or not a chart should display a legend. - -In the Designer, use the **Show Legend** button in the **Legend** section of the **Design** Ribbon tab. - -![Charts_Legend_ShowLegendButton](../../../images/img18776.png) - -## Position and Orientation -To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. - -![Charts_Legend_PositionAndOrientationGallery](../../../images/img19468.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/orientation.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/orientation.md deleted file mode 100644 index fa14d87b42..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/orientation.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Orientation -author: Natalia Kazakova -legacyId: 16559 ---- -# Orientation -You can rotate the Chart so that the X-axis becomes vertical, and the Y-axis becomes horizontal. - -![Chart_Rotation_False](../../../images/img18277.png) -![Chart_Rotation_True](../../../images/img18276.png) - -To rotate a Chart in the Designer, use the **Rotate** button in the **Diagram** group of the **Design** Ribbon tab. - -![Chart_Rotation_RibbonButton](../../../images/img18774.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/panes.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/panes.md deleted file mode 100644 index 3245e64b2d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/panes.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Panes -author: Natalia Kazakova -legacyId: 16549 ---- -# Panes -The Chart dashboard item can contain any number of **panes**. Panes are visual areas within a diagram that display chart series. - -Each pane has its own [Y-axis](axes/y-axis.md) and displays a specific set of series. All panes in a chart share the same [X-axis](axes/x-axis.md). - -![Chart_MultiplePanes](../../../images/img117869.png) - -To add a pane, click the **Add Pane** button (the ![Chart_Panes_AddPane](../../../images/img19543.png) icon) at the top right of the [DATA ITEMS](../../ui-elements/data-items-pane.md) pane. - -![Chart_AddPane](../../../images/img117870.png) - -Once a new pane is added, the Dashboard Designer creates another **Values** section in the DATA ITEMS pane. - -![Chart_MultiplePanes_DataBinding](../../../images/img117872.png) - -Use this section to provide data items that supply values to be displayed in the new pane (see [Providing Data](providing-data.md) for details on data binding). - -To remove a pane, click the **Remove Pane** button (the ![Chart_Panes_RemovePane](../../../images/img19544.png) icon) displayed in the corresponding **Values** section. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/providing-data.md deleted file mode 100644 index d249e2522d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/providing-data.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16540 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Chart** dashboard item to data in the Designer. -* [Binding to Data in the Designer](#bindingdesigner) -* [Transposing Arguments and Series](#transposing) - -## Binding to Data in the Designer -The image below shows a sample Chart dashboard item that is bound to data. - -![ChartProvidingData_Main](../../../images/img117697.png) - -To bind the Chart dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. The table below lists and describes the Chart's data sections. - -| Section | Description | -|---|---| -| **Values** | Contains data items against which the [Y-coordinates](axes/y-axis.md) of data points are calculated. The _[Options](../../ui-elements/data-items-pane.md)_ button next to the **Value** data item allows you to select the [series type](series/series-overview.md) and specify different options. Note that some types of series accept several measures. To learn more, see the documentation for the required [series type](series/series-overview.md). | -| **Arguments** | Contains data items that provide values displayed along the [X-axis](axes/x-axis.md) of the chart. | -| **Series** | Contains data items whose values are used to create [chart series](series/series-overview.md). | - -## Transposing Arguments and Series -The Chart dashboard item provides the capability to transpose chart arguments and series. In this case, data items contained in the **Arguments** section are moved to the **Series** section, and vice versa. - -![ChartTranspose_Example](../../../images/img126578.png) - -To transpose the selected Chart dashboard item, use the **Transpose** button in the **Home** ribbon tab. - -![TransposeButton_Ribbon](../../../images/img23683.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series.md deleted file mode 100644 index 8fa1fccbc4..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Series -author: Natalia Kazakova -legacyId: 16541 ---- -# Series -This section describes how to select a desired series type in the overview topic, and lists the variety of available series types. - -The section consists of the following topics. -* [Series Overview](series/series-overview.md) - - Provides information on how to specify a series type in the Dashboard Designer. -* [Bar Series](series/bar-series.md) - - Lists the available types of bar series. -* [Point and Line Series](series/point-and-line-series.md) - - Lists the available types of point and line series. -* [Area Series](series/area-series.md) - - Lists the available types of area series. -* [Range Series](series/range-series.md) - - Lists the available types of range series. -* [Weighted Series](series/weighted-series.md) - - Lists the available types of weighted series. -* [Financial Series](series/financial-series.md) - - Lists the available types of financial series. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/trend-indicators.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/trend-indicators.md deleted file mode 100644 index 4aa82cfa5c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/trend-indicators.md +++ /dev/null @@ -1,99 +0,0 @@ ---- -title: Trend Indicators ---- - -The Dashboard Designer allows you to display trend indicators in Chart dashboard items. - -The following indicator types are available: - -* Trend Line - - Displays the general direction of associated points. It is often used to identify existing data trends and can help forecast future trends. -* Regression Line - - Visualizes data using a mathematical formula that minimizes the distance between the line itself and associated data points. It is used to model the relationship between two variables and can be used to make predictions about one variable based on the value of another. -* Custom Indicator - - A custom indicator type registered in a dashboard. - -## Create a Trend Indicator - -Click the **Trend Indicators** button in the **Analysis** group of the **Data** Ribbon page. This command invokes the Trend Indicators dialog: - -![Trend Indicator Button](../../../images/create-a-trend-indicator.png) - -The dialog contains the following buttons: - -* Add - - Creates a new indicator. - -* Remove - - Removes the selected indicator. - -* OK - - Saves changes and closes the dialog. - -* Apply - - Saves changes and keeps the dialog open. - -* Cancel - - Closes the dialog and discards unsaved changes. - - -New indicators are generated with default settings: - -![Add a new indicator](../../../images/add-new-indicator.png) - -You can change the following settings before displaying an indicator in a Chart dashboard item. - -* Name - - The name of the trend indicator within the indicators collection. - -* Type - - The indicator type: Trend Line, Regression Line, or any registered Custom Type. - -* Value - - The measure data item that is used to calculate the trend indicator. - -* Value Level - - The value that specifies which series point value should be used to calculate the indicator. - -* Display In Legend - - Specifies whether to display the trend indicator in the legend. - -* Legend Text - - The text that identifies the trend indicator within the legend. - -* Dash Style - - The dash style used to paint the line. - -* Thickness - - The thickness of the indicator line. - -* Color - - The color for the trend indicator. - -* Visible - - Specifies whether to display the trend indicator. - -You can edit the created indicator in the Trend Indicators dialog: - -![Configure Trend Line in the UI](../../../images/configure-trend-line-in-the-ui.png) - - - diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map.md deleted file mode 100644 index b9d4bba851..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Choropleth Map -author: Natalia Kazakova -legacyId: 16605 ---- -# Choropleth Map -The topics in this section describe the features available in the **Choropleth Map** dashboard item. - -The Choropleth Map dashboard item allows you to colorize the required areas in proportion to the provided values. - -![MainFeatures_Maps](../../images/img21964.png) - -This section consists of the following subsections: -* [Providing Maps](choropleth-map/providing-maps.md) - - Describes how to use default dashboard maps or provide custom maps. -* [Providing Data](choropleth-map/providing-data.md) - - Explains how to supply the Choropleth Map dashboard item with data. -* [Map Coloring](choropleth-map/map-coloring.md) - - Details how to color map shapes based on the values provided. -* [Map Navigation](choropleth-map/map-navigation.md) - - Explains how to manage map zooming and scrolling. -* [Interactivity](choropleth-map/interactivity.md) - - Describes features that enable interaction between the Choropleth Map and other dashboard items. -* [Labels](choropleth-map/labels.md) - - Describes how to display additional information related to map shapes. -* [Legend](choropleth-map/legend.md) - - Explains the map legend and its options. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/interactivity.md deleted file mode 100644 index a923e9e374..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/interactivity.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16610 ---- -# Interactivity -This document describes the **Master Filtering** feature, which enables interaction between the **Choropleth Map** and other dashboard items. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**).To learn more about the filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a shape (or multiple shapes by holding down the **CTRL** key) to make other dashboard items only display data related to the selected shape(s). - -![ChoroplethMap_MasterFiltering](../../../images/img22240.png) - -To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the map's [caption](../../dashboard-layout/dashboard-item-caption.md), or the **Clear Master Filter** command in the map's context menu. - -![ContextMenu_ClearMasterFilter](../../../images/img22716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/labels.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/labels.md deleted file mode 100644 index 5fab00069b..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/labels.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 17935 ---- -# Labels -A Choropleth map provides the capability to display titles within map shapes and allows you to manage what data to show in the shape tooltips. - -To manage map titles and tooltips, click the **Shape Labels** button in the **Design** ribbon tab. - -![ShapeLabelsButton_Ribbon](../../../images/img25014.png) - -This invokes the **Shape Label Settings** dialog. - -![ShapeLabelSettingsDialog](../../../images/img25015.png) - -In this dialog, you can specify attributes whose values will be displayed within shapes and tooltips. Use the ![Map_LoupeButton](../../../images/img24941.png) button to preview the available attributes and their values for the current map. - -## Shape Titles -The **Title attribute** option allows you to select the attribute whose values are displayed within corresponding map shapes. - -![ChoroplethMap_TitleAttribute](../../../images/img25017.png) - -You can also use the **Include summary value** option to add summary values to shape titles. - -## Tooltips -The **Choropleth Map** dashboard item displays a tooltip that shows information related to a hovered shape. - -![ChoroplethMap_Tooltip](../../../images/img23695.png) - -You can choose whether to use a [binding attribute](providing-data.md) to display as the title of shape tooltips (the **Use binding attribute** option) or specify a custom attribute using the **Tooltip attribute** option. - -![ShapeLabelSettingsDialog_TooltipAttribute](../../../images/img25018.png) - -The Choropleth Map also allows you to add supplementary content to the tooltips using the TOOLTIP DATA ITEMS area. To learn more, see the [Providing Data](providing-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/legend.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/legend.md deleted file mode 100644 index beb9c3d8aa..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/legend.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Legend -author: Natalia Kazakova -legacyId: 16611 ---- -# Legend -A legend is an element of a map that shows values corresponding to each [color](map-coloring.md). - -![ChoroplethMap_Legend](../../../images/img22232.png) - -## Visibility -To display a legend within a map, use the **Show Legend** button in the **Legend** group of the **Design** Ribbon tab. - -![ChoroplethMap_ShowLegend_Ribbon](../../../images/img22233.png) - -## Position and Orientation -To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. - -![Map_LegendPosition_Ribbon](../../../images/img22236.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring/delta.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring/delta.md deleted file mode 100644 index d985751ef6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring/delta.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Delta -author: Natalia Kazakova -legacyId: 16609 ---- -# Delta -The **Choropleth Map** allows you to indicate the difference between the _actual_ and _target_ values of a particular parameter. This difference is called **delta**. - -![ChoroplethMap_DeltaSales](../../../../images/img22211.png) - -## Delta Options -To specify delta indication settings, click the **Options** button next to the data item container. - -![ChoroplethMap_Delta_OptionsButton](../../../../images/img22213.png) - -This invokes the **Choropleth Map Options** dialog. When the map type is set to **Delta**, this dialog contains the following settings. - -![ChoroplethMap_DeltaOptionsDialog](../../../../images/img22214.png) -* **Value Type** - - You can specify which values to display within map tooltips. Use the **Value type** combo box to select the value that will be displayed as the delta value. - - | Value Type | Tooltip | - |---|---| - | **Actual value** | ![Map_DeltaValueType_ActualValue](../../../../images/img22215.png) | - | **Absolute variation** | ![Map_DeltaValueType_AbsoluteVariation](../../../../images/img22216.png) | - | **Percent variation** | ![Map_DeltaValueType_PercentVariation](../../../../images/img22217.png) | - | **Percent of target** | ![Map_DeltaValueType_PercentOfTarget](../../../../images/img22218.png) | -* **Result Indication** - - You can specify the condition that will be used to select the indicator color. To do this, use the **Result indication** combo box. - - | Result Indication | Area Color | - |---|---| - | **Greater is good** | ![Map_DeltaResultIndicaion_GreaterIsGood_1](../../../../images/img22221.png)![Map_DeltaResultIndicaion_GreaterIsGood_2](../../../../images/img22222.png) | - | **Less is good** | ![Map_DeltaResultIndicaion_LessIsGood_1](../../../../images/img22223.png)![Map_DeltaResultIndicaion_LessIsGood_2](../../../../images/img22224.png) | - | **Warning if greater** | ![Map_DeltaResultIndicaion_WarningIfGreater_1](../../../../images/img22225.png)![Map_DeltaResultIndicaion_WarningIfGreater_2](../../../../images/img22226.png) | - | **Warning if less** | ![Map_DeltaResultIndicaion_WarningIfLess_1](../../../../images/img22227.png)![Map_DeltaResultIndicaion_WarningIfLess_2](../../../../images/img22228.png) | - | **No indication** | ![Map_DeltaResultIndicaion_WarningIfLess_1](../../../../images/img22227.png)![Map_DeltaResultIndicaion_WarningIfGreater_2](../../../../images/img22226.png) | -* **Threshold type** and **Threshold value** - - You can specify that a required indicator should only be displayed when the difference between the actual and target values exceeds a specified value. For instance, the actual value exceeds the target value by 10%, or by $2K. - - Use the **Threshold type** combo box to select whether you wish to specify the threshold in percentage values or in absolute values. Then use the **Threshold value** box to specify the threshold value. - -The **Format** tab allows you to specify the numeric display formats for for different value types, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. - -![](../../../../images/choroplethmap_deltaoptionsdialog_format.png) - -The tab contains the following settings. - -* **Format type** - Specifies format types for numeric values. -* **Unit** - Specifies the unit to convert the numeric values. -* **Precision** - Specifies the number of fractional digits to display. -* **Currency** - Specifies the currency symbol and format provided by the current culture settings. -* **Culture** - Specifies the name of a culture that defines the currency symbol and format. -* **Include group separator** - Specifies whether separators should be inserted between digit groups. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-navigation.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-navigation.md deleted file mode 100644 index c9fe0775b1..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-navigation.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Map Navigation -author: Natalia Kazakova -legacyId: 17930 ---- -# Map Navigation -The Choropleth Map dashboard item allows you to perform navigation actions such as zooming and scrolling. - -The Dashboard Designer allows you to specify the initial zooming/scrolling state for the Choropleth map using the mouse. - -You can disable the capability to scroll/zoom the map using the **Lock Navigation** button in the **Design** ribbon tab. - -![MapNavigationGroup](../../../images/img25019.png) - -Use the **Full Extent** button to display the entire map within the dashboard item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-data.md deleted file mode 100644 index 8b91172e3f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-data.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16607 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Choropleth Map** dashboard item to data in the Designer. - -The image below shows a sample Choropleth Map dashboard item that is bound to data. - -![ChoroplethMapDataBinding_Main](../../../images/img117705.png) - -To bind the Choropleth Map dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. -The Choropleth Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. -Tables below list the available data sections. - -**DATA ITEMS** -* **Attribute** - - Allows you to associate map shapes with data source field values. - - To associate map shapes with data source field values, drag-and-drop the required dimension to the data item's placeholder and select the required attribute in the **Map Attribute Binding** dialog. To invoke this dialog, click the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![ChoroplethMap_MapAttributeBindingIcon](../../../images/img22351.png) icon) next to the **Attribute** placeholder. - - ![MapAttributeBindingDialog_ChoroplethMap](../../../images/img117708.png) - - Select the required attribute and click **OK**. -* **Maps** - - Contains data items whose values are used to color map shapes. Map shape colors vary based on the map type. - - Click the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![Grid_ColumnTypeIndicators_MeasureColumn](../../../images/img19671.png) or ![Grid_ColumnTypeIndicators_DeltaColumn](../../../images/img19669.png) icon depending on the map type) next to the **Value** placeholder and select the required map type in the invoked **Choropleth Map Options** dialog. - - ![ChoroplethMapOptions_MapType](../../../images/img117709.png) - * If you select **Value**, the Choropleth map colors map shapes depending on the values provided. To learn more, see [Map Coloring](map-coloring.md). - * If you select **Delta**, the Choropleth map colors map shapes depending on the difference between two values. To learn how to specify delta indication settings, see [Delta](map-coloring/delta.md). - - > [!NOTE] - > You can fill several data item containers in the **Maps** section and use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the dashboard item caption. - -**TOOLTIP DATA ITEMS** -* **Measures** - - Allows you to add supplementary content to the tooltips. Drag and drop the required measures to provide additional data. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-maps.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-maps.md deleted file mode 100644 index e7ca385c98..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-maps.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Providing Maps -author: Natalia Kazakova -legacyId: 16606 ---- -# Providing Maps -This document explains how to use the default **DevExpress Dashboard maps**, or provide custom maps. - -## Default Maps -DevExpress Dashboard ships with a set of default maps showing various parts of the world. The following maps are included. -* **World Countries** - a world map. -* **Europe** - a map of Europe. -* **Asia** - a map of Asia. -* **North America** - a map of North America. -* **South America** - a map of South America. -* **Africa** - a map of Africa. -* **USA** - a map of the USA. -* **Canada** - a map of Canada. - -> [!NOTE] -> Note that the **World Countries** map has a lower level of detail than maps of specific regions and may not contain some countries. As an alternative, you can load a custom map with the required granularity. - -To select the required default map, use the **Default Map** button in the **Open** group of the **Design** ribbon tab. - -![Map_DefaultMaps_Ribbon](../../../images/img22183.png) - -As an alternative, use the corresponding command in the map context menu. - -## Custom Maps -DevExpress Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types. -* **.shp** file - holds map shapes (points/lines/polygons). -* **.dbf** file - contains attributes for each shape. - -To open an existing shapefile, use the **Load Map** or **Import Map** button in the Ribbon, or the command in the context menu (**Load Map...** or **Import Map...**). - -![Map_LoadOpenMap_Ribbon](../../../images/img22192.png) - -In the invoked dialog, locate the required **.shp** file. Note that custom maps created in the Cartesian coordinate system are not supported. - -> [!NOTE] -> If the map is opened using the **Load Map** button, the [dashboard XML definition](../../save-a-dashboard.md) will contain the path to a map shapefile. If the map is opened using the **Import Map** button, the dashboard XML definition will contain the map itself. - -> [!NOTE] -> Attributes from the corresponding **.dbf** file located in the same directory will be included in the map automatically. - -## Map Attributes -After you select the default map or a custom map, you can view supplemental information (such as the name of the country, state, etc.). To do this, click the **Options** button next to the **Attribute** placeholder. - -![Map_MapAttributeBinding](../../../images/img22198.png) - -In the invoked **Map Attribute Binding** dialog, click **Preview**. - -![Map_ShapefileAttributesPreview](../../../images/img22197.png) - -This table displays the available attributes for the current map. Each set of attribute values is related to a specific map shape. - -To learn how to bind the map attribute to a data source field, see the [Providing Data](providing-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/dashboard-item-group.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/dashboard-item-group.md deleted file mode 100644 index baaab8627a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/dashboard-item-group.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Dashboard Item Group -author: Natalia Kazakova -legacyId: 17942 ---- -# Dashboard Item Group -DevExpress Dashboard provides the capability to combine dashboard items into a group. The dashboard item group serves two main purposes. -* Combine dashboard items within the dashboard into a separate [layout group](../dashboard-layout/dashboard-items-layout.md). -* Manage [interaction](../interactivity/master-filtering.md) between dashboard items within and outside the group. - -For instance, you can combine related [filter elements](filter-elements.md) and [data visualization dashboard items](../add-dashboard-items.md) into a group. - -![Fundamentals_DashboardItemGroup](../../images/img24788.png) -* [Create a Group](#create-a-group) -* [Interactivity](#interactivity) - -## Create a Group -To create a new group, use the **Group** button in the **Home** ribbon tab. - -![GroupButton_Ribbon](../../images/img24852.png) - -You can add dashboard items to a group and manage item layout using [drag-and-drop](../dashboard-layout/dashboard-items-layout.md). To learn how to manage a group's caption, see the [Dashboard Item Caption](../dashboard-layout/dashboard-item-caption.md) topic. - -> [!NOTE] -> Note that a dashboard item group cannot be added to another group. - -## Interactivity -The dashboard item group provides the capability to manage [interaction](../interactivity/master-filtering.md) between dashboard items within and outside the group. - -The **Master Filter** button allows you to specify whether the current group allows you to filter external dashboard items using master filter items contained within the group. If this option is disabled, master filter items contained within the group can filter only dashboard items from this group.**** - -![GrouMasterFilterButton_Ribbon](../../images/img24853.png) - -The **Ignore Master Filters** button allows you to isolate dashboard items contained within the group from being filtered using external master filter items. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/date-filter.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/date-filter.md deleted file mode 100644 index 262e66f6c6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/date-filter.md +++ /dev/null @@ -1,107 +0,0 @@ ---- -title: Date Filter -author: Boris Zaitsev ---- -# Date Filter - -The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. - -The DateFilter item displays a set of intervals that can be used as quick filters. - -![Date Filter](../../images/datefilter-autoheight.png) - -End-users can click the button to invoke the Date Picker: - -![Date Filter - Date Picker Drop-Down](../../images/datefilter-dropdown-daycalendar.png) - -## Add a New Date Filter to the Dashboard - -To create a Date Filter item, click the **Filter Elements** drop-down button in the **Insert** group on the **Home** ribbon page and select **Date Filter**. - -![DateFilter - Ribbon](../../images/datefilter-ribbon.png) - -## Bind to Data - -You can use `DateTime`/`DateOnly` fields for a date filter. - -Use the **Data Items Pane** to perform data binding. Drag the dimension field from the [Data Source Browser](../ui-elements/data-source-browser.md) to the data item, and click the _Options_ button to select [group intervals](../data-shaping/formatting-data.md). - -![DATA ITEMS Pane](../../images/datefilter-data-items-pane.png) - -## Filter Type - -A filter can be a DateTime value, DateTime range or infinite interval before or after a specified date. - -To specify the filter type, click the drop-down **Filter Type** in the ribbon (Date Filter Tools contextual tab-> Design page -> Layout group): - -![datefilter-filtertype-ribbon](../../images/datefilter-filtertype-ribbon.png) - -## Date Picker - -![Date Picker](../../images/datefilter-datepicker.png) - -The DateFilter item contains a Date Picker - a button with a drop-down calendar. This button initially displays "Click to set filter". - -The calendar drops down when the end user: - -* clicks the button without a specified range (the button with the "Click to set filter" caption) -* clicks the ![edit-date-filter-icon](../../images/editdatefilter.png) icon on the button with the specified datetime range. - -A drop-down calendar may contain a single calendar control (the Filter Type is Exact, Before or After) or two calendar controls (the Filter Type is Between). - -When the user selects the date, the Date Picker caption displays information about that date (date range) and the ![edit-date-filter-icon](../../images/editdatefilter.png) icon. The caption text is constructed from a custom string with date placeholders. If the user clicks the caption, The Date Picker button acts as a checked button to apply the date range (checked) or reset the date filter (unchecked) to its default value. When the user clicks the icon, the drop-down calendar appears and enables the user to select another date range. - -To show or hide the Date Picker component, click the **Show Date Picker** check button in the ribbon (Date Filter Tools contextual tab-> Design page -> Layout group): - -![](../../images/datefilter-showdatepicker-ribbon.png) - -## Display Format - -To specify the date-time value format, use the **Format** submenu in the data item menu, as described in the [Formatting Data](../data-shaping/formatting-data.md) topic. - -To specify a custom string displayed in the Date Picker component, use the **Edit Names** dialog. To invoke the dialog, right-click the DateFilter item and click the Edit Names... menu item or click the **Edit Names** button in the **Design** Ribbon tab. - -![datefilter-displaytextpattern-editnames-dialog](../../images/datefilter-displaytextpattern-editnames-dialog.png) - -You can include placeholders in a custom string. The {0} placeholder is the interval's start, the {1} placeholder is the interval's end. - -## Create Quick Filters - -Quick Filters are buttons displayed within the DateFilter item. Each button has a DateTime range assigned to it. You can click the button to apply that range as a Date filter. The button is checked until the end-user clicks the same button once more to reset the filter to its default value. The buttom becomes unchecked if the end user clicks another button. - -![Quick Filters](../../images/datefilter-quick-filters.png) - -The item's context menu contains commands with the same captions that act as quick filters. - -A newly created DateFilter dashboard item has no quick filters. To add a quick filter: - -* in the dashboard designer, click the _[Options](../ui-elements/data-items-pane.md)_ button (the ![BoundImageAttributeOptionsButton](../../images/img123296.png) icon) next to the _Argument_ placeholder -* or select the _Edit Periods_ command in the context menu -* or click the **Edit Periods** in the ribbon (Date Filter Tools contextual tab-> Design page -> Interactivity group): - - ![datefilter-editperiods-ribbon](../../images/datefilter-editperiods-ribbon.png) - -This invokes the **Edit Periods** dialog. You can select a [predefined range](range-filter/predefined-ranges.md) or add a custom period, specify the quick filter's range and caption. - -![datefilter-edit-periods-dialog](../../images/datefilter-edit-periods-dialog.png) - -## Arrange Quick Filters - -Quick filters in the DateFilter item can be arranged horizontally or vertically. The default mode is _auto height_, in which quick filters are displayed horizontally and the dashboard item shrinks automatically to fit the items and save space. - -To specify the arrangement mode, click the **Arrangement Mode** drop-down in the ribbon (Date Filter Tools contextual tab-> Design page -> Layout group): - -![datefilter-arrangement-ribbon](../../images/datefilter-arrangement-ribbon.png) - -Auto Height Arrangement Mode: - -![Auto Height Arrangement Mode](../../images/datefilter-autoheight.png) - -Vertical Arrangement Mode: - -![Vertical Arrangement Mode](../../images/datefilter-vertical.png) - - -Horizontal Arrangement Mode: - -![Horizontal Arrangement Mode](../../images/datefilter-horizontal.png) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements.md deleted file mode 100644 index 7e587bd421..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Filter Elements -author: Natalia Kazakova -legacyId: 17938 ---- -# Filter Elements -Filter elements represent a special type of dashboard item that allows you to apply filtering to other dashboard items. - -Topics in this section. -* [Filter Elements Overview](filter-elements/filter-elements-overview.md) -* [Providing Data](filter-elements/providing-data.md) -* [Interactivity](filter-elements/interactivity.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/filter-elements-overview.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/filter-elements-overview.md deleted file mode 100644 index bc7f342fe6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/filter-elements-overview.md +++ /dev/null @@ -1,58 +0,0 @@ ---- -title: Filter Elements Overview -author: Natalia Kazakova -legacyId: 17939 ---- -# Filter Elements Overview -The **Dashboard Designer** allows you to create filter elements that used to filter other dashboard items. -* [Combo Box](#combo-box) -* [List Box](#list-box) -* [Tree View](#tree-view) -* [Date Filter](#date-filter) - -To add the required filter element to the dashboard, use the **Filter Elements** button in the **Home** ribbon tab. - -![FilterElements_Ribbon](../../../images/img24808.png) - -## Combo Box -The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. - -You can switch the combo box type in the ribbon **Design** tab. - -![ComboboxTypes_Ribbon](../../../images/img24836.png) - -| Combo Box Type | Example | Description | -|---|---|---| -| **Standard** | ![Combobox_Standard](../../../images/img24834.png) | Allows yous to select only a single value. | -| **Checked** | ![Combobox_Checked](../../../images/img24835.png) | Allows you to select multiple values in the invoked drop-down list. | - -## List Box -The **List Box** dashboard item allows you to select a value(s) from the list. - -You can switch the list box type in the ribbon **Design** tab. - -![ListboxTypes_Ribbon](../../../images/img24837.png) - -| List Box Type | Example | Description | -|---|---|---| -| **Checked** | ![Listbox_Checked](../../../images/img24840.png) | Allows you to select multiple values in the list box. | -| **Radio** | ![Listbox_Radio](../../../images/img24841.png) | Allows you to select only a single value in the radio group. | - -## Tree View -The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. - -![Treeview_Checked](../../../images/img24843.png) - -You can manage the initial expanded state of filter values using the **Auto Expand** button in the **Design** ribbon tab. - -![Treeview_AutoExpand](../../../images/img24844.png) - -## Date Filter - -The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. - -The DateFilter item displays a set of intervals that can be used as quick filters. - -![Date Filter](../../../images/datefilter-autoheight.png) - -See [Date Filter](../date-filter.md) for details. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/interactivity.md deleted file mode 100644 index 8ec5d7da70..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/interactivity.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 17941 ---- -# Interactivity -This document describes the filtering capabilities supported by filter elements. You can use filter elements to apply master filtering to other dashboard items or introduce hierarchical filtering by adding several connected filters. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -> [!IMPORTANT] -> Note that filter elements do not support Master Filter selection modes. You can switch the selection mode by [changing the type](filter-elements-overview.md) of the required filter element. - -Depending on the filter element type, you can select a value(s) to make other dashboard items display only data related to the selected value(s). - -![FilterElements_Interactivity](../../../images/img24829.png) - -You can also create a set of related filter elements containing relevant filter values. For instance, in the image below, the **State/Province** filter element contains states related to the 'United States' value, while the **City** filter element contains cities related to the 'New York' value. - -![CascadingFiltering](../../../images/img24833.png) - -Disable the **Ignore Master Filters** option for the required filter element to allow applying filtering to this element. - -## Filter Element Options -_Standard_ Combo Box and _Radio_ List Box filter elements have the _(Allow Empty Filter)_ option that enables the filter mode without selected items. To enable the mode, click the **Allow Empty Filter** button in the **Design** ribbon tab. - -![ShowAllValue_Ribbon](../../../images/img26111.png) - -The **Enable Search** button displays the search box that allows you to search and filter as you type: - -![Enable_Search](../../../images/img256001.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/providing-data.md deleted file mode 100644 index cef40bec71..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/providing-data.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 17940 ---- -# Providing Data -This topic describes how to bind filter elements to data using the **Dashboard Designer**. - -The Dashboard Designer allows you to bind various dashboard items to data in a consistent manner (see [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details), the only difference being the data sections that these dashboard items comprise. - -## Binding Overview -All filter elements provide the **Dimensions** data section, which accepts dimensions used to provide filter values. - -To learn about the specifics of binding various filter elements to data, see the table below. - -| Dashboard Item | Data Sections | Description | -|---|---|---| -| **Combo Box** | ![ComboBox_ProvidingData](../../../images/img24813.png) | The Combo Box filter element can contain several dimensions at the **Dimensions** data section. In this case, the drop-down list will contain combinations of dimension values. | -| **List Box** | ![ListBox_ProvidingData](../../../images/img24814.png) | The List Box filter element can contain several dimensions at the **Dimensions** data section. In this case, the list will contain combinations of dimension values. | -| **Tree View** | ![TreeView_ProvidingData](../../../images/img24815.png) | The Tree View filter element allows you to display dimension values in a hierarchical way. This can be the set of dimensions with different [group intervals](../../data-shaping/grouping.md) (for instance, Year/Quarter/Month) or the set of related dimensions (for instance, geographical data such as continents/countries/cities). | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges.md deleted file mode 100644 index 5cf8bb6082..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Gauges -author: Natalia Kazakova -legacyId: 16593 ---- -# Gauges -The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. - -![MainFeatures_Gauges](../../images/img18176.png) - -This section consists of the following subsections: -* [Providing Data](gauges/providing-data.md) - - Provides information about how to supply the Gauge dashboard item with data. -* [Delta](gauges/delta.md) - - Provides an overview of the Gauge dashboard item's capability to display the difference between two parameters. -* [Gauge Scale](gauges/gauge-scale.md) - - Describes options that relate to the gauge scales. -* [Interactivity](gauges/interactivity.md) - - Describes features that enable interaction between the Gauge dashboard item and other items. -* [Layout](gauges/layout.md) - - Describes layout options of the Gauge dashboard item. -* [Style](gauges/style.md) - - Provides information about how to specify the gauge style. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/delta.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/delta.md deleted file mode 100644 index 8afce2389b..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/delta.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Delta -author: Natalia Kazakova -legacyId: 16595 ---- -# Delta -Gauges allow you to display the difference between the _actual_ and _target_ values of a particular parameter. This difference is called **delta**. - -Delta is shown with a _delta indicator_ (indicating whether the actual value is less than or greater than the target value) and _delta values_ (representing this difference as an absolute value or a variation). - -![Delta_Gauge](../../../images/img20029.png) - -To customize settings that relate to the calculation and display of deltas, use the options buttons (the ![DataItemsArea_OptionsButton](../../../images/img20167.png) icon) displayed next to the data item container in the Gauges section of the DATA ITEMS pane. - -![Gauges_DeltaOptions_OptionsButton](../../../images/img19991.png) - -These buttons invoke the **Gauge Options** dialog. - -![Gauges_DeltaOptions_OptionsWindow](../../../images/img19992.png) - -Use it to define the condition for displaying delta indication, specify which delta values should be displayed, and introduce the comparison tolerance. -* [Delta Values](#deltavalues) -* [Delta Indication](#deltaindicationcondition) -* [Comparison Tolerance](#comparisontolerance) - -## Delta Values -You can specify which values should be displayed within gauges. Use the **Value type** combo box in the **Gauge Options** window to select the value that will be displayed as the delta value. - -| Value Type | Result | -|---|---| -| Actual Value | ![Gauges_Delta_Values_ActualValue](../../../images/img20094.png) | -| Absolute Variation | ![Gauges_Delta_Values_AbsoluteVariation](../../../images/img20093.png) | -| Percentage Variation | ![Gauges_Delta_Values_PercentVariation](../../../images/img20096.png) | -| Percentage of Target | ![Gauges_Delta_Values_PercentOfTarget](../../../images/img20095.png) | - -## Delta Indication -You can specify the condition for displaying delta indication. To do this, use the **Result indication** combo box in the **Gauge Options** window. -* Greater is Good - The 'good' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'bad' indication is displayed. - - ![Gauges_Delta_Indication_GreaterIsGood](../../../images/img20088.png) -* Less is Good - The 'bad' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'good' indication is displayed. - - ![Gauges_Delta_Indication_LessIsGood](../../../images/img20089.png) -* No Indication - Indication is not displayed. - - ![Gauges_Delta_Indication_NoIndication](../../../images/img20090.png) -* Warning if Greater - A warning is displayed if the actual value exceeds the target value; otherwise, no indication is displayed. - - ![Gauges_Delta_Indication_WarningIfGreater](../../../images/img20091.png) -* Warning if Less - A warning is displayed if the target value exceeds the actual value; otherwise, no indication is displayed. - - ![Gauges_Delta_Indication_WarningIfLess](../../../images/img20092.png) - -## Comparison Tolerance -The comparison tolerance allows you to create more advanced conditions for displaying delta indication. For instance, you can specify that a specific indication should be displayed when the actual value exceeds the target value _by 10%_ or _by $2K_. - -Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or in absolute values. Then use the **Threshold value** box to specify the comparison tolerance. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/gauge-scale.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/gauge-scale.md deleted file mode 100644 index 4b1e72261a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/gauge-scale.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Gauge Scale -author: Natalia Kazakova -legacyId: 16596 ---- -# Gauge Scale -By default, the Gauge dashboard item automatically determines the range of the gauge scales based on the values they display. - -![Gauges_MinimumMaximumValues](../../../images/img18659.png) - -You can override this behavior and specify the maximum and minimum values on the scale. - -To do this, invoke the **Gauge Options** window using the **Options** button displayed in the data item container in the Gauges section of the DATA ITEMS pane. - -![Gauges_DeltaOptions_OptionsButton](../../../images/img19991.png) - -In the **Gauge Options** window, uncheck the **Auto** check box for the maximum or minimum value, and specify this value in the corresponding field. - -![Gauges_Scale_OptionsWindow](../../../images/img20099.png) - -The **Format** tab allows you to specify the numeric display formats for for different value types, as described in the [Formatting Data](../../data-shaping/formatting-data.md) document. - -![Gauges_Scale_OptionsWindow_Format](../../../images/gauges_scale_optionswindow_format.png) - -The tab contains the following settings. - -* **Format type** - Specifies format types for numeric values. -* **Unit** - Specifies the unit to convert the numeric values. -* **Precision** - Specifies the number of fractional digits to display. -* **Currency** - Specifies the currency symbol and format provided by the current culture settings. -* **Culture** - Specifies the name of a culture that defines the currency symbol and format. -* **Include group separator** - Specifies whether separators should be inserted between digit groups. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity.md deleted file mode 100644 index b637d31e99..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16597 ---- -# Interactivity -This section describes features that enable interaction between the **Gauge** dashboard item and other items. These features include **Master Filtering** and **Drill-Down**. - -The section contains the following topics. -* [Master Filtering](interactivity/master-filtering.md) -* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/drill-down.md deleted file mode 100644 index 1bac30f75c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/drill-down.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16599 ---- -# Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. - -When drill-down is enabled, you can click a gauge to view the details. - -![Anim_Gauges_DrillDown](../../../../images/img19997.gif) - -> [!NOTE] -> When [Master Filtering](master-filtering.md) is enabled, you can view the details by double-clicking a gauge. - -Drill-down requires that the **Series** section contains several dimensions, from the least detailed to the most detailed dimension. - -![Cards_Interactivity_DrillDown_DataItems](../../../../images/img19987.png) - -> [!NOTE] -> In **OLAP** mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../images/img19513.png) button if you are using the toolbar menu). - -![DataShaping_Interactivity_DrillDown_Ribbon](../../../../images/img19415.png) - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Gauge dashboard item, or the **Drill Up** command in the Gauge’s context menu. - -![DrillUpCommand_ContextMenu](../../../../images/img22786.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/master-filtering.md deleted file mode 100644 index f6a819eb08..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/master-filtering.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16598 ---- -# Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. - -When master filtering is enabled, you can click a gauge (or multiple gauges by holding down the **CTRL** key) to make other dashboard items only display data related to the selected gauge(s). - -![Anim_Gauges_MasterFilter](../../../../images/img19998.gif) - -To learn how to enable master filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Gauge dashboard item, or the **Clear Master Filter** command in the Gauge’s context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/layout.md deleted file mode 100644 index b1af00a8f4..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/layout.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 16600 ---- -# Layout -The **Gauge** dashboard item allows you to specify the number of columns or rows in which individual gauges are arranged. - -To control how gauges are arranged, use the buttons in the **Content Arrangement** group of the **Design** Ribbon tab. - -By default, the **Auto Arrange** option is enabled, which automatically resizes gauges to fit within the dashboard item. - -![Gauges_Layout_AutoArrange](../../../images/img20007.png) - -You can also specify the number of columns in which gauges are arranged. Click the **Arrange in Columns** button and specify the appropriate number in the **Count** field. - -![Gauges_Layout_ArrangeInColumns](../../../images/img20005.png) - -Similarly, you can arrange pies in a specific number of rows by clicking the **Arrange in Rows** button. - -![Gauges_Layout_ArrangeInRows](../../../images/img20006.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/providing-data.md deleted file mode 100644 index 062bb7d758..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/providing-data.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16594 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Gauge** dashboard item to data in the Designer. - -The image below shows a sample Gauge dashboard item that is bound to data. - -![GaugeProvidingData_Main](../../../images/img117703.png) - -To bind the Gauge dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Gauge's data sections. - -| Section | Description | -|---|---| -| **Gauges** | Contains data items used to calculate values displayed by gauges. Data items are arranged in containers. Each _[data item container](../../ui-elements/data-items-pane.md)_ can hold two data items. The first item contains _actual_ data and the second item (optional) contains _target_ data. If both items are provided, gauges show the difference between actual and target values. You can fill several data item containers in the Gauges section and use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the dashboard item caption. This drop-down menu is available if the Series section is not empty. Otherwise, a separate gauge is created for each data item container, and all gauges are displayed simultaneously. | -| **Series** | Contains data items whose values are used to label gauges. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/style.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/style.md deleted file mode 100644 index 28625e914a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/style.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Style -author: Natalia Kazakova -legacyId: 16601 ---- -# Style -The **Gauge** dashboard item allows you to select the gauge type. - -The following types are supported. - -**Full Circular:** - -![Gauges_ViewType_FullCircular](../../../images/img18618.png) - -**Half Circular:** - -![Gauges_ViewType_HalfCircular](../../../images/img18619.png) - -**Left-Quarter Circular:** - -![Gauges_ViewType_LeftQuarterCircular](../../../images/img18620.png) - -**Right-Quarter Circular:** - -![Gauges_ViewType_RightQuarterCircular](../../../images/img18623.png) - -**Three-Fourths Circular** - -![Gauges_ViewType_ThreeQuarterCircular](../../../images/img18624.png) - -**Linear Horizontal:** - -![Gauges_ViewType_LinearHorizontal](../../../images/img18621.png) - -**Linear Vertical:** - -![Gauges_ViewType_LinearVertical](../../../images/img18622.png) - -To select the gauge type, use the buttons in the **Style** group of the **Design** Ribbon tab. - -![Gauges_ViewType_Ribbon](../../../images/img20166.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps.md deleted file mode 100644 index d283bf9362..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Geo Point Maps -author: Natalia Kazakova -legacyId: 16612 ---- -# Geo Point Maps -The topics in this section describe various types of **Geo Point Map** dashboard items that allow you to place callouts, bubbles or pies on the map using geographical coordinates. - -![MapsOverview_GeoPointMap](../../images/img23628.png) - -This section consists of the following subsections. -* [Map Types Overview](geo-point-maps/map-types-overview.md) - - Lists the available types of Geo Point maps and their features. -* [Providing Maps](geo-point-maps/providing-maps.md) - - Explains how to use default dashboard maps or provide custom maps. -* [Geo Point Map](geo-point-maps/geo-point-map.md) | [Bubble Map](geo-point-maps/bubble-map.md) | [Pie Map](geo-point-maps/pie-map.md) - - Describe specific capabilities of various Geo Point Map types. -* [Clustering](geo-point-maps/clustering.md) - - Describes the feature that enables grouping of neighboring map objects. -* [Interactivity](geo-point-maps/interactivity.md) - - Describes features that enable interaction between the Geo Point maps and other dashboard items. -* [Labels](geo-point-maps/labels.md) - - Describes how to display additional information related to map shapes. -* [Map Navigation](geo-point-maps/map-navigation.md) - - Explains how to manage map zooming and scrolling. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map.md deleted file mode 100644 index 59e73bdd41..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Bubble Map -author: Natalia Kazakova -legacyId: 16718 ---- -# Bubble Map -The **Bubble Map** dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. - -![MapsOverview_BubbleMap](../../../images/img23629.png) - -Topics in this section describe specific capabilities of the Bubble Map dashboard item. -* [Providing Data](bubble-map/providing-data.md) -* [Coloring](bubble-map/coloring.md) -* [Legends](bubble-map/legends.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/coloring.md deleted file mode 100644 index a7dd793c79..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/coloring.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 16782 ---- -# Coloring -The Bubble Map dashboard item automatically selects palette and scale settings used to color bubbles depending on the [provided](providing-data.md) values. - -![BubbleMap_DataItems](../../../../images/img23580.png) - -To customize these settings, click the **Options** button next to the **Color** placeholder. This invokes the **Color Scale Options** dialog, which allows you to specify the palette and scale options. - -![BubbleMapWin_ColorScaleOptionsDialog](../../../../images/img126626.png) - -You can specify the following settings in this window. -* **Color palette** - allows you to specify the start and end color of the palette. -* **Scale settings** - specifies whether a _percent_ scale or an _absolute_ scale is used to define a set of colors. You can specify the number of levels that represent the number of colors used to color the map. -* **Preview** is used to display a full set of palette colors generated based on the start/end colors and the number of levels. Use the **Allow Edit** check box to automatically change the generated colors or specify value ranges for each color. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/legends.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/legends.md deleted file mode 100644 index 00ab5adfa7..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/legends.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Legends -author: Natalia Kazakova -legacyId: 17257 ---- -# Legends -Bubble Map provides two types of legends used to identify map objects - color and weighted legends. -* [Color Legend](#color) -* [Weighted Legend](#weighted) - -## Color Legend -The color legend helps you to identify which colors correspond to specific values. - -![ChoroplethMap_Legend](../../../../images/img22232.png) - -To display a color legend within a map, use the **Show Color Legend** button in the **Color Legend** section of the **Design** Ribbon tab. - -![ChoroplethMap_ShowLegend_Ribbon](../../../../images/img22233.png) - -To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. - -![Map_LegendPosition_Ribbon](../../../../images/img22236.png) - -## Weighted Legend -The weighted legend allows you to identify values corresponding to specific bubble sizes. - -![GeoPointMap_WeightedLegend](../../../../images/img23624.png) - -To select the required weighted legend type, use the **Show Weighted Legend** button in the **Weighted Legend** section of the **Design** Ribbon tab. - -![ShowWeightedLegendRibbon](../../../../images/img23625.png) - -To specify the legend's position, select one of the predefined options from the gallery in the **Design** Ribbon tab. - -![WeightedLegendPosition_Ribbon](../../../../images/img23627.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md deleted file mode 100644 index 7faf3f3a81..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16781 ---- -# Providing Data -This topic describes how to bind the **Bubble Map** dashboard item to data using the **Dashboard Designer**. - -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner (see [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details). The only difference is in the data sections that these dashboard items have. - -The image below shows a sample Bubble Map dashboard item that is bound to data. - -![BubbleMap_DataItems](../../../../images/img23580.png) - -Note that the Bubble Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. -Tables below list the available data sections. - -**DATA ITEMS** -* **Latitude** - Accepts a dimension used to provide geographic latitude. -* **Longitude** - Accepts a dimension used to provide geographic longitude. -* **Weight** - Accepts a measure used to evaluate the bubble's weight. -* **Color** - Accepts a measure used to evaluate the bubble's color. - - The Bubble Map dashboard item automatically selects palette and scale settings used to color bubbles. To customize these settings, click the **Options** button next to the **Color** placeholder. This invokes the **Color Scale Options** dialog, which allows you to specify the palette and scale options. To learn how to use this dialog, see [Coloring](coloring.md). - -**TOOLTIP DATA ITEMS** -* **Dimensions** - Accepts dimensions allowing you to add supplementary content to the tooltips. -* **Measures** - Accepts measures allowing you to add summaries to the tooltips. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md deleted file mode 100644 index d32a36b913..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Clustering -author: Natalia Kazakova -legacyId: 17256 ---- -# Clustering -When a **Geo Point** map contains a large number of objects (callouts, bubbles or pies), showing each object individually on the map is not useful. The **Dashboard Designer** provides the capability to group neighboring map objects. This feature is called **Clustering**. - -For instance, the **Geo Point Map** dashboard item combines callouts to bubbles. - -![ClusteredCallouts](../../../images/img23590.png) - -The **Bubble Map** and **Pie Map** dashboard items cluster bubbles/pies with other bubbles/pies. - -![ClusteringPies](../../../images/img23641.png) - -To enable clustering in the Designer, use the **Enable Clustering** button in the **Data** ribbon tab. - -![ClusteringButton_Ribbon](../../../images/img23585.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map.md deleted file mode 100644 index dd36700d09..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Geo Point Map -author: Natalia Kazakova -legacyId: 16714 ---- -# Geo Point Map -The **Geo Point Map** dashboard item allows you to place callouts on the map using geographical coordinates. - -![MapsOverview_GeoPointMap](../../../images/img23628.png) - -Topics in this section describe specific capabilities of the Geo Point Map dashboard item. -* [Providing Data](geo-point-map/providing-data.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md deleted file mode 100644 index 04ebbe1b67..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16614 ---- -# Providing Data -This topic describes how to bind the **Geo Point Map** dashboard item to data using the **Dashboard Designer**. - -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner (see [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details). The only difference is in the data sections that these dashboard items have. - -The image below shows a sample Geo Point Map dashboard item that is bound to data. - -![GeoPointMap_DataItems](../../../../images/img23579.png) - -Note that the Geo Point Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. -Tables below list the available data sections. - -**DATA ITEMS** - -| Section | Description | -|---|---| -| **Latitude** | Accepts a dimension used to provide geographic latitude. | -| **Longitude** | Accepts a dimension used to provide geographic longitude. | -| **Value** | Accepts values related to geographic points. These values are displayed within map callouts. | - -**TOOLTIP DATA ITEMS** - -| Section | Description | -|---|---| -| **Dimensions** | Accepts dimensions allowing you to add supplementary content to the tooltips. | -| **Measures** | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/interactivity.md deleted file mode 100644 index 69bae69c54..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/interactivity.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16615 ---- -# Interactivity -This document describes the **Master Filtering** capability, which enables interaction between the **Geo Point Map** and other dashboard items. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about the filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies by holding down the **CTRL** key) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). - -![GeoPointMap_MasterFilter](../../../images/img22296.png) - -> [!NOTE] -> When you select a [clustered](clustering.md) bubble or pie, master filtering is applied by all points that are clustered into this bubble/pie. - -To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the map's [caption](../../dashboard-layout/dashboard-item-caption.md), or the **Clear Master Filter** command in the context menu. - -![ContextMenu_ClearMasterFilter](../../../images/img22716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/labels.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/labels.md deleted file mode 100644 index 5fbd452360..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/labels.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 17937 ---- -# Labels -Geo Point maps provide the capability to display titles within map shapes and allows you to add supplementary content to the callout/bubble/pie tooltips. - -## Shape Titles -To manage map titles, click the **Shape Title** button in the **Design** ribbon tab. - -![ShapeTitleButton_Ribbon](../../../images/img25024.png) - -This invokes the **Shape Title Settings** dialog. - -![GeoPointMap_ShapeTitleDialog](../../../images/img25025.png) - -In this dialog, you can specify attributes whose values will be displayed within shapes. Use the ![Map_LoupeButton](../../../images/img24941.png) button to preview the available attributes and their values for the current map. - -The **Title attribute** option allows you to select the attribute whose values are displayed within corresponding map shapes. - -![GeoPointMap_CustomTitle_Sum](../../../images/img25026.png) - -## Tooltips -Geo Point maps also allow you to add supplementary content to the callout/bubble/pie tooltips using the TOOLTIP DATA ITEMS area. To learn more, see the Tooltip Data Items paragraph in the [Providing Data](geo-point-map/providing-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-navigation.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-navigation.md deleted file mode 100644 index ddd185e885..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-navigation.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Map Navigation -author: Natalia Kazakova -legacyId: 17936 ---- -# Map Navigation -Geo Point maps allow you to perform navigation actions such as zooming and scrolling. - -The Dashboard Designer allows you to specify the initial zooming/scrolling state for the Geo Point map using the mouse. - -You can disable the capability to scroll/zoom the map using the **Lock Navigation** button in the **Design** ribbon tab. - -![MapNavigationGroup](../../../images/img25019.png) - -Use the **Full Extent** button to display the entire map within the dashboard item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-types-overview.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-types-overview.md deleted file mode 100644 index 647c90b30c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-types-overview.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Map Types Overview -author: Natalia Kazakova -legacyId: 17255 ---- -# Map Types Overview -The **Dashboard Designer** allows you to create three types of **Geo Point** maps. -* The **[Geo Point Map](geo-point-map.md)** dashboard item allows you to place callouts on the map using geographical coordinates. - - ![MapsOverview_GeoPointMap](../../../images/img23628.png) -* The **[Bubble Map](bubble-map.md)** dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. - - ![MapsOverview_BubbleMap](../../../images/img23629.png) -* The **[Pie Map](pie-map.md)** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. - - ![MapsOverview_PieMap](../../../images/img23630.png) - -To create the required **Geo Point Map** dashboard item, use the **Geo Point Maps** button in the **Home** ribbon tab. - -![GeoPointMapsButton_Ribbon](../../../images/img23576.png) - -To learn more about common capabilities of all Geo Point map types, see the following topics. -* [Providing Maps](providing-maps.md) - - Explains how to use default dashboard maps or provide custom maps. -* [Clustering](clustering.md) - - Describes the feature that enables grouping of neighboring map objects. -* [Interactivity](interactivity.md) - - Describes features that enable interaction between the Geo Point maps and other dashboard items. -* [Labels](labels.md) - - Describes how to display additional information related to map shapes. -* [Map Navigation](map-navigation.md) - - Explains how to manage map zooming and scrolling. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map.md deleted file mode 100644 index 1fbd6c89c6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Pie Map -author: Natalia Kazakova -legacyId: 16779 ---- -# Pie Map -The **Pie Map** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. - -![MapsOverview_PieMap](../../../images/img23630.png) - -Topics in this section describe specific capabilities of the Pie Map dashboard item. -* [Providing Data](pie-map/providing-data.md) -* [Pie Options](pie-map/pie-options.md) -* [Coloring](pie-map/coloring.md) -* [Legends](pie-map/legends.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/coloring.md deleted file mode 100644 index 3c84d93ae6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/coloring.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 16789 ---- -# Coloring -In **Default** color mode, the Pie Map dashboard item colors its segments in the following way: - -* If the Pie Map dashboard item contains arguments (the **Arguments** section), different argument values are colored by [hue](../../../appearance-customization/coloring/coloring-concepts.md). -* If the Pie Map dashboard item contains only measures (the **Values** section), values corresponding to different measures are colored by hue. - -The image below illustrates the Pie Map dashboard item whose argument values are painted in different colors. A special icon (![ColoringIndicator](../../../../images/coloringindicator25453.png)) on the data item shows that color variation is enabled. - -![PieMap_DataItems](../../../../images/img23581.png) - ->[!Tip] ->**Documentation:**
->* [Coloring Basics](../../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/legends.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/legends.md deleted file mode 100644 index f8143f47ba..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/legends.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Legends -author: Natalia Kazakova -legacyId: 16794 ---- -# Legends -The Pie Map provides two types of legends used to identify map objects - color and weighted legends. -* [Color Legend](#color) -* [Weighted Legend](#weighted) - -## Color Legend -The color legend helps you to identify which colors correspond to specific argument values. - -![PieMap_LegendExample](../../../../images/img126627.png) - -To display a color legend within a map, use the **Show Color Legend** button in the **Color Legend** section of the **Design** Ribbon tab. - -![ChoroplethMap_ShowLegend_Ribbon](../../../../images/img22233.png) - -To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. - -![Map_LegendPosition_Ribbon](../../../../images/img22236.png) - -## Weighted Legend -The weighted legend allows you to identify values corresponding to specific pie sizes. - -![GeoPointMap_WeightedLegend](../../../../images/img23624.png) - -> [!NOTE] -> The Pie Map dashboard item does not display the weighted legend if [weighed pies](pie-options.md) are disabled. - -To select the required weighted legend type, use the **Show Weighted Legend** button in the **Weighted Legend** section of the **Design** Ribbon tab. - -![ShowWeightedLegendRibbon](../../../../images/img23625.png) - -To specify the legend's position, select one of the predefined options from the gallery in the **Design** Ribbon tab. - -![WeightedLegendPosition_Ribbon](../../../../images/img23627.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md deleted file mode 100644 index 9bdab21a8b..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Pie Options -author: Natalia Kazakova -legacyId: 16788 ---- -# Pie Options -The Pie Map dashboard item allows you to take into account the weight of pies. In this case, the relative sizes of the pies depend on the corresponding summary values. - -![WeightedPies](../../../../images/img126625.png) - -To enable this capability, use the **Weighted Pies** button in the **Design** ribbon tab. - -![WeightedPies_Ribbon](../../../../images/img23646.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md deleted file mode 100644 index e6a4016b3a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16783 ---- -# Providing Data -This topic describes how to bind the **Pie Map** dashboard item to data using the **Dashboard Designer**. - -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner (see [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details). The only difference is in the data sections that these dashboard items have. - -The image below shows a sample Pie Map dashboard item that is bound to data. - -![PieMap_DataItems](../../../../images/img23581.png) - -Note that the Pie Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. -Tables below list the available data sections. - -**DATA ITEMS** - -| Section | Description | -|---|---| -| **Latitude** | Accepts a dimension used to provide geographic latitude. | -| **Longitude** | Accepts a dimension used to provide geographic longitude. | -| **Values** | Accepts measures used to calculate pie values. In case of negative measure values, Pie Map uses their absolute values. If you added a data item to the **Argument** section and several data items to the **Values** section, you can use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon in the map's [caption](../../../dashboard-layout/dashboard-item-caption.md) or use the map's context menu. | -| **Argument** | Allows you to provide data for pie arguments. | - -**TOOLTIP DATA ITEMS** - -| Section | Description | -|---|---| -| **Dimensions** | Accepts dimensions allowing you to add supplementary content to the tooltips. | -| **Measures** | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/providing-maps.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/providing-maps.md deleted file mode 100644 index 35ef3028c6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/providing-maps.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Providing Maps -author: Natalia Kazakova -legacyId: 16613 ---- -# Providing Maps -This document explains how to use the default **DevExpress Dashboard maps**, or provide custom maps. - -## Default Maps -DevExpress Dashboard ships with a set of default maps showing various parts of the world. The following maps are included. -* **World Countries** - a world map. -* **Europe** - a map of Europe. -* **Asia** - a map of Asia. -* **North America** - a map of North America. -* **South America** - a map of South America. -* **Africa** - a map of Africa. -* **USA** - a map of the USA. -* **Canada** - a map of Canada. - -> [!NOTE] -> Note that the **World Countries** map has a lower level of detail than maps of specific regions and may not contain some countries. As an alternative, you can load a custom map with the required granularity. - -To select the default map, use the **Default Map** button in the **Design** ribbon tab. - -![Map_DefaultMaps_Ribbon](../../../images/img22183.png) - -As an alternative, use the corresponding command in the map's context menu. - -## Custom Maps -DevExpress Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types. -* **.shp** file - holds map shapes (points/lines/polygons). -* **.dbf** file - contains attributes for each shape. - -To open an existing shapefile, use the **Load Map** or **Import Map** button in the Ribbon, or the command in the context menu (**Load Map...** or **Import Map...**). - -![Map_LoadOpenMap_Ribbon](../../../images/img22192.png) - -In the invoked dialog, locate the required **.shp** file. Note that custom maps created in the Cartesian coordinate system are not supported. - -> [!NOTE] -> If the map is opened using the **Load Map** button, the [dashboard XML definition](../../save-a-dashboard.md) will contain the path to a map shapefile. If the map is opened using the **Import Map** button, the dashboard XML definition will contain the map itself. - -> [!NOTE] -> Attributes from the corresponding **.dbf** file located in the same directory will automatically be included in the map. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid.md deleted file mode 100644 index 59c4da01ef..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Grid -author: Natalia Kazakova -legacyId: 16561 ---- -# Grid -The topics in this section describe the features available in the **Grid** dashboard item, and provide extensive information on how to create and customize grids in the **Dashboard Designer**. - -![MainFeatures_Grid](../../images/img18177.png) - -This section consists of the following subsections. -* [Providing Data](grid/providing-data.md) - - Provides information about how to supply the Grid dashboard item with data. -* [Columns](grid/columns.md) - - Describes different types of grid columns. -* [Interactivity](grid/interactivity.md) - - Describes features that imply interaction between the Grid and other dashboard items. -* [Conditional Formatting](grid/conditional-formatting.md) - - Describes the conditional formatting feature that provides the capability to apply formatting to grid cells whose values meet the specified condition. -* [Totals](grid/totals.md) - - Describes totals that allow you to calculate summaries against values displayed within Grid columns. -* [Layout](grid/layout.md) - - Describes the Grid's layout options. -* [Column Filter](grid/column-filter.md) - - Describes how you can search data in the Grid item. -* [Style](grid/style.md) - - Describes the Grid's style settings. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/column-filter.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/column-filter.md deleted file mode 100644 index a6618ee562..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/column-filter.md +++ /dev/null @@ -1,56 +0,0 @@ -# Column Filter for a WinForms Grid Item - -Column filters (filter row and header filter) allow users to search data in the Grid item. These filters do not affect data outside the Grid. - -## Filter Row - -The **filter row** allows a user to filter data by individual column values. To display a filter row, go to the Grid's **Design** Ribbon tab in the Designer and enable the **Filter Row** button in the **Column Filter** group: - -![WinForms Designer - Display a filter row](../../../images/win-designer-display-filter-row.png) - -When the filter row appears, a user can enter the condition in the text box to filter column values: - -![WinForms Designer - Filter row](../../../images/win-designer-filter-row-text-box.png) - -The filter row's cells can be of different types--text boxes for string and numeric values, calendars for dates, and so on. - -## Header Filter - -The **header filter** allows users to filter values in an individual column. A user can include or exclude values from the applied filter to show the result. - -![WinForms Designer - Header filter](../../../images/win-designer-header-filter.png) - -The header filter is always enabled, so you cannot disable it in the UI. - -## Update Totals - -A user can configure a Grid item to reflect changes in column values and recalculate [totals](totals.md) based on the applied column filters. - -To update totals, go to the Grid's **Design** Ribbon tab in the Designer and enable the **Update Totals** button in the **Column Filter** group: - -![WinForms Designer - Enable Totals Updates](../../../images/win-designer-recalculate-totals.png) - -As a result, the Grid item recalculates totals depending on the applied column filters: - -![WinForms Designer - Updated totals in a filter row](../../../images/win-designer-filter-row-update-totals.png) - -## Limitations - -### Filter Row Limitations - -The following Grid [columns](columns.md) do not support the filter row: - -- Dimension (for Image display mode only) -- Measure (for Bar display mode only) -- Sparkline -- Delta - -A Grid item does not support a filter row for window calculations and calculated fields that use the w-function if the **Update Totals** option is enabled. - -### Update Totals Limitations - -You cannot enable totals recalculation in OLAP data sources. - -### Other Limitations - -Although column filters within a Grid item are case-insensitive, totals are calculated on the server and their case-sensitivity setting depends on the database settings. If case-sensitivity settings are different, the total value can differ from the Grid's data. Make sure that the Grid item and the database use the same case-sensitivity settings. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns.md deleted file mode 100644 index 084c31fa05..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Columns -author: Natalia Kazakova -legacyId: 16563 ---- -# Columns -The topics in this section describe the different types of grid columns, and contain information on when to use each column type and how to customize them based on the type. - -This section consists of the following topics. -* [Column Type Overview](columns/column-type-overview.md) - - Provides general information about column types and describes how to change the type of a particular column. -* [Dimension Column](columns/dimension-column.md) - - Describes dimension column specifics. -* [Hyperlink Column](columns/hyperlink-column.md) - - Describes hyperlink column specifics. -* [Measure Column](columns/measure-column.md) - - Describes measure column specifics. -* [Delta Column](columns/delta-column.md) - - Describes delta column specifics. -* [Sparkline Column](columns/sparkline-column.md) - - Describes sparkline column specifics. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/conditional-formatting.md deleted file mode 100644 index 260d047c87..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/conditional-formatting.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Conditional Formatting -author: Natalia Kazakova -legacyId: 114224 ---- -# Conditional Formatting -A Grid dashboard item applies conditional formatting to data items that supply data to the [dimension](columns/dimension-column.md) and [measure](columns/measure-column.md) column types. - -![grid-with-applied-format-rules](../../../images/grid-with-applied-format-rules.png) - -You can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. - -## Supported Format Rules - -The following list contains available format rules and corresponding data types: -* numeric - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) - * [Average](../../appearance-customization/conditional-formatting/average.md) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) - * [Bar](../../appearance-customization/conditional-formatting/bar.md) - * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) - * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) -* string - * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) -* date-time - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) - * [Bar](../../appearance-customization/conditional-formatting/bar.md) - * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) - * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) - -## Create and Edit a Format Rule - -You can create and edit format rules in the following ways: - -* Click the **Edit Rules** button on the **Home** ribbon tab. - -* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). - -## Grid-Specific Format Condition Settings - -Specify appearance settings and set the condition's value for the format rule. Available settings depend on the selected format rule. The image below displays the **Greater Than** dialog, which corresponds to the [Value](../../appearance-customization/conditional-formatting/value.md) format condition for a Grid dashboard item. The format condition applies to the _ExtendedPrice_ data item in the **Apply to** drop-down list. - -![GreaterThanDialog](../../../images/img118555.png) - -The **Apply to row** check box allows you to specify whether to apply the formatting to the entire grid row. - -You can configure and customize current format condition appearance settings. - -* Choose a predefined background color/font or click an empty square to add a new preset in the **Appearance** tab. - - ![NewRuleDialog_AppearanceTab](../../../images/img118585.png) - -* Add a predefined icon in the **Icons** tab. - - diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity.md deleted file mode 100644 index fcdfe5d476..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16569 ---- -# Interactivity -This section describes features that enable interaction between the **Grid** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -The section consists of the following topics. -* [Master Filtering](interactivity/master-filtering.md) -* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/drill-down.md deleted file mode 100644 index 9addbef9b8..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/drill-down.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16571 ---- -# Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. - -The **Grid** dashboard item supports drill-down for rows. - -When drill-down is enabled, you can click a grid row to view the details. - -![Anim_Grid_DrillDown](../../../../images/img19684.gif) - -> [!NOTE] -> When [Master Filtering](../../cards/interactivity/master-filtering.md) is enabled, you can view the details by double-clicking a grid row. - -Drill-down requires that the **Columns** section contains several dimensions at the top, from the least detailed to the most detailed dimension. - -![Grid_Interactivity_DrillDown_DataItems](../../../../images/img19685.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../images/img19513.png) button if you are using the toolbar menu). - -![DataShaping_Interactivity_DrillDown_Ribbon](../../../../images/img19415.png) - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) within the grid's [caption](../../../dashboard-layout/dashboard-item-caption.md) area, or the **Drill Up** command in the grid's context menu. - -![DrillUpCommand_ContextMenu](../../../../images/img22786.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/master-filtering.md deleted file mode 100644 index 06dddda4cd..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/master-filtering.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16570 ---- -# Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -## Configure Master Filters in the Designer -The **Grid** dashboard item supports filtering by rows. - -When Master Filtering is enabled, you can click a grid row (or multiple rows by holding down the **CTRL** key) to make other dashboard items only display data related to the selected record(s). - -![MainFeatures_MasterFiltering_Win](../../../../images/img25347.gif) - -To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the grid's [caption](../../../dashboard-layout/dashboard-item-caption.md) area, or the **Clear Master Filter** command in the grid's context menu. - -![ContextMenu_ClearMasterFilter](../../../../images/img22716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/layout.md deleted file mode 100644 index e76ae545ca..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/layout.md +++ /dev/null @@ -1,70 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 16576 ---- -# Layout -The Grid dashboard item allows you to customize its layout in various ways. You can manage the width of grid columns, specify the visibility of column headers, enable cell merging, etc. - -To do this, use the **Layout** and **Column Width Mode** groups in the **Design** Ribbon tab. - -![Grid_Layout_Ribbon](../../../images/img19697.png) -* [Column Width Modes](#column-width-modes) -* [Column Header](#column-header) -* [Cell Merging](#cell-merging) -* [Word Wrapping](#word-wrapping) - -## Column Width Modes -The Grid dashboard item allows you to manage column widths using different modes. Use buttons in the **Column Width Mode** group to manage the column width modes. - -![Grid_ColumnAutoWidth_Ribbon](../../../images/img24746.png) - -The following modes are available. - -### AutoFit to Contents - -The grid adjusts columns to the minimum width required to completely display their content automatically. If the entire content cannot be displayed within the dashboard item, horizontal scrolling is enabled.. - -### AutoFit to Grid - -The grid adjusts the width of all columns to fit their content in an optimal way. If you are changing the size of the dashboard item, the width of columns is changed proportionally.. - -### Manual - -The grid allows you to adjust column widths manually. - -In this mode, you can adjust the width of individual columns in the following ways. -* Specify the width of the required column by dragging the right edge of the column header. - - ![Grid_ManualColumnWidth](../../../images/img24747.png) - - In this case, all columns preserve their relative size when the grid width is changed. -* Specify the column width and fix it by right-clicking the required column header and selecting **Fix Width**. - - ![Grid_FixColumnWidth](../../../images/img24937.png) - - You can also specify the fixed column width by selecting **Column Width...** This invokes the **Column Width** window that allows you to specify the width of the column in characters. - - ![Grid_ColumnWidthDialog](../../../images/img26123.png) -* Fit the column width to its content and fix it by right-clicking the required column header and selecting **Fit to Content**. - -## Column Header -Use the **Column Headers** button to toggle column header visibility. - -![Grid_Layout_NoLinesAndHeaders](../../../images/img19700.png) - -## Cell Merging -The Grid allows you to merge neighboring cells with identical values . To do this, use the **Merge Cells** button. - -![Grid_Layout_MergeCells](../../../images/img19698.png) - -> [!NOTE] -> Note that [banded rows](style.md) are not available when cell merging is enabled. - -## Word Wrapping -The word wrapping feature enables the capability to display cell content on multiple lines if the size of a dashboard item is insufficient to completely display the cell content on a single line. - -![Grid_WordWrapping](../../../images/img24749.png) - -> [!NOTE] -> The word wrapping feature is not in effect when the **AutoFit to Contents** [column width mode](#column-width-modes) is enabled. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/providing-data.md deleted file mode 100644 index 43b10e9fea..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/providing-data.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16562 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Grid** dashboard item to data in the Designer. - -The image below shows a sample Grid dashboard item that is bound to data. - -![GridProvidingData_Main](../../../images/img117700.png) - -To bind the Grid dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes a Grid's data sections. - -| Section | Description | -|---|---| -| **Columns** | Contains data items that provide values for grid columns. The _[Options](../../ui-elements/data-items-pane.md)_ button next to the **Column** data item allows you to select the [column type](columns/column-type-overview.md) and specify their options. | -| **Sparkline** | Contains a data item that provides arguments for sparkline columns. To learn more, see [Sparkline Column](columns/sparkline-column.md). | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/style.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/style.md deleted file mode 100644 index bff72da26e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/style.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Style -author: Natalia Kazakova -legacyId: 17928 ---- -# Style -The Grid dashboard item allows you to specify various style settings. - -To do this, use the **Style** group in the **Design** Ribbon tab. - -![Grid_RibbonStyleGroup](../../../images/img24743.png) -* [Grid Lines](#grid-lines) -* [Banded Rows](#banded-rows) - -## Grid Lines -The **Horizontal Lines** and **Vertical Lines** buttons control grid line visibility. - -![Grid_Layout_NoLinesAndHeaders](../../../images/img19700.png) - -## Banded Rows -To paint the background of odd and even rows differently, use the **Banded Rows** button. - -![Grid_Layout_BandedRows](../../../images/img19699.png) - -> [!NOTE] -> Note that banded rows are not available when [cell merging](layout.md) is enabled. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/totals.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/totals.md deleted file mode 100644 index 6e6dcd6cf4..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/totals.md +++ /dev/null @@ -1,66 +0,0 @@ ---- -title: Totals -author: Natalia Kazakova -legacyId: 17423 ---- -# Totals -The Grid dashboard item enables you to add a summary value (a **total**) calculated against displayed values of an individual column, and show the result under this column. Note that you can add any number of totals for each column. For example, you can obtain the number of column records, average or maximum value, etc. - -![Dashboard-Grid-Totals-Main](../../../images/img120084.png) - -This topic describes how to create, edit or clear totals. - -The topic consists of the following sections. -* [Totals Overview](#overview) -* [Create and Edit Totals](#create) -* [Clear Totals](#clear) - - - -## Totals Overview -You can use the following summary functions when creating totals. -* **Count** - The number of records. -* **Sum** - The sum of the values. - - ![func_sum](../../../images/img4460.png) -* **Min** - The smallest value. -* **Max** - The largest value. -* **Average** - The average of the values. - - ![func_average](../../../images/img4457.png) -* **Auto** - The total is calculated using the type of [summary function](../../data-shaping/summarization.md) specified for the measure corresponding to the current Grid column. Note that in this case, the total is calculated based on values of the corresponding data field from the underlying data source. Note that the **Auto** type is not supported when the Grid is bound to the [OLAP](../../provide-data/connecting-to-olap-cubes.md) data source. - -You can create totals using different sets of summary functions. This depends on the type of the data source field providing data for the target column. - -| Icon | Data Source Field Type | Supported Totals | -|---|---|---| -| ![field-list-icon-boolean](../../../images/img18791.png) | Boolean | Count | -| ![field-list-icon-byte](../../../images/img18792.png) | Byte | Count | -| ![field-list-icon-date-time](../../../images/img18795.png) | Date-time | Min, Max, Count | -| ![field-list-icon-number](../../../images/img18796.png) ![UIElements_DataSourceBrowser_FieldListIconNumericFloat](../../../images/img20881.png) | Numeric | All available types | -| ![field-list-icon-string](../../../images/img18798.png) | String | Min, Max, Count | - -> [!IMPORTANT] -> Note that the **Auto** type is available only for the [Measure](columns/measure-column.md) column. - - - -## Create and Edit Totals -To create a total, use the context menu of the column header. Right-click the required column header, select **Add Total** and specify the type of summary function used to calculate a total. - -![Dashboard-Grid-Totals-AddTotal](../../../images/img120080.png) - -To change the total type, right-click the required total and select a new total type. - -![Dashboard-Grid-Totals-ChangeTotalType](../../../images/img120104.png) - - - -## Clear Totals -You can delete one total or all the totals in a particular column. -* To delete a single total, right-click a total and select **Remove**. - - ![Dashboard-Grid-Totals-DeleteOneTotal](../../../images/img120107.png) -* To delete all column totals, right-click the column header and select **Clear Totals** in the invoked context menu. - - ![Dashboard-Grid-Totals-ClearTotals](../../../images/img120106.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images.md deleted file mode 100644 index c6caa98099..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Images -author: Natalia Kazakova -legacyId: 16621 ---- -# Images -The Dashboard Designer allows you to add images to a dashboard. - -![MainFeatures_Image](../../images/img18213.png) - -You can either add a static image or you can use the Bound Image as a detail item along with the [Master Filtering](../interactivity/master-filtering.md) feature. -* [Image Types Overview](images/image-types-overview.md) -* [Providing Images](images/providing-images.md) -* [Interactivity](images/interactivity.md) -* [Image Settings](images/image-settings.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-settings.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-settings.md deleted file mode 100644 index 180ccdb500..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-settings.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Image Settings -author: Natalia Kazakova -legacyId: 116557 ---- -# Image Settings -You can customize the representation of Image and Bound Image dashboard items in different ways. - -## Image Alignment -To specify how the image is aligned within the dashboard item, use the **Alignment** group in the **Design** ribbon tab. - -![Image_Alignment_Ribbon](../../../images/img20213.png) - -## Image Size Mode -You can specify the image size mode that defines how the image fits within the dashboard item. - -To do this, use the **Size Mode** group in the Ribbon's **Design** tab. - -![Image_SizeMode_Ribbon](../../../images/img20223.png) - -The following table illustrates each size mode in two cases: when the image is smaller than the dashboard item, and vice versa. - -| Size Mode | Image Smaller than Dashboard Item | Image Larger than Dashboard Item | Description | -|---|---|---|---| -| Clip | ![Image_SizeMode_1_Clip](../../../images/img20215.png) | ![Image_SizeMode_2_Clip](../../../images/img20219.png) | The image is clipped if it is larger than the **Image** dashboard item. | -| Stretch | ![Image_SizeMode_1_Stretch](../../../images/img20217.png) | ![Image_SizeMode_2_Stretch](../../../images/img20221.png) | The image is stretched or shrunk to fit the size of the **Image** dashboard item. | -| Squeeze | ![Image_SizeMode_1_Squeeze](../../../images/img20216.png) | ![Image_SizeMode_2_Squeeze](../../../images/img20220.png) | If the dimensions of the **Image** dashboard item exceed those of the image it contains, the image is shown in full-size. Otherwise, the image is resized to fit the dimensions of the **Image** dashboard item. | -| Zoom | ![Image_SizeMode_1_Zoom](../../../images/img20218.png) | ![Image_SizeMode_2_Zoom](../../../images/img20222.png) | The image is sized proportionally (without clipping), so that it best fits the **Image** dashboard item. If the aspect ratio of the **Image** dashboard item is the same as the aspect ratio of the image, it will be resized to fit into the **Image** dashboard item while maintaining its aspect ratio. Otherwise, the image will be resized in the closest fitting dimension (either the height or the width), and the remaining dimension will be resized while maintaining the image's aspect ratio. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/interactivity.md deleted file mode 100644 index e939a910eb..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/interactivity.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 116561 ---- -# Interactivity -This document describes the features that enable interaction between the **Bound Image** and other dashboard items. These features include **Master Filtering**. - -## Master Filtering -The Dashboard allows you to use most of the data-aware dashboard items as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -Data displayed in the **Bound Image** dashboard item can be filtered by other master filter items. For instance, the **Bound Image** below shows an image corresponding to a category selected in the [Grid](../grid.md) dashboard item. - -![ImageOverview_BoundImage](../../../images/img123287.png) - -You can prevent the Bound Image from being affected by other master filter items using the **Ignore Master Filters** button on the **Data** ribbon tab. - -![Pivot_IgnoreMasterFilters_Ribbon](../../../images/img25865.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/providing-images.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/providing-images.md deleted file mode 100644 index d663fd52a7..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/providing-images.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Providing Images -author: Natalia Kazakova -legacyId: 116559 ---- -# Providing Images -## Providing Static Images -To load an image to a dashboard item, use the **Load Image** and **Import Image** buttons in the Ribbon, or commands in the context menu (**Load Image...** and **Import Image...**, respectively). - -![Image_LoadImage_Ribbon](../../../images/img20214.png) - -These commands invoke the **Open** dialog, which allows you to locate the desired image. - -The **Load Image** command saves the path to the image in the dashboard definition, while the **Import Image** command saves the image itself. - -## Binding the Bound Image to Data -The Bound Image dashboard item provides the Attribute data section containing the corresponding placeholder. - -![BoundImageDataSections](../../../images/img123290.png) - -Specify the binding mode for the Bound Image by clicking the Options button (the icon) next to the Attribute placeholder. This invokes the following dialog. - -![ImageBindingOptionsDialog](../../../images/img123297.png) - -This dialog provides two options. -* **Binary Array** - Use this mode if images are stored in the data source as byte arrays. -* **URI** - Use this mode to locate images accessible by a predefined URI. In this case, the data source field should return strings that are parts of URIs to these images. - -For instance, the URI pattern in the form below specifies the path to the folder containing the required images. - -![ImageBindingOptionsDialog_URI](../../../images/img123307.png) - -Data source field values will be inserted to the position of the {0} placeholder. Thus, the Bound Image maps the current dimension value with the image placed at the specified URI. - -> [!NOTE] -> Note that the Bound Image can display only a single image simultaneously. If [Master Filtering](../../interactivity/master-filtering.md) is not applied to the Bound Image, it selects the displayed image in the following ways. -> * In the **Binary Array** mode, the displayed image cannot be predicted precisely as a result of sorting limitations for the _image_/_binary_ data types. Use the [Master Filtering](../../interactivity/master-filtering.md) feature to display the specified image. -> * In the **URI** mode, the Bound Image displays an image corresponding a first attribute value taking into account the attribute's sort order. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies.md deleted file mode 100644 index 97f198c571..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Pies -author: Natalia Kazakova -legacyId: 16581 ---- -# Pies -The **Pie** dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. - -![MainFeatures_Pies](../../images/img18178.png) - -This section consists of the following subsections: -* [Providing Data](pies/providing-data.md) - - Describes how to supply the Pie dashboard item with data. -* [Interactivity](pies/interactivity.md) - - Describes features that enable interaction between the Pie dashboard item and other items. -* [Coloring](pies/coloring.md) - - Describes coloring capabilities of the Pie dashboard item. -* [Layout](pies/layout.md) - - Describes layout options of the Pie dashboard item. -* [Labels](pies/labels.md) - - Explains how to customize data labels and tooltips. -* [Style](pies/style.md) - - Describes how to select the style of pie charts. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/coloring.md deleted file mode 100644 index 10e653fad0..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/coloring.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 16984 ---- -# Coloring -In **Default** color mode, the Pie dashboard item colors its segments in the following way: - -* If the Pie dashboard item contains measures (the **Values** section) and series dimensions (the **Series** section), only values corresponding to different measures are colored by [hue](../../appearance-customization/coloring/coloring-concepts.md). - - ![](../../../images/win-coloring-pie-values-colored-by-default.png) - -* If the Pie dashboard item contains arguments (the **Arguments** section), different argument values are colored by hue. - - ![](../../../images/win-coloring-pie-arguments-colored-by-default.png) - ->[!Tip] ->**Documentation:**
->* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity.md deleted file mode 100644 index 98efd53dbb..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16578 ---- -# Interactivity -This section describes features that enable interaction between the **Pie** dashboard item and other items. These features include **Master Filtering** and **Drill-Down**. - -The section contains the following topics. -* [Master Filtering](interactivity/master-filtering.md) -* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/drill-down.md deleted file mode 100644 index 6681e3fa86..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/drill-down.md +++ /dev/null @@ -1,58 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16580 ---- -# Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. - -The **Pie** dashboard item supports drill-down on **argument** or **series** values. - -## Drill Down on an Argument -When drill down on an argument is enabled, you can click a pie segment to view a detail diagram for the corresponding argument value. - -![Anim_Pies_DrillDownOnArguments](../../../../images/img19909.png) - -> [!NOTE] -> When [Filtering by Arguments](master-filtering.md) is enabled, you can view the details by double-clicking a pie segment. - -Drill down on an argument requires that the Arguments section contains several data items, from the least detailed to the most detailed item. - -![Pies_Interactivity_DrillDown_Arguments_DataItems](../../../../images/img19972.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill down on an argument, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../images/img21873.png) button if you are using the toolbar menu)... - -![Chart_Interactivity_DrillDown_Ribbon](../../../../images/img21872.png) - -...and the **Arguments** button (or the ![Pies_Interactivity_MasterFilter_Arguments_Toolbar](../../../../images/img19919.png) button if you are using the toolbar menu). - -![Pies_Interactivity_MasterFilter_Arguments_Ribbon](../../../../images/img19915.png) - -## Drill Down on a Series -When drill down on a series is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. - -![Anim_Pies_DrillDownOnSeries](../../../../images/img19910.png) - -> [!NOTE] -> When [Filtering by Series](master-filtering.md) is enabled, you can view the details by double-clicking a pie chart. - -Drill down on a series requires that the Series section contains several data items, from the least detailed to the most detailed item. - -![Pies_Interactivity_DrillDown_Series_DataItems](../../../../images/img19973.png) - -> [!NOTE] -> In **OLAP** mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill down on a series, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../images/img21873.png) button if you are using the toolbar menu)... - -![Chart_Interactivity_DrillDown_Ribbon](../../../../images/img21872.png) - -...and the **Series** button (or the ![Pies_Interactivity_MasterFilter_Series_Toolbar](../../../../images/img19920.png) button if you are using the toolbar menu). - -![Pies_Interactivity_MasterFilter_Series_Ribbon](../../../../images/img19916.png) - -## Drill Up -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) area of the Pie dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/master-filtering.md deleted file mode 100644 index 8abc9578c7..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/master-filtering.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16579 ---- -# Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. - -The **Pie** dashboard item supports filtering by **argument** or **series** values. - -## Filtering by Arguments -When filtering by arguments is enabled, you can click a pie segment to make other dashboard items only display data related to the selected argument value. - -![Anim_Pies_MasterFilterByArguments](../../../../images/img19911.png) - -To enable filtering by arguments in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Arguments** button in the **Data** Ribbon tab (or the ![Pies_Interactivity_MasterFilter_Arguments_Toolbar](../../../../images/img19919.png) button if you are using the toolbar menu). - -![Pies_Interactivity_MasterFilter_Arguments_Ribbon](../../../../images/img19915.png) - -## Filtering by Series -When filtering by series is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. - -![Anim_Pies_MasterFilterBySeries](../../../../images/img19912.png) - -To enable filtering by series in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Series** button in the **Data** Ribbon tab (or the ![Pies_Interactivity_MasterFilter_Series_Toolbar](../../../../images/img19920.png) button if you are using the toolbar menu). - -![Pies_Interactivity_MasterFilter_Series_Ribbon](../../../../images/img19916.png) - -## Filtering by Points -When filtering by points is enabled, you can click a single pie segment to make other dashboard items display only data related to the selected segment. - -![Pies_MasterFilterByPoints](../../../../images/img120502.png) - -To enable filtering by points in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Points** button in the **Data** Ribbon tab. - -![Pies_Interactivity_MasterFilter_Points_Ribbon](../../../../images/img120503.png) - -## Reset Filtering -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) area of the Pie dashboard item, or the **Clear Master Filter** command in the Pie's context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/labels.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/labels.md deleted file mode 100644 index f265381f68..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/labels.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 16583 ---- -# Labels -![Pies_Layout_LabelsAndTooltips](../../../images/img19947.png) - -You can specify which information should be displayed within data labels and tooltips. To do this, use the **Data Labels** and **Tooltips** buttons in the **Labels** group of the **Design** Ribbon tab. - -![Pies_Layout_Labels_Ribbon](../../../images/img19948.png) - -These buttons invoke a drop-down menu that is similar for both buttons. This menu allows you to specify which values are displayed within data labels or tooltips. - -![Pies_Layout_Labels_DropDown](../../../images/img19949.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/layout.md deleted file mode 100644 index cda3daac42..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/layout.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 16582 ---- -# Layout -The **Pie** dashboard item allows you to specify the number of columns or rows in which individual diagrams are arranged. - -To control how pies are arranged, use the buttons in the **Content Arrangement** group of the **Design** Ribbon tab. - -By default, the **Auto Arrange** option is enabled, which automatically resizes pies to fit within the dashboard item. - -![Pies_Layout_AutoArrange_Ribbon](../../../images/img25674.png) - -![Pies_Layout_Arrangement_Auto_2](../../../images/img25675.png) - -You can also specify the number of columns in which pies are arranged. Click the **Arrange in Columns** button and specify the appropriate number in the **Count** field. - -![Pies_Layout_Arrangement_Columns_Ribbon](../../../images/img25676.png) - -![Pies_Layout_Arrangement_Columns_2](../../../images/img25677.png) - -Similarly, you can arrange pies in a specific number of rows. - -![Pies_Layout_Arrangement_Rows_Ribbon](../../../images/img25678.png) - -![Pies_Layout_Arrangement_Rows_2](../../../images/img25679.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/providing-data.md deleted file mode 100644 index a94459b6e1..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/providing-data.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16577 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pie** dashboard item to data in the Designer. -* [Binding to Data in the Designer](#bindingdesigner) -* [Transposing Arguments and Series](#transposing) - -## Binding to Data in the Designer -The image below shows a sample Pie dashboard item that is bound to data. - -![PiesProvidingData_Main](../../../images/img117701.png) - -To bind the Pie dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Pie's data sections. - -| Section | Description | -|---|---| -| **Values** | Contains data items that define the share of pie segments. In case of negative measure values, Pie uses their absolute values. | -| **Arguments** | Contains data items that provide values used to label pie segments. | -| **Series** | Contains data items whose values are used to label pie charts. | - -## Transposing Arguments and Series -The Pie dashboard item provides the capability to transpose pie arguments and series. In this case, data items contained in the **Arguments** section are moved to the **Series** section, and vice versa. - -![Pies_Transpose](../../../images/img126584.png) - -To transpose the selected Pie dashboard item, use the **Transpose** button in the **Home** ribbon tab. - -![TransposeButton_Ribbon](../../../images/img23683.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/style.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/style.md deleted file mode 100644 index f8df9f2ffa..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/style.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Style -author: Natalia Kazakova -legacyId: 16584 ---- -# Style -The **Pie** dashboard item allows you to select whether diagrams should be painted as **pies** or **donuts**. - -![PieStyle_Pie](../../../images/img25671.png)![PieStyle_Donut](../../../images/img25672.png) - -To select the diagram style, use the **Pie** and **Donut** buttons in the **Style** section of the **Design** Ribbon tab. - -![Pies_Layout_Style_Ribbon](../../../images/img19951.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot.md deleted file mode 100644 index deafb2c7ab..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Pivot -author: Natalia Kazakova -legacyId: 16602 ---- -# Pivot -The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. - -![MainFeatures_PivotGrid](../../images/img18212.png) - -This section consists of the following subsections: -* [Providing Data](pivot/providing-data.md) - - Explains how to supply the Pivot dashboard item with data. -* [Interactivity](pivot/interactivity.md) - - Describes features that enable interaction between the Pivot and other dashboard items. -* [Conditional Formatting](pivot/conditional-formatting.md) - - Describes the conditional formatting feature that provides the capability to apply formatting to cells whose values meet the specified condition. -* [Layout](pivot/layout.md) - - Describes the Pivot dashboard item's layout options. -* [Expanded State](pivot/expanded-state.md) - - Describes how to specify whether to expand column/row groups by default. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/conditional-formatting.md deleted file mode 100644 index 5814c1c41a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/conditional-formatting.md +++ /dev/null @@ -1,92 +0,0 @@ ---- -title: Conditional Formatting -author: Natalia Kazakova -legacyId: 114225 ---- -# Conditional Formatting - -A Pivot dashboard item applies conditional formatting to cell values. You can calculate a format rule by measures placed in the **Values** section and dimensions placed in the **Columns** or **Rows** section. - -> [!NOTE] -> Note that you can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. - -![pivot-with-applied-format-rules](../../../images/pivot-with-applied-format-rules.png) - -## Supported Format Rules - -The following list contains available format rules and corresponding data types: -* numeric - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) - * [Average](../../appearance-customization/conditional-formatting/average.md) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) - * [Bar](../../appearance-customization/conditional-formatting/bar.md) - * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) - * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) -* string - * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) -* date-time - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) - * [Bar](../../appearance-customization/conditional-formatting/bar.md) - * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) - * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) - -## Create and Edit a Format Rule - -You can create and edit format rules in the following ways: - -* Click the **Edit Rules** button on the **Home** ribbon tab. - -* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). - -## Pivot-Specific Format Condition Settings - -You can configure and customize current format condition appearance settings. - -* Choose a predefined background color/font or click an empty square to add a new preset in the **Appearance** tab. - - ![NewRuleDialog_AppearanceTab](../../../images/img118585.png) - -* Add a predefined icon in the **Icons** tab. - -The **Appearance** tab contains the following Pivot-specific settings: - -| Option | Description | -| --|--| -| **Enabled** | Enables/disables the current format rule. | -| **Intersection Mode** | Specifies the level at which to apply conditional formatting to pivot cells. | -| **Intersection Row/Column Dimension** | Applies the format rule to the specified row/column dimension, if you select the _Specific Level_ as the intersection mode.| -| **Apply to Row/Column** | Specifies whether to apply the formatting to the Pivot item's entire row/column. - -A Pivot item allows you to specify the field intersection to which a format rule is applied. - -| Intersection Level Mode| Description | -| --|--| -| _Auto_ | Identifies the default level. For the Pivot dashboard item, _Auto_ identifies the First Level. | -| _First Level_ |The first level values are used to apply conditional formatting. | -| _Last Level_ | The last level values are used to apply conditional formatting. | -| _All Levels_ | All pivot data cells are used to apply conditional formatting. | -| _Specific Level_ | The specified measures/dimensions are used to apply conditional formatting. | - - -The image below displays different intersection levels with the applied conditional format rule: - -![winforms_pivot_intersection_level_mode](../../../images/winforms_pivot_intersection_level_mode.png) - -To apply a format rule to the row or column Grand Total, change the **Intersection Level Mode** to _Specific level_ and set the _[Grand Total]_ value as the intersection row/column dimension. - -Note the following limitations: - -1. The dashboard cannot calculate conditional formatting in a Pivot item for multiple range levels with _percentage_ values. In this case, the "All Levels" intersection mode is not available for a conditional formatting rule. -2. The format condition dialog does not contain any Pivot-specific settings for a dimension from **Columns** and **Rows**. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/expanded-state.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/expanded-state.md deleted file mode 100644 index ce07ec828f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/expanded-state.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Expanded State -author: Natalia Kazakova -legacyId: 118817 ---- -# Expanded State -If the [Columns or Rows](providing-data.md) section contains several data items, the Pivot column and row headers are arranged in a hierarchy and make up column and row groups. - -![Pivot_Layout_ExpandCollapseGroups](../../../images/img20151.png) - -You can collapse and expand row and column groups using the ![Pivot_Layout_ExpandCollapse_DownArrow](../../../images/img20154.png) and ![Pivot_Layout_ExpandCollapse_UpArrow](../../../images/img20155.png) buttons. However, the current expanded state of column and row groups do not save in the dashboard definition. If necessary, you can specify the default expanded state using the **Initial State** button in the **Design** ribbon tab. - -![Pivot_ExpandedState_Ribbon](../../../images/img128430.png) - -This button invokes the popup menu that allows you to select whether column and row groups should be collapsed or expanded by default. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/interactivity.md deleted file mode 100644 index 4e94ca0da4..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/interactivity.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 18086 ---- -# Interactivity -This document describes the features that enable interaction between the **Pivot** and other dashboard items. These features include **Master Filtering**. - -## Master Filtering -The Dashboard allows you to use any data-aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -Data displayed in the Pivot dashboard item can be filtered by other master filter items. You can prevent the pivot from being affected by other master filter items using the **Ignore Master Filters** button on the **Data** Ribbon tab. - -![Pivot_IgnoreMasterFilters_Ribbon](../../../images/img25865.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/layout.md deleted file mode 100644 index 260b8fb4a7..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/layout.md +++ /dev/null @@ -1,72 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 16604 ---- -# Layout -This topic describes how to control the Pivot dashboard item layout, the visibility of totals and grand totals, etc. -* [Layout Type](#layouttype) -* [Totals Visibility](#totalsvisibility) -* [Totals Position](#totalsposition) -* [Values Visibility](#valuesvisibility) -* [Values Position](#valuesposition) -* [Reset Layout Options](#resetlayout) - -## Layout Type -If the Pivot dashboard item contains a hierarchy of dimensions in the [Rows](providing-data.md) section, you can specify the layout used to arrange values corresponding to individual groups. - -| Layout type | Example | Description | -|---|---|---| -| **Compact** | ![Pivot_CompactLayout](../../../images/img127490.png) | Displays values from different Row dimensions in a single column. Note that in this case totals are shown at the top of a group, and you cannot change [totals position](#totalsposition). | -| **Tabular** | ![Pivot_TabularLayout](../../../images/img127491.png) | Displays values from different Row dimensions in separate columns. | - -Use the **Layout** button in the **Design** ribbon tab to change the Pivot layout. - -![Pivot_LayoutButtonRibbon](../../../images/img128425.png) - -## Totals Visibility -You can control the visibility of totals and grand totals for the entire Pivot dashboard item. For instance, the image below displays the Pivot dashboard item with the disabled row totals. - -![Pivot_DisableRowTotals_Example](../../../images/img127500.png) - -To manage the visibility of totals and grand totals, use the **Totals** and **Grand Totals** buttons in the **Design** ribbon tab, respectively. - -![Pivot_TotalsVisibilityRibbon](../../../images/img128426.png) - -These buttons invoke a popup menu that allows you to manage the visibility of column and row totals/grand totals separately. - -Moreover, you can control the visibility of totals for individual dimensions/measures by using the data item's context menu (**Show Totals** and **Show Grand Totals** options). - -![Pivot_ShowTotals_DataItemMenu](../../../images/img127503.png) - -## Totals Position -If necessary, you can change the Pivot dashboard item’s totals/grand totals position. For instance, in the image below the row totals are moved from the bottom to the top. - -![Pivot_RowTotals_Bottom_Top](../../../images/img127504.png) - -To manage totals position, use the **Row Totals Position** and **Column Totals Position** buttons in the **Design** ribbon tab. - -![Pivot_TotalsPositionRibbon](../../../images/img128427.png) - -## Values Visibility -The Pivot dashboard item can contain several measures in the [Values](providing-data.md) section to hide summary values corresponding to specific measures. For instance, the image below shows the Pivot with hidden _Quantity_ values. - -![Pivot_ValuesVisibility](../../../images/img127507.png) - -To do this, use the **Show Values** command in the measure menu. - -![Pivot_ValuesVisibility_Menu](../../../images/img127508.png) - -## Values Position -The Pivot dashboard item allows you to control the position of headers used to arrange summary values corresponding to different measures. For instance, you can display values in columns or rows. - -![Pivot_ValuesPosition](../../../images/img127505.png) - -To manage this position, use the **Values Position** button in the **Design** ribbon tab. - -![Pivot_ValuesPositionRibbon](../../../images/img128428.png) - -## Reset Layout Options -To reset layout options, click the **Reset Layout Options** button in the **Design** ribbon tab. - -![Pivot_ResetLayoutOptionsRibbon](../../../images/img128429.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/providing-data.md deleted file mode 100644 index 505f8d45df..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/providing-data.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16603 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pivot** dashboard item to data in the Designer. -* [Binding to Data in the Designer](#bindingdesigner) -* [Transposing Columns and Rows](#transposing) - -## Binding to Data in the Designer -The image below shows a sample Pivot dashboard item that is bound to data. - -![PivotProvidingData_Main](../../../images/img117704.png) - -To bind the Pivot dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes a Pivot's data sections. - -| Section | Description | -|---|---| -| **Values** | Contains data items used to calculate values displayed in the pivot table. | -| **Columns** | Contains data items whose values are used to label columns. | -| **Rows** | Contains data items whose values are used to label rows. | - -## Transposing Columns and Rows -The **Pivot** dashboard item provides the capability to transpose pivot columns and rows. In this case, data items contained in the Columns section are moved to the Rows section and vice versa. - -![Pivot_Transpose](../../../images/img126591.png) - -To transpose the selected Pivot dashboard item, use the **Transpose** button in the **Home** ribbon tab. - -![TransposeButton_Ribbon](../../../images/img23683.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter.md deleted file mode 100644 index ca714a65db..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Range Filter -author: Natalia Kazakova -legacyId: 16618 ---- -# Range Filter -The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. - -![MainFeatures_RangeFilter](../../images/img18179.png) - -This section consists of the following subsections. -* [Providing Data](range-filter/providing-data.md) - - Explains how to supply the Range Filter dashboard item with data. -* [Series](range-filter/series.md) - - Enumerates and describes different types of series that can be displayed within the Range Filter dashboard item. -* [Interactivity](range-filter/interactivity.md) - - Describes features that enable interaction between the Range Filter and other dashboard items. -* [Predefined Ranges](range-filter/predefined-ranges.md) - - Shows you how to add predefined date-time periods that can be used to perform a selection (for instance, _year-to-date_ or _quarter-to-date_). -* [Coloring](range-filter/coloring.md) - - Describes coloring capabilities of the Range Filter dashboard item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/coloring.md deleted file mode 100644 index 46b9c0ed13..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/coloring.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 16985 ---- -# Coloring -The Range Filter dashboard item paints different measures and series dimensions by [hue](../../appearance-customization/coloring/coloring-concepts.md) in **Default** color mode. The image below shows the Range Filter item whose _State_ series dimension values are painted in different colors. A special icon (![ColoringIndicator](../../../images/coloringindicator25453.png)) on the data item shows that color variation is enabled. - -![win-range-filter-colored-by-default](../../../images/win-range-filter-colored-by-default.png) - ->[!Tip] ->**Documentation:**
->* [Coloring Basics](../../appearance-customization/coloring.md) - diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/interactivity.md deleted file mode 100644 index d6f2c5acd5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/interactivity.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 18087 ---- -# Interactivity -This document describes the features that enable interaction between the **Range Filter** and other dashboard items. These features include **Master Filtering**. - -## Master Filtering -The Dashboard allows you to use any data-aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -Master filtering is always enabled for the Range Filter dashboard item. This Range Filter displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. - -![MainFeatures_RangeFilter](../../../images/img18179.png) - -To enable filtering across data sources for the Range Filter, use the **Cross-Data-Source Filtering** button in the **Data** Ribbon tab. - -![DataShaping_Interactivity_MasterFilter_CrossDataSource_Ribbon](../../../images/img19416.png) - -You can enable/disable ignoring of other master filter items using the **Ignore Master Filters** button in the **Data** Ribbon tab. - -![DataShaping_Interactivity_MasterFilter_Ignore_Ribbon](../../../images/img19417.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/providing-data.md deleted file mode 100644 index 0224f2e941..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/providing-data.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16619 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Range Filter** dashboard item to data in the Designer. - -The image below shows a sample Range Filter dashboard item that is bound to data. - -![RangeProvidingData_Main](../../../images/img117712.png) - -To bind the Range Filter dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Range Filter data sections. - -| Section | Description | -|---|---| -| **Values** | Contains data items against which the Y-coordinates of data points are calculated. | -| **Argument** | Contains a data item that provides values displayed along the horizontal axis of the Range Filter. These values are used for [filtering](interactivity.md). You can use only continuous **Date**, **Date-Time** and **Numeric** values as arguments. Discrete types like **String** or **Time** are not supported. Note that the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![BoundImageAttributeOptionsButton](../../../images/img123296.png) icon) allows you to create _[predefined ranges](predefined-ranges.md)_ used to select the required date-time interval. | -| **Series** | Contains data items whose values are used to create chart series. | - - diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/series.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/series.md deleted file mode 100644 index baa4b2fa81..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/series.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Series -author: Natalia Kazakova -legacyId: 16620 ---- -# Series -The **Range Filter** dashboard item supports various **Line** and **Area** series types. - -To switch between series types in the Designer, click the options button next to the required data item in the **Values** section. In the invoked **Series Type** dialog, select the required series type and click **OK**. - -![RangeFilter_SeriesTypes](../../../images/img20159.png) - -You can also do this using the buttons in the **Series Type** group of the **Design** Ribbon tab. - -![RangeFilter_SeriesTypes_Ribbon](../../../images/img20158.png) - -The Range Filter supports the following series types. - -**Line:** - -![RangeFilter_SeriesTypes_Line](../../../images/img20163.png) - -**Stacked Line:** - -![RangeFilter_SeriesTypes_StackedLine](../../../images/img20165.png) - -**Full-Stacked Line** - -![RangeFilter_SeriesTypes_FullStackedLine](../../../images/img20162.png) - -**Area:** - -![RangeFilter_SeriesTypes_Area](../../../images/img20160.png) - -**Stacked Area:** - -![RangeFilter_SeriesTypes_StackedArea](../../../images/img20164.png) - -**Full-Stacked Area:** - -![RangeFilter_SeriesTypes_FullStackedArea](../../../images/img20161.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart.md deleted file mode 100644 index 60111347a5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Scatter Chart -author: Natalia Kazakova -legacyId: 115246 ---- -# Scatter Chart -The topics in this section describe the features available in the **Scatter Chart** dashboard item, and provide information on how to create and customize scatter charts in the **DevExpress Dashboard Suite**. - -![ScatterChart_Main](../../images/img120189.png) - -This section is divided into the following subsections. -* [Providing Data](scatter-chart/providing-data.md) - - Explains how to supply the Scatter Chart dashboard item with data. -* [Interactivity](scatter-chart/interactivity.md) - - Describes features that enable interaction between the Scatter Chart and other dashboard items. -* [Coloring](scatter-chart/coloring.md) - - Describes coloring capabilities of the Scatter Chart dashboard item. -* [Legend](scatter-chart/legend.md) - - Describes the chart legend and its options. -* [Axes](scatter-chart/axes.md) - - Describes how to customize settings related to chart axes. -* [Orientation](scatter-chart/orientation.md) - - Describes how to toggle the chart's orientation. -* [Labels](scatter-chart/labels.md) - - Describes point labels and tooltips that contain descriptions of data points. -* [Conditional Formatting](scatter-chart/conditional-formatting.md) - - Describes the format condition settings. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/axes.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/axes.md deleted file mode 100644 index 21b6acb2b9..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/axes.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Axes -author: Natalia Kazakova -legacyId: 115252 ---- -# Axes -Scatter Chart X and Y-axes are numerical axis of values. You can specify various axes settings to change visual data presentation. - -![ScatterChart_Axes](../../../images/img120332.png) - -To access X and Y-axis settings, use the **X-Axis Settings/Y-Axis Settings** buttons in the **Diagram** section of the **Design** Ribbon tab. - -![Chart_YAxisOptions_Button](../../../images/img18775.png) - -This will invoke the **X-Axis Settings/Y-Axis Settings** dialog. - -![ScatterChart_YAxisSettings](../../../images/img120294.png) - -In this dialog, you can specify the following settings. -* **Always show zero level** - Specifies whether or not the axis' zero level is visible. If this option is unchecked, the visible axis range is defined based on the values plotted in the chart. - - > [!NOTE] - > Note that the **X-Axis Settings** dialog does not contain this option. -* **Reverse** - Allows you to reverse the axis. If the axis is reversed, its values are ordered from top to down. -* **Show grid lines** - Allows you to hide and show grid lines for the axis. -* **Show axis** - Allows you to hide and show the axis. -* **Show title** - Allows you to hide and show the axis title. You can choose whether to use the default text or specify a custom string. -* **Logarithmic scale** - Specifies whether or not the axis should display its numerical values using a logarithmic scale. The combo box next to this option allows you to select the logarithmic base from one of the predefined values. - - -The **Numeric Format** tab allows you to specify the numeric display formats for axis data, as described in the [Formatting Data](../../data-shaping/formatting-data.md) document. - -![scatterchart_xaxisoptions_form_numeric_formats](../../../images/scatterchart_xaxisoptions_form_numeric_formats.png) - -The tab contains the following settings. - -* **Format type** - Specifies format types for numeric values. -* **Unit** - Specifies the unit to convert the numeric values. -* **Precision** - Specifies the number of fractional digits to display. -* **Currency** - Specifies the currency symbol and format provided by the current culture settings. -* **Culture** - Specifies the name of a culture that defines the currency symbol and format. -* **Include group separator** - Specifies whether separators should be inserted between digit groups. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/coloring.md deleted file mode 100644 index 7f1d189999..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/coloring.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 16890 ---- -# Coloring - -The Scatter Chart dashboard item does not paint its arguments in **Default** mode. - -The image below displays the Scatter Chart dashboard item whose _State_ points use **Default** mode: - -![win-coloring-scetter-chart-colored-by-default](../../../images/win-coloring-scetter-chart-colored-by-default.png) - ->[!Tip] ->**Documentation:**
->* [Conditional Formatting](conditional-formatting.md) ->* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/conditional-formatting.md deleted file mode 100644 index 7a64c6fc43..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/conditional-formatting.md +++ /dev/null @@ -1,77 +0,0 @@ ---- -title: Conditional Formatting -author: Margarita Zakhodyaeva ---- -# Conditional Formatting - -Use conditional formatting to highlight points in a Scatter Chart dashboard item. - -![win-scatter-chart-cf](../../../images/win-scatter-chart-cf.png) - -## Supported Format Rules - -You can use the following data in rule calculations: - -- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **X and Y axis** sections -- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Weight** section -- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Arguments** section -- hidden measures - -The following list contains available format rules and corresponding data types: - -* numeric - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) - * [Average](../../appearance-customization/conditional-formatting/average.md) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) -* string - * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) -* date-time - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) - - -## Create and Edit a Format Rule - -You can create and edit format rules in the following ways: - -* Click the **Edit Rules** button on the **Home** ribbon tab. - -* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). - -## Format Condition Settings Specific to Scatter Charts - -Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. - -The image below displays the **Greater Than** dialog (a [Value](../../appearance-customization/conditional-formatting/value.md) format condition applied to a scatter chart). The condition colors bubbles if their values exceed 18. - -![win-scatter-chart-cf-appearance-settings-dialog](../../../images/win-scatter-chart-cf-appearance-settings-dialog.png) - -If you enable **Display in Legend**, the chart shows information about the applied rule. Set the **Caption** field to specify the legend's text. -The image below displays the Scatter Chart item with the applied **Greater Than** format rule. The **Display in Legend** option is activated and the rule's caption is displayed in the legend: - -![win-scatter-chart-conditional-formatting](../../../images/win-scatter-chart-conditional-formatting.png) - -For Range format rules, the legend display text is generated automatically and depends on the range intervals: - -![win-scatter-chart-with-range-rule](../../../images/win-scatter-chart-with-range-rule.png) - -## Coloring - -A Scatter Chart item paints elements in pale gray if they do not meet the applied format condition. Note that this does not apply to elements that use the [Hue](coloring.md) color mode. - -Select the **Color by Hue** option in a Data item's pane to restore the color scheme. - -![win-scatter-chart-color-by-hue](../../../images/win-scatter-chart-color-by-hue-with-cf.png) - -> [!Tip] -> **Documentation:** -> [Scatter Chart - Coloring](coloring.md) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity.md deleted file mode 100644 index 8e4740476e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 115248 ---- -# Interactivity -This section describes features that enable interaction between the Scatter Chart and other dashboard items. These features include Master Filtering and Drill-Down. - -The section contains the following topics. -* [Master Filtering](interactivity/master-filtering.md) -* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/drill-down.md deleted file mode 100644 index dd059947c9..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/drill-down.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 115250 ---- -# Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. - -When drill-down is enabled, you can click a point to view the details. - -![ScatterChart_DrillDown](../../../../images/img120198.png) - -> [!NOTE] -> When [Master Filtering](../../../interactivity/master-filtering.md) is enabled, you can view the details by double-clicking a point. - -Drill-down requires that the **Arguments** section contain several dimensions, from the least to the most detailed dimension. - -![ScatterChart_DrillDownArguments](../../../../images/img120199.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. To learn more about OLAP mode, see [Bind Dashboard Items to Data in OLAP mode](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md). - -To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../images/img19513.png) button if you are using the toolbar menu). - -![Chart_Interactivity_DrillDown_Ribbon](../../../../images/img21872.png) - -To return to the previous detail level (drill up), use the **Drill Up** (![DrillDown_DrillUpArrow](../../../../images/img18627.png)) button in the caption of the Scatter Chart dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/master-filtering.md deleted file mode 100644 index eab68e5ce6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/master-filtering.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 115249 ---- -# Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -The Scatter Chart dashboard item supports filtering by points that correspond to specific argument values or their combinations. - -When Master Filtering is enabled, you can click a point (or multiple points by holding down the **CTRL** key) to make other dashboard items only display data related to the selected point(s). - -![ScatterChart_MasterFiltering](../../../../images/img120190.png) - -To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. - -To reset filtering, use the **Clear Master Filter** (![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png)) button in the Chart's caption area, or the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/labels.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/labels.md deleted file mode 100644 index 7d40c42e54..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/labels.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 115254 ---- -# Labels -The Scatter Chart display can display **point labels** that contain descriptions for data points, and provide **tooltips** with additional information. - -![ScatterChartLabels](../../../images/img120329.png) - -## Point Labels -To manage the visibility of point labels, click the **Point Labels** button in the **Design** ribbon tab. - -![ScatterChart_PointLabelsRibbon](../../../images/img120330.png) - -In the invoked **Point Label Settings** dialog, enable the **Show point labels** check box to show point labels. - -![ScatterChart_PointLabelSettingsDialog](../../../images/img120331.png) - -You can specify the following settings for point labels: -* **Content** - Specifies the type of content displayed within point labels. You can select one of the following options. - * _Values_ - Point labels show summary values from X and Y-axes. - * _Argument_ - Point labels show argument values. - * _Argument and values_ - Point labels show argument values and corresponding summary values. - * _Weight_ - Point labels show the weight summary value. - * _Argument and weight_ - Point labels show the argument value and the corresponding weight summary value. -* **Overlapping mode** - Specifies the label overlap mode. The following options are available. - * _Hide overlapping labels_ - If two or more labels overlap, some of them are automatically hidden to avoid overlapping. - * _None_ - The overlapping resolving algorithm is disabled. - * _Reposition overlapping labels_ - The default algorithm to re-position point labels in a random way, and avoid overlapping labels. -* **Orientation** - Specifies the orientation of point labels. The following options are available. - * _Default_ - A point label is displayed in its default orientation. - * _Rotate to the Right_ - A point label is rotated 90 degrees clockwise. - * _Rotate to the Left_ - A point label is rotated 90 degrees counter clockwise. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/legend.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/legend.md deleted file mode 100644 index 379091cd5a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/legend.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Legend -author: Natalia Kazakova -legacyId: 115251 ---- -# Legend -A **legend** is an element of a scatter chart that identifies chart points (for instance, [colored points](../../appearance-customization/coloring/coloring-concepts.md) corresponding to argument values). - -![ScatterChart_Legend](../../../images/img120201.png) - -This topic describes how to customize various legend settings. - -## Visibility -You can specify whether or not a chart should display a legend. - -In the Designer, use the **Show Legend** button in the **Legend** section of the **Design** Ribbon tab. - -![Charts_Legend_ShowLegendButton](../../../images/img18776.png) - -## Position and Orientation -To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. - -![Charts_Legend_PositionAndOrientationGallery](../../../images/img19468.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/orientation.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/orientation.md deleted file mode 100644 index 85640f5589..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/orientation.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Orientation -author: Natalia Kazakova -legacyId: 115253 ---- -# Orientation -You can rotate the Scatter Chart so that the [X-axis](axes.md) becomes vertical, and the [Y-axis](axes.md) becomes horizontal. - -To rotate a Chart in the Designer, use the **Rotate** button in the **Diagram** section of the **Design** Ribbon tab. - -![Chart_Rotation_RibbonButton](../../../images/img18774.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/providing-data.md deleted file mode 100644 index 82b4b14685..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/providing-data.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 115247 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Scatter Chart** dashboard item to data in the Designer. -* [Binding to Data in the Designer](#bindingdesigner) -* [Transposing X- and Y-axis](#transposing) - -## Binding to Data in the Designer -The image below shows a sample Scatter Chart dashboard item that is bound to data. - -![ScatterChart_ProvidingData](../../../images/img120276.png) - -To bind the Scatter Chart dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Scatter Chart data sections. - -| Section | Description | -|---|---| -| **X-Axis** | Contains the data item against which the X-coordinates of data points are calculated. | -| **Y-Axis** | Contains the data item against which the Y-coordinates of data points are calculated. | -| **Weight** | Contains the data item whose values are used to calculate the weight of data points. | -| **Arguments** | Contains data items providing scatter chart arguments that are used to create data points. | - -## Transposing X- and Y-axis -The Scatter Chart dashboard item provides the capability to transpose its axes. In this case, the data item contained in the **X-Axis** section is moved to the **Y-Axis** section, and vice versa. - -![ScatterChart_Transpose](../../../images/img126580.png) - -To transpose the selected Scatter Chart dashboard item, use the **Transpose** button in the **Home** ribbon tab. - -![TransposeButton_Ribbon](../../../images/img23683.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/tab-container.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/tab-container.md deleted file mode 100644 index cd3477ee69..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/tab-container.md +++ /dev/null @@ -1,71 +0,0 @@ ---- -title: Tab Container -author: Boris Zaitsev -legacyId: '400237' ---- -# Tab Container - -The **Tab container** dashboard item allows you to split the dashboard layout into several pages. Common filter controls for large elements in a dashboard can be located on a separate tab page. - -![](../../images/fundamentals_tabcontainer.png) - -* [Overview](#overview) -* [Tab Order](#tab-order) -* [Display Item as Page](#display-item-as-page) -* [Selection](#selection) -* [Interactivity](#interactivity) - -## Overview -To create a tab container, use the **Tab Container** button in the **Home** ribbon tab: - -![](../../images/ribbon-home-insert-tabcontainer.png) - -A newly created tab container contains an empty tab page (_Page 1_). - -![](../../images/winforms-designer-tabcontainer-new.png) - -Click the + (_plus_) icon to add an empty page to the tab container. You can use [drag-and-drop](../dashboard-layout/dashboard-items-layout.md) to add dashboard items to a tab page and manage the layout. Tab containers cannot be nested, so you cannot add a tab container to another tab container. However, a tab container can contain [item groups](dashboard-item-group.md). - -See the [Dashboard Item Caption](../dashboard-layout/dashboard-item-caption.md) topic to learn how to manage a tab container's caption. - -## Tab Order -To change the tab page order, click the **Reorder Tabs** button on the **Tab settings** group. - -![](../../images/ribbon-design-tabsettings-reordertabs.png) - -The **Tabs Order** dialog is invoked. - -![](../../images/tabcontainer-tabsorder-dialog.png) - -Click up and down arrows to change the order of the tab pages in the tab container. - -## Display Item as Page - -The tab caption is above the caption of the content element on the page. If a tab page contains a single element, the _Display Item as Page_ feature is activated. It merges the dashboard item with a tab page and displays a single caption, as illustrated below. - -![](../../images/winforms-designer-tab-display-item-as-page.png) - -To disable the _Display Item as Page_ feature, use one of the following methods: -* Select the tab page and click the **Display Item as Page** button in the **Layout** group on the **Design** ribbon tab of the **Page Tools** contextual tab set. - - ![](../../images/ribbon-design-layout-displayitemaspage.png) -* Select the **Display Item as Page** command in the tab page context menu. - - -## Selection -Click the element's border or use the item's context menu to select a page or a tab container: - -![](../../images/select-tab-page-menu.png) - - -## Interactivity -The tab page allows you to manage the [interaction](../interactivity/master-filtering.md) between dashboard items inside and outside the page. - -The **Master Filter** button (in the **Interactivity** group on the **Data** ribbon tab of the **Page Tools** contextual tab set) controls whether the current tab page allows you to filter dashboard items outside the page using master filter items contained within the page. If this button is switched off, master filter items in the page can filter only dashboard items in this page. - -> [!Note] -> The default tab page behaves opposite to the default group. While the group isolates filter items from the outside, the tab page does not change the item's data interactivity behavior. - -![](../../images/groupmasterfilterbutton_ribbon24853.png) - -The **Ignore Master Filters** button (in the **Interactivity** group on the **Data** ribbon tab of the **Page Tools** contextual tab set) allows you to isolate dashboard items contained within the page from external master filter items. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box.md deleted file mode 100644 index 17764dd78f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Text Box -author: Natalia Kazakova -legacyId: 16622 ---- -# Text Box -Use the **Text Box** dashboard item to display rich text within a dashboard. - -![MainFeatures_TextEditor](../../images/img18215.png) - -You can either add a static text or you can use the Text Box as a detail item along with the [Master Filtering](../interactivity/master-filtering.md) or [Filtering](../data-shaping/filtering.md) features. -* [Editing Text](text-box/editing-text.md) -* [Providing Data](text-box/providing-data.md) -* [Interactivity](text-box/interactivity.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/editing-text.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/editing-text.md deleted file mode 100644 index 4d8d67af7e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/editing-text.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Editing Text -author: Natalia Kazakova -legacyId: 16861 ---- -# Editing Text -To edit the text within the Text Box, click the **Edit** button in the ribbon's **Design** tab or use the corresponding item in the context menu. - -![Text_EditText](../../../images/img20224.png) - -This adds the **Text Box Editor** context category to the Dashboard Designer's ribbon and allows you to modify the content within the Text Box. - -![TextBoxEditorContextCategory](../../../images/img123328.png) - -<<<<<<<< HEAD:eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/editing-text.md - -======== - ->>>>>>>> 05df5c28763b4aa9fb5c78d15422603198f71820:eud-for-bi-dashboards/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/text-box/editing-text.md - -> [!NOTE] -> Note that the Text Box can be [bound](../../bind-dashboard-items-to-data.md) to data. To learn how to do this, see [Providing Data](providing-data.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/interactivity.md deleted file mode 100644 index f7cc350355..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/interactivity.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16872 ---- -# Interactivity -This document describes the features that enable interaction between the **Text Box** and other dashboard items. These features include **Master Filtering**. - -## Master Filtering -The Dashboard allows you to use most of the data-aware dashboard items as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -Data displayed in the Text Box dashboard item can be filtered by other master filter items. For instance, the Text Box below shows data corresponding to a product selected in the [List Box](../filter-elements/filter-elements-overview.md) dashboard item. - -![MainFeatures_TextEditor](../../../images/img18215.png) - -You can prevent the Text Box from being affected by other master filter items using the **Ignore Master Filters** button on the **Data** ribbon tab. - -![Pivot_IgnoreMasterFilters_Ribbon](../../../images/img25865.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/providing-data.md deleted file mode 100644 index 92c7211c89..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/providing-data.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16862 ---- -# Providing Data -The Text Box dashboard item can be [bound to data](../../bind-dashboard-items-to-data.md) as other data-aware dashboard items. To do this, perform the following steps. -1. Drop the _Name_, _RetailPrice_ and _Description_ data source fields from the _Products_ table to the **Values** section of the Text Box. - - ![TextBoxBind_ValuesSection](../../../images/img123342.png) - - Note that [summary types](../../data-shaping/summarization.md) of the created measures are **Min**, **Sum** and **Min**, respectively. -2. Click the [Edit](editing-text.md) button in the **Design** ribbon tab and add the _Name_, _Retail Price_ and _Description_ strings to the document. - - ![TextBoxBind_NewDocument](../../../images/img123341.png) -3. Place the pointer next to _Name_, right-click the document and select **Insert Field** (or use the [Insert Field](editing-text.md) button in the ribbon). Then, click the _Select value_ placeholder and select the _Name (Min)_ measure. - - ![TextBoxBind_FieldContextMenu](../../../images/img123343.png) -4. Perform the third step for _Retail Price_ and _Description_. - - ![TextBoxBind_Bound](../../../images/img123348.png) -5. Click the [Edit](editing-text.md) button again to leave the editing mode. The Text Box will show data in the following way. - - ![TextBoxBind_FinalDocument](../../../images/img123350.png) - - You can use this Text Box as a detail item along with the [Master Filtering](interactivity.md) feature to filter data according to the selected product. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap.md deleted file mode 100644 index 44d3b6865f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Treemap -author: Natalia Kazakova -legacyId: 15389 ---- -# Treemap -Use the Treemap dashboard item to visualize data in nested rectangles that are called _tiles_. - -![Treemap_Main_Win](../../images/img125423.png) - -This section is divided into the following subsections. -* [Providing Data](treemap/providing-data.md) -* [Interactivity](treemap/interactivity.md) -* [Layout](treemap/layout.md) -* [Grouping](treemap/grouping.md) -* [Coloring](treemap/coloring.md) -* [Labels](treemap/labels.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/coloring.md deleted file mode 100644 index 3494b1f8f7..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/coloring.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 15564 ---- -# Coloring -In **Default** color mode, the Treemap dashboard item colors its tiles in the following ways: - -* If the Treemap dashboard item contains only measures (the **Values** section), values corresponding to different measures are colored by [hue](../../appearance-customization/coloring/coloring-concepts.md). - - ![win-treemap-colored-by-default-measures](../../../images/win-treemap-colored-by-default-measures.png) -* If the Treemap dashboard item contains arguments (the **Arguments** section), values corresponding to the first argument are colored by hue. - - ![win-treemap-colored-by-default-arguments](../../../images/win-treemap-colored-by-default-arguments.png) - ->[!Tip] ->**Documentation:**
->* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/grouping.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/grouping.md deleted file mode 100644 index 786e2c0edc..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/grouping.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Grouping -author: Natalia Kazakova -legacyId: 15458 ---- -# Grouping -If you use several [arguments](providing-data.md) in the Treemap, you can group tiles corresponding to child values by parent values. For instance, the following Treemap dashboard item displays combinations of categories and sub-categories. - -![TreemapWin_ProvidingData_TwoValuesAndArguments](../../../images/img125485.png) - -To group sub-categories inside corresponding categories, click the _Product Category_ [menu button](../../ui-elements/data-items-pane.md) and select **Group Tiles**. - -![TreemapWin_ProvidingData_GroupTiles](../../../images/img125487.png) - -Product tiles will be grouped into category groups. - -![TreemapWin_ProvidingData_Grouping](../../../images/img125486.png) - -Note that the ![Treemap_GroupingIcon](../../../images/img125513.png) icon will be displayed within the _Product Category_ dimension. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity.md deleted file mode 100644 index 2c8ac84f34..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 15455 ---- -# Interactivity -This section describes features that enable interaction between the **Treemap** dashboard item and other items. These features include **Master Filtering** and **Drill-Down**. - -The section contains the following topics. -* [Master Filtering](interactivity/master-filtering.md) -* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/drill-down.md deleted file mode 100644 index b30ab01f50..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/drill-down.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 118489 ---- -# Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. - -When drill-down is enabled, you can click a tile to view its details. - -> [!NOTE] -> When [Master Filtering](../../../interactivity/master-filtering.md) is enabled, you can view the details by double-clicking a tile. - -![Treemap_DrillDown](../../../../images/img127987.png) - -Drill-down requires that the **Arguments** section contains several dimensions, from the least detailed to the most detailed dimension. - -![Treemap_DrillDown_Arguments](../../../../images/img127988.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../images/img19513.png) button if you are using the toolbar menu). - -![DataShaping_Interactivity_DrillDown_Ribbon](../../../../images/img19415.png) - -To return to the previous detail level (drill up), use the **Drill Up** (![DrillDown_DrillUpArrow](../../../../images/img18627.png)) button in the caption of the Treemap dashboard item, or the **Drill Up** command in the context menu. - -> [!NOTE] -> [Grouping](../grouping.md) is not in effect when the drill-down is enabled. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/master-filtering.md deleted file mode 100644 index b8d779e37f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/master-filtering.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 118488 ---- -# Master Filtering -The **Dashboard Designer** allows you to use any data aware dashboard item as a filter for other dashboard items. To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -The Treemap dashboard item supports filtering by tiles/[groups](../grouping.md). - -When Master Filtering is enabled, you can click a tile or group caption (or multiple tiles/groups by holding down the **CTRL** key) to make other dashboard items only display data related to the selected tile/group(s). - -![Treemap_MasterFiltering2](../../../../images/img125442.png) - -> [!NOTE] -> If the Single Master Filter is used, you can select only tiles corresponding to the bottommost level. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/labels.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/labels.md deleted file mode 100644 index 016fc93815..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/labels.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 15594 ---- -# Labels -The Treemap displays **labels** that contain descriptions for tiles and [groups](grouping.md), and provide **tooltips** with additional information. - -![Treemap_LabelTooltipExample](../../../images/img125431.png) - -You can specify which information should be displayed within tile and group labels separately. To do this, use the **Labels** and **Tooltips** buttons in the **Design** Ribbon tab. - -![Treemap_LabelTooltip_Ribbon](../../../images/img125432.png) - -Use buttons within the **Tile Labels**/**Group Labels** ribbon groups to manage tile and group labels, respectively. These buttons invoke the drop-down menu, which is similar for all buttons. - -![Treemap_LabelTooltip_DropDown](../../../images/img125433.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/layout.md deleted file mode 100644 index 2729032944..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/layout.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 15457 ---- -# Layout -This topic describes how to change a layout algorithm used to arrange Treemap tiles. To do this in the Designer, use buttons from the **Layout** group placed in the **Design** ribbon tab. - -![Treemap_LayoutButtons_Ribbon](../../../images/img125439.png) - -The following algorithms are available. - -| Algorithm | Example | Description | -|---|---|---| -| **Slice and Dice** | ![Treemap_SliceAndDice](../../../images/img125436.png) | This layout algorithm divides the space between items, slicing it in the specified direction depending on item value. | -| **Squarified** | ![Treemap_Squarified](../../../images/img125437.png) | The Squarified algorithm arranges tiles so that their width/height ratio will be closer to 1. | -| **Striped** | ![Treemap_Striped](../../../images/img125438.png) | This algorithm is a modified version of the Squarified algorithm. The difference here is that tiles are drawn side by side as columns or rows. | - -You can also set a layout direction to specify an arrangement of tiles depending on their sizes. To do this, click the **Layout Direction** button and select the required direction. - -![Treemap_LayoutDirection_Ribbon](../../../images/img125440.png) -* **Bottom Left - Top Right** - Arrange tiles from the bottom-left to the top-right corner. -* **Bottom Right - Top Left** - Arrange tiles from the bottom-right to the top-left corner. -* **Top Left - Bottom Right** - Arrange tiles from the top-left to the bottom-right corner. -* **Top Right - Bottom Left** - Arrange tiles from the top-right to the bottom-left corner. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/providing-data.md deleted file mode 100644 index 868614f6f0..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/providing-data.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 15454 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) topic. The only difference is in the data sections that the required dashboard item has. - -The Treemap dashboard item has the **Values** and **Arguments** data sections that provide numeric and discrete categorical data, respectively. The steps below provide the most common scenarios of binding a Treemap to data. -1. Drop the _Sales_ and _Profit_ fields to the **Values** section. - - ![TreemapWin_ProvidingData_TwoValues](../../../images/img125483.png) - - The Treemap will draw two tiles whose sizes correspond to the _Sales_ and _Profit_ summary values. -2. Drop the _Product Category_ field to **Arguments**. - - ![TreemapWin_ProvidingData_Layers](../../../images/img125484.png) - - Treemap will create individual tiles for all categories. You can switch between _Sales_ and _Profit_ values by clicking the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the item's [caption](../../dashboard-layout/dashboard-item-caption.md) or you can use its context menu. -3. Drop the child _Product Sub-Category_ field into **Arguments**. - - ![TreemapWin_ProvidingData_TwoValuesAndArguments](../../../images/img125485.png) - - The Treemap will visualize all combinations of categories and corresponding sub-categories using individual tiles. -4. If the **Arguments** section contains several dimensions, you can [group](grouping.md) child tiles by values of the parent dimension. To group sub-categories inside corresponding categories, click the _CategoryName_ menu button and select **Group Tiles**. - - ![TreemapWin_ProvidingData_GroupTiles](../../../images/img125487.png) - - Sub-category tiles will be grouped into category groups. - - ![TreemapWin_ProvidingData_Grouping](../../../images/img125486.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout.md deleted file mode 100644 index 544e09fed0..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout.md +++ /dev/null @@ -1,49 +0,0 @@ ---- -title: Dashboard Layout -author: Natalia Kazakova -legacyId: 16518 ---- -# Dashboard Layout - -This topic describes the features related to the dashboard layout in the WinForms Designer. - -## Dashboard Width and Height - -The control automatically stretches or shrinks content (dashboard items) in a dashboard to fit available screen space. You can adjust the layout options and specify the width and height of content. - -In the Ribbon menu, click the **Layout Options** button: - -![|layout-options-button-in-ribbon](../images/layout-options-button-ribbon.png) - -This invokes the **Dashboard Layout Options** dialog that allows you to specify the width and height of the dashboard: - -![layout-options-dialog](../images/layout-options-dialog.png) - -* _Auto_ - - The height or width of a dashboard surface fits to content. -* _Fixed_ - - The height or width of a dashboard surface is set in pixels. - -## Dashboard Title -The Dashboard Title is at the top of the dashboard surface and can contain text, images, and command buttons. - -![DashboardTitleArea](../images/img19734.png) - -See the following article for more information: [Dashboard Title](dashboard-layout/dashboard-title.md). -## Dashboard Items Layout - -The Dashboard Designer allows users to arrange and resize dashboard items and groups using drag-and-drop operations. - -![Layout_ItemsLayoutMain](../images/img20477.png) - -See the following article for more information: [Dashboard Items Layout](dashboard-layout/dashboard-items-layout.md). -## Dashboard Item Caption -Dashboard Item Caption is located on the dashboard surface and contains relevant up-to-date information and command buttons. - -![DashboardItem_Caption](../images/img18278.png) - -Refer to the following article for details: [Dashboard Item Caption](dashboard-layout/dashboard-item-caption.md). - - diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-item-caption.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-item-caption.md deleted file mode 100644 index 401e86df54..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-item-caption.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Dashboard Item Caption -author: Natalia Kazakova -legacyId: 16517 ---- -# Dashboard Item Caption -Each dashboard item has a caption that is displayed at the top of the item. The caption contains static text along with other information, as well as command buttons. - -![DashboardItem_Caption](../../images/img18278.png) - -To show or hide the caption of a dashboard item, click the **Show Caption** button in the **Design** Ribbon tab... - -![Layout_ShowCaption_Ribbon](../../images/img21856.png) - -...or right-click the item when designing the dashboard, and click the **Show Caption** menu item. - -![ItemMenu_ShowCaption](../../images/img20446.png) - -> [!NOTE] -> The caption of the Range Filter dashboard item is not visible by default. - -The caption of the Dashboard item contains the following information and buttons, depending on the dashboard item type: -* **Dashboard Item Name** - represents the static text within a dashboard item's caption. -* **Data Item Container Name** - represents the name of the **data item container**. To learn more about data item containers, see the **Providing Data** topic for the corresponding dashboard item. - - You can change the default name of the dashboard item or data item container using the **Edit Names** dialog. To invoke this dialog, right-click the item when designing the dashboard, and click the **Edit Names...** menu item (alternatively, you can use the **Edit Names** button in the **Design** Ribbon tab). - - ![Layout_EditNamesDialog_Common](../../images/img20476.png) -* **Drill-Down** value - shows the value or values from the current drill-down hierarchy. To learn more, see the [Drill-Down](../interactivity/drill-down.md) topic. -* **Export to** button - allows you to print or export a dashboard item. To learn how to print individual dashboard items, see the [Printing and Exporting](../printing-and-exporting.md) topic. -* **Values** button - invokes a drop-down menu that allows you to switch between the provided values (in the pie, card, gauge and map dashboard items). To learn more, see the **Providing Data** topic for the corresponding dashboard item. -* **Clear Master Filter** button - allows you to reset filtering when a dashboard item acts as the [Master Filter](../interactivity/master-filtering.md). To learn more, see the **Master Filtering** topic in the **Interactivity** section for the corresponding dashboard item. -* **Drill Up** button - allows you to return to the previous detail level when the [drill-down](../interactivity/drill-down.md) capability is enabled for this item. To learn more, see the **Drill-Down** topic in the **Interactivity** section for the corresponding dashboard item. -* **Clear Selection** button - allows you to clear the selection inside an item. -* **Initial Extent** button - restores the Map dashboard items' default size and position. -* **Select Date Time Periods** button / menu - allows you to select date-time periods for the Range Filter. -* **Multiselection** button - allows you to filter data by selecting multiple elements in dashboard items. -* **Maximize** button - expands any dashboard item into the whole dashboard size to examine data in greater detail. Refer to [Dashboard Items Layout](dashboard-items-layout.md) for more information. -* **Restore** button - restores the expanded item to its initial state. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-items-layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-items-layout.md deleted file mode 100644 index 713383ce81..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-items-layout.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Dashboard Items Layout -author: Natalia Kazakova -legacyId: 16515 ---- -# Dashboard Items Layout -The **Dashboard Designer** provides the capability to arrange and resize dashboard items and [groups](../dashboard-item-settings/dashboard-item-group.md) in various ways, using simple drag-and-drop operations. - -![Layout_ItemsLayoutMain](../../images/img20477.png) - -* [Layout Concepts](#layout-concepts) -* [Item Resizing](#item-resizing) -* [Maximize and Restore Item](#maximize-and-restore-item) -* [Item Positioning](#item-positioning) - -## Layout Concepts -The dashboard arranges dashboard items and [groups](../dashboard-item-settings/dashboard-item-group.md) using _layout items_ and _layout groups_. They are special containers that are used to present a dashboard layout as a hierarchical structure. -* A layout item is used as a container that displays an individual dashboard item. -* A layout group is used as a container that is used to arrange layout items (or other layout groups) either horizontally or vertically. At the same time, layout groups are used as containers that display [dashboard item groups](../dashboard-item-settings/dashboard-item-group.md). - -Thus, a dashboard layout is hierarchically arranged from the root layout group to bottommost layout items, which display individual dashboard items. - -![DashboardLayoutHierarchy](../../images/img25963.png) - -## Item Resizing -You can resize individual items/groups of items by dragging their edges. - -![Layout_ResizingItem](../../images/img20595.png) - -By default, a 2x2 layout group of dashboard items is horizontally oriented and contains two child layout groups. This arranges dashboard items in two 'columns' and allows you to set a different height for items in different columns. You can switch the orientation of the 2x2 group to **Vertical** using the indicator at the group intersection. - -![ItemsResizing_Crosshair](../../images/img24753.png) - -This allows you to specify different widths for dashboard items in different 'rows'. The table below lists and describes different modes. - -| Indicator | Result | Description | -|---|---|---| -| ![VertIndicator_Layout](../../images/img24756.png) | ![Crosshair_VerticalResizing](../../images/img25985.png) | Orients the layout group horizontally and allows you to change the height of individual items and the width of 'columns'. | -| ![HorzIndicator_Layout](../../images/img24755.png) | ![Crosshair_HorizontalResizing](../../images/img25984.png) | Orients the layout group vertically and allows you to change the width of individual items and the height of 'rows'. | - -## Maximize and Restore Item -You can expand any dashboard item into the whole dashboard size to examine data in greater detail. The expanded dashboard item size in this case is the same as the root layout group. - -- To maximize a dashboard item, click the **Maximize** button in the [dashboard item caption](dashboard-item-caption.md). - - ![](../../images/win-dashboard-maximize-dashboard-item.png) - -- To restore the item size, click **Restore**. - - ![](../../images/win-dashboard-restore-dashboard-item.png) - -## Item Positioning -You can change the position of a dashboard item by using drag-and-drop and one of the following approaches. -* If the [caption](dashboard-item-caption.md) of the dashboard item is visible, click it and hold down the left mouse button while dragging the item. -* If the caption of the dashboard item is not visible, click the ![Layout_DragAndDropIcon](../../images/img20487.png) icon in the top left corner, and hold down the left mouse button while dragging the item. - -Depending on the required dashboard item position, a new layout group is created (if required) to maintain the arrangement of items. Thus, the dashboard item can be inserted to the desired area of a new or existing dashboard layout group. - -The following table illustrates how a dashboard item is dragged. - -| Action | Description | -|---|---| -| ![DashboardDesigner_DraggingItem_1](../../images/img117901.png) | Select the required dashboard item. | -| ![DashboardDesigner_DraggingItem_2](../../images/img117902.png) | Drag the dashboard item to the expected area. The _drag indicator_ ( ![DashboardDesigner_DragIndicator](../../images/img117906.png) ) will show possible positions for the dashboard item. | -| ![DashboardDesigner_DraggingItem_3](../../images/img117903.png) | Move the mouse cursor to the required position. The _drop indicator_ ( ![DashboardDesigner_DropIndicator](../../images/img117907.png) ) highlights the hovered position. | -| ![DashboardDesigner_DraggingItem_4](../../images/img117904.png) | Then, the _drop indicator_ sequentially displays areas that can be occupied by the dashboard item. Release the left mouse button when the drop indicator displays the required area. | -| ![DashboardDesigner_DraggingItem_5](../../images/img117905.png) | The dashboard item is moved to a new position. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-title.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-title.md deleted file mode 100644 index d638f3237d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-title.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Dashboard Title -author: Natalia Kazakova -legacyId: 16516 ---- -# Dashboard Title -The **Dashboard Title** is located at the top of the dashboard surface. It can contain text or image content. - -![DashboardTitleArea](../../images/img19734.png) - -If you are using the Ribbon menu in the **Dashboard Designer**, you can change title settings by clicking the **Title** button. - -![TitleButton_Ribbon](../../images/img19847.png) - -This invokes the **Dashboard Title** dialog, which allows you to change the text within the dashboard title, add an image, etc. - -![DashboardTitle_Dialog](../../images/img19848.png) - -This dialog allows you to specify the following options. -* **Visible** - Specifies whether or not the dashboard title is visible. -* **Show Master Filter state** - Specifies whether or not to show the state of master filter items in the dashboard title. - - When you hover over the filter icon (![DashboardTitle_MasterFilterIcon](../../images/img23138.png)), all master filters applied to the dashboard are displayed in the invoked popup. - - ![DashboardTitle_MasterFilterPopup](../../images/img23137.png) -* **Alignment** - Specifies the alignment of the dashboard title. -* **Load** button - Allows you to specify the image displayed within the dashboard title. In this case, the dashboard definition will contain the URL to access the image. - - **Import** button - Allows you to specify the image displayed within the dashboard title. In this case, the dashboard definition will contain an image as a byte array. - -The dashboard title can contain command buttons. -* **Export To** button - allows you to print/export the dashboard. To learn more about printing and exporting, see the [Printing and Exporting](../printing-and-exporting.md) topic. -* **Parameters** button - allows you to modify dashboard parameter values. To learn more about parameters, see the [Using Dashboard Parameters](../data-analysis/using-dashboard-parameters.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis.md deleted file mode 100644 index dbf780ee3b..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Data Analysis -author: Natalia Kazakova -legacyId: 16805 ---- -# Data Analysis -This section describes how to perform advanced data analysis using the aggregate and window functions, dashboard parameters, etc. - -The section consists of the following topics. -* [Aggregations](data-analysis/aggregations.md) -* [Window Calculations](data-analysis/window-calculations.md) -* [Using Dashboard Parameters](data-analysis/using-dashboard-parameters.md) -* [Expression Constants, Operators, and Functions](data-analysis/expression-constants-operators-and-functions.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations.md deleted file mode 100644 index 8139dade62..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Aggregations -author: Natalia Kazakova -legacyId: 116587 ---- -# Aggregations -Topics in this section describe functions used to introduce additional aggregation levels to prepare underlying data. -* [Summary Level Aggregations](aggregations/summary-level-aggregations.md) -* [Intermediate Level Aggregations](aggregations/intermediate-level-aggregations.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/expression-constants-operators-and-functions.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/expression-constants-operators-and-functions.md deleted file mode 100644 index f5d5668c90..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/expression-constants-operators-and-functions.md +++ /dev/null @@ -1,389 +0,0 @@ ---- -title: Expression Constants, Operators, and Functions -author: Boris Zaitsev ---- -# Expression Constants, Operators, and Functions - -The DevExpress Dashboard uses criteria language that you can use in various DevExpress products for building expressions. An expression is a string that evaluates some value. The criteria language is based on the the cross-platform library with some additions and subtractions specific for dashboards. This topic details basic and dashboard-specific constants, operators, and functions. - -The tables below contain constants, operators, and functions you can use in dashboard expressions. - -## Constants - -| Constant | Description | Example | -|---|---|---| -| String constants | Wrap string constants in apostrophes. If a string contains an apostrophe, double the apostrophe. | [Country] == 'France' or [Name] == 'O''Neil'| -| Date-time constants | Wrap date-time constants in '#'. | [OrderDate] >= #2018-03-22 13:18:51.94944# | -| True | Represents the Boolean True value. | [InStock] == True | -| False | Represents the Boolean False value. | [InStock] == False | -| Enumeration | Specify an enumeration value using its underlying integer value. Note that you cannot specify an enumeration value using its qualified name. | [Status] == 1 | -| Guid | Wrap a Guid constant in curly braces. Use Guid constants in a relational operation with equality or inequality operators only. | [OrderID] == {513724e5-17b7-4ec6-abc4-0eae12c72c1f} | -| Numeric | Specify different numeric constant types in a string form using suffixes: Int32 (int) - _1_, Int16 (short) - _1s_, Byte (byte) - _1b_, Double (double) - _1.0_, Single (float) - _1.0f_, Decimal (decimal) - _1.0m_, | [Price] == 25.0m | -| ? | Represents a null reference that does not refer to any object. We recommend using the **IsNull** unary operator (for example, "[Region] is null") or the **IsNull** logical function (for example, "IsNull([Region])") instead. | [Region] != ? | - -You can build parameterized criteria using any number of positional parameters. To do this, add parameter placeholders (question mark characters) to a criteria expression to identify parameter positions and provide a list of parameter values. When building criteria, parameter placeholders are substituted with parameter values in values in the order they are listed. - -_CriteriaOperator.Parse("[Name] == ? and [Age] == ?", "John", 33)_ - -The following two examples are identical, but the second one allows you to avoid formatting errors. - -_CriteriaOperator.Parse("[OrderDate] >= #1/1/2009#")_ - -_CriteriaOperator.Parse("[OrderDate] >= ?", new DateTime(2009, 1, 1))_ - -When parameters are not specified, a parameter placeholder is substituted with null. - -_CriteriaOperator.Parse("[Region] != ?")_ - -## Operators - -| Operator | Description | Example | -|--|--|--| -| + | Adds the value of one numeric expression to another or concatenates two strings. | [UnitPrice] + 4 or [FirstName] + ' ' + [LastName] | -| - | Finds the difference between two numbers. | [Price1] - [Price2] | -| * | Multiplies the value of two expressions. | [Quantity] * [UnitPrice] * (1 - [BonusAmount]) | -| / | Divides the first operand by the second. | [Quantity] / 2 | -| % | Returns the remainder (modulus) obtained by dividing one numeric expression by another. | [Quantity] % 3 | -| \| | Performs a bitwise inclusive OR on two numeric expressions. Compares each bit of its first operand to the corresponding bit of its second operand. If either bit is 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag1] | [Flag2] | -| & | The bitwise AND operator. Compares each bit of its first operand to the corresponding bit of its second operand. If both bits are 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag] & 10 | -| ^ | Performs a bitwise exclusive OR on two numeric expressions. | [Flag1] ^ [Flag2] | -| == | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] == 10 | -| = | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] = 10 | -| != | Returns true if the operands do not have the same value; otherwise, it returns false. | [Country] != 'France' | -| < | Less than operator. Used to compare expressions. | [UnitPrice] < 20 | -| <= | Less than or equal to operator. Used to compare expressions. | [UnitPrice] <= 20 | -| >= | Greater than or equal to operator. Used to compare expressions. | [UnitPrice] >= 30 | -| > | Greater than operator. Used to compare expressions. | [UnitPrice] > 30 | -| In (,,,) | Tests for the existence of a property in an object. | [Country] In ('USA', 'UK', 'Italy') | -| Between (,) | Specifies a range to test. Returns true if a value is greater than or equal to the first operand and less than or equal to the second operand. | [Quantity] Between (10, 20) | -| And | Performs a logical conjunction on two Boolean expressions. | [InStock] And ([ExtendedPrice]> 100) | -| && | Performs a logical conjunction on two Boolean expressions. | [InStock] && ([ExtendedPrice]> 100) | -| Or | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' Or [Country]=='UK' | -| \| | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' \| [Country]=='UK' | -| ~ | Performs a bitwise negation on a numeric expression. | ~[Roles] = 251 | -| Not | Performs a logical negation on a Boolean expression. | Not [InStock] | -| ! | Performs a logical negation on a Boolean expression. | ![InStock] | -| + | Returns a numeric expression's value (a unary operator). | +[Value] = 10 | -| - | Returns the negative of a numeric expression's value (a unary operator). | -[Value] = 20 | -| Is Null | Returns true if an expression is a null reference, the one that does not refer to any object. | [Region] is null | - -## Functions - -**Advanced Functions - Intermediate Aggregation Level** - -| Function | Description | Example | -|---|---|---| -| aggr(SummaryExpression, Dimensions) | Uses the detail level specified by a predefined set of dimensions and a specified summary function to aggregate underlying data.| aggr(Sum([Sales]), [Category], [Product]) | -| w(WindowExpression, partitionByFunction, orderByFunction) | Calculates aggregated values with the specified window function for the window defined by the specified partitioning and ordering. | w(RankDense(Sum([ProductSales]), 'desc'), partitionBy([CategoryName]), orderBy()) | -| partitionBy(column1, column2, ...) | Specifies the columns by which the data rows are partitioned. The window function is applied to each partition separately. The _partitionBy_ function can be used only as a _w function_ argument. | partitionBy([Product])| -| orderBy(column1, column2, ...) | Specifies the logical order in which the window function calculation is performed on the rows in the window. The _orderBy_ function can be used only as a _w function_ argument.| orderBy(GetYear([Date]), desc(Sum([Sales]))) | -| asc(column) | Specifies that the values in the specified column are sorted in ascending order. This is the default sort order. The _asc_ function can be used only as a _w function_ argument. |asc(Sum([Sales]))| -| desc(column) | Specifies that the values in the specified column are sorted in descending order. The _desc_ function can be used only as a _w function_ argument. | desc(Sum([Sales]))| - - -**Aggregate Functions** - -| Function | Description | Example | -|---|---|---| -| Avg(Value) | Returns the average of all the values in the expression. | Avg([Profit]) | -| Count() | Returns the number of values. | Count() | -| CountNotNull(Value) | Returns a number of non-null objects in a collection. | CountNotNull([Orders]) | -| CountDistinct(Value) | Returns the number of distinct values. | CountDistinct([Orders]) | -| Max(Value) | Returns the maximum value across all records. | Max([Profit]) | -| Min(Value) | Returns the minimum value across all records. | Min([Profit]) | -| Mode(Value) | Returns the mode of the values. | Mode([Profit]) | -| Median(Value) | Returns the median of the values. | Median([Profit]) | -| Sum(Value) | Returns the sum of all values. | Sum([Profit]) | -| Var(Value) | Returns an estimate of the variance of a population, where the sample is a subset of the entire population. | Var([Orders]) | -| Varp(Value) | Returns the variance of a population, where the population is the entire data to be summarized. | Varp([Orders]) | -| StdDev(Value) | Returns an estimate of the standard deviation of a population, where the sample is a subset of the entire population. | StdDev([Orders]) | -| StdDevp(Value) | Returns the standard deviation of a population, where the population is the entire data to be summarized. | StdDevp([Orders]) | - - -**Window Functions** - -| Function | Description | Example | Image | -|--|--|--|--| -| Last() | Returns the number of rows from the current row to the last row in the window. | Last() | ![CalculationFunction_Last](../../images/calculationfunction_last123018.png) | -| First() | Returns the number of rows from the current row to the first row in the window. | First() | ![CalculationFunction_First](../../images/calculationfunction_first123016.png) | -| Index() | Returns the index of the current row in the window. | Index() | ![CalculationFunction_Index](../../images/calculationfunction_index123017.png) | -| Size() | Returns the number of rows in the window. | Size() | ![CalculationFunction_Size](../../images/calculationfunction_size123029.png) | -| Lookup(SummaryExpression, Position) | Returns the value of the expression in a target position specified as a relative offset from the current position. | Lookup(Sum([Sales]), 3) | ![CalculationFunction_Lookup](../../images/calculationfunction_lookup123019.png) | -| RankCompetition(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the standard competition rank for the current row in the window. | RankCompetition(Sum([Sales]), 'asc') | - | -| RankDense(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the dense rank for the current row in the window. | RankDense(Sum([Sales]), 'asc') | - | -| RankUnique(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the unique rank for the current row in the window. | RankUnique(Sum([Sales]), 'asc') | - | -| RankModified(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the modified competition rank for the current row in the window. | RankModified(Sum([Sales]), 'asc') | - | -| RankPercentile(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the percentile rank for the current row in the window. | RankPercentile(Sum([Sales]), 'desc') | - | -| RunningAvg(SummaryExpression) | Returns the running average of the specified expression from the first row in the window to the current row. | RunningAvg(Sum([Sales])) | ![CalculationFunction_RunningAvg](../../images/calculationfunction_runningavg123020.png) | -| RunningCount(SummaryExpression) | Returns the running count of the specified expression from the first row in the window to the current row. | RunningCount(Sum([Sales])) | - | -| RunningMax(SummaryExpression) | Returns the running maximum of the specified expression from the first row in the window to the current row. | | RunningMax(Sum([Sales])) | ![CalculationFunction_RunningMax](../../images/calculationfunction_runningmax123021.png) | -| RunningMin(SummaryExpression) | Returns the running minimum of the specified expression from the first row in the window to the current row. | RunningMin(Sum([Sales])) | ![CalculationFunction_RunningMin](../../images/calculationfunction_runningmin123026.png) | -| RunningSum(SummaryExpression) | Returns the running sum of the specified expression from the first row in the window to the current row. | RunningSum(Sum([Sales])) | ![CalculationFunction_RunningSum](../../images/calculationfunction_runningsum123027.png) | -| WindowAvg(SummaryExpression, StartOffset, EndOffset) | Returns the average of the expression within the window, which is defined using offsets from the current row. | WindowAvg(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowAvg](../../images/calculationfunction_windowavg123031.png) | -| WindowCount(SummaryExpression, StartOffset, EndOffset) | Returns the count of the expression within the window. | WindowCount(Sum([Sales]), First()+2, Last()) | -![CalculationFunction_WindowCount_plus2](../../images/calculationfunction_windowcount_plus2123032.png) | -| WindowCountDistinct(SummaryExpression, StartOffset, EndOffset) | Returns the distinct count of the expression within the window. | WindowCountDistinct(Sum([Sales]), First(), Last()) | - | -| WindowMax(SummaryExpression, StartOffset, EndOffset) | Returns the maximum of the expression within the window. | WindowMax(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMax](../../images/calculationfunction_windowmax123033.png) | -| WindowMin(SummaryExpression, StartOffset, EndOffset) | Returns the minimum of the expression within the window. | WindowMin(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMin](../../images/calculationfunction_windowmin123036.png) | -| WindowMode(SummaryExpression, StartOffset, EndOffset) | Returns the mode of the expression within the window. | WindowMode(Sum([Sales]), First(), Last()) | - | -| WindowMedian(SummaryExpression, StartOffset, EndOffset) | Returns the median of the expression within the window. | WindowMedian(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMedian](../../images/calculationfunction_windowmedian123035.png) | -| WindowSum(SummaryExpression, StartOffset, EndOffset) | Returns the sum of the expression within the window. | WindowSum(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowSum-plus2](../../images/calculationfunction_windowsum-plus2123037.png) | -| WindowVar(SummaryExpression, StartOffset, EndOffset) | Returns the variance of the expression within the window. | WindowVar(Sum([Sales]), First(), Last()) | - | -| WindowVarp(SummaryExpression, StartOffset, EndOffset) | Returns the biased variance of the expression within the window. | WindowVarp(Sum([Sales]), First(), Last()) | - | -| WindowStdDev(SummaryExpression, StartOffset, EndOffset) | Returns the sample standard deviation of the expression within the window. | WindowStdDev(Sum([Sales]), First(), Last()) | - | -| WindowStdDevp(SummaryExpression, StartOffset, EndOffset) | Returns the biased standard deviation of the expression within the window. | WindowStdDevp(Sum([Sales]), First(), Last()) | - | -| Total(SummaryExpression) | Returns the total based on values from the underlying data source for the specified expression in a calculation window. | Total(Sum([Sales])) | ![CalculationFunction_Total](../../images/calculationfunction_total123030.png) | - -> [!IMPORTANT] -> Note that window functions cannot be used inside [Aggr](aggregations.md). - -**Date-time Functions** - -| Function | Description | Example | -|---|---|---| -| AddDays(DateTime, DaysCount) | Returns a date-time value that is the specified number of days from the specified DateTime. | AddDays([OrderDate], 30) | -| AddHours(DateTime, HoursCount) | Returns a date-time value that is the specified number of hours from the specified DateTime. | AddHours([StartTime], 2) | -| AddMilliSeconds(DateTime, MilliSecondsCount) | Returns a date-time value that is the specified number of milliseconds from the specified DateTime. | AddMilliSeconds(([StartTime], 5000)) | -| AddMinutes(DateTime, MinutesCount) | Returns a date-time value that is the specified number of minutes from the specified DateTime. | AddMinutes([StartTime], 30) | -| AddMonths(DateTime, MonthsCount) | Returns a date-time value that is the specified number of months from the specified DateTime. | AddMonths([OrderDate], 1) | -| AddSeconds(DateTime, SecondsCount) | Returns a date-time value that is the specified number of seconds from the specified DateTime. | AddSeconds([StartTime], 60) | -| AddTicks(DateTime, TicksCount) | Returns a date-time value that is the specified number of ticks from the specified DateTime. | AddTicks([StartTime], 5000) | -| AddTimeSpan(DateTime, TimeSpan) | Returns a date-time value that is from the specified DateTime for the given TimeSpan. | AddTimeSpan([StartTime], [Duration]) | -| AddYears(DateTime, YearsCount) | Returns a date-time value that is the specified number of years from the specified DateTime. | AddYears([EndDate], -1) | -| DateDiffDay(startDate, endDate) | Returns the number of day boundaries between two non-nullable dates. | DateDiffDay([StartTime], Now()) | -| DateDiffHour(startDate, endDate) | Returns the number of hour boundaries between two non-nullable dates. | DateDiffHour([StartTime], Now()) | -| DateDiffMilliSecond(startDate, endDate) | Returns the number of millisecond boundaries between two non-nullable dates. | DateDiffMilliSecond([StartTime], Now()) | -| DateDiffMinute(startDate, endDate) | Returns the number of minute boundaries between two non-nullable dates. | DateDiffMinute([StartTime], Now()) | -| DateDiffMonth(startDate, endDate) | Returns the number of month boundaries between two non-nullable dates. | DateDiffMonth([StartTime], Now()) | -| DateDiffSecond(startDate, endDate) | Returns the number of second boundaries between two non-nullable dates. | DateDiffSecond([StartTime], Now()) | -| DateDiffTick(startDate, endDate) | Returns the number of tick boundaries between two non-nullable dates. | DateDiffTick([StartTime], Now()) | -| DateDiffYear(startDate, endDate) | Returns the number of year boundaries between two non-nullable dates. | DateDiffYear([StartTime], Now()) | -| GetDate(DateTime) | Extracts a date from the defined DateTime. | GetDate([OrderDateTime]) | -| GetDateHour(DateTime) | Extracts the date part with the hour value from the defined DateTime. | GetDateHour([OrderDate]) | -| GetDateHourMinute(DateTime) | Extracts the date part with the hour and minute values from the defined DateTime. | GetDateHourMinute([OrderDate]) | -| GetDateHourMinuteSecond(DateTime) | Extracts the date part with the hour, minute, and second values from the defined DateTime. | GetDateHourMinuteSecond([OrderDate]) | -| GetDateMonthYear(DateTime) | Extracts the date with the month and year from the defined DateTime. | GetDateMonthYear([OrderDate]) | -| GetDateQuarterYear(DateTime) | Extracts the date with the quarter and year from the defined DateTime. | GetDateQuarterYear([OrderDate]) | -| GetDateWeekYear() |Returns the date of the first day of the week for a given DateTime (uses culture settings). | GetDateHourMinuteSecond([OrderDate]) | -| GetDay(DateTime) | Extracts a day from the defined DateTime. | GetDay([OrderDate]) | -| GetDayOfWeek(DateTime) | Extracts a day of the week from the defined DateTime. | GetDayOfWeek([OrderDate]) | -| GetDayOfYear(DateTime) | Extracts a day of the year from the defined DateTime. | GetDayOfYear([OrderDate]) | -| GetHour(DateTime) | Extracts an hour from the defined DateTime. | GetHour([StartTime]) | -| GetMilliSecond(DateTime) | Extracts milliseconds from the defined DateTime. | GetMilliSecond([StartTime]) | -| GetMinute(DateTime) | Extracts minutes from the defined DateTime. | GetMinute([StartTime]) | -| GetMonth(DateTime) | Extracts a month from the defined DateTime. | GetMonth([StartTime]) | -| GetSecond(DateTime) | Extracts seconds from the defined DateTime. | GetSecond([StartTime]) | -| GetTimeOfDay(DateTime) | Extracts the time of the day from the defined DateTime in ticks. | GetTimeOfDay([StartTime]) | -| GetWeekOfMonth(DateTime) | Extracts the week of the month from the defined DateTime. | GetWeekOfMonth([OrderDate]) | -| GetWeekOfYear(DateTime) | Extracts the week of the year from the defined DateTime. | GetWeekOfYear([OrderDate]) | -| GetYear(DateTime) | Extracts a year from the defined DateTime. | GetYear([StartTime]) | -| IsApril(DateTime) | Returns True if the specified date falls within April. | IsApril([OrderDate]) | -| IsAugust(DateTime) | Returns True if the specified date falls within August. | IsAugust([OrderDate]) | -| IsDecember(DateTime) | Returns True if the specified date falls within December. | IsDecember([OrderDate]) | -| IsFebruary(DateTime) | Returns True if the specified date falls within February. | IsFebruary([OrderDate]) | -| IsJanuary(DateTime) | Returns True if the specified date falls within January. | IsJanuary([OrderDate]) | -| IsJuly(DateTime) | Returns True if the specified date falls within July. | IsJuly([OrderDate]) | -| IsJune(DateTime) | Returns True if the specified date falls within June. | IsJune([OrderDate]) | -| IsLastMonth(DateTime) | Returns True if the specified date falls within the previous month. | IsLastMonth([OrderDate]) | -| IsLastYear(DateTime) | Returns True if the specified date falls within the previous year. | IsLastYear([OrderDate]) | -| IsMarch(DateTime) | Returns True if the specified date falls within March. | IsMarch([OrderDate]) | -| IsMay(DateTime) | Returns True if the specified date falls within May. | IsMay([OrderDate]) | -| IsNextMonth(DateTime) | Returns True if the specified date falls within the next month. | IsNextMonth([OrderDate]) | -| IsNextYear(DateTime) | Returns True if the specified date falls within the next year. | IsNextYear([OrderDate]) | -| IsNovember(DateTime) | Returns True if the specified date falls within November. | IsNovember([OrderDate]) | -| IsOctober(DateTime) | Returns True if the specified date falls within October. | IsOctober([OrderDate]) | -| IsSameDay(DateTime) | Returns True if the specified date/time values fall within the same day. | IsSameDay([OrderDate]) | -| IsSeptember(DateTime) | Returns True if the specified date falls within September. | IsSeptember([OrderDate]) | -| IsThisMonth(DateTime) | Returns True if the specified date falls within the current month. | IsThisMonth([OrderDate]) | -| IsThisWeek(DateTime) | Returns True if the specified date falls within the current week. | IsThisWeek([OrderDate]) | -| IsYearToDate(DateTime) | Returns True if the specified date falls within the year-to-date period. This period starts from the first day of the current year and continues to the current date (including the current date). | IsYearToDate([OrderDate]) | -| IsThisYear(DateTime) | Returns True if the specified date falls within the current year. | IsThisYear([OrderDate]) | -| LocalDateTimeDayAfterTomorrow() | Returns a date-time value corresponding to the day after Tomorrow. | AddDays(LocalDateTimeDayAfterTomorrow(), 5) | -| LocalDateTimeLastMonth() | Returns the DateTime value corresponding to the first day of the previous month. | AddMonths(LocalDateTimeLastMonth(), 5) | -| LocalDateTimeLastWeek() | Returns a date-time value corresponding to the first day of the previous week. | AddDays(LocalDateTimeLastWeek(), 5) | -| LocalDateTimeLastYear() | Returns the DateTime value corresponding to the first day of the previous year. | AddYears(LocalDateTimeLastYear(), 5) | -| LocalDateTimeNextMonth() | Returns a date-time value corresponding to the first day of the next month. | AddMonths(LocalDateTimeNextMonth(), 5) | -| LocalDateTimeNextWeek() | Returns a date-time value corresponding to the first day of the following week. | AddDays(LocalDateTimeNextWeek(), 5) | -| LocalDateTimeNextYear() | Returns a date-time value corresponding to the first day of the following year. | AddYears(LocalDateTimeNextYear(), 5) | -| LocalDateTimeNow() | Returns a date-time value corresponding to the current moment in time. | AddDays(LocalDateTimeNow(), 5) | -| LocalDateTimeThisMonth() | Returns a date-time value corresponding to the first day of the current month. | AddMonths(LocalDateTimeThisMonth(), 5) | -| LocalDateTimeThisWeek() | Returns a date-time value corresponding to the first day of the current week. | AddDays(LocalDateTimeThisWeek(), 5) | -| LocalDateTimeThisYear() | Returns a date-time value corresponding to the first day of the current year. | AddYears(LocalDateTimeThisYear(), 5) | -| LocalDateTimeToday() | Returns a date-time value corresponding to Today. | AddDays(LocalDateTimeToday(), 5) | -| LocalDateTimeTomorrow() | Returns a date-time value corresponding to Tomorrow. | AddDays(LocalDateTimeTomorrow(), 5) | -| LocalDateTimeTwoMonthsAway() | Returns the DateTime value corresponding to the first day of the following month. | AddMonths(LocalDateTimeTwoMonthAway(), 5) | -| LocalDateTimeTwoWeeksAway() | Returns the DateTime value corresponding to the first day of the following week. | AddDays(LocalDateTimeTwoWeeksAway(), 5) | -| LocalDateTimeTwoYearsAway() | Returns the DateTime value corresponding to the first day of the following year. | AddYears(LocalDateTimeTwoYearsAway(), 5) | -| LocalDateTimeYearBeforeToday() | Returns the DateTime value corresponding to the day one year ago. | AddYears(LocalDateTimeYearBeforeToday(), 5) | -| LocalDateTimeYesterday() | Returns a date-time value corresponding to Yesterday. | AddDays(LocalDateTimeYesterday(), 5) | -| MakeDateTime(Year, Month, Day) | Returns a date value constructed from the specified Year, Month and Day. | MakeDateTime(2018, 5, 5) | -| MakeDateTime(Year, Month, Day, Hour) | Returns a date value constructed from the specified Year, Month, Day and Hour. | MakeDateTime(2018, 5, 5, 20) | -| MakeDateTime(Year, Month, Day, Hour, Minute) | Returns a date value constructed from the specified Year, Month, Day, Hour and Minute. | MakeDateTime(2018, 5, 5, 20, 18) | -| MakeDateTime(Year, Month, Day, Hour, Minute, Second) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute and Second. | MakeDateTime(2018, 5, 5, 20, 18, 30) | -| Now() | Returns the current system date and time. | AddDays(Now(), 5) | -| ToDateTime(Value) | Converts Value to a DateTime value. | ToDateTime([Orders]) | -| Today() | Returns the current date. Regardless of the actual time, this function returns midnight of the current date. | AddMonths(Today(), 1) | -| UtcNow() | Returns the current system date and time, expressed as Coordinated Universal Time (UTC). | AddDays(UtcNow(), 7) | - -**Logical Functions** - -{| -|- - -! Function -! Description -! Example -|- - -| Iif(Expression1, True_Value1, ..., ExpressionN, True_ValueN, False_Value) -| Returns one of several specified values depending upon the values of logical expressions. - -The function can take *2N+1* arguments (*N* - the number of specified logical expressions): - -- Each odd argument specifies a logical expression; - -- Each even argument specifies the value that is returned if the previous expression evaluates to **true**; - -- **...** - -- The last argument specifies the value that is returned if the previously evaluated logical expressions yielded **false**. -| Iif(Name = 'Bob', 1, 0)") - -Iif(Name = 'Bob', 1, Name = 'Dan', 2, Name = 'Sam', 3, 0) - -|- - -| IsNull(Value) -| Returns True if the specified Value is NULL. -| IsNull([OrderDate]) -|- - -| IsNull(Value1, Value2) -| Returns Value1 if it is not set to NULL; otherwise, Value2 is returned. -| IsNull([ShipDate], [RequiredDate]) -|- - -| IsNullOrEmpty(String) -| Returns True if the specified String object is NULL or an empty string; otherwise, False is returned. -| IsNullOrEmpty([ProductName]) -|- - -| ToBoolean(Value) -| Converts Value to an equivalent Boolean value. -| ToBoolean([Value]) -|} - -**Math Functions** - -| Function | Description | Example | -|---|---|---| -| Abs(Value) | Returns the given numeric expression's absolute, positive value. | Abs(1 - [Discount]) | -| Acos(Value) | Returns a number's arccosine (the angle in radians, whose cosine is the given float expression). | Acos([Value]) | -| Asin(Value) | Returns a number's arcsine (the angle in radians, whose sine is the given float expression). | Asin([Value]) | -| Atn(Value) | Returns a number's arctangent (the angle in radians, whose tangent is the given float expression). | Atn([Value]) | -| Atn2(Value1, Value2) | Returns the angle whose tangent is the quotient of two specified numbers in radians. | Atn2([Value1], [Value2]) | -| BigMul(Value1, Value2) | Returns an Int64 containing the full product of two specified 32-bit numbers. | BigMul([Amount], [Quantity]) | -| Ceiling(Value) | Returns the smallest integer that is greater than or equal to the numeric expression. | Ceiling([Value]) | -| Cos(Value) | Returns the angle's cosine, in radians. | Cos([Value]) | -| Cosh(Value) | Returns the angle's hyperbolic cosine, in radians. | Cosh([Value]) | -| Exp(Value) | Returns the float expression's exponential value. | Exp([Value]) | -| Floor(Value) | Returns the largest integer less than or equal to the numeric expression. | Floor([Value]) | -| Log(Value) | Returns a specified number's natural logarithm. | Log([Value]) | -| Log(Value, Base) | Returns the logarithm of a specified number in a specified Base. | Log([Value], 2) | -| Log10(Value) | Returns a specified number's base 10 logarithm. | Log10([Value]) | -| Max(Value1, Value2) | Returns the maximum value from the specified values. | Max([Value1], [Value2]) | -| Min(Value1, Value2) | Returns the minimum value from the specified values. | Min([Value1], [Value2]) | -| Power(Value, Power) | Returns a specified number raised to a specified power. | Power([Value], 3) | -| Rnd() | Returns a random number that is less than 1, but greater than or equal to zero. | Rnd()*100 | -| Round(Value) | Rounds the given value to the nearest integer. | Round([Value]) | -| Round(Value, Precision) | Rounds the given value to the nearest integer, or to a specified number of decimal places. | Round([Value], 2) | -| Sign(Value) | Returns the positive (+1), zero (0), or negative (-1) sign of the given expression. | Sign([Value]) | -| Sin(Value) | Returns the sine of the angle defined in radians. | Sin([Value]) | -| Sinh(Value) | Returns the hyperbolic sine of the angle defined in radians. | Sinh([Value]) | -| Sqr(Value) | Returns the square root of a given number. | Sqr([Value]) | -| Tan(Value) | Returns the tangent of the angle defined in radians. | Tan([Value]) | -| Tanh(Value) | Returns the hyperbolic tangent of the angle defined in radians. | Tanh([Value]) | -| ToDecimal(Value) | Converts Value to an equivalent decimal number. | ToDecimal([Value]) | -| ToDouble(Value) | Converts Value to an equivalent 64-bit double-precision floating-point number. | ToDouble([Value]) | -| ToFloat(Value) | Converts Value to an equivalent 32-bit single-precision floating-point number. | ToFloat([Value]) | -| ToInt(Value) | Converts Value to an equivalent 32-bit signed integer. | ToInt([Value]) | -| ToLong(Value) | Converts Value to an equivalent 64-bit signed integer. | ToLong([Value]) | - -**String Functions** - -| Function | Description | Example | -|---|---|---| -| Ascii(String) | Returns the ASCII code value of the leftmost character in a character expression. | Ascii('a') | -| Char(Number) | Converts an integerASCIICode to a character. | Char(65) + Char(51) | -| CharIndex(String1, String2) | Returns the starting position of String1 within String2, beginning from the zero character position to the end of a string. | CharIndex('e', 'devexpress') | -| CharIndex(String1, String2, StartLocation) | Returns the starting position of String1 within String2, beginning from the StartLocation character position to the end of a string. | CharIndex('e', 'devexpress', 2) | -| Concat(String1, ... , StringN) | Returns a string value containing the concatenation of the current string with any additional strings. | Concat('A', ')', [ProductName]) | -| EndsWith(String1, SubString1) | Returns True if the end of String1 matches SubString1; otherwise, False is returned. | EndsWith([Description], 'The end.') | -| Insert(String1, StartPosition, String2) | Inserts String2 into String1 at the position specified by StartPositon | Insert([Name], 0, 'ABC-') | -| Len(Value) | Returns an integer containing either the number of characters in a string or the nominal number of bytes required to store a variable. | Len([Description]) | -| Lower(String) | Returns String in lowercase. | Lower([ProductName]) | -| PadLeft(String, Length) | Left-aligns the defined string's characters, padding its left side with white space characters up to a specified total length. | PadLeft([Name], 30) | -| PadLeft(String, Length, Char) | Left-aligns the defined string's characters, padding its left side with the specified Char up to a specified total length. | PadLeft([Name], 30, '<') | -| PadRight(String, Length) | Right-aligns the defined string’s characters, padding its left side with empty space characters up to a specified total length. | PadRight([Name], 30) | -| PadRight(String, Length, Char) | Right-aligns the defined string’s characters, padding its left side with the specified Char up to a specified total length. | PadRight([Name], 30, '>') | -| Remove(String, StartPosition) | Deletes all the characters from this instance, beginning at a specified position. | Remove([Name], 3) | -| Remove(String, StartPosition, Length) | Deletes a specified number of characters from this instance, beginning at a specified position. | Remove([Name], 0, 3) | -| Replace(String, SubString2, String3) | Returns a copy of String1, in which SubString2 has been replaced with String3. | Replace([Name], 'The ', '') | -| Reverse(String) | Reverses the order of elements within String. | Reverse([Name]) | -| StartsWith(String1, SubString1) | Returns True if the beginning of String1 matches SubString1; otherwise, False. | StartsWith([Title], 'The best') | -| Substring(String, StartPosition, Length) | Retrieves a substring from String. The substring starts at StartPosition and has a specified Length. | Substring([Description], 2, 3) | -| Substring(String, StartPosition) | Retrieves a substring from String. The substring starts at StartPosition. | Substring([Description], 2) | -| ToStr(Value) | Returns a string representation of an object. | ToStr([ID]) | -| Trim(String) | Removes all leading and trailing SPACE characters from String. | Trim([ProductName]) | -| Upper(String) | Returns String in uppercase. | Upper([ProductName]) | - - - - -## Operator Precedence -When an expression contains multiple operators, their precedence controls the order in which expression elements are evaluated. - -* Literal values -* Parameters -* Identifiers -* OR (left-associative) -* AND (left-associative) -* ==, != -* <, >, <=, >= -* -, + (left-associative) -* *, /, % (left-associative) -* NOT -* unary - -* In -* Iif -* Trim(), Len(), Substring(), IsNull() -* '[]' (for set-restriction) -* '()' - -The default precedence can be changed by grouping elements with parentheses. For instance, the operators are performed in a default order in the first of the following two code samples. In the second code sample, the addition operation is performed first, because its associated elements are grouped with parentheses, and the multiplication operation is performed last. - -_Amount == 2 + 48 * 2_ - -_Amount == (2 + 48) * 2_ - -## Case Sensitivity -Operators are case insensitive. Although field values’ case sensitivity depends on the data source. - -> [!NOTE] -> A data source affects certain operators' behavior. For instance, by default, the SQL Server Express 2005 is configured as case insensitive. In this case, the following expression always evaluates to **true**: -> -> _Lower(Name) == Upper(Name)_ - -## Escape Keywords -You can mark a keyword-like field name with an escape character (@ sign). In the expression below, the **CriteriaOperator.Parse** method interprets \@Or as the field named "Or", not the logical operator OR. - -_\@Or = 'value'_ - - -## Escape Characters - -Use a backslash (\) as an escape character for characters in expressions. Examples: - -- \\[ -- \\\ -- \\' diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/create-cascading-parameters.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/create-cascading-parameters.md deleted file mode 100644 index 1311f044e5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/create-cascading-parameters.md +++ /dev/null @@ -1,63 +0,0 @@ ---- -title: Cascading Parameters -author: Polina Tuyreva ---- -# Cascading Parameters - -Create cascading parameters to filter a list of predefined parameter values based on another parameter's values. The following image illustrates cascading parameters where the **pProducts** parameter values are filtered by the selected category: - -![Dashboard for WinForms - Cascading Parameters](../../../images/cascading-parameters-winforms.gif) - -In case of two parameters, the first parameter is used to filter the data source for the second parameter with [dynamic list](creating-parameters.md#dynamic-list) settings. - -## Create Cascading Parameters - -The dashboard in this example is connected to a Northwind database (an SQL Database) and contains three [queries](../../work-with-data/manage-sql-queries.md): *Categories*, *Products*, and *OrderReports*. The Grid item visualizes data from the *OrderReports* query. - -In this tutorial, you will create two dashboard parameters: -* The **pCategory** parameter filters the *Products* query. The *Products* query is a data source for the **pProducts** parameter. -* The **pProducts** parameter filters the *OrderReports* query. - -The steps below create cascading parameters in the WinForms Dashboard Designer: - -1. Create a dashboard parameter called **pCategory** with dynamic list settings. Use the *Categories* query as a data member and the *CategoryID* as a value member. - - The parameter settings may look as follows: - - ![Dashboard for WinForms - Create Dashboard Parameter](../../../images/category-parameter-cascading.png) - -2. Use the created **pCategory** parameter to [filter](../../work-with-data/filter-queries.md) the *Products* query. - - To do this, invoke the [Query Builder](../../work-with-data/using-the-query-builder.md) and click the **Filter...** button to specify the filter criteria in the **Filter Editor**. Choose the **Bind To** option to automatically bind a [query parameter](../../work-with-data/pass-query-parameters.md) to the created dashboard parameter: - - ![Dashboard for WinForms - Filter Query](../../../images/category-parameter-filter-cascading.png) - - The resulting query looks as follows: - - ``` - [Products.CategoryID]=?pCategory - ``` - -3. Create a dashboard parameter called **pProducts** with dynamic list settings. Use the *Products* query as a data member and the *ProductID* as a value member. - - The parameter settings may look as follows: - - ![Dashboard for WinForms - Create Dashboard Parameter](../../../images/products-parameter-cascading.png) - - -4. Use the **pProducts** dashboard parameter to filter the *OrderReports* query. - - To do this, invoke the [Query Builder](../../work-with-data/using-the-query-builder.md) and click the **Filter...** button to specify the filter criteria in the **Filter Editor**. Choose the **Bind To** option to automatically bind a [query parameter](../../work-with-data/pass-query-parameters.md) to the created dashboard parameter: - - ![Dashboard for WinForms - Filter Queries](../../../images/products-parameter-filter-cascading.png) - - The resulting query looks as follows: - - ``` - [OrderReports.ProductID] In ?pProducts - ``` - -5. Create a Grid item to visualize data from the filtered *OrderReports* query. - ->[!TIP] ->When using a [multi-value](creating-parameters.md#allow-multiselect) parameter to filter a query, create the condition with the `Is any of` or `Is none of` operator. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/creating-parameters.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/creating-parameters.md deleted file mode 100644 index 28fa8bc3b9..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/creating-parameters.md +++ /dev/null @@ -1,142 +0,0 @@ ---- -title: Create a Dashboard Parameter -author: Natalia Kazakova -legacyId: 16522 ---- -# Create a Dashboard Parameter in the WinForms Designer - -This topic shows how to add a new dashboard parameter and specify its settings in the Dashboard Designer. - -## Create a Parameter in the UI - -To create dashboard parameters in the Dashboard Designer, follow the steps below. - -1. Click the **Parameters** button from the **Dashboard** page group on the Ribbon's **Home** page. - - ![Ribbon - Parameters Button](../../../images/parameters_addparameterbutton_ribbon21711.png) - -2. In the invoked dialog, click the **Add** button to create a dashboard parameter. - - ![Dashboard Parameters Dialog - Add Parameters](../../../images/parameters_parametersdialog21716.png) - -3. Specify the parameter's settings and click **OK** to save the created parameter. - -## Parameter Settings - -### Name - -Specifies the parameter name. - -When you create and modify parameter names, follow the rules below: - -* A name can contain letters, numbers, and underscores. -* A name cannot contain spaces. -* A name cannot be an empty string. -* The dashboard cannot contain parameters with the same name. -* Names are case-sensitive. For example, you can create the names _Parameter_ and _PARAMETER_ . - -### Description - -Specifies the parameter description displayed in the **Parameter** column of the [Dashboard Parameters](requesting-parameter-values.md) dialog. - -![Dashboard Parameters Dialog - Parameter Description](../../../images/dashboard-parameter-description-win.png) - -### Visible - -Specifies whether the parameter is visible in the [Dashboard Parameters](requesting-parameter-values.md) dialog. - -### Allow Null - -Specifies whether a null value can be passed as a parameter value. - -### Allow Multiselect - -Specifies whether multi-selection is enabled for the current parameter. - -The following limitations apply to parameters with multi-selection enabled: - -* Use the **Is any of** or **Is none of** operators to pass a multi-select parameter to a filter criteria or to the Expression format condition. -* Use the **In** or **Not In** operators to pass a multi-select parameter to a calculated field expression. - -### Select All Values - -Specifies whether all parameter values should be selected in the initial state of the dashboard. - -Note that this option is in effect when **Allow Multiselect** is enabled. - -### Type - -Specifies the parameter type. - -The following types are available: - -* String -* Date -* Time -* Date and Time -* Number (16-bit integer) -* Number (32-bit integer) -* Number (64-bit integer) -* Number (floating point) -* Number (double-precision floating point) -* Number (decimal) -* Boolean -* GUID (Globally Unique Identifier) - -### Value - -Specifies the default parameter value. - -Note that when the **Allow Multiselect** option is enabled, the **Value** option allows you to select multiple parameter values. - -### Look-Up Settings - -Specifies the parameter's look-up settings. - - -Select the option from the **Look-Up Settings** drop-down list. - -![Parameters Dialog - Look-Up Settings](../../../images/parameters_parametersdialog_lookupsettings21718.png) - -The following **Look-Up Settings** are available in the WinForms Dashboard: - -#### No Look-Up - -An end user can specify the parameter value in the [Dashboard Parameters](requesting-parameter-values.md) dialog. - -You can set the default value for the parameter in the parameter setting: - -![Dashboard Parameter Look-Up Settings - No Look-Up](../../../images/parameters_lookupsettings_nolookup21722.png) - -#### Static List - -An end user selects a parameter value from a static list. - -To add predefined parameter values, click the ellipsis button in the parameter settings: - -![Dashboard Parameters Look-Up Settings - Static List](../../../images/parameters_lookupsettings_static21723.png) - - -#### Dynamic List - -An end user selects a parameter value defined in a data source. - -![Dashboard Parameters Look-Up Settings - Dynamic List](../../../images/parameters_lookupsettings_dynamic21842.png) - ->[!TIP] ->You can also create cascading parameters in the Dashboard Designer. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). - -To provide access to data source values, specify the following options: - -|UI Settings|Description| -|--------|-----------|---| -|**Data Source**| Specifies the data source for the dashboard parameter.| -|**Data Member**| Specifies the name of the data member with the parameter values for SQL and Entity Framework data sources.| -|**Value Member**|Specifies the name of the data field for the parameter values.| -|**Display Member** (optional)| Specifies the name of the data field displayed in the **Dashboard Parameters** dialog as a value description.| -|**Sort By** (optional)|Specifies the data member used to sort parameter values.| -|**Sort Order** (optional)|Specifies the sort order.| - -> [!NOTE] -> You cannot use an OLAP data source as the data source for a dashboard parameter. - diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/passing-parameter-values.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/passing-parameter-values.md deleted file mode 100644 index a9aed02c64..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/passing-parameter-values.md +++ /dev/null @@ -1,92 +0,0 @@ ---- -title: Reference Dashboard Parameters -author: Natalia Kazakova -legacyId: 16523 ---- -# Reference Dashboard Parameters in WinForms - -This topic describes how to reference a [dashboard parameter](creating-parameters.md) in [condition format expressions](#conditional-formatting), [calculated fields](#calculated-fields), and [window calculations](#window-calculations). You can also bind a dashboard parameter to a query parameter to filter the SQL data source dynamically. - -## SQL Queries and Stored Procedures -You can filter the SQL data sources dynamically if you bind a [query parameter](../../work-with-data/pass-query-parameters.md) to a dashboard parameter. - -You can access the query parameter settings in the second page of the [Query Editor](../../work-with-data/using-the-query-editor.md) or in the [Query Builder](../../work-with-data/using-the-query-builder.md) by clicking the **Edit Parameters** button. - -Select the *Expression* checkbox and in the **Value** column, select the dashboard parameter, or specify an expression with a dashboard parameter in **Expression Editor**. - -![Query Editor - Configure Query Parameters](../../../images/queryeditor_passdashboardparameter121219.png) - -Refer to the following article for more information about query parameters: [Use Query Parameters](../../work-with-data/pass-query-parameters.md). - ->[!TIP] ->You can also create cascading parameters in the WinForms Dashboard Designer. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). - -## Data Source Filtering - -You can use dashboard parameters to filter Excel, Object, and Extract data sources. - -To apply filtering to a data source, click the **Filter** button in the **Data Source** Ribbon tab. - -![Data Source Filter Button](../../../images/datasourcefiltering_filterbutton_ribbon22300.png) - -In the invoked Filter Editor, specify the filter criteria. To compare a field value with a parameter value, click the ![Parameters_FilterEditor_CompareButton](../../../images/parameters_filtereditor_comparebutton21820.png) button and then the ![Parameters_FilterEditor_CompareButton2](../../../images/parameters_filtereditor_comparebutton221824.png) button. Then, click the second operand's placeholder to invoke the list of available parameters and select the required parameter: - -![Data Source Filtering - Filter Criteria with a Parameter](../../../images/filter-ds-parameterpselection-win.png) - -The ![Parameters_FilterEditor_CompareButton3](../../../images/parameters_filtereditor_comparebutton321825.png) icon will be displayed next to the selected parameter. - -Click **OK** to save the created filter criteria. Now, when you change the dashboard parameter value, the data source is filtered according to the parameter value. - -## Conditional Formatting - -You can apply [conditional formatting](../../appearance-customization/conditional-formatting.md) to a dashboard item according to the current parameter value. It allows you to format dashboard item elements dynamically. - -To reference a dashboard parameter in a [format rule](../../appearance-customization/conditional-formatting.md#create-and-edit-a-format-rule), click the menu button of the required data item and select **Add Format Rule | Expression**: - -![Format Rule - Expression Type](../../../images/win-conditional-formatting-expression.png) - -In the invoked **Expression** dialog, specify the format rule and other settings. To compare a field value to a parameter value, click the ![Filter Editor - Button](../../../images/parameters_filtereditor_comparebutton21820.png) button of the second operand, and then click the ![Filter Editor - Button](../../../images/parameters_filtereditor_comparebutton221824.png) button. After that, click the operand's placeholder and select the dashboard parameter. - -![Expression Dialog -Compare to a Dashboard Parameter](../../../images/expressiondialog_passparameter121501.png) - -The ![Parameters_FilterEditor_CompareButton3](../../../images/parameters_filtereditor_comparebutton321825.png) icon will be displayed next to the selected parameter. - -Click **OK** to save the created format rule. Now, when you change the dashboard parameter value, the dashboard item is formatted according to the parameter value. - ->[!TIP] ->For more information on conditional formatting, refer to the following article: [Conditional Formatting](../../appearance-customization/conditional-formatting.md). - - -## Calculated Fields - -You can use parameters when you construct [expressions](../../data-analysis/expression-constants-operators-and-functions.md) for [calculated fields](../../work-with-data/creating-calculated-fields.md). This allows you to dynamically evaluate values of the calculated field depending on the current parameter value. - -To reference a dashboard parameter in the calculated field expression, add or edit a calculated field. In the invoked **Expression Editor**, select the dashboard parameter from the **Parameters** section. - -![Parameters_CalculatedFields](../../../images/parameters_calculatedfields21730.png) - -Click **OK** to save the expression. Now, when you change the dashboard parameter value, the calculated field values are changed according to the specified expression. - ->[!TIP] ->For more information on calculated fields in WinForms Dashboard, refer to the following article: [Calculated Fields](../../work-with-data/creating-calculated-fields.md). - -## Window Calculations - -You can use dashboard parameters in [window calculations](../../data-analysis/window-calculations/window-calculations-overview.md). This allows you to apply specific computations to measure values depending on the current parameter value. - -To reference the dashboard parameter value in a window calculation, create a window calculation of the **Custom** type: - -![Data Item Menu - Custom Calculation](../../../images/win-custom-window-calculation.png) - -Then, select the calculation type and click the **Edit in Expression Editor** button: - -![Customize Calculation Window](../../../images/customize-calculation-edit-button.png) - -In the invoked **Expression Editor** window, construct an expression. To reference a dashboard parameter, select the **Parameters** category and double-click the required parameter from the list of the available dashboard parameters. - -![Window Calculation with Dashboard Parameters](../../../images/passingparameters_windowcalculation124377.png) - -Click **OK** to apply the specified settings. Now, when you change the dashboard parameter value, the calculation values are changed according to the specified expression. - ->[!TIP] ->For more information on window calculations in WinForms Dashboard, refer to the following article: [Window Calculations](../../data-analysis/window-calculations.md). diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/requesting-parameter-values.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/requesting-parameter-values.md deleted file mode 100644 index 6e85887461..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/requesting-parameter-values.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Specify Dashboard Parameter Values - -author: Natalia Kazakova -legacyId: 16524 ---- -# Specify Dashboard Parameter Values - -The Dashboard Designer includes a built-in **Dashboard Parameters** dialog, which allows users to change dashboard parameter values. This dialog is created automatically depending on the [parameter settings](creating-parameters.md#parameter-settings). Set the [Visible](creating-parameters.md#visible) property to `true` to display the parameter in the **Dashboard Parameters** dialog. - -To invoke the **Dashboard Parameters** dialog, click the **Parameters** button in the dashboard title. Change the parameter values in the **Dashboard Parameters** dialog and click the **Submit** button to apply the changes. - -The following image shows how to invoke the **Dashboard Parameters** dialog and change the parameter value: - -![Dashboard Parameters Dialog in WinForms](../../../images/dashboard-parameters-dialog-win.gif) - -To reset changes to the default values, click the **Reset** button. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping.md deleted file mode 100644 index 92f54f0c4b..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Data Shaping -author: Natalia Kazakova -legacyId: 16528 ---- -# Data Shaping -This section describes how to perform various data shaping operations (such as grouping, sorting and filtering) in the **Dashboard Designer**. - -The section contains the following topics. - -![DataRepresentation_Summ](../images/img11185.png) [Summarization](data-shaping/summarization.md) - -![DataRepresentation_Group](../images/img11184.png) [Grouping](data-shaping/grouping.md) - -![DataRepresentation_Sort](../images/img11187.png) [Sorting](data-shaping/sorting.md) - -![DataRepresentation_Filter](../images/img11183.png) [Filtering](data-shaping/filtering.md) - -![DataRepresentation_TopN](../images/img11305.png) [Top N](data-shaping/top-n.md) - -![DataRepresentation_Format](../images/img11186.png) [Formatting Data](data-shaping/formatting-data.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/filtering.md deleted file mode 100644 index 791a5eac78..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/filtering.md +++ /dev/null @@ -1,90 +0,0 @@ ---- -title: Filtering -author: Natalia Kazakova -legacyId: 16532 ---- -# Filtering -The Dashboard Designer allows you to filter data in the dashboard items or apply filters to a specific measure. [Dimensions](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) and [hidden dimensions](../bind-dashboard-items-to-data/hidden-data-items.md) are used to build filter criteria. - -## Dashboard Item Filter - -Filters that apply to a [dashboard item](../dashboard-item-settings.md) affect only this item. To add filters, select the target dashboard item and do one of the following: - -* Click the **Edit Filter** button in the Ribbon menu's **Data** tab. - - ![DataShaping_Filtering_EditFilterButton](../../images/datashaping_filtering_editfilterbutton19368.png) -* Right-click a dashboard item and select **Edit Filter** from its context menu. - - ![DataShaping_Filtering_EditFilterMenuItem](../../images/datashaping_filtering_editfiltermenuitem19369.png) - -This invokes the Filter Editor dialog that allows you to build complex filter criteria: - -![DataShaping_Filtering_FilterEditor](../../images/datashaping_filtering_filtereditor19370.png) - - - -To clear the applied filter, select **Clear** from the dashboard item's context menu or click the **Clear** button in the **Data** Ribbon tab. - -## Measure Filter - -You can apply filters to individual [measures](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). If you create multiple measures that only differ in applied filters, you can compare values calculated over different date-time periods or against different categories. - -Select a dashboard item and right-click a measure to be filtered. Select **Edit Filter** from its context menu. - -![win-filter-to-measure-menu](../../images/win-filter-to-measure-menu.png) - -This invokes the **Filter Editor** dialog where you can specify filter criteria: - -![win-filter-editor-for-measure](../../images/win-filter-editor-for-measure.png) - -The filtered measure has the _Filter_ icon: - -![win-filtered-measure-icon](../../images/win-filtered-measure-icon.png) - -To clear the applied filter, select **Clear** from the measure's context menu. - -> [!Note] -> The measure filter is technically an expression that uses the `filter(summaryExpression, filterCriteria)` function, where `summaryExpression` is the measure to be filtered and `filterCriteria` is the filter. See the following topic for more information about functions you can use in dashboard expressions: [Expression Constants, Operators, and Functions](../data-analysis/expression-constants-operators-and-functions.md). - -The image below shows a Chart with three measures: - -- _2019 - Opened_ is filtered by year 2019. -- _2020 - Opened_ is filtered by year 2020. -- _Opened_ is the original measure without filters. - -![win-filter-to-measure-year](../../images/win-filter-to-measure-year.png) - -## Visible Data Filter - -You can specify a Visible Data Filter to limit displayed data. This filter type does not filter underlying data used in calculations or intermediate level aggregations. - - -Click the **Set Visible Data Filter** button in the Ribbon menu's **Data** tab to invoke the Visible Data Filter Editor, where you can set a filter condition: - -![win-filter-visible-data-filter-ribbon-button](../../images/win-filter-visible-data-filter-ribbon-button.png) - -For example, a Grid dashboard item has 35 rows and displays sales percentages. - -![win-filter-visible-data-filter-original-grid](../../images/win-filter-visible-data-filter-original-grid.png) - -The image below shows the difference between filters (the filter condition is the same): - -- **Dashboard Item Filter**: sales percentages are recalculated based on the visible data. -- **Visible Data Filter**: sales percentages remain the same because this filter type does not affect calculations. - -![win-filter-visible-data-filter-grids](../../images/win-filter-visible-data-filter-grids.png) - -## Pass Parameter Values -You can use the Filter Editor to filter a dashboard item according to the current parameter value. See the following topic for details: [Pass Parameter Values](../data-analysis/using-dashboard-parameters/passing-parameter-values.md). - -## OLAP Filtering Specifics -You cannot filter data by building complex filter criteria in [OLAP](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) mode. Instead, select the values you wish to include in or exclude from the dashboard to filter dimension attributes and hierarchies. - -For dimension attributes, the Filter Editor contains a list of all values. You can select the values that you wish to display. - -![ProvidingData_OLAP_Filter_Standard](../../images/img19755.png) - -For hierarchies, a tree is displayed instead, allowing you to filter individual values at any hierarchy level. - -![ProvidingData_OLAP_Filter_Hierarchical](../../images/img19754.png) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/formatting-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/formatting-data.md deleted file mode 100644 index 530568e1a0..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/formatting-data.md +++ /dev/null @@ -1,149 +0,0 @@ ---- -title: Formatting Data -author: Natalia Kazakova -legacyId: 16534 ---- -# Formatting Data -Dashboard allows you to customize various data format settings for numeric and date-time values. -* [Formatting Numeric Values](#formatting-numeric-values) -* [Formatting Date-Time Values](#formatting-date-time-values) -* [Currency Formatting Specifics](#currency-formatting-specifics) - -## Formatting Numeric Values -To specify a format for numeric values, select **Format** from the data item menu. - -![Formatting_Numeric_MenuItem](../../images/img19376.png) - -This invokes the **Numeric Format** window. - -![Formatting_Numeric_Dialog](../../images/img19375.png) - -In the **Format type** field, select the required format type. - -| Format Type | Description | -|---|---| -| **Auto** | Format settings are automatically determined based on the data type. | -| **General** | Converts a number to the most compact of either fixed-point or scientific notation, depending on the type of the number. | -| **Number** | Converts a number to a string of the "-d,ddd,ddd.ddd…" form where "-" indicates a negative number symbol (if required), "d" indicates a digit (0-9), "," indicates a group separator, and "." indicates a decimal point symbol. | -| **Currency** | Converts a number to a string that represents a currency amount. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency-formatting-specifics) section of this document. | -| **Scientific** | Converts a number to a string of the "-d.ddd…E+ddd" or "-d.ddd…e+ddd" form where each "d" indicates a digit (0-9). | -| **Percent** | Multiplies a number by 100 and converts it to a percentage string. | - -Other format settings are in effect for only specific format types. - -| Setting | Description | Format Types | -|---|---|---| -| **Unit** | The unit to which values should be converted. | Number, Currency | -| **Precision** | The number of fractional digits that should be displayed. | Scientific, Percent | -| **Currency** | Defines the currency sign and format settings that should be used to display currency values. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency-formatting-specifics) section of this document. | Currency | -| **Currency culture** | For currencies used in a region with several cultures, specifies the culture that defines format settings. | Currency | -| **Include group separator** | Specifies whether or not separators should be inserted between digit groups. | Number, Currency, Percent | - -## Formatting Date-Time Values -To specify a format for date-time values, use the **Format** submenu in the data item menu. - -![Formatting_DateTime_ContextMenu](../../images/img19382.png) - -This submenu lists the available format types that depend on the selected group interval (for details on group intervals, see [Grouping](grouping.md)). - -> [!NOTE] -> Specific group intervals do not have format options. This means that corresponding values can only be presented in a single manner. The **Format** submenu is not displayed for such group intervals. - -The following list shows format types by group interval. -* Year - * _Full_ - The full year pattern (Example - 6/15/2017 1:45:30 PM -> 2017 (en-US)). - * _Abbreviated_ - The year from 00 to 99 (Example - 6/15/2017 1:45:30 PM -> 17 (en-US)). -* Quarter - * _Full_ - The full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 (en-US)). - * _Numeric_ - The quarter from 1 through 4 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). -* Month - * _Full_ - The full name of the month (Example: 6/15/2017 1:45:30 PM -> June (en-US)). - * _Abbreviated_ - The abbreviated name of the month (Example: 6/15/2017 1:45:30 PM -> Jun (en-US)). - * _Numeric_ - The month from 1 through 12 (Example: 6/15/2017 1:45:30 PM -> 6 (en-US)). -* Hour - * _Long_ - Long hour pattern, 12-hour format (Example: 6/15/2017 1:45:30 PM -> 1:00 PM). - * _Short_ - Short hour pattern, 24-hour format (Example: 6/15/2017 1:45:30 PM -> 13). -* Day of Week - * _Full_ - The full name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Monday (en-US)). - * _Abbreviated_ - The abbreviated name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Mon (en-US)). - * _Numeric_ - The day of the week from 1 through 7 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). -* Day-Month-Year - * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). - * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). -* Date-Hour - * _Long_ - Long date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). - * _Short_ - Short date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). - * _Time only_ - Long hour pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). -* Date-Hour-Minute - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). -* Date-Hour-Minute-Second - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). - -The list below illustrates format types related to the **Exact Date** group interval. -* Year - * _Full_ - The full year pattern (Example: 6/15/2017 1:45:30 PM -> 2017 (en-US)). - * _Abbreviated_ - The year from 00 to 99 (Example: 6/15/2017 1:45:30 PM -> 17 (en-US)). -* Quarter - * _n/a_ - The default year and full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 2017 (en-US)). -* Month - * _n/a_ - The default year pattern and the full name of the month (Example: 6/15/2017 1:45:30 PM -> June, 2017 (en-US)). -* Day - * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). - * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). -* Hour - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). -* Minute - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). -* Second - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). - -## Currency Formatting Specifics -The Dashboard allows you to specify a currency format at two levels: for the entire dashboard and for individual data items. -1. **Data Item Currency** - - To specify which currency to use for a particular data item, select **Format** from the data item menu. - - ![Formatting_Numeric_MenuItem](../../images/img19376.png) - - In the **Numeric Format** dialog, select _Currency_ in the **Format type** field and use the **Currency** combo box to select the required currency. - - ![Formatting_Numeric_Dialog_Currency](../../images/img19380.png) - - > [!NOTE] - > This option only affects the way values are displayed. The Dashboard **does not** convert monetary amounts from one currency to another. - - For regions with several cultures, you can also select the culture that will be used to format currency values. - - ![Formatting_Numeric_Dialog_CurrencyCulture](../../images/img19381.png) - - You can also apply the default dashboard currency by selecting _Use dashboard settings_ in the **Currency** field. -2. **Dashboard Currency** - - You can also specify the default currency for the dashboard. This setting will be applied to dashboard items that have no currency defined. - - To set the dashboard currency, click the **Currency** button in the Ribbon. - - ![Formatting_Numeric_Currency_RibbonButton](../../images/img19379.png) - - This invokes the **Dashboard Currency** window. In this window, select the required currency using the **Currency** combo box. - - ![Formatting_Numeric_Currency_DashboardCurrencyDialog_Currency](../../images/img19378.png) - - > [!NOTE] - > This option only affects the way values are displayed. The Dashboard **does not** convert monetary amounts from one currency to another. - - For regions with several cultures, you can also select the culture that will be used to format currency values. - - ![Formatting_Numeric_Dialog_CurrencyCulture](../../images/img19381.png) - - Additionally, you can specify the client culture that should be used for the dashboard by selecting the _Use client system settings_ item. In this instance, the current system culture will be used in WinForms applications, and the client culture will be used in Web applications. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/grouping.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/grouping.md deleted file mode 100644 index 898e6488fa..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/grouping.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Grouping -author: Natalia Kazakova -legacyId: 16530 ---- -# Grouping -The **Dashboard Designer** allows you to group dimension values and display summaries for entire groups rather than individual values. - -You can arrange dimension values in groups of different sizes by specifying the appropriate **group interval**. For instance, date-time values can be grouped by years, months, quarters, etc. - -This topic lists the supported text and date-time group intervals, and describes how to change the group interval. - -The following sections are available. -* [Text Group Intervals](#textgroupintervals) -* [Date-Time Group Intervals](#datetimegroupintervals) -* [Changing Group Interval](#changegroupinterval) - -## Text Group Intervals -String values support the following grouping intervals. -* **No Grouping** - each value is displayed "as is". -* **Alphabetical** - values are grouped alphabetically (e.g., A, B, C, ... Z). - -## Date-Time Group Intervals -Date-time values support the following group intervals. - -> [!NOTE] -> Examples in the table below are formatted using the default settings. To learn how to customize format settings, see [Formatting Data](formatting-data.md). - -| Group interval | Description | Examples | -|---|---|---| -| **Year** | Values are grouped by the year. | 2010, 2011, 2012 | -| **Quarter** | Values are grouped by the quarter. | Q1, Q2, Q3, Q4 | -| **Month** | Values are grouped by the month. | January, February, March, ... December | -| **Day** | Values are grouped by the day of the month. | 1, 2, 3, ... 31 | -| **Hour** | Values are grouped by the hour. | 0, 1, 2, ... 23 | -| **Minute** | Values are grouped by the minute. | 0, 1, 2, ... 59 | -| **Second** | Values are grouped by the second. | 0, 1, 2, ... 59 | -| **Day of the Year** | Values are grouped by the day of the year. | 1, 2, 3, ... 365 | -| **Day of the Week** | Values are grouped by the day of the week. | Sunday, Monday, Tuesday, ... Saturday | -| **Week of the Year** | Values are grouped by the week of the year. | 1, 2, 3, ... 52 | -| **Week of the Month** | Values are grouped by the week of the month. | 1, 2, 3, 4, 5 | -| **Week-Year** | Values are grouped by the date of the first day of the week (uses culture settings). | 7/1/2018, 7/8/2018, 7/15/2018, ... 11/4/2018, 11/11/2018, 11/18/2018, ... | -| **Month-Year** | Values are grouped by the year and month. | January 2012, February 2012, ... December 2012, January 2013, ... | -| **Quarter-Year** | Values are grouped by the year and quarter. | Q3 2012, Q4 2012, Q1 2013, Q2 2013, ... | -| **Day-Month-Year** | Values are grouped by date. | 3/4/2012, 3/5/2012, 3/6/2012, ... | -| **Date-Hour** | Values are grouped by date with the hour value. | 3/4/2012 0:00 AM, 3/4/2012 1:00 AM, 3/4/2012 2:00 AM, ... | -| **Date-Hour-Minute** | Values are grouped by date with the hour and minute values. | 3/4/2012 0:00 AM, 3/4/2012 0:01 AM, 3/4/2012 0:02 AM, ... | -| **Date-Hour-Minute-Second** | Values are grouped by date with the hour, minute and second values. | 3/4/2012 0:00:00 AM, 3/4/2012 0:00:01 AM, 3/4/2012 0:00:02 AM, ... | -| **Exact Date** | Each value is displayed "as is". | 2009, Q2 2009, 6/15/2009 1:45:30 PM, ... | - -## Changing Group Interval -To specify the group interval in the Designer, invoke the data item menu and select the desired group interval. Less common group intervals are organized in the **More** submenus. - -![DataShaping_GroupInterval_DateTime_Menu](../../images/img19330.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/sorting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/sorting.md deleted file mode 100644 index 8d09761c29..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/sorting.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Sorting -author: Natalia Kazakova -legacyId: 16531 ---- -# Sorting -The Dashboard Designer allows you to easily change the sort order of values within a dashboard item. You can also enable sorting by parameter values. -* [Changing Sort Order](#changing-sort-order) -* [Sorting by Measure Values](#sorting-by-measure-values) -* [OLAP Sorting Specifics](#olap-sorting-specifics) - -## Changing Sort Order -The sort order of dimension values is indicated with an arrow. - -![DataShaping_Sorting_Arrow](../../images/img19365.png) - -To change the sort order in the Designer, click the data item. You can also toggle sorting from the data item menu. - -![DataShaping_Sorting_ContextMenu](../../images/img19366.png) - -## Sorting by Measure Values -Dashboard allows you to sort dimension values by summary values calculated for a specific measure. - -To enable sorting by measure in the Designer, use the **Sort by** submenu in the dimension's menu. - -![DataShaping_Sorting_SortByMeasure](../../images/img19367.png) - -You can also sort dimension values by the values of [hidden measures](../bind-dashboard-items-to-data/hidden-data-items.md). - -## OLAP Sorting Specifics -In [OLAP](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) mode, you can use the following options to specify the sort order for attribute members. - -![DimensionAttribute_Sorting](../../images/img118928.png) -* **No Sorting** - Specifies the default server sorting for the current attribute. -* **Sort by** - Allows you to choose the OLAP member property by whose values sorting is performed: - * **(Value)** - sorting is performed by member values; - * **(Display Text)** - soring is performed by captions associated with members; - * **(Key)** - sorting is performed by member keys; - * **(ID)** - sorting is performed by member IDs. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/summarization.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/summarization.md deleted file mode 100644 index 2d5b86864f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/summarization.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Summarization -author: Natalia Kazakova -legacyId: 16529 ---- -# Summarization -To obtain numeric values that should be displayed within a dashboard item, Dashboard calculates a summary function against the specified measure. - -![Charts_DataBinding_Values](../../images/img18722.png) - -This topic describes how to specify which summary function should be calculated against a particular measure. - -The following sections are available. -* [Summary Function Types](#summaryfunctiontypes) -* [Changing Summary Type](#changingsummarytype) - -## Summary Function Types -The following summary functions are available. -* **Count** - The number of values (excluding **Null** and **DBNull** values). - - This is the only summary type that can be calculated against non-numeric data. -* **Count Distinct** - The number of distinct values. -* **Sum** - The sum of the values. - - ![func_sum](../../images/img4460.png) -* **Min** - The smallest value. -* **Max** - The largest value. -* **Average** - The average of the values. - - ![func_average](../../images/img4457.png) -* **StdDev** - An estimate of the standard deviation of a population, where the sample is a subset of the entire population. - - ![func_stddev](../../images/img4458.png) -* **StdDevP** - The standard deviation of a population, where the population is the entire data to be summarized. - - ![func_stddevp](../../images/img4459.png) -* **Var** - An estimate of the variance of a population, where the sample is a subset of the entire population. - - ![func_var](../../images/img4461.png) -* **VarP** - The variance of a population, where the population is the entire data to be summarized. - - ![func_varp](../../images/img4462.png) -* **Median** - The _median_ of the values (excluding **Null** and **DBNull** values). A _median_ is the number separating the higher half of a value range from the lower half. - -## Changing Summary Type -By default, Dashboard calculates **Sum** for numeric measures and **Count** for measures that contain another type of data. - -You can change the summary function type for numeric measures. To do this in the Designer, invoke the data item menu and select the desired summary type. Less common summary types are organized in the **More** submenu. - -![DataShaping_SummaryTypeMenu](../../images/img19326.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/top-n.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/top-n.md deleted file mode 100644 index dd1e5447a8..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/top-n.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Top N -author: Natalia Kazakova -legacyId: 16533 ---- -# Top N -The **Top N** feature allows you to display only a limited number of values that correspond to the highest or lowest values of a particular measure. - -To display the top values in a dimension, select **Top N** from the data item menu. - -![DataShaping_TopN_MenuItem](../../images/img19373.png) - -This invokes the **Top N Values** dialog. - -![DataShaping_TopN_Dialog](../../images/img19374.png) - -In this dialog, check the **Enabled** check box and specify the following settings. - -| Setting | Description | -|---|---| -| **Mode** | Specifies whether top or bottom values should be displayed. | -| **Count** | The number of values to be displayed. | -| **Measure** | The parameter that will determine the top or bottom value. | -| **Show "Others" value** | If enabled, all values that are not the top/bottom values are consolidated in the "Others" value. | - -You can use the [hidden measure](../bind-dashboard-items-to-data/hidden-data-items.md) as a parameter that will determine the top or bottom value. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity.md deleted file mode 100644 index e1750c9253..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16535 ---- -# Interactivity -This section describes features that enable interaction between various dashboard items. These features include Master Filtering and Drill-Down. - -The section consists of the following topics. -* [Master Filtering](interactivity/master-filtering.md) -* [Drill-Down](interactivity/drill-down.md) -* [Neutral Filter Mode](interactivity/neutral-filter-mode.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/drill-down.md deleted file mode 100644 index a7d8524986..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/drill-down.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16537 ---- -# Drill-Down -Dashboard provides the **Drill-Down** feature, which allows you to change the detail level of data displayed in a dashboard item. The Drill-Down feature enables users to drill down to display detail data, or drill up to view more general information. - -![Anim_Cards_DrillDown](../../images/img19995.gif) -* [Enable Drill-Down](#enable-drill-down) -* [Perform Drill-Down](#perform-drill-down) - -## Enable Drill-Down -Drill-down requires that the [data section](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) contains several dimensions... - -![DrillDown_DataItems_SeveralDimensions](../../images/img22541.png) - -... or a hierarchy data item (in [OLAP mode](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md)). - -![DrillDown_DataItems_Hierarchy](../../images/img22542.png) - -To enable drill-down, click the **Drill-Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../images/img19513.png) button if you are using the toolbar menu). - -![Chart_Interactivity_DrillDown_Ribbon](../../images/img21872.png) - -> [!NOTE] -> If the selected dashboard item contains several types of elements that can be used for drill-down, the Ribbon or Toolbar will provide the appropriate buttons to switch between these types (e.g., **Arguments** and **Series** buttons in a Chart). For details, refer to the documentation for the individual dashboard items in the [Dashboard Item Settings](../dashboard-item-settings.md) topic. - -The following dashboard items support the Drill-Down feature. -* [Chart](../dashboard-item-settings/chart.md) -* [Scatter Chart](../dashboard-item-settings/scatter-chart.md) -* [Grid](../dashboard-item-settings/grid.md) -* [Pies](../dashboard-item-settings/pies.md) -* [Cards](../dashboard-item-settings/cards.md) -* [Gauges](../dashboard-item-settings/gauges.md) -* [Treemap](../dashboard-item-settings/treemap.md) - -## Perform Drill-Down -To learn how you can drill down using a particular [dashboard item](../dashboard-item-settings.md), refer to the **Drill-Down** topic in the **Interactivity** section for this item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/master-filtering.md deleted file mode 100644 index 0bab606c93..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/master-filtering.md +++ /dev/null @@ -1,76 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16536 ---- -# Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). You can select elements in a **Master Filter** item (grid records, chart bars, pie segments, etc.) to filter data in other dashboard items by the selected values. - -![MainFeatures_MasterFiltering_Win](../../images/img25347.gif) -* [Master Filtering Overview](#master-filtering-overview) -* [Master Filter Settings](#master-filter-settings) -* [Apply Filtering](#apply-filtering) - -## Master Filtering Overview -Dashboard items can be divided into four groups by their master filtering capabilities. -1. **Data visualization dashboard items** allow you to enable master filtering by specifying the selection mode. The following dashboard items allow you to manage their master filtering mode. - * [Chart](../dashboard-item-settings/chart.md) - * [Scatter Chart](../dashboard-item-settings/scatter-chart.md) - * [Grid](../dashboard-item-settings/grid.md) - * [Pies](../dashboard-item-settings/pies.md) - * [Cards](../dashboard-item-settings/cards.md) - * [Gauges](../dashboard-item-settings/gauges.md) - * [Choropleth Map](../dashboard-item-settings/choropleth-map.md) - * [Geo Point Maps](../dashboard-item-settings/geo-point-maps.md) - * [Treemap](../dashboard-item-settings/treemap.md) - - To learn how to manage master filtering for these items, see [Master Filter Settings](#master-filter-settings). -2. **Filter elements** represent a special type of dashboard item whose main purpose is to apply filtering to other dashboard items. This capability is always enabled for these dashboard items. - - The following filter elements are available. - * Combo Box - * List Box - * Tree View - - Instead of switching between standard master filtering modes, some filter elements allow you to switch their type. This allows you to select a single value or multiple values. - - To learn more, see the [Filter Elements](../dashboard-item-settings/filter-elements.md) section. -3. **Range Filter** is a special type of dashboard item that displays a chart with selection thumbs and allows you to filter out values displayed along the argument axis. - - To learn more, see the [Range Filter](../dashboard-item-settings/range-filter.md) section. -4. **Dashboard item group** allows you to manage interaction between dashboard items in and out of the group. - - To learn more about the interactivity capabilities of the dashboard item group, see the **Interactivity** paragraph in the [Dashboard Item Group](../dashboard-item-settings/dashboard-item-group.md) topic. - -## Master Filter Settings -### Master Filtering Modes - -The Master Filter item supports two selection modes. -* _Multiple_ - Allows you to select multiple elements in the Master Filter item. -* _Single_ - Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it. - -To enable/disable master filtering, use the **Multiple Master Filter** or **Single Master Filter** buttons in the **Data** Ribbon tab. - -![DataShaping_Interactivity_MultipleMasterFilter_Ribbon](../../images/img21845.png) - -> [!NOTE] -> If the selected dashboard item contains several types of elements that can be used for filtering, the Ribbon or Toolbar will provide the appropriate buttons to switch between these types (e.g., the **Arguments** and **Series** buttons in the Chart). For details, refer to the documentation for individual dashboard items in the [Dashboard Item Settings](../dashboard-item-settings.md) section. - -### Filtering Across Data Sources - -When different items in a dashboard are bound to different data sources, you can specify that a particular Master Filter should be applied across data sources. This means that it will apply filtering to fields with matching names in all data sources. - -Fields are matched by their full names. For fields in other data sources to be affected by Master Filtering, their names must match the name of the field in the current data source, and they must belong to the same hierarchy level so that their full names also match. For instance, _Customer.City_ and _Customer.Address.City_ will not be treated as matching fields. - -To enable filtering across data sources, use the **Cross-Data-Source Filtering** button in the **Data** Ribbon tab. - -![DataShaping_Interactivity_MasterFilter_CrossDataSource_Ribbon](../../images/img19416.png) - -### Preventing Items from Being Filtered - -You can prevent specific dashboard items from being affected by Master Filters. To do this, use the **Ignore Master Filters** button in the **Data** Ribbon tab. - -![DataShaping_Interactivity_MasterFilter_Ignore_Ribbon](../../images/img19417.png) - -## Apply Filtering -To learn how to apply filtering in a specific [dashboard item](../dashboard-item-settings.md), refer to the **Master Filtering** topic in the **Interactivity** section for this item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/neutral-filter-mode.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/neutral-filter-mode.md deleted file mode 100644 index 404e442441..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/neutral-filter-mode.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Neutral Filter Mode -author: Natalia Kazakova -legacyId: 400262 ---- - -# Neutral Filter Mode - -The [filter elements](../dashboard-item-settings/filter-elements.md) show all items selected by default, to indicate that no filtering is currently taking place. Starting from this state, users typically begin each filtering operation by deselecting **All**, before they select individual items. - -An extra click is required to begin any actual filtering operation, because the **standard filter mode** shows all items selected. This is not an optimal implementation for performance reasons, because it generates filtering criteria that are evaluated by the data layer and/or the database. - -The dashboard in the image below illustrates how the filter elements are initialized in **standard filter mode**. - -![](../../images/win-neutral-filter-mode-off.png) - -To solve these issues, the **Neutral Filter Mode** is implemented. It is neutral in the sense that it does not apply any criteria to the data source in its default state, resulting in improved performance. - -![](../../images/win-neutral-filter-mode-deselected.png) - -All items are shown deselected. This means that an extra click is no longer required in the most common scenarios, and this behavior is familiar to end users from websites world-wide. - -> Built-in UI does not provide a command to switch the filter mode. Reload a dashboard after switching the mode. - - -The **Neutral Filter Mode** helps in a situation when there is a potential “dead lock”, due to the fact that multiple filter elements influence each other. The **Clear Master Filter** button resets the filters. - -![](../../images/win-neutral-filter-mode-clear-master-filter.png) - diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/printing-and-exporting.md deleted file mode 100644 index 059a45ecb3..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/printing-and-exporting.md +++ /dev/null @@ -1,78 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 16520 ---- -# Printing and Exporting -The Dashboard Designer provides the capability to print or export an entire dashboard and individual items. -* [Printing and Exporting Dashboards](#printing-dashboards) -* [Printing and Exporting Dashboard Items](#printing-dashboard-items) - -## Printing and Exporting Dashboards -To print or export the entire dashboard, click the ![ExportToButtonDashboard_Designer](../images/img23662.png) button in the [dashboard title](dashboard-layout/dashboard-title.md) area and choose the required action. - -![WinViewer_Printing](../images/img22453.png) - -### [Print Preview...](ui-elements/print-preview.md) - -Allows you to customize the document before printing/exporting. For instance, the following settings can be changed: the orientation and size of the printed page, page margins, etc. - -### Export to PDF - -Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available. - -![ExportToPDFDialog_Win](../images/img22909.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_, and _Auto_. Note that in the _Auto_ mode, page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. -* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. - - > [!NOTE] - > Note that this option is in effect when **Page Layout** is set to a value different from _Auto_. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard is scaled. - - > [!NOTE] - > This option is in effect if **Scale Mode** is set to _Use Scale Factor_. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard. - - > [!NOTE] - > This option is in effect if **Scale Mode** is set to _Auto Fit to Page Width_. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -### Export to Image - -Invokes a corresponding dialog that allows you to export a dashboard to an image in the specified format. The following options are available. - -![ExportToImageDialog_Win](../images/img22910.png) -* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -### Export to Excel - -Invokes a corresponding dialog that allows you to export dashboard's data to the Excel file. The following options are available: - -![ExportToExcelDialog_Win](../images/img128217.png) -* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in the invoked dialog and click the **Export** button to export the dashboard. To reset changes to the default values, click the **Reset** button. - -## Printing and Exporting Dashboard Items -To print or export a dashboard item, click the ![Printing_PrintButton](../images/img19552.png) button in its [caption](dashboard-layout/dashboard-item-caption.md) and choose the required action. - -![Printing_PrintElementWIn](../images/img19611.png) -* **[Print Preview...](ui-elements/print-preview.md)** - Allows you to customize the document before printing/exporting. -* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. -* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image in the specified format. -* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. - -To learn more about printing/exporting specifics of different dashboard items, see the **Printing and Exporting** topic for the required [dashboard item](../dashboard-viewer/dashboard-items.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data.md deleted file mode 100644 index 6aa0bc4ea2..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Provide Data -author: Natalia Kazakova -legacyId: 15761 ---- -# Provide Data -The topics in this section describe how to provide data to be visualized in the dashboard. - -This section contains the following topics. -* [Supported Data Sources](provide-data/supported-data-sources.md) -* [Connecting to SQL Databases](provide-data/connecting-to-sql-databases.md) -* [Connecting to OLAP cubes](provide-data/connecting-to-olap-cubes.md) -* [Binding to Microsoft Excel Workbooks](provide-data/binding-to-microsoft-excel-workbooks.md) -* [Binding to CSV Files](provide-data/binding-to-csv-files.md) -* [Binding to Extract Data Sources](provide-data/binding-to-extract-data-sources.md) -* [Data Processing Modes](provide-data/data-processing-modes.md) -* [Binding to Object Data Sources](provide-data/binding-to-object-data-sources.md) -* [Binding to JSON Data Sources](provide-data/binding-to-json-data-sources.md) -* [Binding to XPO Data Sources](provide-data/binding-to-XPO-data-sources.md) -* [Connect to EF Data Sources](provide-data/connect-to-ef-data-sources.md) -* [Binding to Federated Data Source](provide-data/binding-to-federated-data-source.md) -* [Binding to MongoDB](provide-data/binding-to-mongodb.md) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/save-a-dashboard.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/save-a-dashboard.md deleted file mode 100644 index 03c5e8654e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/save-a-dashboard.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Save a Dashboard -author: Natalia Kazakova -legacyId: 16519 ---- -# Save a Dashboard -A dashboard provides the capability to save a dashboard definition (dashboard items, data sources, data binding, layout settings, etc.) to an XML file, and restore the dashboard from an XML file. - -## Saving a Dashboard -Once a dashboard is designed, you can save its definition to an XML file. In the **Dashboard Designer**, this can be accomplished in the following ways. -* You can save the dashboard by clicking the **Save** or **Save As** button in the Ribbon menu of the Designer. - - ![SaveButtons](../images/img20050.png) - - This invokes the **Save As** dialog, which allows you to locate the folder in which you wish to store your file. -* The dashboard can be saved when the window containing the Dashboard Designer is closed. If the dashboard has been modified since the last save, a save confirmation dialog will be invoked. - - ![SaveConfirmationDialog](../images/img20053.png) - -## Loading a Dashboard -A dashboard previously saved to an XML file can be loaded to the Dashboard Designer. - -You can open the dashboard by clicking the **Open** button in the Ribbon menu of the Designer. - -![OpenButton](../images/img20055.png) - -This invokes the **Open File** dialog, which allows you to locate the required dashboard XML file. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements.md deleted file mode 100644 index f815bf95ea..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: UI Elements -author: Natalia Kazakova -legacyId: 17251 ---- -# UI Elements -The topics in this section describe the main elements of a **Dashboard Designer** application. - -This section consists of the following topics: -* [Data Source Browser](ui-elements/data-source-browser.md) -* [Data Items Pane](ui-elements/data-items-pane.md) -* [Print Preview](ui-elements/print-preview.md) -* [Dashboard Surface](ui-elements/dashboard-surface.md) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/dashboard-surface.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/dashboard-surface.md deleted file mode 100644 index c8ab593d4a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/dashboard-surface.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Dashboard Surface -author: Margarita Zakhodyaeva ---- - -# Dashboard Surface - -The **Dashboard Surface** is the rectangular area that displays the dashboard that you are designing. This area includes [dashboard items](../dashboard-item-settings.md) and the [dashboard title](../dashboard-layout/dashboard-title.md). - -![EUDesigner_DashboardSurface](../../images/eudesigner_dashboardsurface26155.png) - -You can configure a dashboard layout in the UI: - -* [Dashboard Items Layout](../dashboard-layout/dashboard-items-layout.md) -* [Dashboard Layout](../dashboard-layout.md) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/undo-and-redo-operations.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/undo-and-redo-operations.md deleted file mode 100644 index 99e45d3385..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/undo-and-redo-operations.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Undo and Redo Operations -author: Natalia Kazakova -legacyId: 17926 ---- -# Undo and Redo Operations -The **Dashboard Designer** keeps track of all user actions, and allows you to undo or repeat them using the **Undo**/**Redo** buttons. - -![UndoRedoButtons_Ribbon](../images/img23905.png) - -To undo/redo the last action, use the following buttons. - -![WinDesigner_UndoRedoSingleAction](../images/img127298.png) - -To undo/redo several actions at once, click the arrow next to **Undo**/**Redo** button and select the actions in the list that you want to undo/redo. - -![UndoButtonSeveralActions_Ribbon](../images/img23910.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/data-inspector.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/data-inspector.md deleted file mode 100644 index 04824c549d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/data-inspector.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Data Inspector -author: Margarita Zakhodyaeva ---- -# Data Inspector -**Data Inspector** is a dialog window that displays raw and aggregated data. - - -## Overview - -To invoke the Data Inspector window, click the "Inspect Data" button ![](../../images/inspect-data-winforms.png) in the [dashboard item caption](../dashboard-layout/dashboard-item-caption.md) or select the "Inspect Data" context menu item. - - -## Aggregated (Displayed) Data - -The data shown as _Aggregated_ is retrieved from the dashboard item's data storage. - -![](../../images/data-inspector-aggr.png) - -The columns are: - -* [Dimensions](../dashboard-item-settings/grid/columns/dimension-column.md), except the **Sparkline**. -* [Measures](../dashboard-item-settings/grid/columns/measure-column.md). A list of dimensions does not include unbound measures (the measures without a DataMember, such as [Totals](../dashboard-item-settings/grid/totals.md) and the number of points in a [Cluster](../dashboard-item-settings/geo-point-maps/clustering.md). - * The [Sparkline](../dashboard-item-settings/grid/columns/sparkline-column.md) is displayed as a column. - -## Raw Data - -Raw data is the dashboard item's underlying data. - -Raw Data: - -![](../../images/data-inspector-raw.png) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/filter-queries.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/filter-queries.md deleted file mode 100644 index d06b5b1059..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/filter-queries.md +++ /dev/null @@ -1,59 +0,0 @@ ---- -title: Filter Queries -author: Natalia Kazakova -legacyId: 115239 ---- -# Filter Queries -SQL queries constructed in the [Query Builder](using-the-query-builder.md) can be filtered by including WHERE clauses to the query. Filtering can be applied to either underlying or aggregated data. You can also limit the number of returned records when filtering data. -* [Invoke the Filter Editor](#invoke-the-filter-editor) -* [Filter Data](#filter-data) -* [Add Limits](#add-limits) - -## Invoke the Filter Editor -To filter data in the Query Builder, click the **Filter...** button... in the **Data Source** ribbon tab... - -![EditQueriesButton_Ribbon](../../images/img118162.png) - -... or use a corresponding button within the [Query Builder](using-the-query-builder.md). This will invoke the Filter Editor dialog, which allows you to build filter criteria. - -![FilterEditorDialog_SqlDataSource](../../images/img121069.png) - -The **Filter** tab allows you to filter underlying data while the **Group Filter** tab provides the capability to filter data aggregated on the server side. - -## Filter Data -In the Filter Editor, you can compare a field value with the following objects. -* _A static value_ (represented by the ![Parameters_FilterEditor_CompareButton](../../images/img21820.png) icon). Click this button to switch to the next item mode ("another field value") to compare the field value with another field value. -* _Another field value_ (represented by the ![Parameters_FilterEditor_CompareButton2](../../images/img21824.png) icon). Click this button to switch to the next item mode (“parameter value”) to compare the field value with a parameter value. -* _A parameter value_ (represented by the ![Parameters_FilterEditor_CompareButton3](../../images/img21825.png) icon). Click this button to switch back to the initial mode ("static value") to compare the field value with a static value. - -Thus, you can pass the [query parameter](pass-query-parameters.md) to the filter string. To do this, click the ![Parameters_FilterEditor_CompareButton](../../images/img21820.png) button, then click the ![Parameters_FilterEditor_CompareButton2](../../images/img21824.png) button and finally click _<select a parameter>_. - -![FilterEditorDialog_AddParameterMenu](../../images/img121070.png) - -In the invoked popup menu, you can choose from the following options. -* **Add Query Parameter** - allows you to create a new [query parameter](pass-query-parameters.md). The following dialog will be invoked. - - ![CreateQueryParameterDialog](../../images/img121074.png) - - In this dialog, you can specify a parameter's name (**Name**), type (**Type**) and value (**Value**). - - If the current query already contains query parameters, they will be displayed within the popup menu. -* **Bind to** - allows you to pass a [dashboard parameter](../data-analysis/using-dashboard-parameters/creating-parameters.md) to a filter string. You can choose from the list of predefined dashboard parameters or create a new dashboard parameter by selecting **Add Dashboard Parameter**. If you selected **Add Dashboard Parameter**, the following dialog will be invoked. - - ![CreateDashboardParameterDialog](../../images/img121075.png) - - In this dialog, you can specify settings of the dashboard parameter to be created. To learn more, see [Creating Parameters](../data-analysis/using-dashboard-parameters/creating-parameters.md). - - After you specified the required settings, click **OK**. A new dashboard parameter along with a new query parameter will be created. Note that created dashboard and query parameters will be bound automatically. - -The **Group Filter** tab of the Filter Editor allows you to apply filtering to grouped/aggregated data fields by including HAVING clauses to the query. Grouping and aggregation are managed by the **Group By** and **Aggregate** options in the Query Builder. To learn more, see the **Edit Column Settings** paragraph in the [Query Builder](using-the-query-builder.md) topic. - -## Add Limits -The Filter Editor also allows you to limit the number of returned records. To do this, enable the **Select only** checkbox and specify the number of records to be returned. - -![FilterEditorDialog_TopSkip](../../images/img121073.png) - -You can also skip the required number of records in the returned dataset by specifying the **records starting with index** value. - -> [!NOTE] -> Note that the **Sorting type** should be specified in the Query Builder to enable the capability to skip the specified number of records. To learn how to apply sorting, see the **Edit Column Settings** paragraph in the [Query Builder](using-the-query-builder.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/manage-sql-queries.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/manage-sql-queries.md deleted file mode 100644 index 842b9d515c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/manage-sql-queries.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Manage SQL Queries -author: Natalia Kazakova -legacyId: 114168 ---- -# Manage SQL Queries -After you [connect](../provide-data/connecting-to-sql-databases.md) to the data store and select the required data, you can edit the resulting query/[stored procedure](stored-procedures.md) or add another query/stored procedure to the data source. - -To manage queries for the current data source, use buttons from the **Query** group in the **Data Source** ribbon tab. - -![EditQueriesButton_Ribbon](../../images/img118162.png) - -You can perform the following actions. -* **Add Query** - Adds a new query to the data source. Clicking this button invokes the [Query Editor](using-the-query-editor.md) dialog that allows you to create a new query by invoking the [Query Builder](using-the-query-builder.md) or to select the existing [stored procedure](stored-procedures.md). -* **Edit** - Modifies the selected query/stored procedure using the [Query Editor](using-the-query-editor.md). -* **Rename** - Renames the selected query. -* **Filter** - Filters the selected query. To learn more, see the [Filter Queries](filter-queries.md) topic. -* **Delete** - Removes the selected query. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/pass-query-parameters.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/pass-query-parameters.md deleted file mode 100644 index 4d1ad5f86d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/pass-query-parameters.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Pass Query Parameters -author: Natalia Kazakova -legacyId: 15763 ---- -# Pass Query Parameters -The [Query Builder](using-the-query-builder.md) allows you to add query parameters when creating a filter criteria. To specify settings of an added query parameter, click **Next** in the [Query Editor](using-the-query-editor.md) dialog. - -![QueryEditorDialog_CustomSqlWithParameter](../../images/img118169.png) - -On the next page, add a new parameter (using the **Add** button) and specify its settings. - -![QueryEditorDialog_Page2](../../images/img121065.png) -* **Name** - Specifies a parameter's name. -* **Type** - Specifies the parameter's type. -* **Expression** - Specifies whether an expression is used to specify a parameter's value. -* **Value** - Specifies the parameter's value. If the **Expression** check box is checked, you can invoke the **Expression Editor** dialog to specify the required [expression](../../dashboard-designer/data-analysis/expression-constants-operators-and-functions.md) or select an existing [dashboard parameter](../data-analysis/using-dashboard-parameters/creating-parameters.md) to pass to the SQL query. - -Use the **Remove** button to remove query parameters. - -Click the [Preview...](preview-data.md) button to preview the query result. Then, click **Finish** to complete query modification. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/preview-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/preview-data.md deleted file mode 100644 index 18d47cd54f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/preview-data.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Preview Data -author: Natalia Kazakova -legacyId: 114171 ---- -# Preview Data -The [Query Editor](using-the-query-editor.md) and [Query Builder](using-the-query-builder.md) allow you to preview data returned after a query/[stored procedure](stored-procedures.md) execution. To do this, click the **Preview...** button. - -![DataPreviewDialog_CustomSQLWithParameter](../../images/img118185.png) - -This invokes the **Data Preview** window containing data returned after executing the current query/stored procedure. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/stored-procedures.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/stored-procedures.md deleted file mode 100644 index 4b979fdbfc..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/stored-procedures.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Stored Procedures -author: Natalia Kazakova -legacyId: 114170 ---- -# Stored Procedures -If you use a stored procedure to supply the dashboard with data, you should specify the stored procedure parameters. In the [Query Editor](using-the-query-editor.md) dialog, select the required stored procedure and click **Next**. - -![QueryEditorDialog_StoredProcedure](../../images/img118171.png) - -On the next page, you can specify the parameter settings. - -![QueryEditorDialog_StoredProcedureParameters](../../images/img118172.png) -* **Name** - Displays the parameter name. -* **Type** - Displays the parameter type. -* **Expression** - Specifies whether the expression is used to specify a parameter value. -* **Value** - Specifies a parameter value. If the **Expression** check box is checked, you can invoke the **Expression Editor** dialog to specify the required [expression](../../dashboard-designer/data-analysis/expression-constants-operators-and-functions.md) or select an existing [dashboard parameter](../data-analysis/using-dashboard-parameters.md) to use it as a stored procedure parameter. - -Click the [Preview...](preview-data.md) button to preview the query result. Then, click **Finish** to complete query modifying. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items.md deleted file mode 100644 index 082a8f3b2e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Dashboard Items -author: Natalia Kazakova -legacyId: 16686 ---- -# Dashboard Items -The **DevExpress Dashboard** provides a number of visualization elements (**dashboard items**) designed to effectively present visual or textual information in a dashboard. - -This section describes the available dashboard items. -* [Chart](dashboard-items/chart.md) -* [Scatter Chart](dashboard-items/scatter-chart.md) -* [Grid](dashboard-items/grid.md) -* [Pies](dashboard-items/pies.md) -* [Cards](dashboard-items/cards.md) -* [Gauges](dashboard-items/gauges.md) -* [Pivot](dashboard-items/pivot.md) -* [Date Filter](dashboard-items/date-filter.md) -* [Choropleth Map](dashboard-items/choropleth-map.md) -* [Geo Point Maps](dashboard-items/geo-point-maps.md) -* [Range Filter](dashboard-items/range-filter.md) -* [Image](dashboard-items/image.md) -* [Text Box](dashboard-items/text-box.md) -* [Treemap](dashboard-items/treemap.md) -* [Filter Elements](dashboard-items/filter-elements.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards.md deleted file mode 100644 index 204a385134..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Cards -author: Natalia Kazakova -legacyId: 16690 ---- -# Cards -The topics in this section describe the **Card** dashboard item, which displays a series of cards. Each card can display a single value, or show the difference between two values. -* [Data Presentation Basics](cards/data-presentation-basics.md) -* [Interactivity](cards/interactivity.md) -* [Printing and Exporting](cards/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/data-presentation-basics.md deleted file mode 100644 index 0db9466403..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/data-presentation-basics.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16673 ---- -# Data Presentation Basics -The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. - -![MainFeatures_Cards](../../../images/img18174.png) - -The **Card** dashboard item can illustrate this difference for various sets of values. You can switch between these sets using the **Values** button (the ![DashboardItems_OtherElements](../../../images/img20169.png) icon) in the dashboard item [caption](../../data-presentation/dashboard-layout.md) area or in the context menu. - -![Cards_SwitchValues](../../../images/img22412.png) - -## Tooltip -A **Card** dashboard item can display a tooltip for cards containing a sparkline. When the mouse pointer is hovered over the sparkline, the tooltip can display start/end values and minimum/maximum values. - -![CardSparkline_Tooltip](../../../images/img23716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/interactivity.md deleted file mode 100644 index 070b308675..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/interactivity.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16672 ---- -# Interactivity -This topic describes features that enable interaction between the **Card** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -When Master Filtering is enabled, you can click a card (or multiple cards by holding down the **CTRL** key) to make other dashboard items only display data related to the selected card(s). - -![Anim_Cards_MasterFilter](../../../images/img19996.gif) - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Card** dashboard item, or the **Clear Master Filter** command in the context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -When drill-down is enabled, you can click a card to view the details. - -![Anim_Cards_DrillDown](../../../images/img19995.gif) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by double-clicking a card. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Card** dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/printing-and-exporting.md deleted file mode 100644 index 5632b4ebb7..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/printing-and-exporting.md +++ /dev/null @@ -1,68 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17243 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Card** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Card dashboard item using a [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Pies_PrintingOptionsDialog](../../../images/img22931.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Auto Arrange Content** - Specifies whether or not cards are arranged automatically on the printed document. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![Pies_PDFExportOptionsDialog](../../../images/img22932.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Auto Arrange Content** - Specifies whether or not cards are arranged automatically in the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Card dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart.md deleted file mode 100644 index de9d936d6e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Chart -author: Natalia Kazakova -legacyId: 16687 ---- -# Chart -The topics in this section describe the **Chart** dashboard item, which visualizes data in XY-diagrams of different kinds - from line and bar charts to candle stick and bubble charts. -* [Data Presentation Basics](chart/data-presentation-basics.md) -* [Interactivity](chart/interactivity.md) -* [Printing and Exporting](chart/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/data-presentation-basics.md deleted file mode 100644 index 793c963335..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/data-presentation-basics.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16658 ---- -# Data Presentation Basics -The **Chart** dashboard item presents data visually using different types of series. - -![MainFeatures_Chart](../../../images/img18175.png) - -A series represents a grouping of related data points. The most important characteristic of a series is its type, which determines a particular visual representation of data. - -The Chart dashboard item includes the following series types. -* ![Charts_SeriesTypes_Bar_Icon](../../../images/img18730.png) A **Bar** series displays data as sets of rectangular bars with lengths proportional to the values that they represent. -* ![Charts_SeriesTypes_Line_Icon](../../../images/img18746.png) **Point** and **Line** series display data as standalone points or points joined by a line. -* ![Charts_SeriesTypes_Area_Icon](../../../images/img18728.png) An **Area** series displays data by a line that joins points, and the shaded area between the line and the argument axis. -* ![Charts_SeriesTypes_RangeArea_Icon](../../../images/img18748.png) A **Range** series is the area between two simple series displayed as a shaded area, or bars that stretch from a point in one series to the corresponding point in another series. -* ![Charts_SeriesTypes_Bubble_Icon](../../../images/img18732.png) A **Weighted** series displays data using a third dimension, expressed by a bubble's size. -* ![Charts_SeriesTypes_HighLowClose_Icon](../../../images/img18744.png) **Financial** series are useful in analyzing stock and bond prices, as well as the behavior of commodities. - -## Tooltip -The Chart dashboard item can display a tooltip that shows information on a hovered series point. - -![Chart_CrosshairLabel](../../../images/img22368.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/interactivity.md deleted file mode 100644 index a998f6ce8e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/interactivity.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16659 ---- -# Interactivity -This topic describes features that enable interaction between the **Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -The Chart dashboard item supports filtering by **argument** or **series** values. -* **Filtering by Arguments** - - When filtering by arguments is enabled, you can click series points to make other dashboard items display only data related to selected argument values. - - ![Chart_Interactivity_FilterByArguments](../../../images/img19303.png) -* **Filtering by Series** - - When filtering by series is enabled, you can click a series point to make other dashboard items display only data related to the selected series. - - ![Chart_Interactivity_FilterBySeries](../../../images/img19304.png) -* **Filtering by Points** - - When filtering by points is enabled, you can click a individual point to make other dashboard items display only data related to the selected point. - - ![Chart_Interactivity_FilterByPoints](../../../images/img120412.png) - -To reset filtering, use the **Clear Master Filter** button in the Chart's [caption](../../data-presentation/dashboard-layout.md), or corresponding command in the Chart's context menu. - -![Chart_Interactivity_ClearFiltering](../../../images/img19312.png) - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -The Chart dashboard item supports drill-down on argument or series values. -* **Drill Down on Arguments** - - When drill-down on arguments is enabled, you can click a series point to view a detail chart for the corresponding argument value. - - ![Chart_Interactivity_DrillDownOnArguments](../../../images/img21870.png) - - > [!NOTE] - > When **Filtering by Arguments** is enabled, you can view the details by double-clicking a series point. -* **Drill-Down on a Series** - - When drill-down on a series is enabled, you can click a series point (or corresponding legend item) to view a detail chart for the corresponding series. - - ![Chart_Interactivity_DrillDownOnSeries](../../../images/img21871.png) - - > [!NOTE] - > When **Filtering by Series** is enabled, you can view the details by double-clicking a series point. - -To return to the previous detail level (drill up), use the **Drill Up** button within the Chart [caption](../../data-presentation/dashboard-layout.md) area, or the corresponding command in the Chart's context menu. - -![Chart_Interactivity_DrillUp](../../../images/img19460.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/printing-and-exporting.md deleted file mode 100644 index 5bcbcef6af..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/printing-and-exporting.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17240 ---- -# Printing and Exporting -Dashboard allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes printing/exporting specifics for the **Chart** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Chart dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Chart_PrintingOptionsDialog](../../../images/img22916.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Size Mode** - Allows you to specify the print size mode for the Chart dashboard item. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -The following options are available when exporting the Chart dashboard item to a PDF. - -![Chart_PDFExportOptionsDialog](../../../images/img22917.png) -* **Page Layout** - Specifies the page orientation used to export a Chart dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Chart dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Chart dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map.md deleted file mode 100644 index 8d900bcf8a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Choropleth Map -author: Natalia Kazakova -legacyId: 16693 ---- -# Choropleth Map -The topics in this section describe the **Choropleth Map** dashboard item, which colorizes the required areas in proportion to the provided values. -* [Data Presentation Basics](choropleth-map/data-presentation-basics.md) -* [Interactivity](choropleth-map/interactivity.md) -* [Printing and Exporting](choropleth-map/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/data-presentation-basics.md deleted file mode 100644 index 3f56b80da5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/data-presentation-basics.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16679 ---- -# Data Presentation Basics -The **Choropleth Map** dashboard item colorizes map areas in the following two ways. -* Based on the values provided. - - ![MapColorizer_Sales](../../../images/img22206.png) -* By indicating the difference between the actual and target values of a particular parameter. - - ![ChoroplethMap_DeltaSales](../../../images/img22211.png) - -You can switch between the provided values using the **Values** button (the ![DashboardItems_OtherElements](../../../images/img20169.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md) area, or by using the context menu. - -## Map Zooming and Scrolling -You can use the mouse wheel to change the current zoom level for the map. To scroll the map, hold down the left mouse button and drag it. - -To move to the initial zooming and scrolling state, select the **Initial Extent** menu item in the map's context menu. - -![ChoroplethMap_InitialExtent_DX](../../../images/img22471.png) - -## Tooltip -The **Choropleth Map** dashboard item can display a tooltip that shows information on a hovered area. - -![ChoroplethMap_Tooltip](../../../images/img23695.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/interactivity.md deleted file mode 100644 index bb3d93541c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/interactivity.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16680 ---- -# Interactivity -This document describes the features that enable interaction between the **Choropleth Map** and other dashboard items. These features include **Master Filtering**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a shape (or multiple shapes by holding down the **CTRL** key) to make other dashboard items only display data related to the selected shape(s). - -![ChoroplethMap_MasterFiltering](../../../images/img22240.png) - -You can also select multiple shapes in the following way. -* Hold the **SHIFT** key and the left mouse button; -* Drag the mouse pointer to mark an area that includes the desired shapes; -* Release the left mouse button. All shapes within the area will be selected. - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Map's [caption](../../data-presentation/dashboard-layout.md), or the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/printing-and-exporting.md deleted file mode 100644 index 84883a6ab3..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/printing-and-exporting.md +++ /dev/null @@ -1,65 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17246 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Choropleth Map** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Choropleth Map dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![ChoroplethMap_PrintingOptionsDialog](../../../images/img22938.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Size Mode** - Allows you to specify the print size mode for the Choropleth Map dashboard item. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![ChoroplethMap_PDFExportOptionsDialog](../../../images/img22939.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the Choropleth Map caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Choropleth Map dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Choropleth Map dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/date-filter.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/date-filter.md deleted file mode 100644 index 1d0f6d0062..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/date-filter.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Date Filter -author: Boris Zaitsev ---- -# Date Filter - -The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. - -The DateFilter item displays a set of intervals that can be used as quick filters. The predefined intervals are also available in the context menu. - -![Date Filter](../../images/datefilter-autoheight.png) - -You can click the button to invoke the Date Picker: - -![Date Filter - Date Picker Drop-Down](../../images/datefilter-dropdown-daycalendar.png) - -## Date Picker - -![Date Picker](../../images/datefilter-datepicker.png) - -The DateFilter item contains a Date Picker - a button with a drop-down calendar. This button initially displays "Click to set filter". - -The calendar drops down when you: - -* click the button without a specified range (the button with the "Click to set filter" caption) -* click the ![edit-date-filter-icon](../../images/editdatefilter.png) icon on the button with the specified datetime range. - -A drop-down calendar may contain a single calendar control (the Filter Type is Exact, Before or After, one calendar ele, ) or two calendar controls (the Filter Type is Between). - -When you select the date, the Date Picker caption displays information about that date (date range) and an ![edit-date-filter-icon](../../images/editdatefilter.png) icon. The caption text is constructed from a custom string with date placeholders. If you click the caption, The Date Picker button acts as a checked button to apply the date range (checked) or reset the date filter (unchecked) to its default value. When you the icon, the drop-down calendar appears and enables the user to select another date range. - - -## Quick Filters - -Quick Filters are buttons displayed within the DateFilter item. Each button has a DateTime range assigned to it. You can click the button to apply that range as a Date filter. The button is checked until you click the same button once more to reset the filter to its default value. The buttom becomes unchecked if you click another button. - -![Quick Filters](../../images/datefilter-quick-filters.png) - -## Arrange Quick Filters - -Quick filters in the DateFilter item can be arranged horizontally or vertically. The default mode is _auto height_, in which quick filters are displayed horizontally and the dashboard item shrinks automatically to fit the items and save space. - -Auto Height Arrangement Mode: - -![Auto Height Arrangement Mode](../../images/datefilter-autoheight.png) - -Vertical Arrangement Mode: - -![Vertical Arrangement Mode](../../images/datefilter-vertical.png) - - -Horizontal Arrangement Mode: - -![Horizontal Arrangement Mode](../../images/datefilter-horizontal.png) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements.md deleted file mode 100644 index 178e581734..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Filter Elements -author: Natalia Kazakova -legacyId: 17947 ---- -The topics in this section describe the **Filter Elements** dashboard items used to apply master filter to other items. - -* [Filter Elements Overview](filter-elements/filter-elements-overview.md) -* [Neutral Filter Mode](filter-elements/neutral-filter-mode.md) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/filter-elements-overview.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/filter-elements-overview.md deleted file mode 100644 index ee25f82761..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/filter-elements-overview.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Filter Elements Overivew -author: Boris Zaitsev ---- -# Filter Elements -Filter elements provide the capability to [filter](../../data-presentation/master-filtering.md) other dashboard items. -* [Combo Box](#combo-box) -* [List Box](#list-box) -* [Tree View](#tree-view) -* [Date Filter](#date-filter) - -## Combo Box -The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. -* The **Standard** type allows you to select only a single value. - - ![Combobox_Standard](../../../images/img24834.png) -* The **Checked** type allows you to select multiple values in the invoked drop-down list. - - ![Combobox_Checked](../../../images/img24835.png) - -## List Box -The **List Box** dashboard item allows you to select a value(s) from the list. -* The **Checked** type allows you to select multiple values in the list box. - - ![Listbox_Checked](../../../images/img24840.png) -* The **Radio** type allows you to select only a single value in the radio group. - - ![Listbox_Radio](../../../images/img24841.png) - -## Tree View -The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. - -![Treeview_Checked](../../../images/img24843.png) - -## Date Filter - -The [Date Filter](../date-filter.md) dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. - -The DateFilter item displays a set of intervals that can be used as quick filters. - -![Date Filter](../../../images/datefilter-autoheight.png) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/neutral-filter-mode.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/neutral-filter-mode.md deleted file mode 100644 index c0906951a7..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/neutral-filter-mode.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Neutral Filter Mode -author: Boris Zaitsev ---- - -# Neutral Filter Mode - -The filter elements show all items selected by default, to indicate that no filtering is currently taking place. Starting from this state, users typically begin each filtering operation by deselecting **All**, before they select individual items. - -An extra click is required to begin any actual filtering operation, because the **standard filter mode** shows all items selected. This is not an optimal implementation for performance reasons, because it generates filtering criteria that are evaluated by the data layer and/or the database. - -To solve these issues, the **Neutral Filter Mode** is implemented. It is neutral in the sense that it does not apply any criteria to the data source in its default state, resulting in improved performance. - -![](../../../images/win-neutral-filter-mode-deselected.png) - -All items are shown deselected. This means that an extra click is no longer required in the most common scenarios, and this behavior is familiar to end users from websites world-wide. - -> Built-in UI does not provide a command to switch the filter mode. Reload a dashboard after switching the mode. - -The **Neutral Filter Mode** helps in a situation when there is a potential “dead lock”, due to the fact that multiple filter elements influence each other. The **Clear Master Filter** button resets the filters. - -![](../../../images/win-neutral-filter-mode-clear-master-filter.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges.md deleted file mode 100644 index 523c5e99c4..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Gauges -author: Natalia Kazakova -legacyId: 16691 ---- -# Gauges -The topics in this section describe the **Gauge** dashboard item, which displays a series of gauges. -* [Data Presentation Basics](gauges/data-presentation-basics.md) -* [Interactivity](gauges/interactivity.md) -* [Printing and Exporting](gauges/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/data-presentation-basics.md deleted file mode 100644 index 44124cbc17..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/data-presentation-basics.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16676 ---- -# Data Presentation Basics -The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. - -![MainFeatures_Gauges](../../../images/img18176.png) - -The **Gauge** dashboard item can illustrate the difference for various sets of values. You can switch between these sets using the **Values** button (the ![DashboardItems_OtherElements](../../../images/img20169.png) icon) in the dashboard item [caption](../../data-presentation/dashboard-layout.md) or in the context menu. - -![Gauges_SwitchValues](../../../images/img22417.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/interactivity.md deleted file mode 100644 index 26e4bf2257..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/interactivity.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16677 ---- -# Interactivity -This topic describes features that enable interaction between the **Gauge** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When **Master Filtering** is enabled, you can click a gauge (or multiple gauges by holding down the **CTRL** key) to make other dashboard items only display data related to the selected gauge(s). - -![Anim_Gauges_MasterFilter](../../../images/img19998.gif) - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Gauge** dashboard item, or the **Clear Master Filter** command in the context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -When drill-down is enabled, you can click a gauge to view the details. - -![Anim_Gauges_DrillDown](../../../images/img19997.gif) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by double-clicking a gauge. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Gauge** dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/printing-and-exporting.md deleted file mode 100644 index 67e86994c9..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/printing-and-exporting.md +++ /dev/null @@ -1,68 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17244 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Gauge** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing a Gauge dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Pies_PrintingOptionsDialog](../../../images/img22931.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Auto Arrange Content** - Specifies whether or not gauges are arranged automatically on the printed document. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![Pies_PDFExportOptionsDialog](../../../images/img22932.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the Gauge caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Auto Arrange Content** - Specifies whether or not gauges are arranged automatically in the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Gauge dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps.md deleted file mode 100644 index 001a23d160..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Geo Point Maps -author: Natalia Kazakova -legacyId: 16694 ---- -# Geo Point Maps -The topics in this section describe various types of **Geo Point Map** dashboard items which places callouts, bubbles or pies on the map using geographical coordinates. -* [Data Presentation Basics](geo-point-maps/data-presentation-basics.md) -* [Interactivity](geo-point-maps/interactivity.md) -* [Printing and Exporting](geo-point-maps/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/data-presentation-basics.md deleted file mode 100644 index f2af1d9b4b..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/data-presentation-basics.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16681 ---- -# Data Presentation Basics -The **Dashboard** supports three types of **Geo Point** maps. -* The **Geo Point Map** dashboard item allows you to place callouts on the map using geographical coordinates. - - ![MapsOverview_GeoPointMap](../../../images/img23628.png) -* The **Bubble Map** dashboard item allows you to place bubbles on the map. Each bubble can represent data via its weight and color. - - ![MapsOverview_BubbleMap](../../../images/img23629.png) -* The **Pie Map** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. - - ![MapsOverview_PieMap](../../../images/img23630.png) - -## Map Zooming and Scrolling -You can use the mouse wheel to change the current zoom level for a map. To scroll the map, hold down the left mouse button and drag it. - -To move to the initial zooming and scrolling state, click the **Initial Extent** menu item in the map's context menu. - -![GeopointMap_InitialExtent](../../../images/img22849.png) - -## Tooltip -A **Geo Point Map** dashboard item can display a tooltip that shows information on a hovered callout/bubble/pie. - -![BubbleMap_Tooltip](../../../images/img23696.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/interactivity.md deleted file mode 100644 index b779e4f463..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/interactivity.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16682 ---- -# Interactivity -This document describes the capabilities that enable interaction between **Geo Point** maps and other dashboard items. These capabilities include **Master Filtering**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies by holding down the **CTRL** key) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). - -![GeoPointMap_MasterFilter](../../../images/img22296.png) - -You can also select multiple callouts/bubbles/pies in the following way. -* Hold the **SHIFT** key and the left mouse button; -* Drag the mouse pointer, to mark an area that includes the desired elements; -* Release the left mouse button. All elements within the area will be selected. - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Map's caption area, or the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/printing-and-exporting.md deleted file mode 100644 index f0af3a4d6a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/printing-and-exporting.md +++ /dev/null @@ -1,65 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17247 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Geo Point Map** dashboard items. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Geo Point Map dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![ChoroplethMap_PrintingOptionsDialog](../../../images/img22938.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Size Mode** - Allows you to specify the print size mode for the Geo Point Map dashboard item. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![ChoroplethMap_PDFExportOptionsDialog](../../../images/img22939.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the Geo Point Map caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Geo Point Map dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Geo Point Map dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid.md deleted file mode 100644 index 83462561da..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Grid -author: Natalia Kazakova -legacyId: 16688 ---- -# Grid -The topics in this section describe the **Grid** dashboard item, which displays data in a two-dimensional table. -* [Data Presentation Basics](grid/data-presentation-basics.md) -* [Interactivity](grid/interactivity.md) -* [Printing and Exporting](grid/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/data-presentation-basics.md deleted file mode 100644 index 831a2c888d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/data-presentation-basics.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16663 ---- -# Data Presentation Basics -The **Grid** displays data in a two-dimensional table that supports four types of columns. - -![Grid_ColumnTypes](../../../images/img19187.png) -* The **dimension column** displays values from the bound data item "as is". -* The **measure column** displays summaries calculated from data in the bound data item. -* The **delta column**, bound to two measures, calculates summaries for both measures, and displays the difference between these summaries. -* The **sparkline column** visualizes the variation of summary values over time. - -## Sort Grid Rows -To sort records by a column's values and replace existing sort conditions that are applied to the current or other columns, click the target column's header until an _Up_ or _Down_ arrow icon is displayed within the header. The _Up_ and _Down_ arrows indicate ascending and descending sort orders, respectively. - -![Grid_SortRows](../../../images/img22369.png) - -To sort records by a column's values while preserving existing sort conditions, click a column header while holding the **SHIFT** key until an _Up_ or _Down_ arrow icon is displayed within the header. - -![Grid_SortRows_Preserved](../../../images/img22371.png) - -To remove sorting by a column, click a column header while holding down the **CTRL** key. - -## Filter Grid Data -To filter grid data, click the filter button (the ![Grid_FilterIcon](../../../images/img22372.png) icon) and select the required filter value in the invoked filter dropdown list. - -![Grid_FilterValues](../../../images/img22374.png) - -Click **Custom** to construct filter criteria involving up to two conditions. This will invoke the **Custom AutoFilter** dialog, allowing you to compare a column with one or two values. - -![Grid_CustomAutoFilter](../../../images/img22375.png) - -To clear the filter applied to a specific column, invoke the filter dropdown list and click **All**. - -![Grid_ClearFilter_All](../../../images/img22377.png) - -To clear all filter criteria, click the **Close Filter** button within the Filter Panel. - -![Grid_CloseFilter](../../../images/img22378.png) - -## Tooltips -A Grid dashboard item can display a tooltip when the mouse pointer is hovered over the bar in the measure column. - -![GridBar_Tooltip](../../../images/img23712.png) - -The tooltip shows the value in the measure column as text. - -When the mouse pointer is hovered over the cell in the sparkline column, the tooltip can display start/end values and minimum/maximum values. - -![GridSparkline_Tooltip](../../../images/img23713.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/interactivity.md deleted file mode 100644 index 120c34a327..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/interactivity.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16664 ---- -# Interactivity -This topic describes features that enable interaction between the **Grid** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a grid row (or multiple rows by holding down the **CTRL** key) to make other dashboard items only display data related to the selected record(s). - -![MainFeatures_MasterFiltering_Win](../../../images/img25347.gif) - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Grid's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Grid's context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -The Grid dashboard item supports drill-down for rows. - -When drill-down is enabled, you can click a grid row to view the details. - -![Anim_Grid_DrillDown](../../../images/img19684.gif) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by double-clicking a grid row. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) within the Grid's [caption](../../data-presentation/dashboard-layout.md) area, or the **Drill Up** command in the Grid's context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/printing-and-exporting.md deleted file mode 100644 index 9f1ae2f16a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/printing-and-exporting.md +++ /dev/null @@ -1,70 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17241 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Grid** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Grid dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Grid_PrintingOptionsDialog](../../../images/img22929.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Print Headers on Every Page** - Specifies whether to print column headers of the Grid dashboard item on every page. -* **Fit to Page Width** - Specifies whether the size of the grid dashboard item is changed according to the width of the exported page. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![Grid_PDFExportOptionsDialog](../../../images/img22930.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Print Headers on Every Page** - Specifies whether to print column headers of the Grid dashboard item on every page. -* **Fit to Page Width** - Specifies whether the size of the grid is changed according to the width of the exported page. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Grid dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/image.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/image.md deleted file mode 100644 index ad1ef0700c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/image.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Image -author: Natalia Kazakova -legacyId: 16684 ---- -# Image -The **Image** dashboard item is used to display images within a dashboard. - -![MainFeatures_Image](../../images/img18213.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/image/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/image/printing-and-exporting.md deleted file mode 100644 index f9890cac99..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/image/printing-and-exporting.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17249 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) - topic. - -This topic describes the specifics of printing/exporting an **Image** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) - -## Printing -If you are printing the Image dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Image_PrintingOptionsDialog](../../../images/img22940.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Scale Mode** - Specifies the mode for scaling when printing an image. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which an image is scaled. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of an image. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![Image_PDFExportOptionsDialog](../../../images/img22941.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the Image caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Scale Factor** - Specifies the scale factor (in fractions of 1), by which a dashboard item is scaled. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -![Image_ImageExportOptionsDialog](../../../images/img22942.png) -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Show Title** - Specifies whether or not to apply the Image caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies.md deleted file mode 100644 index 679f37d3d4..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Pies -author: Natalia Kazakova -legacyId: 16689 ---- -# Pies -The topics in this section describe the **Pie** dashboard item, which displays a series of pies or donuts that represent the contribution of each value to a total. -* [Data Presentation Basics](pies/data-presentation-basics.md) -* [Interactivity](pies/interactivity.md) -* [Printing and Exporting](pies/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/data-presentation-basics.md deleted file mode 100644 index 6c850723ab..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/data-presentation-basics.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16675 ---- -# Data Presentation Basics -The **Pie** dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. - -![MainFeatures_Pies](../../../images/img18178.png) - -## Tooltip -A Pie dashboard item can display a tooltip that shows information about the hovered pie segment. - -![Pie_Labels](../../../images/img22389.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/interactivity.md deleted file mode 100644 index 8296afe12e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/interactivity.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16670 ---- -# Interactivity -This topic describes features that enable interaction between the **Pie** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -The Pie dashboard item supports filtering by **argument** or **series** values. -* **Filtering by Arguments** - - When filtering by arguments is enabled, you can click a pie segment to make other dashboard items only display data related to the selected argument value. - - ![Anim_Pies_MasterFilterByArguments](../../../images/img19911.png) -* **Filtering by a Series** - - When filtering by a series is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. - - ![Anim_Pies_MasterFilterBySeries](../../../images/img19912.png) -* **Filtering by a Points** - - When filtering by points is enabled, an you can click a single pie segment to make other dashboard items display only data related to the selected segment. - - ![Pies_MasterFilterByPoints](../../../images/img120502.png) - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the Pie dashboard item, or the **Clear Master Filter** command in the context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -The Pie dashboard item supports drill-down on argument or series values. -* **Drill Down on Arguments** - - When drill-down on arguments is enabled, you can click a pie segment to view a detail diagram for the corresponding argument value. - - ![Anim_Pies_DrillDownOnArguments](../../../images/img19909.png) - - > [!NOTE] - > When **Filtering by Arguments** is enabled, you can view the details by double-clicking a pie segment. -* **Drill-Down on a Series** - - When drill-down on a series is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. - - ![Anim_Pies_DrillDownOnSeries](../../../images/img19910.png) - - > [!NOTE] - > When **Filtering by Series** is enabled, you can view the details by double-clicking a pie chart. - -To return to the previous detail level (drill-up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the Pie dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/printing-and-exporting.md deleted file mode 100644 index e2f97a4648..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/printing-and-exporting.md +++ /dev/null @@ -1,68 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17242 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Pie** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Pie dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Pies_PrintingOptionsDialog](../../../images/img22931.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Auto Arrange Content** - Specifies whether pies are arranged automatically on the printed document. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![Pies_PDFExportOptionsDialog](../../../images/img22932.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Auto Arrange Content** - Specifies whether pies are arranged automatically in the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Pie dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot.md deleted file mode 100644 index ef0af6308d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Pivot -author: Natalia Kazakova -legacyId: 16692 ---- -# Pivot -The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. - -![MainFeatures_PivotGrid](../../images/img18212.png) - -## Expanding and Collapsing Groups -To expand and collapse row and column groups, use the ![Pivot_Layout_ExpandCollapse_UpArrow](../../images/img20155.png) and ![Pivot_Layout_ExpandCollapse_DownArrow](../../images/img20154.png) buttons, respectively. - -![Pivot_Layout_ExpandCollapseGroups](../../images/img20151.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot/printing-and-exporting.md deleted file mode 100644 index 24bc1706b8..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot/printing-and-exporting.md +++ /dev/null @@ -1,68 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17245 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Pivot** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Pivot dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Pivot_PrintingOptionsDialog](../../../images/img22934.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Print Headers on Every Page** - Specifies whether to print column headers of the Pivot dashboard item on every page. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![Pivot_PDFExportOptionsDialog](../../../images/img22935.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the Pivot caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Print Headers on Every Page** - Specifies whether or not to print column headers of the Pivot dashboard item on every page. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Pivot dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter.md deleted file mode 100644 index 280e666bd9..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Range Filter -author: Natalia Kazakova -legacyId: 16695 ---- -# Range Filter -The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. - -![MainFeatures_RangeFilter](../../images/img18179.png) - -To reset filtering, use the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter/printing-and-exporting.md deleted file mode 100644 index abc5d03a6f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter/printing-and-exporting.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17248 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Range Filter** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Range Filter dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Chart_PrintingOptionsDialog](../../../images/img22916.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Size Mode** - Allows you to specify the print size mode for the Range Filter dashboard item. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![Chart_PDFExportOptionsDialog](../../../images/img22917.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the Range Filter caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Range Filter dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Range Filter dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart.md deleted file mode 100644 index 96d8287338..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Scatter Chart -author: Natalia Kazakova -legacyId: 115255 ---- -# Scatter Chart -The topics in this section describe the **Scatter Chart** dashboard item, which visualizes summaries using numerical X/Y-axes and the size of data points. -* [Data Presentation Basics](scatter-chart/data-presentation-basics.md) -* [Interactivity](scatter-chart/interactivity.md) -* [Printing and Exporting](scatter-chart/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/data-presentation-basics.md deleted file mode 100644 index 00866be849..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/data-presentation-basics.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 115256 ---- -# Data Presentation Basics -The **Scatter Chart** dashboard item visualizes summaries using three dimensions: the X-axis, the Y-axis and the size of data points. - -![ScatterChart_Main](../../../images/img120189.png) - -## Point Labels and Tooltips -The Scatter Chart dashboard item can display point labels and tooltips that show information on data points. To see a tooltip, hover over the required point. - -![ScatterChartLabels](../../../images/img120329.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/interactivity.md deleted file mode 100644 index 366f17ea25..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/interactivity.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 115257 ---- -# Interactivity -This topic describes features that enable interaction between the **Scatter Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a point (or multiple points by holding down the **CTRL** key) to make other dashboard items only display data related to the selected point(s). - -![ScatterChart_MasterFiltering](../../../images/img120190.png) - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Chart's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Chart's context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -When drill-down is enabled, you can click a point to view the details. - -![ScatterChart_DrillDown](../../../images/img120198.png) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by double-clicking a point. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) within the Chart's [caption](../../data-presentation/dashboard-layout.md) area or the **Drill Up** command in the Chart's context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/printing-and-exporting.md deleted file mode 100644 index 11924c2c54..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/printing-and-exporting.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 115258 ---- -# Printing and Exporting -The Dashboard allows you to print/export individual dashboard items, or the entire dashboard. See the [Printing and Exporting](../../printing-and-exporting.md) topic to learn more about printing concepts common to all dashboard items. - -This topic describes printing/exporting specifics for the **Scatter Chart** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -You can customize the following options (via the **Options** button) before printing the Scatter Chart dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md): - -![Chart_PrintingOptionsDialog](../../../images/img22916.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the printed document title. -* **Size Mode** - Allows you to specify the Scatter Chart dashboard item's print size mode. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the master filter and parameter values' position in the printed document. You can select from _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. Click the **Reset** button to reset changes to the default values. - -## Export To PDF -The following options are available when exporting the Chart dashboard item to a PDF: - -![Chart_PDFExportOptionsDialog](../../../images/img22917.png) -* **Page Layout** - Specifies the page orientation used when exporting a Scatter Chart dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the exported document's title. -* **Size Mode** - Specifies the Scatter Chart dashboard item's export size mode. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Scatter Chart dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/tab-container.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/tab-container.md deleted file mode 100644 index f6714d5a67..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/tab-container.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Tab Container -author: Boris Zaitsev -legacyId: '400237' ---- -# Tab Container - -The **Tab container** dashboard item allows you to split the dashboard layout into several pages. Common filter controls for large elements in a dashboard can be located on a separate tab page. - -![](../../images/tabcontainer-for-viewer.png) - -Click the tab page's header to switch between tab pages: - -![](../../images/win-viewer-select-tab-page.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box.md deleted file mode 100644 index f15670b932..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Text Box -author: Natalia Kazakova -legacyId: 16685 ---- -# Text Box -The **Text Box** dashboard item is used to display rich text within a dashboard. - -![MainFeatures_TextEditor](../../images/img18215.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box/printing-and-exporting.md deleted file mode 100644 index 3f61f449a2..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box/printing-and-exporting.md +++ /dev/null @@ -1,48 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17250 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) - topic. - -This topic describes the specifics of printing/exporting a **Text Box** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) - -## Printing -If you are printing a Text Box dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![TextBox_PrintingOptionsDialog](../../../images/img22943.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![TextBox_PDFExportOptionsDialog](../../../images/img22944.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the Text Box caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -![TextBox_ImageExportOptionsDialog](../../../images/img22945.png) -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Show Title** - Specifies whether or not to apply the Text Box caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap.md deleted file mode 100644 index 661539f81c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Treemap -author: Natalia Kazakova -legacyId: 15659 ---- -# Treemap -The Treemap dashboard item visualizes data in nested rectangles that are called _tiles_. -* [Data Presentation Basics](treemap/data-presentation-basics.md) -* [Interactivity](treemap/interactivity.md) -* [Printing and Exporting](treemap/printing-and-exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/data-presentation-basics.md deleted file mode 100644 index b68a03e5ae..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/data-presentation-basics.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16554 ---- -# Data Presentation Basics -The Treemap dashboard item visualizes data in nested rectangles that are called _tiles_. - -![Treemap_Main_Win](../../../images/img125423.png) - -## Labels and Tooltips -The Treemap displays **labels** that contain descriptions for tiles and groups, and provide **tooltips** with additional information. - -![Treemap_LabelTooltipExample](../../../images/img125431.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/interactivity.md deleted file mode 100644 index f494c259b0..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/interactivity.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16303 ---- -# Interactivity -This topic describes features that enable interaction between the **Treemap** and other dashboard items. These features include **Master Filtering** and **Drill-Down** - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a tile/group caption (or multiple tiles/group captions by holding down the **CTRL** key) to make other dashboard items only display data related to the selected tile(s). - -![Treemap_MasterFiltering2](../../../images/img125442.png) - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Treemap's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Treemap's context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../data-presentation/drill-down.md) topic. - -When drill-down is enabled, you can click a tile to view its details. - -![Treemap_DrillDown](../../../images/img127987.png) - -> [!NOTE] -> When Master Filtering is enabled, you can view the details by double-clicking a tile. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/printing-and-exporting.md deleted file mode 100644 index ba71477e05..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/printing-and-exporting.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 15632 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Treemap** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Treemap dashboard item using the Print Preview, you can customize the following options (via the **Options** button) before printing. - -![Treemap_PrintingOptionsDialog](../../../images/img125450.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Size Mode** - Allows you to specify the print size mode for the Treemap dashboard item. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -The following options are available when exporting the Treemap dashboard item to a PDF. - -![Treemap_PDFExportOptionsDialog](../../../images/img125451.png) -* **Page Layout** - Specifies the page orientation used to export a Treemap dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Treemap dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Treemap dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-parameters/requesting-parameter-values.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-parameters/requesting-parameter-values.md deleted file mode 100644 index f21d9d082c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-parameters/requesting-parameter-values.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Requesting Parameter Values -author: Natalia Kazakova -legacyId: 16624 ---- -# Requesting Parameter Values -The Dashboard Viewer provides a built-in **Dashboard Parameters** dialog, which allows you to change dashboard parameter values. - -This dialog can be used to apply filtering to dashboard data. - -![Parameters_DashboardParametersDialog_Win](../../images/img21815.png) - -To invoke the **Dashboard Parameters** dialog in the Dashboard Viewer, click the **Parameters** button (the ![Parameters_ParametersButtonWin_Title](../../images/img21814.png) icon) in the [dashboard title](../data-presentation/dashboard-layout.md). - -Select the required parameter values in the **Dashboard Parameters** dialog and click the **Submit** button to apply the changes. - -To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/dashboard-layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/dashboard-layout.md deleted file mode 100644 index 9175bf13c5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/dashboard-layout.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Dashboard Layout -author: Natalia Kazakova -legacyId: 16710 ---- -# Dashboard Layout -This topic describes the features related to the dashboard layout. -* [Dashboard Title](#dashboard-title) -* [Dashboard Item Caption](#dashboard-item-caption) -* [Resizing Dashboard Items](#resizing-dashboard-items) - -## Dashboard Title -The **Dashboard Title** is located at the top of the **Dashboard**. The dashboard title can contain text or image content, elements selected in the master filter item and command buttons. - -![DashboardTitleArea](../../images/img19734.png) - -When you hover over the filter icon (![DashboardTitle_MasterFilterIcon](../../images/img23138.png)), all master filters applied to the dashboard are displayed in the invoked popup. - -![DashboardTitle_MasterFilterPopup](../../images/img23137.png) - -The dashboard title can contain the following command buttons. -* **Export To** button (the ![ExportToButton_TitleWin](../../images/img23209.png) icon) - allows you to print/export the dashboard. To learn more about printing and exporting, see the [Printing and Exporting](../printing-and-exporting.md) topic. -* **Parameters** button (the ![Parameters_ParametersButtonWin_Title](../../images/img21814.png) icon) - allows you to modify dashboard parameter values. To learn how to modify dashboard parameter values, see the [Requesting Parameter Values](../dashboard-parameters/requesting-parameter-values.md) topic. - -## Dashboard Item Caption -Each [dashboard item](../dashboard-items.md) has a caption that is displayed at the top of this item. The caption contains static text along with other information, as well as command buttons. - -![DashboardItem_Caption](../../images/img18278.png) - -The caption of the Dashboard item contains the following information and buttons, depending on the dashboard item type: -* **Dashboard Item Name** - represents the static text within a dashboard item's caption. -* **Data Item Container Name** - represents the name of the data item container. -* **Drill-Down** value - shows value(s) from the current drill-down hierarchy. To learn more, see the [Drill-Down](drill-down.md) topic. -* **Export to** button - allows you to print or export a dashboard item. To learn how to print individual dashboard items, see the [Printing and Exporting](../printing-and-exporting.md) topic. -* **Values** button - invokes a drop-down menu that allows you to switch between provided values (in the pie, card, gauge and map dashboard items). To learn more, see the **Data Presentation Basics** topic for the corresponding dashboard item. -* **Clear Master Filter** button - allows you to reset filtering when a dashboard item acts as the [Master Filter](master-filtering.md). To learn more, see the **Interactivity** topic for the corresponding dashboard item. -* **Drill Up** button - allows you to return to the previous detail level when the [drill-down](drill-down.md) capability is enabled for this item. To learn more, see the **Interactivity** topic for the corresponding dashboard item. - -## Resizing Dashboard Items -The Dashboard Viewer provides the capability to resize dashboard items. - -![Layout_ResizingItem](../../images/img20595.png) - -You can resize individual items (or a group of items) by dragging their edges. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/data-inspector.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/data-inspector.md deleted file mode 100644 index e6bef66a23..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/data-inspector.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Data Inspector -author: Margarita Zakhodyaeva ---- -# Data Inspector -**Data Inspector** is a dialog window that displays raw or aggregated data. - -## Overview - -To invoke the Data Inspector window, click the "Inspect Data" button ![](../../images/inspect-data-winforms.png) in the [dashboard item caption](../../dashboard-designer/dashboard-layout/dashboard-item-caption.md) or select the "Inspect Data" context menu item. - -## Aggregated (Displayed) Data - -The data shown as _Aggregated_ is retrieved from the dashboard item's data storage. - -![](../../images/data-inspector-aggr.png) - -The columns are: - -* [Dimensions](../../dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md), except the **Sparkline**. -* [Measures](../../dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md). A list of dimensions does not include unbound measures (the measures without a DataMember, such as [Totals](../../dashboard-designer/dashboard-item-settings/grid/totals.md) and the number of points in a [Cluster](../../dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md). - * The [Sparkline](../../dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md) is displayed as a column. - -## Raw Data - -Raw data is the dashboard item's underlying data. - -![](../../images/data-inspector-raw.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/data-presentation-basics.md deleted file mode 100644 index 966af422f8..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/data-presentation-basics.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16654 ---- -# Data Presentation Basics -The **Dashboard Viewer** is used to present dashboards in Windows Forms applications. -A wide range of dashboard items are used to display visual or textual information. - -| Dashboard Item | Image | Description | -|---|---|---| -| [Chart](../dashboard-items/chart.md) | ![WinViewer_Chart](../../images/img22446.png) | Displays data graphically using bars, lines, points, etc. | -| [Scatter Chart](../dashboard-items/scatter-chart.md) | ![AddingItems_ScatterChart](../../images/img121120.png) | Visualizes relationships between numeric variables. | -| [Grid](../dashboard-items/grid.md) | ![WinViewer_Grid](../../images/img22448.png) | Presents data in tabular form. | -| [Pies](../dashboard-items/pies.md) | ![Fundamentals_DashboardItems_Pies](../../images/img22438.png) | Displays a series of pies or donuts that represent the contribution of each value to the total. | -| [Cards](../dashboard-items/cards.md) | ![WinViewer_Cards](../../images/img22445.png) | Displays a series of cards, each illustrating the difference between two values. | -| [Gauges](../dashboard-items/gauges.md) | ![WinViewer_Gauges](../../images/img22447.png) | Visualizes data within a series of gauges. | -| [Pivot](../dashboard-items/pivot.md) | ![WinViewer_Pivot](../../images/img22450.png) | Displays cross-tabular reports and allows you to analyze multi-dimensional data. | -| [Choropleth Map](../dashboard-items/choropleth-map.md) | ![Fundamentals_DashboardItems_ChoroplethMap](../../images/img22437.png) | Colorizes areas in proportion to the provided values. | -| [Geo Point Map](../dashboard-items/geo-point-maps/data-presentation-basics.md) | ![AddingItems_GeoPointMap](../../images/img121121.png) | Displays callouts on the map using geographical coordinates. | -| [Bubble Map](../dashboard-items/geo-point-maps/data-presentation-basics.md) | ![Fundamentals_DashboardItems_geopoingmaps](../../images/img22440.png) | Displays bubbles on the map using geographical coordinates. | -| [Pie Map](../dashboard-items/geo-point-maps/data-presentation-basics.md) | ![AddingItems_PieMap](../../images/img121123.png) | Places pies on the map using geographical coordinates. | -| [Range Filter](../dashboard-items/range-filter.md) | ![WinViewer_RangeFilter](../../images/img22451.png) | Allows you to apply filtering by dragging selection thumbs along the argument axis. | -| [Images](../dashboard-items/image.md) | ![ImageOverview](../../images/img124553.png) | Displays images. | -| [Text Box](../dashboard-items/text-box.md) | ![TextboxOverview](../../images/img124554.png) | Displays rich text within a dashboard. | -| [Treemap](../dashboard-items/treemap.md) | ![Treemap_Thumbnail](../../images/img125084.png) | Visualizes data in nested rectangles. | -| [Combo Box](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_ComboBox](../../images/img24779.png) | Allows you to select a value(s) from the drop-down list. | -| [List Box](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_ListBox](../../images/img24784.png) | Allows you to select a value(s) from the list. | -| [Tree View](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_TreeView](../../images/img24786.png) | Displays values in a hierarchical way and allows you to filter other dashboard items by selecting parent/child values. | - -The Dashboard Viewer enables interaction between various dashboard items. These features include **Master Filtering** and **Drill-Down**. -* [Master Filtering](master-filtering.md) -* [Drill-Down](drill-down.md) - -You can inspect raw or aggregated data. See the [Data Inspector](data-inspector.md) topic for details. - -To learn more about the dashboard layout, see the [Dashboard Layout](dashboard-layout.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/drill-down.md deleted file mode 100644 index 0f816000a5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/drill-down.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16628 ---- -# Drill-Down -Dashboard provides the **drill-down** feature, which allows you to change the detail level of data displayed in a dashboard item. This feature allows you to drill down to display the details, or drill up to view more general information. - -![Anim_Cards_DrillDown](../../images/img19995.gif) - -To learn how to drill down using a particular dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) topic. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../images/img18627.png) icon) in the dashboard item's [caption](dashboard-layout.md), or the corresponding command in the context menu. - -![Chart_Interactivity_DrillUp](../../images/img19460.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/master-filtering.md deleted file mode 100644 index 67760958b5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/master-filtering.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16627 ---- -# Master Filtering -The **Dashboard** allows you to use any data-aware dashboard item as a filter for the entire dashboard (**Master Filter**). You can select elements in a **Master Filter** item (chart bars, pie segments, grid records, etc.) to filter data in the rest of the dashboard by the selected values. - -![MainFeatures_MasterFiltering_Win](../../images/img25347.gif) - -## Master Filtering Modes -The Master Filter item supports two selection modes. -* **Multiple** - - Allows you to select multiple elements in the Master Filter item. - - To clear the selection in the Master Filter item, use the **Clear Master Filter** button in the dashboard item's [caption](dashboard-layout.md). - - ![DataShaping_Interactivity_MultipleMasterFilter_Clear](../../images/img21846.png) -* **Single** - - Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it. - -To learn how to filter dashboard data via a specific dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) section. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/printing-and-exporting.md deleted file mode 100644 index 3be14d838e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/printing-and-exporting.md +++ /dev/null @@ -1,78 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 16639 ---- -# Printing and Exporting -The Dashboard Viewer provides the capability to print or export an entire dashboard and individual items. -* [Printing and Exporting Dashboards](#printing-dashboards) -* [Printing and Exporting Dashboard Items](#printing-dashboard-items) - -## Printing and Exporting Dashboards -To print or export the entire dashboard, click the ![ExportToButtonDashboard_Designer](../images/img23662.png) button in the [dashboard title](data-presentation/dashboard-layout.md) area and choose the required action. - -![WinViewer_Printing](../images/img22453.png) - -### Print Preview... - -Allows you to customize the document before printing/exporting. For instance, the following settings can be changed: the orientation and size of the printed page, page margins, etc. - -### Export to PDF - -Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available: - -![ExportToPDFDialog_Win](../images/img22909.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_, and _Auto_. Note that in the _Auto_ mode, page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. -* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. - - > [!NOTE] - > Note that this option is in effect when **Page Layout** is set to a value different from _Auto_. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard is scaled. - - > [!NOTE] - > This option is in effect if **Scale Mode** is set to _Use Scale Factor_. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard. - - > [!NOTE] - > This option is in effect if **Scale Mode** is set to _Auto Fit to Page Width_. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -### Export to Image - -Invokes a corresponding dialog that allows you to export a dashboard to an image in the specified format. The following options are available: - -![ExportToImageDialog_Win](../images/img22910.png) -* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -### Export to Excel - -Invokes a corresponding dialog that allows you to export dashboard's data to the Excel file. The following options are available: - -![ExportToExcelDialog_Win](../images/img128217.png) -* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in the invoked dialog and click the **Export** button to export the dashboard. To reset changes to the default values, click the **Reset** button. - -## Printing and Exporting Dashboard Items -To print or export a dashboard item, click the ![Printing_PrintButton](../images/img19552.png) button in its [caption](data-presentation/dashboard-layout.md) and choose the required action. - -![Printing_PrintElementWIn](../images/img19611.png) -* **Print Preview...** - Allows you to customize the document before printing/exporting. -* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. -* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image in the specified format. -* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. - -To learn more about printing/exporting specifics of different dashboard items, see the **Printing and Exporting** topic for the required [dashboard item](dashboard-items.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/index.md b/eud-for-bi-dashboards/dashboard-for-desktop/index.md deleted file mode 100644 index 549cd0b30e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-desktop/index.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Dashboard for Desktop -author: Natalia Kazakova -legacyId: 15757 ---- -# Dashboard for Desktop - -The **DevExpress Dashboard** is an interactive data visualization tool optimized for real-time data consumption and analysis. It includes the following components: - -![MainFeatures_Designer](images/img124547.png) - -[Dashboard Designer](dashboard-designer.md) - provides a comprehensive UI for designing dashboards from scratch. - -![WinViewerOverview](images/img124551.png) - -[Dashboard Viewer](dashboard-viewer.md) - enables you to display dashboards in Windows Forms applications. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/index.md b/eud-for-bi-dashboards/dashboard-for-web/index.md deleted file mode 100644 index baf23437b6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/index.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Dashboard for Web -author: Natalia Kazakova -legacyId: 16709 ---- -# Dashboard for Web - -The Web Dashboard allows you to create and display dashboards on the web. - -![WebDesignerOverview](images/img124548.png) - -* [Web Dashboard - Designer Mode](web-dashboard-designer-mode.md) - - The **Web Dashboard** allows users to create dashboards directly in a web browser and provides an intuitive UI for data binding, shaping, layout design, and other configuration tasks. - -![WebDashboard_ViewerMode_Overview_dx](images/img127377.png) - -* [Web Dashboard - Viewer Mode](web-dashboard-viewer-mode.md) - - The **Web Dashboard** allows users to view dashboards in a web browser. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/add-dashboard-items.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/add-dashboard-items.md deleted file mode 100644 index 2e5a3aa582..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/add-dashboard-items.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Add Dashboard Items -author: Natalia Kazakova -legacyId: 117923 ---- -# Add Dashboard Items -After [creating a dashboard](create-a-dashboard.md) and [provide data](provide-data.md) to it, add **dashboard items** to display visual or textual information in a dashboard. - -To create a dashboard item, click the corresponding button in the [Toolbox](ui-elements/toolbox.md) or drag an item from the Toolbox into the dashboard surface. - -![wdd-add-dashboard-item](../images/img124596.png) - -This creates an empty dashboard item, which you can now configure. - -![wdd-empty-dashboard-item](../images/img124597.png) - -To completely design a dashboard item, perform the following steps. -* [Bind](bind-dashboard-items-to-data.md) the dashboard item to data. -* Set specific dashboard item settings based on its type. To learn more, see [Dashboard Item Settings](dashboard-item-settings.md). -* Perform the required [data shaping](data-shaping.md) operations (such as [grouping](data-shaping/grouping.md), [sorting](data-shaping/sorting.md), [filtering](data-shaping/filtering.md), etc.). -* Use the [interactivity](interactivity.md) features to enable interaction between various dashboard items. -* Adjust the dashboard item's position and size (a [layout](dashboard-layout.md)) and specify the dashboard item caption settings. - -To remove the dashboard item from the dashboard surface, use the **Delete** button in the [dashboard item menu](ui-elements/dashboard-item-menu.md). - -![wdd-delete-dashboard-item](../images/img125500.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization.md deleted file mode 100644 index 143797640c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Appearance Customization -author: Natalia Kazakova -legacyId: 117949 ---- -# Appearance Customization -The topics in this section describe how to customize the appearance of the Web Dashboard and its elements. - -This section contains the following topics. -* [Conditional Formatting](appearance-customization/conditional-formatting.md) - - Describes how to format dashboard item elements whose values meet a specified condition. -* [Coloring](appearance-customization/coloring.md) - - Describes how to manage coloring of dashboard item elements. - -* [Themes](appearance-customization/themes.md) - - Describes available themes. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/coloring.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/coloring.md deleted file mode 100644 index 7cfbca7d7f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/coloring.md +++ /dev/null @@ -1,148 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 117565 ---- -# Coloring -The Web Dashboard provides the capability to manage the coloring of dashboard item elements, such as chart series points or pie segments. - -## Supported Dashboard Items -You can manage coloring for the following dashboard items. -* [Chart](../dashboard-item-settings/chart.md) -* [Scatter Chart](../dashboard-item-settings/scatter-chart.md) -* [Pie](../dashboard-item-settings/pies.md) -* [Pie Map](../dashboard-item-settings/geo-point-maps/pie-map.md) -* [Range Filter](../dashboard-item-settings/range-filter.md) -* [Treemap](../dashboard-item-settings/treemap.md) - -## Color Schemes Overview -The dashboard supports two ways to color dashboard item elements: - -* **Global color scheme**. This scheme uses consistent colors for identical values across the dashboard. The image below shows a dashboard that contains Pie and Chart dashboard items. Pie segments and chart series points that correspond to Wisconsin, Oregon and Idaho dimension values use identical colors from the default palette. - - ![wdd-coloring-global-scheme](../../images/wdd-coloring-global-scheme126076.png) - - For a global color scheme, the dashboard reserves automatically generated colors for specific values regardless of the filter state. - -* **Local color scheme**. This scheme uses an independent set of colors for each dashboard item. The image below shows Pie segments that use colors from a local color scheme. These colors do not affect the Chart item that uses a global scheme. - - ![wdd-coloring-global-scheme](../../images/common-coloring-local-scheme.png) - - For a Local color scheme, the dashboard reassigns palette colors when the filter state is changed. - -## Color Measures and Dimensions - -You can configure color modes as follows: - -- A specific data item - To specify the color mode for a specific measure/dimension, open the [data item menu](../ui-elements/data-item-menu.md) and go to the **Data Shaping** section. Use the **Coloring** option to specify the color mode of this data item. - - ![Coloring for Web Dashboard - Data item coloring options](../../images/wdd-coloring-data-item-options126109.png) -- All data items - To see a list of all measures/dimensions for which you can specify color mode in a dashboard item, open the dashboard item's [Options](../ui-elements/dashboard-item-menu.md) menu and go to the **Coloring** section. - - ![Coloring for Web Dashboard - Dashboard item options](../../images/wdd-coloring-options126086.png) - -For example, the image below shows the Chart dashboard item whose _Country_ **dimension** is colored by different hues: - -![wdd-coloring-color-by-measure](../../images/wdd-coloring-color-by-measure126084.png) - -And the following Pie dashboard item colors **measures** by different hues: - -![wdd-coloring-by-measure](../../images/wdd-coloring-by-measure126108.png) - -> [!NOTE] -> If you enable color variation by different hues for several dimensions/measures, all combinations of dimension values/measures are colored with different colors from the default palette. - -## Customizing Color Palettes Using the Dashboard Item Menu -The Web Dashboard allows you to customize colors of the specific palette using the **Color Scheme** section of the dashboard item [Options](../ui-elements/dashboard-item-menu.md) menu. To edit the color scheme, click the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../images/img126050.png) icon) of the corresponding color. - -![wdd-coloring-change-dashboard-item-color-scheme](../../images/img126112.png) - -Then, pick any color using the RGB color model in the invoked color picker and click **Confirm** to change the color. - -![wdd-coloring-color-picker](../../images/img126125.png) - -A new color scheme will be applied to the dashboard item(s). - -![wdd-coloring-change-local-scheme](../../images/img126127.png) - -## Dashboard Item Color Mode Specifics - -The following table describes how colors are applied based on the dashboard item's type. - -| Item's Name | Coloring Specifics | -| -- | -- | -| **Chart** | The Chart colors different measures and series dimensions by hue. | -| **Scatter Chart** |The Scatter Chart does not color its arguments. | -| **Pies** | If the Pie dashboard item contains measures (the _Values_ section) and series dimensions (the _Series_ section), only values that correspond to different measures are colored by hue.
If the Pie dashboard item contains arguments (the _Arguments_ section), different argument values are colored by hue. | -|**Choropleth Map** | The Choropleth Map automatically selects palette and scale settings to color map shapes. | -|**Bubble Map** | The Bubble Map automatically selects palette and scale settings used to color bubbles depending on the provided values. -| **Pie Map** | The Pie Map allows you to color segments that correspond to various dimension values/measures. | -| **Range Filter** | The Range Filter colors different measures and series dimensions by hue. | -| **Treemap** | If the Treemap contains only measures (the _Values_ section), values that correspond to different measures are colored by different hues.
If the Treemap contains arguments (the _Arguments_ section), values that correspond to the first argument are colored by different hues. | - -To change the default coloring behavior, you can [configure color modes](#color-measures-and-dimensions). - -## Conditional Formatting - -The DevExpress Dashboard allows you to format [dashboard item](../../web-dashboard-viewer-mode/dashboard-items.md) elements whose values meet a specified condition. This feature highlights specific elements with a predefined set of rules. - -Refer to the following article for more information about conditional formatting: [Conditional Formatting](../appearance-customization/conditional-formatting.md). - -## Switch between Global and Local Color Schemes - -The dashboard supports two ways to color dashboard item elements: -- A **Global Color Scheme** uses consistent colors for identical values across the dashboard. -- A **Local Color Scheme** uses an independent set of colors for each dashboard item. - -To switch between global and local color schemes in the Web Dashboard, open the dashboard item's [Option](../ui-elements/dashboard-menu.md) menu, go to the *Color Scheme* section, and select the Color Scheme type. - -![Switch between Global and Local Color Schemes](../../images/switching-color-scheme.png) - ->[!TIP] -> The **local** color scheme paints dashboard item elements more quickly because the control does not request all possible colors and requests only colors used in the current item. - -## Customize Color Palettes in the Dashboard Item Menu - -Use the **Color Scheme** section of the dashboard item [Option](../ui-elements/dashboard-menu.md) menu to customize colors of the specific palette. To edit the color scheme, click the **Edit** button ![wdd-icon-edit-collection-value-item](../../images/wdd-icon-edit-collection-value-item126050.png) of the corresponding color. - -![Coloring for Web Dashboard - Change a dashboard item's color scheme](../../images/wdd-coloring-change-dashboard-item-color-scheme126112.png) - -Then, pick any color in the RGB color model of the invoked color picker and click **Confirm** to change the color. - -![Coloring for Web Dashboard - Color picker](../../images/wdd-coloring-color-picker126125.png) - -A new color scheme is applied to the dashboard item(s). - -![Coloring for Web Dashboard - Change local color scheme](../../images/wdd-coloring-change-local-scheme126127.png) - -## Customize Color Palettes in the Color Scheme Page - -The **Color Scheme** page of the [dashboard menu](../ui-elements/dashboard-menu.md) allows you to edit and add colors to customize color tables. - -![Coloring for Web Dashboard - Color scheme page](../../images/wdd-coloring-scheme-page126124.png) - -### Edit Colors - -You can reassign a color in the selected color table. For this, select one of the available schemes in the **Color Schemes** pane and click the color in the **Colors** pane to invoke the **Color** combo box. - -If you click the **Color** dropdown button, it invokes a color picker where you can specify a new color. - -![Coloring for Web Dashboard - Invoke color picker](../../images/wdd-coloring-invoke-color-picker126133.png) - -Click **OK** to change the automatically assigned color for the selected value and update the current color scheme. - -![Coloring for Web Dashboard - Changed color](../../images/wdd-coloring-changed-color126122.png) - -### Add Colors - -The Color Scheme page allows you to add a new value with the specified color to the selected color scheme. To do this, use the **Add color** button. - -![Coloring for Web Dashboard - Adding color](../../images/wdd-coloring-adding-color126969.png) - -Specify the dimension value of the added color or select the measures. This creates a new value whose color can be specified as described in the **Edit colors** section. - -![Coloring for Web Dashboard - Newly added color](../../images/wdd-coloring-added-color126964.png) - -Hover over the custom color and click **Remove** (the ![wdd-icon-delete-big](../../images/wdd-icon-delete-big126104.png) icon) to remove the color. - -![Coloring for Web Dashboard - Delete color](../../images/wdd-coloring-delete-color.png) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/conditional-formatting.md deleted file mode 100644 index 30f036250d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/conditional-formatting.md +++ /dev/null @@ -1,123 +0,0 @@ ---- -title: Conditional Formatting -author: Natalia Kazakova -legacyId: 117564 ---- -# Conditional Formatting -The Web Dashboard supports conditional formatting. You can apply a custom style to data elements that satisfy a certain condition for [Grid](../dashboard-item-settings/grid.md), [Pivot](../dashboard-item-settings/pivot.md), [Chart](../dashboard-item-settings/chart.md), [Scatter Chart](../dashboard-item-settings/scatter-chart.md) and [Card](../dashboard-item-settings/cards.md) items. - -![wdd-cf-main](../../images/img126130.png) - -## Format Rules - -Format rules used in conditional formatting can be categorized as follows: -* **Value** - Compares static values (Greater Than, Less Than, Between, etc.). -* **Top-Bottom** - Highlights a specific number of top/bottom values (Top N, Bottom N). -* **Average** - Highlights values above or below the average value. -* **A Date Occurring** - Highlights date-time values that are within a specified interval. -* **Expression** - Uses complex conditions to apply formatting. You can also pass dashboard parameters to expressions. -* **Icon and Color Ranges** - Display a specific icon based on a value range. You can select a predefined set of icons or apply a specific icon to each range. -* **Color Ranges** - Apply specific colors to different value ranges. You can select a predefined set of colors or use custom appearance settings to highlight values within specified ranges. -* **Gradient Ranges** - Apply formatting using gradient color scales. -* **Bar** - Visualizes numeric values as bars. You can also color bars corresponding to positive and negative values using different colors. -* **Bar Color Ranges** - Visualize numeric values as bars. Values within a range display a specific color. -* **Bar Gradient Ranges** - Visualize numeric values as bars. Values within a range display a specific bar gradient. - -Format conditions that can be applied to different data item types are as follows: -* numeric - * **Value** - * **Top-Bottom** - * **Average** - * **Expression** - * **Icon Ranges** - * **Color Ranges** - * **Gradient Ranges** - * **Bar** - * **Bar Color Ranges** - * **Bar Gradient Ranges** -* string - * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * **Expression** -* date-time - * **Value** - * A **Date Occurring** (for dimensions with a continuous date-time group interval) - * **Expression** - * **Icon and Color Ranges** - * **Color Ranges** - * **Gradient Ranges** - * **Bar** - * **Bar Color Ranges** - * **Bar Gradient Ranges** - -## Create a Format Rule - -To create a format rule, open the **Conditional Formatting** section in the [data item menu](../ui-elements/data-item-menu.md) or in the the dashboard item's [Options](../ui-elements/dashboard-item-menu.md) menu. Click "+" to add a new format rule: - -![wed-dashboard-cf-add-rule](../../images/wed-dashboard-cf-add-rule.png) - -Specify the data item/card used to calculate a condition in the **Calculated by** field in the **Common** section. You can use values from one data item to apply the style settings to a different item. To do this, specify the data item in the **Apply to** section. - -Select a condition type from the list in the **Common** section. Available condition types depend on the data item’s type. - -![wdd-grid-cf-select-rule-type](../../images/img126024.png) - -In the Condition section, specify the condition settings and [appearance settings](#appearance-settings). - -![|wdd-grid-cf-value-menu](../../images/img126023.png) - -You can specify additional settings in the **Miscellaneous** section. For example, you can specify an intersection level for a Pivot or apply a rule to a row in a Grid. - -## Edit a Format Rule - -To edit a format rule, select the rule and click the **Edit** button. - -![|wdd-icon-delete-big](../../images/wdd-grid-cf-edit-rule126025.png) - -Click the **Delete** button to delete the selected format rule. - -You can also disable the rule in the **Miscellaneous** section. - -![miscellaneous-section](../../images/web-conditional-formatting-edit-rule-miscellaneous-section.png) - -Other settings in the **Miscellaneous** section depend on the selected dashboard item. - -## Appearance Settings - -You can specify appearance settings in the format rule’s Condition section. - -### Grid, Pivot, and Cards - -For Grid, Pivot, and Card items, you can specify the following settings: - -* **Appearance** - - In the **Appearance** tab, select a predefined style from the **Predefined Appearance** section or specify a *Custom Style* in the **Custom Appearance** section. - - ![Web Dashboard - Appearance Tab](../../images/wdd-cf-appearance-gallery126044.png) - - To create a *Custom Style*, click on an empty square in the **Custom Appearance** section. In the invoked **Custom Style Settings** editor, specify the background color, text color, and font settings: - - ![Web Dashboard - Custom Style Editor](../../images/web-dashboard-cf-custom-style.png) - - -* **Icons** - - You can select an predefined icon from the **Icon** tab. - - ![Web Dashboard - Icons Tab](../../images/wdd-cf-icons-gallery126045.png) - -### Chart, Scatter Chart - -Chart and Scatter Chart items have a predefined palette and custom palette. Click a color chip in the **Custom Color** palette to set a new custom color. You can use the RGB or HSB color model in the invoked color picker to pick any color. - -![wdd-cf-chart-styles](../../images/wdd-cf-chart-styles.png) - -## Dashboard Item Format Rule Specifics - -See the following sections for more information about specific format settings for dashboard items: - -* [Conditional Formatting - Grid](../dashboard-item-settings/grid/conditional-formatting.md) -* [Conditional Formatting - Pivot](../dashboard-item-settings/pivot/conditional-formatting.md) -* [Conditional Formatting - Card](../dashboard-item-settings/cards/conditional-formatting.md) -* [Conditional Formatting - Chart](../dashboard-item-settings/chart/conditional-formatting.md) -* [Conditional Formatting - Scatter Chart](../dashboard-item-settings/scatter-chart/conditional-formatting.md) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data.md deleted file mode 100644 index 1b9925abdb..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Bind Dashboard Items to Data -author: Natalia Kazakova -legacyId: 117927 ---- -# Bind Dashboard Items to Data -To display data, dashboard items should be bound to [data source](provide-data.md) fields. The topics in this section describe how to do this. -* [Bind Dashboard Items to Data in the Web Dashboard](bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) -* [Hidden Data Items](bind-dashboard-items-to-data/hidden-data-items.md) -* [Bind Dashboard Items to Data in OLAP mode](bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md deleted file mode 100644 index 9ddb3f0b44..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Bind Dashboard Items to Data in OLAP Mode -author: Natalia Kazakova -legacyId: 117958 ---- -# Bind Dashboard Items to Data in OLAP Mode -In OLAP mode, the cube schema is fetched automatically, and the **Data Sources** page of the [dashboard menu](../ui-elements/dashboard-menu.md) displays the entire OLAP cube structure. - -![wdd-data-sources-page-olap](../../images/img126320.png) - -To visualize data, open the dashboard item's **Bindings** menu, click a placeholder and choose the required measure, attribute or hierarchy in the invoked list of data source's available fields, as described in the [Bind Dashboard Items to Data](bind-dashboard-items-to-data-in-the-web-dashboard.md) topic. Note that OLAP measures can only be placed in the Values section, while dimension attributes and hierarchies can be placed within other data sections. - -> [!NOTE] -> By default, the dashboard displays only dimension values that have intersections with measures in a cube. To show all available dimension values, add [hidden measures](hidden-data-items.md) to the dashboard item so that all dimension values of the dimension will have not be empty for at least one measure value of these measures. - -OLAP hierarchies allow you to customize each of their levels separately. Select the desired level in the dashboard item's [Bindings](../ui-elements/dashboard-item-menu.md) menu to invoke the [data item menu](../ui-elements/data-item-menu.md) to access hierarchy level options. - -![wdd-olap-hierarchy-data-item-options](../../images/img126318.png) - -> [!NOTE] -> You can easily drill down through OLAP hierarchies using the [Drill-Down](../interactivity/drill-down.md) feature. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md deleted file mode 100644 index 115d7a9c50..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md +++ /dev/null @@ -1,43 +0,0 @@ ---- -title: Hidden Data Items -author: Natalia Kazakova -legacyId: 117957 ---- -# Hidden Data Items -The **hidden data items** can be used to perform various data shaping and analysis operations by measures or dimensions that do not directly take part in the visual representation of data. - -To create hidden data items, click the _Add Measure_ / _Add dimension_ placeholders in the **Hidden Measures** / **Hidden Dimensions** data section and select an appropriate data field. - -You can perform the following operations using hidden data items. -* [Filtering](#filtering) -* [Sorting](#sorting) -* [Top N](#topn) -* [Conditional Formatting](#cf) - -## Filtering -You can use **hidden dimensions** to apply [filtering](../data-shaping/filtering.md) to the dashboard item. - -![wdd-hidden-data-item-filtering](../../images/img124648.png) - -For example, the Grid on the image above is filtered by the _OrderDate (Quarter)_ hidden dimension. - -## Sorting -You can [sort](../data-shaping/sorting.md) values of the specified dimension by the **hidden measure**. - -![wdd-hidden-data-item-sorting](../../images/img124647.png) - -For instance, a data item menu on the image above displays sorting by values of the hidden _UnitPrice (Sum)_ measure. - -## Top N -You can use **hidden measures** in [Top N](../data-shaping/top-n.md) conditions. - -![wdd-hidden-data-item-top-n](../../images/img124649.png) - -For example, a data item menu on the image above displays the top 5 categories for the _UnitPrice (Sum)_ hidden measure. - -## Conditional Formatting -You can create format rules based on **hidden measures** to apply [conditional formatting](../appearance-customization/conditional-formatting.md) to elements corresponding to visible values. - -![wdd-hidden-measure-conditional-formating](../../images/img125668.png) - -For example, the Range Set format rule on the image above is calculated by the _Quantity (Sum)_ hidden measure. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/convert-dashboard-items.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/convert-dashboard-items.md deleted file mode 100644 index 558d95325f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/convert-dashboard-items.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Convert Dashboard Items -author: Natalia Kazakova -legacyId: 117951 ---- -# Convert Dashboard Items -The Web Dashboard provides the capability to convert data-bound dashboard items to another type. - -To convert the selected dashboard item to another type, use the dashboard item's [Convert To](ui-elements/dashboard-item-menu.md) menu. - -![wdd-convert-to-dialog](../images/img125857.png) - -> [!NOTE] -> You can also created a copy of the selected dashboard item using the **Duplicate current item** command. - -The Web Dashboard always preserves the following settings for data-bound dashboard items. -* The set of data items used to bind the dashboard item to data. -* Data shaping settings of data items and their names. -* A custom name displayed within the dashboard item caption. - -The following settings are kept if the dashboard item is being converted to an item that also supports this feature. -* [Master Filtering](interactivity/master-filtering.md) settings (e.g., the specified master filter mode). -* [Drill-Down](interactivity/drill-down.md) settings (e.g., the target dimension). -* [Conditional Formatting](appearance-customization/conditional-formatting.md) settings. -* [Coloring](appearance-customization/coloring.md) settings. -* [Calculation](data-analysis/calculations.md) settings. - -For different types of dashboard items, some specific settings can be preserved. For example, the following settings are preserved. -* Legend settings for the [Chart](dashboard-item-settings/chart.md)/[Scatter Chart](dashboard-item-settings/scatter-chart.md) dashboard items. -* Series types for the [Chart](dashboard-item-settings/chart.md)/[Range Filter](dashboard-item-settings/range-filter.md) dashboard items. -* Element arrangement settings for the [Pie](dashboard-item-settings/pies.md)/[Card](dashboard-item-settings/cards.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. -* Caption settings for the [Pie](dashboard-item-settings/pies.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. -* Navigation settings for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). -* The attribute whose values are displayed within shape titles for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). -* Legend settings for the [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). -* Clustering settings for [Geo Point Maps](dashboard-item-settings/geo-point-maps.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/create-a-dashboard.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/create-a-dashboard.md deleted file mode 100644 index 4a9c4ab0b8..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/create-a-dashboard.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Create a Dashboard -author: Natalia Kazakova -legacyId: 117922 ---- -# Create a Dashboard -The Web dashboard allows you to embed the user interface required for creating dashboards at runtime. - -You can create a new dashboard in two ways. -* You can open the [dashboard menu](ui-elements/dashboard-menu.md) and click the **New** button... - - ![wdd-add-new-dashboard](../images/img125471.png) -* ...or click **Create** in the following message if your application does not have any dashboards. - - ![WebDesigner-NoDashboard](../images/img122617.png) - -After that the **New...** page is invoked. Here you can set a dashboard name, [create a new data source](provide-data/create-a-new-data-source.md) or [connect to an existing data source](provide-data/connect-to-an-existing-data-source.md). - -![WebDesignerGettingStarted_CreateDataSource](../images/img123741.png) - -To learn how to provide data for the created dashboard, see [Provide Data](provide-data.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings.md deleted file mode 100644 index 7c71761c96..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Dashboard Item Settings -author: Natalia Kazakova -legacyId: 117974 ---- -# Dashboard Item Settings -The Web Dashboard provides a number of visualization media designed to effectively present visual or textual information in a dashboard - **dashboard items**. - -This section describes the available dashboard items and their settings. -* [Chart](dashboard-item-settings/chart.md) -* [Scatter Chart](dashboard-item-settings/scatter-chart.md) -* [Grid](dashboard-item-settings/grid.md) -* [Pies](dashboard-item-settings/pies.md) -* [Cards](dashboard-item-settings/cards.md) -* [Gauges](dashboard-item-settings/gauges.md) -* [Pivot](dashboard-item-settings/pivot.md) -* [Choropleth Map](dashboard-item-settings/choropleth-map.md) -* [Geo Point Maps](dashboard-item-settings/geo-point-maps.md) -* [Range Filter](dashboard-item-settings/range-filter.md) -* [Date Filter](dashboard-item-settings/date-filter.md) -* [Images](dashboard-item-settings/images.md) -* [Text Box](dashboard-item-settings/text-box.md) -* [Treemap](dashboard-item-settings/treemap.md) -* [Filter Elements](dashboard-item-settings/filter-elements.md) -* [Dashboard Item Group](dashboard-item-settings/dashboard-item-group.md) -* [Tab Container](dashboard-item-settings/tab-container.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards.md deleted file mode 100644 index 7cc95e7c7e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Cards -author: Natalia Kazakova -legacyId: 117945 ---- -# Cards -The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. - -![wdd-dashboard-items-cards](../../images/img125117.png) - -This section provides the following topics. -* [Providing Data](cards/providing-data.md) - - Provides information about how to supply the Card dashboard item with data. -* [Layout](cards/layout.md) - - Describes how to manage the position and visibility of elements within a card. -* [Delta](cards/delta.md) - - Provides an overview of the Card dashboard item’s capability to display the difference between two parameters. -* [Sparkline](cards/sparkline.md) - - Provides an overview of the Card dashboard item’s capability to visualize data using sparklines. -* [Formatting](cards/formatting.md) - - Shows how to format values displayed within a card. -* [Interactivity](cards/interactivity.md) - - Describes features that enable interaction between a Card dashboard item and other items. -* [Cards Arrangement](cards/cards-arrangement.md) - - Describes how to arrange cards within a Card dashboard item. -* [Conditional Formatting](cards/conditional-formatting.md) - - Describes how to format a Card dashboard item’s elements when its values meet a specified condition. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md deleted file mode 100644 index ff2cc13020..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Cards Arrangement -author: Natalia Kazakova -legacyId: 118006 ---- -# Cards Arrangement -The Card dashboard item allows you to specify the number of columns or rows in which cards are arranged. For example, the following image show cards arranged into 3 columns. - -![wdd-cards-layout-fixed-columns](../../../images/img125310.png) - -To control how cards are arranged, use the **Layout** section in the Card's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-pie-content-arrangement](../../../images/img125199.png) - -The following modes are available. - -| Arrangement Mode | Description | -|---|---| -| **Auto** | Automatically resizes cards to fit within the dashboard item. | -| **Fixed Rows** | Allows you to arrange cards in a specific number of rows. | -| **Fixed Columns** | Allows you to specify the number of columns in which cards are arranged. | - -To specify the number of rows / columns, use the **Line Count** field. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md deleted file mode 100644 index 030e1ba380..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md +++ /dev/null @@ -1,87 +0,0 @@ ---- -title: Conditional Formatting -author: Margarita Zakhodyaeva ---- -# Conditional Formatting - -Use conditional formatting to change the background color of the card or to highlight individual card elements (such as title or value). - -![](../../../images/web-dashboard-card-conditional-formatting.png) - -> [!Note] -> Cards that use a [legacy layout](https://docs.devexpress.com/Dashboard/118608/create-dashboards/create-dashboards-on-the-web/dashboard-item-settings/cards/layout#legacy-layout-v162-and-earlier) do not support conditional formatting. - -## Supported Format Rules - -Format rules that can be applied to different data item types are as follows: -* numeric - * **Value** - * **Top-Bottom** - * **Average** - * **Expression** - * **Icon Ranges** - * **Color Ranges** - * **Gradient Ranges** -* string - * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * **Expression** -* date-time - * **Value** - * **A Date Occurring** (for dimensions with a continuous date-time group interval) - * **Expression** - * **Icon and Color Ranges** - * **Color Ranges** - * **Gradient Ranges** - -Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). -## Create and Edit a Format Rule - -You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: - -* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu - -* The [data item menu](../../ui-elements/data-item-menu.md) - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Appearance Settings - -You can add an icon to the [card layout element](../../dashboard-item-settings/cards/layout.md) or configure the style for display text or background color. To do this, open the format rule's **Condition** section and specify the settings: - -* **Appearance** - - You can select a predefined style or create a *Custom Style* in the **Appearance** tab. You can specify background color, text color, and font settings. - - The background color applies to the entire card. Text settings allow you to specify a target element. - - ![Web Dashboard - Conditional Formatting with Appearance](../../../images/web-conditional-formatting-card.png) - -* **Icons** - - You can select an predefined icon from the **Icon** tab. - - The image below displays the result of the format rule that adds the green check icon to the _Category_ dimension layout element: - - ![Web Dashboard - Conditional Formatting with Icons](../../../images/web-card-conditional-formatting-custom-layout-element.png) - - -## Card-Specific Format Condition Settings - -Available settings in the **Common** section depend on the selected **Calculated by** option: - -* **Card** - - The **Card** option specifies a data item container (a [card](../../dashboard-item-settings/cards/providing-data.md)) whose values are used to calculate the format rule. The **Value Type** field allows you to pre-process the card's value before it takes part in calculations. - - ![Web Dashboard - Card Conditional Formatting - Card Option](../../../images/web-conditional-formatting-card-delta-variation.png) - - If a dashboard item contains multiple cards, apply a format rule to the active card to see the changes. To switch between cards, click the **Values** button in the dashboard item caption. Note that the expression format condition applies to all cards regardless of the specified card. - -* **Data Item** - - For the **Data Item** option you can choose a hidden measure or series dimension. The rule applies to all cards in a Card item. - - ![|Web Dashboard - Card Conditional Formatting - Data Item Option](../../../images/web-dashboard-card-data-item-option.png) - - -To apply the appearance settings to the certain card layout element, use the drop-down **Apply to** list. The _All elements_ value applies the format rule to all card elements. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md deleted file mode 100644 index e72ef7d2a4..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Delta -author: Natalia Kazakova -legacyId: 118003 ---- -# Delta -Cards allow you to visualize the difference between the [actual and target](providing-data.md) values using special delta values and a delta indicator. If the default layout is used ([Stretched layout type](layout.md)), the card displays the following delta values/elements: - -![Card_StretchedLayout_Web_DeltaElements](../../../images/img128474.png) -* **Delta Indicator** - Indicates whether the actual value is less or greater than the target value. -* **Percent Variation** and **Absolute Variation** - delta values that show a difference between the actual and target value. You can also display the **Percent of Target** value. To do this, customize the [card's layout](layout.md). - -To customize settings that relate to the calculation and display of delta values/elements, invoke the [Binding menu](../../ui-elements/dashboard-item-menu.md), click the required data item in the [Cards](providing-data.md) section and go to **Delta Options** in the [data item's menu](../../ui-elements/data-item-menu.md). - -Then, specify the following settings: -* **Result Indication** - You can specify the condition for displaying delta indication. - * **Greater is Good** - The 'good' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'bad' indication displays. - - ![Card_GreaterIsGood_Web](../../../images/img128418.png) - * **Less is Good** - The 'bad' indication displays if the actual value exceeds the target value; if the target value exceeds the actual value, the 'good' indication displays. - - ![Card_LessIsGood_Web](../../../images/img128419.png) - * **Warning if Greater** - A warning displays only if the actual value exceeds the target value. - - ![Card_WarningIfGreater_Web](../../../images/img128420.png) - * **Warning if Less** - A warning displays only if the target value exceeds the actual value. - - ![Card_WarningIfLess_Web](../../../images/img128421.png) - * **No Indication** - Indication does not display. - - ![Card_NoIndication_Web](../../../images/img128422.png) -* **Threshold type** / **Threshold value** - - For instance, you can specify that a specific indication should display when the actual value exceeds the target value _by 10%_ or _by $2K_. Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or absolute values. Then use the **Threshold value** box to specify the comparison tolerance. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md deleted file mode 100644 index da899e2292..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Formatting -author: Natalia Kazakova -legacyId: 118826 ---- -# Formatting -The Card dashboard item formats the [actual and target](providing-data.md) values displayed within cards using [format settings](../../data-shaping/formatting-data.md) specified for data items. - -To change format settings in the Web Dashboard's UI, invoke the **[Binding menu](../../ui-elements/dashboard-item-menu.md)**, click the required data item in the **[Cards](providing-data.md)** section and go to **Format Options** in the [data item's menu](../../ui-elements/data-item-menu.md). -You can change format settings for the following [value types](layout.md): -* **Actual Value** -* **Target Value** -* **Absolute Variation** -* **Percent of Target** -* **Percent Variation** - -To change format settings for the selected value type, click the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../../images/img126050.png) icon). -To learn more about format settings, see **Formatting Numeric Values** in the [Formatting Data](../../data-shaping/formatting-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md deleted file mode 100644 index 26d73c2a91..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 118005 ---- -# Interactivity -To enable interaction between the Card and other dashboard items, you can use interactivity features like **Master Filtering** and **Drill-Down**. -* [Master Filtering](#masterfiltering) -* [Drill-Down](#drilldown) - -## Master Filtering -The Dashboard allows you to use the Card dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -When **Master Filtering** is enabled, you can click a card(s) to make other dashboard items only display data related to the selected card(s). - -![wdd-cards-master-filtering](../../../images/img125597.png) - -To enable **Master Filtering**, go to the Card's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. - -![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Card's [caption](../../dashboard-layout/dashboard-item-caption.md). - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. - -When drill-down is enabled, you can click a card to view the details. - -![wdd-cards-drill-down](../../../images/img125598.png) - -Drill-down requires that the Series section contains several dimensions at the top, from the least detailed to the most detailed dimension. - -![wdd-cards-series-section.png](../../../images/img125599.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable **Drill-Down**, go to the Card's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. - -![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) - -To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Card's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md deleted file mode 100644 index 52b805b069..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md +++ /dev/null @@ -1,59 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 118825 ---- -# Layout -The Card dashboard item allows you to manage the position and visibility of elements displayed on cards. These elements include actual and target values, a [delta indicator and corresponding delta values](delta.md), a [sparkline](sparkline.md), etc. - -To manage the position and visibility of card elements, choose a predefined layout template and customize its settings. -* [Available Layout Templates](#available) -* [Default Layout](#default) -* [Change Layout](#change) - -## Available Layout Templates -The table below contains information about the available layout templates: - -| Layout Type | Example | Description | -|---|---|---| -| Stretched | ![Card_StretchedLayout_Web](../../../images/img128413.png) | The _Stretched_ layout template arranges card elements so that they occupy an entire card area. | -| Centered | ![Card_CenteredLayout_Web](../../../images/img128414.png) | The _Centered_ layout template is used to center card elements so that they occupy a specified width/height. | -| Compact | ![Card_CompactLayout_Web](../../../images/img128415.png) | The _Compact_ layout template is used to arrange card elements so that they occupy the minimum area. | -| Lightweight | ![Card_LightweightLayout_Web](../../../images/img128416.png) | The _Lightweight_ layout template displays the minimum set of elements within a card. | - -For all layout types, you can change the visibility of its elements, or you can specify the display value type for data-bound elements. To learn more, see the [Change Layout](#change) paragraph below. - -## Default Layout -The Card dashboard item uses the [Stretched](#available) layout template that arranges card visual elements in the following way by default: - -![Card_StretchedLayout_Web_AllElements](../../../images/img128473.png) - -To learn more about the available value types and visual elements, see [Change Layout](#change). - -> [!NOTE] -> **Delta Indicator** and delta values (such as **Percent Variation** or **Absolute Variation**) are colored depending on delta settings. To learn how to manage delta settings, see [Delta](delta.md). - -## Change Layout -To change a card's layout in the Web Dashboard's UI, invoke the **[Binding menu](../../ui-elements/dashboard-item-menu.md)**, click the required data item in the **[Cards](providing-data.md)** section and go to **Cards Layout** in the [data item's menu](../../ui-elements/data-item-menu.md). -Select the required layout type and click the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../../images/img126050.png) icon) to change its settings. The following settings are available: -* **Min width** - Specifies the minimum width of the card content. -* **Max width** - Allows you to specify the maximum width of the card content. Select the **Auto** option to determine the maximum width automatically or switch to **Custom** and specify the required width manually. - -You can show/hide the following values and visual elements within the card: - -| Value | Description | Example | -|---|---|---| -| **Title** | Displays values of the last (bottommost) dimension placed in the **[Series](providing-data.md)** section. | _Microsoft Office Keyboard_ | -| **Subtitle** | Displays combined values of all dimensions except the last (bottommost) dimension. | _Technology - Computer Peripherals_ | -| **Absolute Variation** | An absolute difference between the actual and target value (see [Delta](delta.md)). | _+18.1K_ | -| **Actual Value** | A summary value for a measure placed in the **[Actual](providing-data.md)** placeholder. | _$392K_ | -| **Card Name** | A card name. | _Revenue vs. Target_ | -| **Percent of Target** | A percent of a target value (see [Delta](delta.md)). | _104.85 %_ | -| **Percent Variation** | A percent difference between the actual and target value (see [Delta](delta.md)). | _4.85 %_ | -| **Target Value** | A summary value for a measure placed in the **[Target](providing-data.md)** placeholder. | _$374K_ | -| **Dimension {Name}** | Allows you to display values of a specific dimension placed in the **[Series](providing-data.md)** section. | _Technology_ | -| Element | Description | Example | -| **Delta Indicator** | Indicates whether the actual value is less or greater than the target value (see [Delta](delta.md)). | ![Card_DeltaIndicatorExample_Web](../../../images/img128423.png) | -| **Sparkline** | Visualizes the variation of actual or target values. To learn more, see [Sparkline](sparkline.md). | ![Card_SparklineExample_Web](../../../images/img128424.png) | - -Use the **Apply to All Cards** button to propagate the specified layout settings to all cards corresponding to **[Actual-Target](providing-data.md)** pairs. The **Reset** button resets all setting to their default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md deleted file mode 100644 index 5156ba4e2d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 118002 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Card** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Card dashboard item that is bound to data. - -![wdd-cards-data-bindings](../../../images/img125595.png) - -To bind the Card dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Card's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Cards** | Measure (both _Actual_ and _Target_ values) | Contains data items used to calculate values displayed within cards. After you add the data item containing **actual** data, you can add the second data item (optional) that contains **target** data. If both items are provided, cards show the difference between actual and target values, called _delta_. To learn more, see [Delta](delta.md). You can fill several data item containers in the Cards section and use the **Values** drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the dashboard item caption. | -| **Series** | Dimension | Contains data items whose values are used to label cards. | -| **Sparkline** | Dimension | Provides a date-time dimension whose data will be used to visualize values using [sparklines](sparkline.md). | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md deleted file mode 100644 index 3cccea067e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Sparkline -author: Natalia Kazakova -legacyId: 118004 ---- -# Sparkline -_Sparklines_ can be used to visualize the variation of [actual or target](providing-data.md) values (for instance, over time). - -![wdd-cards-sparkline](../../../images/img125308.png) - -To learn how to display the sparkline for different layout types, see [Layout](layout.md). -* [Data Binding Specifics](#binding) -* [Change Sparkline Options](#options) - -## Data Binding Specifics -You need to provide a date-time or numeric dimension (in the **[Sparkline](providing-data.md)** section) whose data is used as argument values to display a sparkline within the card. - -![Card_BindingMenu_SparklineArgument](../../../images/img128476.png) - -If you have provided both actual and target values, a sparkline visualizes the actual value's variation. - -## Change Sparkline Options -To change sparkline settings in the Web Dashboard's UI, invoke the **[Binding menu](../../ui-elements/dashboard-item-menu.md)**, click the required data item in the **[Cards](providing-data.md)** section and go to **Sparkline Options** in the [data item's menu](../../ui-elements/data-item-menu.md). -The following options are available: - -| Sparkline Options | Description | -|---|---| -| View type | Defines the sparkline’s view type. Sparkline data points can be represented as **area**, **line**, **bars**, or **win** and **loss** squares. | -| Highlight min/max points | Specifies whether to highlight the minimum/maximum points of a sparkline. | -| Highlight start/end points | Specifies whether to highlight the start/end points of a sparkline. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart.md deleted file mode 100644 index a0be4e9b6b..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Chart -author: Natalia Kazakova -legacyId: 117941 ---- -# Chart -The topics in this section describe the features available in the **Chart** dashboard item, and provide information on how to create and customize charts in the Web Dashboard. - -![wdd-dashboard-items-chart](../../images/img125118.png) - -This section is divided into the following subsections. -* [Providing Data](chart/providing-data.md) - - Explains how to supply the Chart dashboard item with data. -* [Series](chart/series.md) - - Enumerates and describes different types of series that can be displayed within the Chart dashboard item. -* [Panes](chart/panes.md) - - Introduces the concept of chart panes (visual areas within a diagram that display chart series), and describes how to create them. -* [Interactivity](chart/interactivity.md) - - Describes features that enable interaction between the Chart and other dashboard items. -* [Legend](chart/legend.md) - - Provides information about the chart legend and its options. -* [Axes](chart/axes.md) - - Describes how to customize settings related to chart axes. -* [Trend Indicators](chart/trend-indicators.md) - - Describes how to create trend indicators and display them in Chart dashboard items. -* [Orientation](chart/orientation.md) - - Describes how to toggle the chart's orientation. -* [Conditional Formatting](chart/conditional-formatting.md) - - Describes the format condition settings. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md deleted file mode 100644 index d33a884734..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Axes -author: Natalia Kazakova -legacyId: 117980 ---- -# Axes -The Chart dashboard item displays two axes by default: the X-axis and the Y-axis. The X-axis is the axis of arguments and the Y-axis is the numerical axis of values. - -![wdd-chart-axis](../../../images/img125609.png) - -## Axis X -To access X-axis settings, go to the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Axis X** section. - -You can configure the following settings. - -![wdd-chart-axis-x-options](../../../images/img125610.png) -* The **Reverse** option allows you to reverse an X axis. If the X axis is reversed, its values are ordered from right to left. -* The **Visible** option specifies whether the axis is visible. -* The **Title** option specifies the X axis's title. Use the **Title Text** field to set the title. -* The **Enable Zooming** option allows you to enable zooming for the X axis. -* The **Limit Visible Points** option allows you to limit the number of visible points. The **Visible Points Count** field allows you to specify the maximum number of visible points. - -### Continuous and Discrete X-Axes - -If the dimension in the Arguments section contains numeric data, the Chart can create either a continuous X-axis or a discrete X-axis. - -If a continuous axis is used, the distance between argument values is proportional to their values. On a discrete axis, all argument values are an equal distance from each other. - -![wdd-chart-discrete-axis](../../../images/img125612.png) - -To specify the X-axis type in the Web Dashboard, go to the data item [Data Shaping](../../ui-elements/data-item-menu.md) menu for the argument dimension and select the axis type. The image below illustrates how to change this setting for the _Product Base Margin_ data item. - -![wdd-chart-discrete-axis-option](../../../images/img125613.png) - -## Axis Y -To access Y-axis settings, go to the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Axis Y** section for a corresponding pane. - -![wdd-chart-axis-y-options](../../../images/img125611.png) -* The **Always Show Zero Level** option allows you to indicate whether or not an axis zero value should be displayed. -* The **Reverse** option allows you to reverse an Y-axis. If the Y-axis is reversed, its values are ordered from right to left. -* The **Grid Lines** options allows you to control the visibility of the reference lines used to improve the readability of a chart's visual data. -* The **Visible** option specifies whether the axis is visible. -* The **Title** option specifies the Y-axis's title. Use the **Title Text** field to set the title. -* The **Logarithmic Scale** option allows you to use a log scale to display Y-axis. Use the **Logarithmic Scale Base** field to set a log scale base. - -### Secondary Axis - -The secondary Y-axis is useful when it is necessary to visually combine several charts into one. Secondary axes provide the ability to plot series with different ranges on the same chart. - -![wdd-chart-secondary-y-axis](../../../images/img125608.png) - -To plot the required series using the secondary axis, go to the data item [Options](../../ui-elements/data-item-menu.md) menu for the value measure and turn the **Plot on Secondary Axis** option on. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md deleted file mode 100644 index 1b7e12d831..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md +++ /dev/null @@ -1,96 +0,0 @@ ---- -title: Conditional Formatting -author: Margarita Zakhodyaeva ---- -# Conditional Formatting - -Use conditional formatting to highlight chart elements such as bars, lines, areas, and data points. - -![web-cf-chart-main](../../../images/web-cf-chart-main.png) - -The following [series types](series.md) support conditional formatting: - -* Bar -* Point/Line -* Area -* Bubble -* Range Bar - -## Supported Format Rules - -You can use the following data in rule calculations: - -- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Values** section -- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Arguments**/**Series** section -- [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) - -Format conditions that can be applied to different data item types are as follows: -* numeric - * **Value** - * **Top-Bottom** - * **Average** - * **Expression** - * **Color Ranges** - * **Gradient Ranges** -* string - * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * **Expression** -* date-time - * **Value** - * **A Date Occurring** (for dimensions with a continuous date-time group interval) - * **Expression** - * **Color Ranges** - * **Gradient Ranges** - -Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Create and Edit a Format Rule - -You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: - -* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu - -* The [data item menu](../../ui-elements/data-item-menu.md) - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Chart-Specific Format Condition Settings - -Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. - -The image below displays the **Value** rule settings. The condition colors points/bars if their values exceed 1400. - -![web-chart-greater-than-dialog-example](../../../images/web-chart-greater-than-dialog-example.png) - -You can apply one of the predefined colors or set a custom color for this condition. - -Use the **Apply to chart elements** button group to apply a rule to points or lines. - -* **Point**: A rule applies to the data points such as bars, points and bubbles. -* **Line / Area**: A rule applies to lines and areas. - -If you select **Line / Area**, the format rule applies to the line when at least one line point meets the rule's condition: - -![web-line-chart-with-applied-value-format-rule](../../../images/web-line-chart-with-applied-value-format-rule.png) - -Go to the rule's **Legend** section and set the **Caption** field to specify the legend's text. It enables the **Display in Legend** option and the Chart item displays information about the applied rule in the legend. - -![web-chart-with-applied-value-format-rule](../../../images/web-chart-with-applied-value-format-rule.png) - -For Range format rules, the legend display text is generated automatically and depends on range intervals: - -![web-chart-cf-range-format-rule](../../../images/web-chart-cf-range-format-rule.png) - -## Coloring - -A Chart item paints elements in pale gray if they do not meet the applied format condition. Note that this does not apply to elements that are painted by different hues. - -![web-chart-coloring-by-default-cf](../../../images/web-chart-coloring-by-default-cf.png) - -Enable coloring for series to restore the color scheme: - -![web-chart-coloring-by-hue-with-applied-format-rule](../../../images/web-chart-coloring-by-hue-with-applied-format-rule.png) - -> [!Tip] -> **Documentation:** -> [Web Dashboard - Coloring](../../appearance-customization/coloring.md) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md deleted file mode 100644 index 2acbd3463b..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117978 ---- -# Interactivity -To enable interaction between the Chart and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. -* [Master Filtering](#masterfiltering) -* [Drill-Down](#drilldown) - -## Master Filtering -You can use the Chart dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -The Chart supports filtering by **argument**, **series** or **points**. -* Filtering **by arguments** allows you to make other dashboard items display only data related to selected argument values by clicking series points. - - ![wdd-chart-master-filter-arg](../../../images/img125063.png) -* When filtering **by series** is enabled, you can click a series point to make other dashboard items display only data related to the selected series. - - ![wdd-chart-master-filter-series](../../../images/img125065.png) -* Filtering **by points** makes other dashboard items display only data related to the selected point. - - ![wdd-chart-master-filter-points](../../../images/img125064.png) - -To configure filtering type, open the Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select **Arguments**, **Series** or **Points** as a target dimension. - -![wdd-chart-interactivity-set-points](../../../images/img125061.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). - -## Drill-Down -The drill-down capability allows you to change the detail level of data displayed in the Chart dashboard item. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. - -The Chart supports drill-down on **argument** or **series** values. -* To drill down on arguments, click a series point to view a detail chart for the corresponding argument value. - - ![wdd-chart-drill-down-arguments](../../../images/img125058.png) - - Drill-down on arguments requires that the Arguments section contains several data items, from the least detailed to the most detailed item. - - ![wdd-chart-drill-down-set-arguments](../../../images/img125076.png) -* When drill-down on series is enabled, you can click a series point to view a detail chart for the corresponding series. - - ![wdd-chart-drill-down-series](../../../images/img125062.png) - - Drill-down on series requires that the Series section contains several data items, from the least detailed to the most detailed item. - - ![wdd-chart-drill-down-set-series](../../../images/img125075.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To specify drill-down type, go to the Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and set **Arguments** or **Series** as a target dimension. - -![wdd-chart-interactivity-set-series](../../../images/img125060.png) - -To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md deleted file mode 100644 index 0e4ee83613..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Legend -author: Natalia Kazakova -legacyId: 117979 ---- -# Legend -A legend is an element of a chart that identifies chart series and series points. - -![wdd-chart-legend](../../../images/img125083.png) - -To customize legend options, go to the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Legend** section. - -![wdd-chart-legend-options](../../../images/img125080.png) - -The following settings are available. -* The **Visible** option allows you to specify whether or not to show a legend. -* The **Inside Diagram** option allows you to locate a legend inside or outside the Chart. -* The **Position** option allows to set a legend's position and orientation. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md deleted file mode 100644 index 86fa168e63..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Orientation -author: Natalia Kazakova -legacyId: 117981 ---- -# Orientation -You can rotate the Chart so that the X-axis becomes vertical, and the Y-axis becomes horizontal. - -![wdd-chart-rotated](../../../images/img125615.png) - -To rotate a Chart in the Web Dashboard, open the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to **Common** section. Then, turn the **Rotated** option on. - -![wdd-chart-rotated-option](../../../images/img125614.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md deleted file mode 100644 index 4d4522f5e8..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Panes -author: Natalia Kazakova -legacyId: 117977 ---- -# Panes -Panes are visual areas within a diagram that display chart series. The Chart dashboard item can contain any number of panes. - -Each pane has its own **Y-axis** and displays a specific set of series. All panes in a chart share the same **X-axis**. - -![wdd-chart-panes](../../../images/img125054.png) - -## Add Panes -To add a pane, click the **Add Pane** button in the Chart's data item section. - -![wdd-chart-add-panes](../../../images/img125055.png) - -Once a new pane is added, the Web Dashboard creates another Values section. Use this section to provide data items that supply values to be displayed in the new pane (see [Providing Data](providing-data.md) for details on data binding). - -![wdd-chart-panes-new-value-section](../../../images/img125056.png) - -To remove a pane, click the **Remove Pane** button displayed in the added Values section. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md deleted file mode 100644 index ff70c5f85f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117975 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Chart** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Chart dashboard item that is bound to data. - -![wdd-chart-binding](../../../images/img125010.png) - -To bind the Chart dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Chart's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Values** | Measure | Contains data items against which the Y-coordinates of data points are calculated. The data item menu allows you to select the series type and specify different options. Note that some types of series accept several measures. To learn more, see the documentation for the required [series type](series.md). | -| **Arguments** | Dimension | Contains data items that provide values displayed along the X-axis of the chart. | -| **Series** | Dimension | Contains data items whose values are used to create chart series. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/series.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/series.md deleted file mode 100644 index 9472ebfad5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/series.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Series -author: Natalia Kazakova -legacyId: 117976 ---- -# Series -The Chart dashboard item supports different types of series - from simple bar and line charts to candle stick and bubble graphs. -* [Change Series Type](#changest) -* [Configure Series Options](#configurest) -* [Configure Series Point Label](#configurepl) - -## Change Series Type -By default, Chart visualizes data using the Bar series. To switch between series types, click the required data item in the **Values** section and select the required series type in the invoked data item menu. - -![wdd-chart-series-types](../../../images/img125032.png) - - Click the ellipsis button to show all available series types. - -## Configure Series Options -To configure common series options, go to the data item’s **Options** section. - -![wdd-shart-series-options](../../../images/img125034.png) - -Here you can specify whether or not to plot the current series on the secondary axis, configure point markers behavior, etc. - -The following options are available. - -| Option | Description | -|---|---| -| **Caption** | Specifies the series caption. | -| **Plot on secondary axis** | Specifies whether or not the secondary axis is used to plot the current series. | -| **Ignore empty points** | Specifies whether or not empty points are ignored when plotting the current series. | -| **Show point markers** | Specifies whether or not to show point markers for the current series. This option is in effect for the **Line** and **Area** series. Note that point markers are always shown when [Master Filtering](../../interactivity/master-filtering.md) is enabled for the Chart dashboard item. | - -## Configure Series Point Label -The **Point Label** section of a value data item allows you to enable series point labels and manage their settings. - -![wdd-chart-series-point-labels](../../../images/img125037.png) - -For example, you can specify whether or not to show point labels or set the label overlap mode. - -The following options are available. - -| Option | Description | -|---|---| -| **Show Point Labels** | Specifies whether or not to show point labels for the current series. | -| **Content** | Specifies the type of content displayed within point labels. You can select one of the following options: _Value_, _Argument_, _Series Name_ or _Argument and Value_. | -| **Overlapping Mode** | Specifies the label overlap mode. You can reposition or hide overlapping labels or disable a resolving algorithm. | -| **Orientation** | Specifies the orientation of point labels. You can set default orientation or rotate point labels 90 degrees clockwise or counter clockwise. | - -Bar series has additional settings. - -| Option | Description | -|---|---| -| **Show for zero values** | Specifies whether or not to show labels for points with zero values. | -| **Position** | Specifies the position of point labels relative to bars. Point labels can be displayed inside or outside bars. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md deleted file mode 100644 index be7e42c9b6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md +++ /dev/null @@ -1,77 +0,0 @@ ---- -title: Trend Indicators ---- - -# Trend Indicators - -The Web Dashboard allows you to display predefined trend indicators in Chart dashboard items. - -Trend indicators are statistical tools used to analyze data and identify patterns or relationships between variables. - -The following indicator types are available: - -* Trend Line - - Displays the general direction of associated points. It is often used to identify existing data trends and can help forecast future trends. -* Regression Line - - Visualizes data using a mathematical formula that minimizes the distance between the line itself and associated data points. It is used to model the relationship between two variables and can be used to make predictions about one variable based on the value of another. -* Custom Indicator - - A custom indicator type registered in a dashboard. - -## Create a Trend Indicator - -Click **Trend Indicators** in the **Options** dialog to open the **Trend Indicators** editor. - -![Trend Indicators Option](../../../images/trend-indicators-option-web.png) - -Click “+” to add a new trend indicator. The new indicator is generated with the default settings and automatically displayed in a chart dashboard item: - -![Add new indicator](../../../images/add-new-indicator-web.png) - -You can change the following indicator settings: - -* Name - - The name of the trend indicator within the indicators collection. - -* Type - - The indicator type: Trend Line, Regression Line, or any registered Custom Type. - -* Value - - The measure data item that is used to calculate the trend indicator. - -* Value Level - - The value that specifies which series point value should be used to calculate the indicator. - -* Display In Legend - - Specifies whether to display the trend indicator in the legend. - -* Legend Text - - The text that identifies the trend indicator within the legend. - -* Dash Style - - The dash style used to paint the line. - -* Thickness - - The thickness of the indicator line. - -* Color - - The color for the trend indicator. - -* Visible - - Specifies whether to display the trend indicator. - -In the editor, select an indicator and click **Edit** or **Delete** to edit or delete the selected item. - -![manage-indicators-collection](../../../images/manage-indicators-collection.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md deleted file mode 100644 index 089ffce117..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Choropleth Map -author: Natalia Kazakova -legacyId: 117948 ---- -# Choropleth Map -The topics in this section describe the features available in the Choropleth Map dashboard item, that allows you to colorize the required areas in proportion to the provided values. - -![wdd-dashboard-items-choropleth-map](../../images/img125119.png) - -This section consists of the following subsections. -* [Choropleth Map](choropleth-map.md) - - Describes how to use default dashboard maps or provide custom maps. -* [Providing Data](choropleth-map/providing-data.md) - - Explains how to supply the Choropleth Map dashboard item with data. -* [Delta](choropleth-map/delta.md) - - Details how to use delta to color the map shapes. -* [Map Navigation](choropleth-map/map-navigation.md) - - Explains how to manage map zooming and scrolling. -* [Interactivity](choropleth-map/interactivity.md) - - Describes features that enable interaction between the Choropleth Map and other dashboard items. -* [Labels](choropleth-map/labels.md) - - Describes how to display additional information related to map shapes. -* [Legend](choropleth-map/legend.md) - - Explains the map legend and its options. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md deleted file mode 100644 index 181a0f225a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Delta -author: Natalia Kazakova -legacyId: 117540 ---- -# Delta -The Choropleth Map allows you to indicate the difference between the actual and target values of a particular parameter. This difference is called **delta**. - -By default, map shapes are colored depending on the values provided. If you add an additional target value to create delta, the coloring of map shapes depends on the difference between two values. - -![wdd-choropleth-map-delta](../../../images/img125405.png) - -## Add Delta -**Delta** is bound to two measures that provide two values: the _Actual_ value and the _Target_ value. The difference between these values is displayed on the map. - -When you switch the map type to _Delta_, a new **Target** data item container appears. - -![wdd-choropleth-map-add-delta](../../../images/img125406.png) - -Click it to open the target [data item menu](../../ui-elements/data-item-menu.md) and provide data for the target value. - -## Delta Options -To specify delta indication settings, go to the **Delta Options** section of the [data item menu](../../ui-elements/data-item-menu.md). Here you can specify the delta display mode (e.g., value or bar), value type, result indication, comparison tolerance, etc. - -The following options are available. - -| Option | Description | -|---|---| -| **Value Type** | Specifies which values to display within map tooltips as the delta value. | -| **Result Indication** | Specifies the condition that will be used to select the indicator color. | -| **Threshold Type** | Specifies the comparison tolerance in percentage values or in absolute values. You can specify that a required indicator should only be displayed when the difference between the actual and target values exceeds a specified value. | -| **Threshold Value** | Specifies the comparison tolerance value. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md deleted file mode 100644 index d92cfa6116..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117542 ---- -# Interactivity -To enable interaction between the **Choropleth Map** and other dashboard items, you can use the interactivity features. These features include **Master Filtering**. - -## Master Filtering -You can use the **Choropleth Map** dashboard item as a filter for other dashboard items. - -The Choropleth Map dashboard item supports filtering by shapes. When Master Filtering is enabled, you can click a shape (or multiple shapes) to make other dashboard items only display data related to the selected shape(s). - -![wdd-choropleth-map-master-filter-interativity](../../../images/img125414.png) - -To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -To enable **Master Filtering**, go to the Choropleth Map's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. - -![wdd-interactivity-section-without-drill-down](../../../images/img125455.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Choropleth Map's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md deleted file mode 100644 index 0569a62d1b..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 117544 ---- -# Labels -A Choropleth Map provides the capability to display titles within map shapes and allows you to manage what data to show in the shape tooltips. - -To manage map titles and tooltips, go to the **Shape Labels** section of the Choropleth Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-choropleth-map-shape-labels](../../../images/img125421.png) - -The following settings are available. - -| Option | Description | -|---|---| -| **Shape Title Attribute** | Allows you to select the attribute whose values are displayed within corresponding map shapes. Summary values are included to shape titles by default. | -| **Tooltip Attribute** | Allows you to configure information related to a hovered shape. You can choose whether to use a binding attribute to display as the title of shape tooltips (the **Use binding attribute** value) or specify a custom attribute from the dropdown list. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md deleted file mode 100644 index 780525f02c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Legend -author: Natalia Kazakova -legacyId: 117545 ---- -# Legend -A **legend** is an element of a map that shows values corresponding to each color. - -To display a legend within a map, open the Choropleth Map's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to the **Color Legend** section. - -![wdd-choropleth-map-legend](../../../images/img125418.png) - -The following options are available. - -| Option | Description | -|---|---| -| **Show Legend** | Allows you to control the visibility of legend. | -| **Position** | Specifies the legend's position on a map. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md deleted file mode 100644 index 730c81fcd2..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Map Navigation -author: Natalia Kazakova -legacyId: 117541 ---- -# Map Navigation -The Choropleth Map dashboard item allows you to perform navigation actions such as zooming and scrolling using the mouse. - -You can enable or disable the capability to scroll/zoom the map using the **Lock Navigation** setting in the Choropleth Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-map-lock-navigation](../../../images/img125404.png) - -To display the entire map within the dashboard item, use the **Initial Extent** button (the ![wdd-map-initial-size-icon](../../../images/img125402.png) icon) in the Choropleth Map's [caption](../../dashboard-layout/dashboard-item-caption.md). - -![wdd-choropleth-map-initial-state](../../../images/img125403.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md deleted file mode 100644 index 08b41c9312..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117539 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Choropleth Map** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Choropleth Map dashboard item that is bound to data. - -![wdd-choropleth-map-binding](../../../images/img125398.png) - -To bind the Choropleth Map dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The list below illustrates the Choropleth Map's data sections. -* **Attribute** - Processed as _Dimension_ - Allows you to associate map shapes with data source field values. To learn more about attributes, see the [Map Attributes](providing-maps.md) section. -* **Maps** - Processed as _Measure_ - Contains data items whose values are used to color map shapes. Map shape colors vary based on the map type. - - By default, map shapes are colored depending on the provided values. If you add an additional target value, the coloring of map shapes depends on the difference between two values called [Delta](delta.md). -* **Tooltip Measures** - Processed as _Measure_ - Allows you to add supplementary content to the tooltips. Add the required measures to provide additional data. - - ![wdd-choropleth-map-tooltips](../../../images/img125400.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md deleted file mode 100644 index f28b435bf0..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Providing Maps -author: Natalia Kazakova -legacyId: 117538 ---- -# Providing Maps -This topic describes how to use the default **DevExpress Dashboard** maps and configure their attributes. -* [Default Maps](#defaultmaps) -* [Custom Maps](#custommaps) -* [Map Attributes](#attributes) - -## Default Maps -The **DevExpress Dashboard** ships with a set of default maps showing various parts of the world. The following maps are included. -* **World Countries** - a map of the world -* **Europe** - a map of Europe -* **Asia** - a map of Asia -* **North America** - a map of North America -* **South America** - a map of South America -* **Africa** - a map of Africa -* **USA** - a map of the USA -* **Canada** - a map of Canada - -> [!NOTE] -> The **World Countries** map has a lower level of detail than maps of specific regions and may not contain some of the countries. As an alternative, you can load a custom map with required granularity. - -To select a required default map, go to the **Common** section of the [Options](../../ui-elements/dashboard-item-menu.md) menu and use the **Default Map** dropdown list. - -![wdd-choropleth-map-change-map](../../../images/img125382.png) - -## Custom Maps -The Web Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types: -* **.shp file** - holds map shapes (points/lines/polygons) -* **.dbf file** - contains attributes for each shape. - -To provide a custom map, go to the **Common** section of the [Options](../../ui-elements/dashboard-item-menu.md) menu and change the **Default Map** value to **Custom**. - -![wdd-custom-shape-file](../../../images/img127210.png) - -Finally, provide shape data using one of the following ways. -* Specify a path to the **.shp** file using the **Custom Map URL** option. Attributes from the corresponding **.dbf** file located in the same directory will automatically be included in the map. -* Load the existing shapefile using the ellipsis button next to the **Custom Map File** option. In the invoked dialog, locate the required **.shp** file. Use the **Custom Attribute File** option to locate the **.dbf** file containing attributes for each shape. - -Note that custom maps created in the Cartesian coordinate system are not supported. - -## Map Attributes -After you select the default or custom map, you can display supplementary information (such as the name of a country, state, etc.). To do this, go to the [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Attribute Name** dropdown list. - -![wdd-choropleth-map-attribute](../../../images/img125387.png) - -This list displays available attributes for the current map. Each set of attribute values is related to a specific map shape. - -To learn how to bind the map attribute to a data source field, see the [Providing Data](providing-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md deleted file mode 100644 index b0705d21ff..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Dashboard Item Group -author: Natalia Kazakova -legacyId: 117533 ---- -# Dashboard Item Group -The Web Dashboard allows you to combine dashboard items into a group. The dashboard item group serves two main purposes. -* Combine dashboard items within the dashboard into a separate [layout](../dashboard-layout/dashboard-items-layout.md) group. -* Manage [interaction](../interactivity.md) between dashboard items within and outside the group. - -For example, you can combine related [filter elements](filter-elements.md) and data visualization [dashboard items](../dashboard-item-settings.md) into a group. - -![wdd-dashboard-group](../../images/img125758.png) - -## Create a Group -To create a new group, use the **Group** button (the ![wdd-group-icon](../../images/img125759.png) icon) in the [Toolbox](../ui-elements/toolbox.md). - -You can combine dashboard items into a group using several ways. -* Create a new dashboard item using the buttons inside a group or drag a new item from the [Toolbox](../ui-elements/toolbox.md). -* Move the existing items into a group using drag-and-drop. - -> [!NOTE] -> A dashboard item group cannot be added to another group. - -## Interactivity -The dashboard item group provides the capability to manage [interaction](../interactivity.md) between dashboard items within and outside the group. To specify interactivity settings, open the Group's [Interactivity](../ui-elements/dashboard-item-menu.md) menu. - -The **Master Filter** option allows you to specify whether the current group allows you to filter external dashboard items using master filter items contained within the group. If this option is disabled, master filter items contained within the group can filter only dashboard items from this group. - -![wdd-group-interactivity](../../images/img125761.png) - -The **Ignore Master Filters** option allows you to isolate dashboard items contained within the group from being filtered using external master filter items. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/date-filter.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/date-filter.md deleted file mode 100644 index 4d40cc3b9c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/date-filter.md +++ /dev/null @@ -1,86 +0,0 @@ ---- -title: Date Filter -author: Natalia Kazakova ---- -# Date Filter - -The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. - -![](../../images/datefilter-web-overview.png) - -The Date Filter item displays a set of intervals that can be used as quick filters: - -![](../../images/datefilter-web-autoheight.png) - -## Add a New Date Filter to the Dashboard - -To create a Date Filter item, click the **Date Filter** item (the ![](../../images/wdd-datefilter-icon.png) icon) in the [Toolbox](../ui-elements/toolbox.md) **Filter** section: - -![](../../images/wdd-toolbox-filter-elements125330.png) - -## Bind to Data - -You can use `DateTime`/`DateOnly` fields for a date filter. - -Click the **Dimension** placeholder in the data section and select the required data source field in the **Binding** section of the invoked [data item menu](../ui-elements/data-item-menu.md) to bind the Date Filter to data. - -![](../../images/datefilter-web-data-binding.png) - -For details, see the [Bind Dashboard Items to Data](../bind-dashboard-items-to-data.md) topic. - -## Date Picker - -The Date Filter item displays a **Date Picker** that is a button with a drop-down calendar. A drop-down calendar allows the end-user to select a single date or a date range: - -![](../../images/datefilter-web-datepicker.png) - -You can configure whether to display the Date Picker in the Date Filter item. For this, go to the Date Filter's [Options](../ui-elements/dashboard-item-menu.md) menu, open to the **Layout** section and specify the **Show Date Picker** setting. - -## Display Format - -To specify the date-time value format, use the **Format Type** option in the **Format** section of the [data item menu](../ui-elements/data-item-menu.md), as described in the Formatting Data topic. - -To specify a custom string displayed in the Date Picker component, go to the dashboard item [Options](../ui-elements/dashboard-item-menu.md) menu, open the **Layout** section and fill in the **Display Text Pattern** text field: - -![](../../images/datefilter-web-options.png) - -You can include placeholders in a custom string. The `{0}` placeholder is the interval's start, the `{1}` placeholder is the interval's end. - -## Create Quick Filters - -**Quick Filters** are buttons displayed within the Date Filter item. Each button is bound to a predefined date-time period that can be used to perform a selection. You can click the button to apply a custom period to a Date filter: - -![](../../images/datefilter-web-quick-filters.png) - -The **Select Date Time Period** button displayed in the Date Filter caption invokes the drop-down list with quick filters. - -To add quick filters, open the Date Filter's [Options](../ui-elements/dashboard-item-menu.md) menu and go to the **Custom Periods** section. Click "+" to add a new period: - -![](../../images/datefilter-web-custom-periods.png) - -Click the _edit_ icon to invoke the editor's panel and configure a custom period. The following image illustrates how to modify the **Month-to-Date** custom period: - -![](../../images/datefilter-web-custom-period-month-to-date.png) - -You can specify the following settings for the start/end boundaries: - -* **Caption** - Specifies a predefined period caption. -* **Start Mode** - Specifies a mode of the start boundary. -* **End Mode** - Specifies a mode of the end boundary. - -The following modes used to set predefined ranges are available: - -* **None** - The selection will begin from the start/end of the visible range. -* **Fixed** - Allows you to select a specific date value using the calendar. Use the **Start/End Date** option to set a value. -* **Flow** - Allows you to select a relative date value. The **Interval** option specifies the interval between the current date and the required date. The **Offset** option allows you to set the number of such intervals. - -> [!NOTE] -> Note that the **Offset** option can accept **negative** and **positive** values. Negative values correspond to dates before the current date, while positive values correspond to future dates. - -## Arrange Quick Filters - -Quick filters in the Date Filter item can be arranged horizontally or vertically. The default mode is _auto height_, in which quick filters are displayed horizontally and the dashboard item shrinks automatically to fit the items and save space. - -To specify the arrangement mode, go to the dashboard item [Options](../ui-elements/dashboard-item-menu.md) menu, open the **Layout** section and specify the **Arrangement Mode** setting: - -![](../../images/datefilter-web-options.png) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md deleted file mode 100644 index bd9c176c8b..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Filter Elements -author: Natalia Kazakova -legacyId: 117559 ---- -# Filter Elements -Filter elements represent a special type of dashboard item that allows you to apply filtering to other dashboard items. - -![wdd-dashboard-items-filters](../../images/img125353.png) - -This section consists of the following topics. -* [Filter Elements Overview](filter-elements/filter-elements-overview.md) -* [Providing Data](filter-elements/providing-data.md) -* [Interactivity](filter-elements/interactivity.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md deleted file mode 100644 index 9adcdcff62..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Filter Elements Overview -author: Natalia Kazakova -legacyId: 118043 ---- -# Filter Elements Overview -The Web Dashboard allows you to create filter elements that used to filter other dashboard items. -* [Combo Box](#combo-box) -* [List Box](#list-box) -* [Tree View](#tree-view) -* [Date Filter](#date-filter) - -To add the required filter element to the dashboard, use corresponding buttons into the **Filter** section of the **Toolbox**. - -![wdd-toolbox-filter-elements](../../../images/wdd-toolbox-filter-elements125330.png) - -## Combo Box -The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. - -You can switch the combo box type in the Combo Box's [Options](../../ui-elements/dashboard-item-menu.md) menu. The table below demonstrates available Combo Box's types. - -| Standard | Checked | -|---|---| -| The **Standard** type allows you to select only a single value. | The **Checked** type allows you to select multiple values in the invoked drop-down list. | -| ![wdd-combo-box-standard-type](../../../images/img125341.png) | ![wdd-combo-box-checked-type](../../../images/img126666.png) | - -By default, the Combo Box's dropdown contains an 'All' item that allows you to select/deselect all items in the Combo Box. To hide this item, turn off the **Show 'All' Value** option in the Combo Box's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -## List Box -The **List Box** dashboard item allows you to select a value(s) from the list. - -You can switch the list box type in the List Box's [Options](../../ui-elements/dashboard-item-menu.md) menu. The table below demonstrates available List Box's types. - -| Checked | Radio | -|---|---| -| The **Checked** type allows you to select multiple values in the list box. | The **Radio** type allows you to select only a single value in the radio group. | -| ![wdd-list-box-radio-type](../../../images/img125342.png) | ![wdd-list-box-checked-type](../../../images/img126667.png) | - -## Tree View -The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. - -![wdd-treeview](../../../images/img125343.png) - -You can manage the initial expanded state of filter values using the **Auto Expand** option in the Tree View's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -## Date Filter - -The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. - -![datefilter](../../../images/datefilter-web-autoheight.png) - -See [Date Filter](../date-filter.md) for details. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md deleted file mode 100644 index df2dbfe2a9..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117561 ---- -# Interactivity -This document describes filtering capabilities supported by filter elements. You can use filter elements to apply master filtering to other dashboard items or introduce hierarchical filtering by adding several connected filters. - -## Master Filtering -The Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items ([Master Filter](../../interactivity/master-filtering.md)). - -> [!IMPORTANT] -> Note that filter elements do not support Master Filter selection modes. You can switch the selection mode by [changing the type](filter-elements-overview.md) of the required filter element. - -Depending on the filter element type, you can select a value(s) to make other dashboard items display only data related to the selected value(s). - -![wdd-filter-elements-interactivity](../../../images/img125351.png) - -You can also create a set of related filter elements containing relevant filter values. For instance, in the image below, the _State_ filter element contains states related to the 'United States' value, while the _City_ filter element contains cities related to the 'New York' value. - -![wdd-filter-elements-ignore-group-filter](../../../images/img125352.png) - -Disable the **Ignore Master Filters** option in the [Interactivity](../../ui-elements/dashboard-item-menu.md) menu for the required filter element to allow the applying of filtering to this element. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md deleted file mode 100644 index 86b0cfe3dd..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117560 ---- -# Providing Data -The Web Dashboard allows you to bind various dashboard items to data in a consistent manner, the only difference being the data sections that these dashboard items comprise. To learn more about common binding concepts, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -This topic describes how to bind **filter elements** to data using the Web Dashboard control. - -## Binding Overview -All filter elements provide the **Dimensions** data section, which accepts dimensions used to provide filter values. - -To bind the filter elements to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -To learn about the specifics of binding various filter elements to data, see the table below. - -| Dashboard Item | Data Sections | Description | -|---|---|---| -| **Combo Box** | ![wdd-filter-elements-combobox-bindings](../../../images/img126759.png) | The Combo Box filter element can contain several dimensions at the **Dimensions** data section. In this case , the drop-down list will contain combinations of dimension values. | -| **List Box** | ![wdd-filter-elements-listbox-bindings](../../../images/img125344.png) | The List Box filter element can contain several dimensions at the **Dimensions** data section. In this case, the list will contain combinations of dimension values. | -| **Tree View** | ![wdd-filter-elements-treeview-bindings](../../../images/img125345.png) | The Tree View filter element can contain several dimensions at the **Dimensions** data section. In this case, dimension values are displayed in a hierarchical way. This can be the set of dimensions with different group intervals (e.g., Year/Quarter/Month) or the set of related dimensions (e.g., geographical data such as continents/countries/cities). | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges.md deleted file mode 100644 index d09933937a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Gauges -author: Natalia Kazakova -legacyId: 117946 ---- -# Gauges -The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. - -![wdd-dashboard-items-gauges](../../images/img125120.png) - -The following sections are available. -* [Providing Data](gauges/providing-data.md) - - Provides information about how to supply the Gauge dashboard item with data. -* [Delta](gauges/delta.md) - - Provides an overview of the Gauge dashboard item’s capability to display the difference between two parameters. -* [Gauge Scale](gauges/gauge-scale.md) - - Describes options that relate to the gauge scales. -* [Interactivity](gauges/interactivity.md) - - Describes features that enable interaction between the Gauge dashboard item and other items. -* [Layout](gauges/layout.md) - - Describes layout options of the Gauge dashboard item. -* [Style](gauges/style.md) - - Provides information about how to specify the gauge style. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md deleted file mode 100644 index 54f9d41867..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Delta -author: Natalia Kazakova -legacyId: 118008 ---- -# Delta -Gauges allow you to display the difference between the _actual_ and _target_ values of a particular parameter. This difference is called **delta**. - -Delta is shown with a _delta indicator_ (indicating whether the actual value is less than or greater than the target value) and _delta values_ (representing this difference as an absolute value or a variation). - -![wdd-gauge-delta](../../../images/img125316.png) - -After you add the data item containing _actual_ data, you can add the second data item (optional) that contains _target_ data. To customize settings that relate to the calculation and display of deltas, open the **Delta Options** section of the [data item menu](../../ui-elements/data-item-menu.md). - -![wdd-gauge-options](../../../images/img125312.png) - -Use it to define the conditions for displaying delta indication, specify which delta values should be displayed, and introduce the comparison tolerance.The following options are available. - -| Option | Description | -|---|---| -| **Value Type** | Specifies which values should be displayed as the main delta value. Additional delta values are selected automatically. | -| **Result Indication** | Specifies the condition for displaying delta indication. | -| **Threshold Type** | Specifies the comparison tolerance in percentage values or in absolute values. | -| **Threshold Value** | Specifies the comparison tolerance value. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md deleted file mode 100644 index 62751296f0..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Gauge Scale -author: Natalia Kazakova -legacyId: 117536 ---- -# Gauge Scale -By default, the Gauge dashboard item automatically determines the range of the gauge scales based on the values they display. - -![wdd-gauge-scale](../../../images/img125318.png) - -You can override this behavior and specify maximum and minimum values on the scale. After you add the data item, open the **Scale Options** section of the [data item menu](../../ui-elements/data-item-menu.md) to customize the gauge scale. - -![wdd-gauge-options](../../../images/img125312.png) - -Then, set the minimum/maximum value mode to **Custom** and specify this value in the corresponding field. The image below shows a gauge with a minimum value of 1B and maximum 5B. - -![wdd--gauge-custom-scale-interval](../../../images/img125319.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md deleted file mode 100644 index 21969ebf07..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117520 ---- -# Interactivity -To enable interaction between the Gauge and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. -* [Master Filtering](#masterfiltering) -* [Drill-Down](#drilldown) - -## Master Filtering -You can use the **Gauge** dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -When **Master Filtering** is enabled, you can click a gauge(s) to make other dashboard items only display data related to the selected gauge(s). - -![Gauges_MasterFiltering_Web](../../../images/img22508.png) - -To enable **Master Filtering**, go to the Gauge's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. - -![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Gauge's [caption](../../dashboard-layout/dashboard-item-caption.md). - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. - -When drill-down is enabled, you can click a gauge to view the details. - -![Gauges_DrillDown_Web](../../../images/img22509.png) - -Drill-down requires that the **Series** section contains several dimensions at the top, from the least detailed to the most detailed dimension. - -![wdd-gauge-drill-down-arguments-section](../../../images/img125778.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable **Drill-Down**, go to the Gauge's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. - -![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) - -To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Gauge's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md deleted file mode 100644 index 80bde70a21..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 117537 ---- -# Layout -The Gauge dashboard item allows you to specify the number of columns or rows by which gauges are arranged. For example, the following image shows gauges arranged into 3 columns. - -![wdd-gauges-fixed-columns](../../../images/img125649.png) - -To control how gauges are arranged, use the **Layout** section in the Gauge's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-pie-content-arrangement](../../../images/img125199.png) - -The following modes are available. - -| Arrangement Mode | Description | -|---|---| -| **Auto** | Automatically resizes gauges to fit within the dashboard item. | -| **Fixed Rows** | Allows you to arrange gauges in a specific number of rows. | -| **Fixed Columns** | Allows you to specify the number of columns in which gauges are arranged. | - -To specify the number of rows/columns, use the **Line Count** field. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md deleted file mode 100644 index afb59662d8..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117535 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Gauge** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Gauge dashboard item that is bound to data. - -![wdd-gauge-bindings](../../../images/img125621.png) - -To bind the Gauge dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Gauge's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Gauges** | Measure (both _Actual_ and _Target_ values) | Contains data items used to calculate values displayed by gauges. After you add the data item containing **actual** data, you can add the second data item (optional) that contains **target** data. If both items are provided, gauges show the difference between actual and target values, called _delta_. To learn more, see [Delta](delta.md). You can fill several data item containers in the Gauges section and use the **Values** drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the dashboard item caption. | -| **Series** | Dimension | Contains data items whose values are used to label gauges.. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md deleted file mode 100644 index 1fa55cd5b5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Style -author: Natalia Kazakova -legacyId: 117519 ---- -# Style -The Gauge dashboard item allows you to select the gauge style. - -![wdd-gauges-style](../../../images/img125775.png) - -The following types are available. -* Full Circular -* Half-Circular -* Left-Quarter Circular -* Right-Quarter Circular -* Three-Fourths Circular -* Linear Horizontal -* Linear Vertical - -To select the gauge style, use the style icons in the Gauge [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-gauge-style-options](../../../images/img125777.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md deleted file mode 100644 index 421d2974a0..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Geo Point Maps -author: Natalia Kazakova -legacyId: 118023 ---- -# Geo Point Maps -The topics in this section describe various types of **Geo Point Map** dashboard items that allow you to place callouts, bubbles or pies on the map using geographical coordinates. - -![wdd-geo-point-map](../../images/img126681.png) - -This section consists of the following subsections. -* [Map Types Overview](geo-point-maps/map-types-overview.md) - - Lists the available types of Geo Point maps and their features. -* [Providing Maps](geo-point-maps/providing-maps.md) - - Explains how to use default dashboard maps or provide custom maps. -* [Geo Point Map](geo-point-maps/geo-point-map.md) | [Bubble Map](geo-point-maps/bubble-map.md) | [Pie Map](geo-point-maps/pie-map.md) - - Describes specific capabilities of various Geo Point Map types. -* [Clustering](geo-point-maps/clustering.md) - - Describes the feature that enables grouping of neighboring map objects. -* [Map Navigation](geo-point-maps/map-navigation.md) - - Explains how to manage map zooming and scrolling. -* [Interactivity](geo-point-maps/interactivity.md) - - Describes features that enable interaction between the Geo Point maps and other dashboard items. -* [Labels](geo-point-maps/labels.md) - - Describes how to display additional information related to map shapes. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md deleted file mode 100644 index 73f731ad4a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Bubble Map -author: Natalia Kazakova -legacyId: 117937 ---- -# Bubble Map -The **Bubble Map** dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. - -![wdd-dashboard-items-bubble-map](../../../images/img125115.png) - -Topics in this section describe specific capabilities of the **Bubble Map** dashboard item. -* [Providing Data](bubble-map/providing-data.md) - - Describes how to supply the Bubble Map with data. -* [Legends](bubble-map/legends.md) - - Describes the available Bubble Map legends and their options. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md deleted file mode 100644 index dfe3ea8d2f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Legends -author: Natalia Kazakova -legacyId: 118026 ---- -# Legends -The Bubble Map provides two types of legends used to identify map objects - **color** and **weighted** legends. - -## Color Legend -The color legend helps you identify which colors correspond to specific values. - -![wdd-bubble-map-color-legend](../../../../images/img126751.png) - -To specify color legend settings, go to the **Color Legend** section of the Bubble Map's **Options** menu. - -![wdd-geo-point-map-color-legend-options](../../../../images/img125505.png) - -Here you can show or hide the color legend and change its position. - -## Weighted Legend -The weighted legend allows you to identify values corresponding to specific bubble sizes. - -![wdd-maps-weighted-legend](../../../../images/img125465.png) - -To specify weighted legend's settings, go to the **Weighted Legend** section of the Bubble Map's **Options** menu. - -![wdd-geo-point-map-weighted-legend-options](../../../../images/img125506.png) - -Here you can show or hide the weighted legend and change its position. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md deleted file mode 100644 index 59117b380f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 118025 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data in the Web Dashboard](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind the **Bubble Map** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Bubble Map dashboard item that is bound to data. - -![wdd-bubble-map-bindings](../../../../images/img126164.png) - -To bind the Bubble Map dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../../ui-elements/data-item-menu.md). - -The tables below list and describes Bubble Map data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Lattitude** | Dimension | Accepts a dimension used to provide geographic latitude. | -| **Longitude** | Dimension | Accepts a dimension used to provide geographic longitude. | -| **Weight** | Measure | Accepts a measure used to evaluate the bubble's weight. | -| **Color** | Measure | Accepts a measure used to evaluate the bubble's color. | - -The Bubble Map allows you to add supplementary content to the tooltips to provide additional data. - -| Section | Processed as | Description | -|---|---|---| -| **Tooltip Dimensions** | Dimension | Accepts dimensions allowing you to add supplementary content to the tooltips. | -| **Tooltip Measures** | Measure | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md deleted file mode 100644 index b3f1fd98ec..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Clustering -author: Natalia Kazakova -legacyId: 117935 ---- -# Clustering -When a Geo Point map contains a large number of objects (callouts, bubbles or pies), showing each object individually on the map is not useful. The Web Dashboard provides the capability to group neighboring map objects. This feature is called Clustering. - -For instance, the [Geo Point Map](geo-point-map.md) dashboard item combines callouts to bubbles. - -![wdd-geopoint-map-clusters](../../../images/img125449.png) - -The [Bubble Map](bubble-map.md) and [Pie Map](pie-map.md) dashboard items cluster bubbles/pies with other bubbles/pies. - -![wdd-bubble-map-clusters](../../../images/img125445.png) - -![wdd-pie-map-clusters](../../../images/img125447.png) - -To enable clustering in the Web Dashboard, use the **Enable Clustering** option in the Geo Point Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-maps-enable-clustering](../../../images/img125448.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md deleted file mode 100644 index 6b6b24c693..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Geo Point Map -author: Natalia Kazakova -legacyId: 117938 ---- -# Geo Point Map -The **Geo Point Map** dashboard item allows you to place callouts on the map using geographical coordinates. - -![wdd-dashboard-items-geo-point-map](../../../images/img125121.png) - -Topics in this section describe specific capabilities of the **Geo Point Map** dashboard item. -* [Providing Data](geo-point-map/providing-data.md) - - Describes how to supply the Geo Point Map with data. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md deleted file mode 100644 index 431e4a851d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 118024 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind the **Geo Point Map** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Geo Point Map dashboard item that is bound to data. - -![wdd-geo-point-bindings](../../../../images/img126163.png) - -To bind the Geo Point Map dashboard item to data, click the placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../../ui-elements/data-item-menu.md). - -The tables below list and describe the Geo Point Map's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Lattitude** | Dimension | Accepts a dimension used to provide geographic latitude. | -| **Longitude** | Dimension | Accepts a dimension used to provide geographic longitude. | -| **Value** | Measure | Accepts values related to geographic points. These values are displayed within map callouts. | - -The Geo Point Map allows you to add supplementary content to the tooltips to provide additional data. - -| Section | Processed as | Description | -|---|---|---| -| **Tooltip Dimensions** | Dimension | Accepts dimensions allowing you to add supplementary content to the tooltips. | -| **Tooltip Measures** | Measure | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md deleted file mode 100644 index 78a0ca191c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117933 ---- -# Interactivity -This document describes the capabilities that enable interaction between **Geo Point** maps and other dashboard items. These capabilities include **Master Filtering**. - -## Master Filtering -You can use the **Geo Point** dashboard item as a filter for other dashboard items. - -The Geo Point Map dashboard item supports filtering by callout/bubble/pie. When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). - -![wdd-geo-point-master-filtering](../../../images/img125454.png) - -> [!NOTE] -> When you select a clustered bubble or pie, master filtering is applied by all points that are clustered into this bubble/pie. - -To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -To enable **Master Filtering**, go to the Map's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. - -![wdd-interactivity-section-without-drill-down](../../../images/img125455.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Map's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md deleted file mode 100644 index 91862eadb2..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 117932 ---- -# Labels -Geo Point maps provide the capability to display titles within map shapes and allow you to add supplementary content to the callout/bubble/pie tooltips. - -## Shape Titles -To manage map titles, use the **Shape Title Attribute** option of the Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -Here you can select the attribute whose values are displayed within corresponding map shapes. - -![wdd-geopoint-map-shape-title](../../../images/img125459.png) - -## Tooltips -Geo Point maps also allow you to add supplementary content to the callout/bubble/pie tooltips using the **Tooltip Measures** and **Tooltip Dimensions** data sections. - -To add an additional information, click a placeholder contained in one of the available data sections and select the required measure/dimension in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -![wdd-geo-point-map-toltips](../../../images/img125462.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md deleted file mode 100644 index baa7a3a112..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Map Navigation -author: Natalia Kazakova -legacyId: 117934 ---- -# Map Navigation -The Geo Point Map dashboard item allows you to perform navigation actions such as zooming and scrolling using the mouse. - -You can enable or disable the capability to scroll/zoom the map using the **Lock Navigation** option in the Geo Point Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-map-lock-navigation](../../../images/img125404.png) - -To display the entire map within the dashboard item, use the **Initial Extent** button (the ![wdd-map-initial-size-icon](../../../images/img125402.png) icon) in the Geo Point Map's [caption](../../dashboard-layout/dashboard-item-caption.md). - -![wdd-geo-point-map-initial-state](../../../images/img125453.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md deleted file mode 100644 index b9175f327d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Map Types Overview -author: Natalia Kazakova -legacyId: 117940 ---- -# Map Types Overview -The Web Dashboard allows you to create **three types** of Geo Point maps. -* The [Geo Point Map](geo-point-map.md) dashboard item allows you to place callouts on the map using geographical coordinates. - - ![wdd-dashboard-items-geo-point-map](../../../images/img125121.png) -* The [Bubble Map](bubble-map.md) dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. - - ![wdd-dashboard-items-bubble-map](../../../images/img125115.png) -* The [Pie Map](pie-map.md) dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. - - ![wdd-dashboard-items-pie-map](../../../images/img125124.png) - -To create the required **Geo Point Map** dashboard item, use the **Maps** section in the Toolbox. - -![wdd-toolbox-maps-section](../../../images/img125422.png) - -To learn how to provide maps for Geo Point Map dashboard items, see the [Providing Maps](providing-maps.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md deleted file mode 100644 index 221983d008..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Pie Map -author: Natalia Kazakova -legacyId: 117936 ---- -# Pie Map -The **Pie Map** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. - -![wdd-dashboard-items-pie-map](../../../images/img125124.png) - -Topics in this section describe specific capabilities of the **Pie Map** dashboard item. -* [Providing Data](pie-map/providing-data.md) - - Describes how to supply the Pie Map with data. -* [Pie Options](pie-map/pie-options.md) - - Describes the specific options of the Pie Map dashboard item. -* [Coloring](pie-map/coloring.md) - - Describes the capability to manage coloring of the Pie Map. -* [Legends](pie-map/legends.md) - - Describes the available Pie Map legends and their options. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md deleted file mode 100644 index 6c2923908b..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 118030 ---- -# Coloring -Certain dashboard items provide the capability to color dashboard item elements by associating dimension values/measures and specified colors. You can choose whether to use a global color scheme to provide consistent colors for identical values or specify a local color scheme for each dashboard item. To learn more about coloring concepts common for all dashboard items, see the [Coloring](../../../appearance-customization/coloring.md) section. - -The Pie Map dashboard item allows you to manage the coloring of segments corresponding to various dimension values/measures. For example, the image below illustrates the Pie Map dashboard item with a custom color palette. - -![wdd-pie-map-custom-palette](../../../../images/img126758.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md deleted file mode 100644 index a76e9d8305..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Legends -author: Natalia Kazakova -legacyId: 118031 ---- -# Legends -The Pie Map provides two types of legends used to identify map objects - **color** and **weighted** legends. - -## Color Legend -The color legend helps you identify which colors correspond to specific argument values. - -![wdd-pie-map-color-legend](../../../../images/img126752.png) - -To specify color legend settings, go to the **Color Legend** section of the Pie Map's [Options](../../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-geo-point-map-color-legend-options](../../../../images/img125505.png) - -Here you can show or hide the color legend and change its position. - -## Weighted Legend -The weighted legend allows you to identify values corresponding to specific pie sizes. - -![wdd-maps-weighted-legend](../../../../images/img125465.png) - -To specify weighted legend's settings, go to the **Weighted Legend** section of the Pie Map's [Options](../../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-geo-point-map-weighted-legend-options](../../../../images/img125506.png) - -Here you can show or hide the weighted legend and change its position. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md deleted file mode 100644 index 7cb5e571f6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Pie Options -author: Natalia Kazakova -legacyId: 118029 ---- -# Pie Options -The Pie Map dashboard item allows you to take into account the weight of the pies. In this case, the relative sizes of the pies depend on the corresponding summary values. - -![wdd-pie-map-weightened-pies](../../../../images/img126753.png) - -To enable this capability, go to the **Common** section of the Pie Map's [Options](../../../ui-elements/dashboard-item-menu.md) menu and use the **Weighted Pies** option. - -![wdd-pie-map-weightened-pies-options](../../../../images/img126754.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md deleted file mode 100644 index 53a3522a9c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 118027 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind the **Pie Map** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Pie Map dashboard item that is bound to data. - -![wdd-pie-map-bindings](../../../../images/img126165.png) - -To bind the Pie Map dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../../ui-elements/data-item-menu.md). - -The tables below list and describe the Pie Map's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Lattitude** | Dimension | Accepts a dimension used to provide geographic latitude. | -| **Longitude** | Dimension | Accepts a dimension used to provide geographic longitude. | -| **Values** | Measure | Accepts measures used to calculate pie values. | -| **Arguments** | Measure | Allows you to provide data for pie arguments. If you added a data item to the **Argument** section and several data items to the Values section, you can use the Values drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon in the [dashboard item caption](../../../dashboard-layout/dashboard-item-caption.md). | - -The Pie Map allows you to add supplementary content to tooltips to provide additional data. - -| Section | Processed as | Description | -|---|---|---| -| **Tooltip Dimensions** | Dimension | Accepts dimensions allowing you to add supplementary content to tooltips. | -| **Tooltip Measures** | Measure | Accepts measures allowing you to add summaries to tooltips. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md deleted file mode 100644 index d7c85ca0e2..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Providing Maps -author: Natalia Kazakova -legacyId: 117939 ---- -# Providing Maps -This topic describes how to use the default **DevExpress Dashboard** maps and configure their attributes. -* [Default Maps](#defaultmaps) -* [Custom Maps](#custommaps) - -## Default Maps -The **DevExpress Dashboard** ships with a set of default maps showing various parts of the world. The following maps are included. -* **World Countries** - a map of the world -* **Europe** - a map of Europe -* **Asia** - a map of Asia -* **North America** - a map of North America -* **South America** - a map of South America -* **Africa** - a map of Africa -* **USA** - a map of the USA -* **Canada** - a map of Canada - -> [!NOTE] -> The **World Countries** map has a lower level of detail than maps of specific regions and may not contain some of the countries. As an alternative, you can load a custom map with required granularity. - -To select a required default map, go to the [Options](../../ui-elements/dashboard-item-menu.md) menu and use the **Default Map** dropdown list located in the **Common** section. - -![wdd-geopoint-map-change-map](../../../images/img125426.png) - -## Custom Maps -The Web Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types: -* **.shp file** - holds map shapes (points/lines/polygons) -* **.dbf file** - contains attributes for each shape. - -To provide a custom map, go to the **Common** section of the [Options](../../ui-elements/dashboard-item-menu.md) menu and change the **Default Map** value to **Custom**. - -![wdd-custom-shape-file](../../../images/img127210.png) - -Finally, provide shape data using one of the following ways. -* Specify the path to the **.shp** file using the **Custom Map URL** option. Attributes from the corresponding **.dbf** file located in the same directory will automatically be included in the map. -* Load the existing shapefile using the ellipsis button next to the **Custom Map File** option. In the invoked dialog, locate the required **.shp** file. Use the **Custom Attribute File** option to locate the **.dbf** file containing attributes for each shape. - -Note that custom maps created in the Cartesian coordinate system are not supported. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid.md deleted file mode 100644 index 3372976ff7..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Grid -author: Natalia Kazakova -legacyId: 117943 ---- -# Grid -The topics in this section describe the features available in the **Grid** dashboard item, and provide information on how to create and customize grids - -![wdd-dashboard-items-grid](../../images/img125122.png) -* [Providing Data](grid/providing-data.md) - - Provides information about how to supply the Grid dashboard item with data. -* [Columns](grid/columns.md) - - Describes different types of grid columns. -* [Interactivity](grid/interactivity.md) - - Describes features that imply interaction between the Grid and other dashboard items. -* [Conditional Formatting](grid/conditional-formatting.md) - - Describes the conditional formatting feature that provides the capability to apply formatting to grid cells whose values meet the specified condition. -* [Totals](grid/totals.md) - - Describes totals that allow you to calculate summaries against values displayed within Grid columns. -* [Layout](grid/layout.md) - - Describes the Grid's layout options. -* [Column Filter](grid/column-filter.md) - - Describes how you can search data in the Grid item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md deleted file mode 100644 index d405d7c8df..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md +++ /dev/null @@ -1,38 +0,0 @@ -# Column Filter for a Grid Item on the Web - -Column filters allow users to search data in the Grid item. These filters do not affect data outside the Grid. - -## Filter Row -The **filter row** allows a user to filter data by individual column values. - -Open the grid's [Options](../../ui-elements/dashboard-surface.md) menu and go to the **Column Filter** section to get access to the filter row. When the filter row appears, a user can enter the condition in the text box to filter column values: - -![Web Dashboard - Enabled filter row (text box)](../../../images/web-dashboard-filter-row-text-box.png) - -The filter row's cells can be of different types (for example, text boxes for string and numeric values, calendars for dates, and so on). - -## Update Totals - -A user can configure a Grid item to reflect changes in column values and recalculate [totals](totals.md) based on the applied column filters. Open the grid's [Options](../../ui-elements/dashboard-menu.md) menu and go to the **Column Filter** section to get access to this setting. As a result, the Grid item recalculates totals depending on the applied column filters: - -![web-dashboard-filter-row-update-totals](../../../images/web-dashboard-filter-row-update-totals.png) - -## Limitations - -### Filter Row Limitations -The following Grid [columns](columns.md) do not support the filter row: - -- Dimension (for Image display mode only) -- Measure (for Bar display mode only) -- Sparkline -- Delta - -A Grid item does not support a filter row for window calculations and calculated fields that use the w-function if the **Update Totals** option is enabled. - -### Update Totals Limitations - -You cannot enable totals recalculation in OLAP data sources. - -### Other Limitations - -Although column filters within a Grid item are case-insensitive, totals are calculated on the server and their case-sensitivity setting depends on the database settings. If case-sensitivity settings are different, the total value can differ from the Grid's data. Make sure that the Grid item and the database use the same case-sensitivity settings. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md deleted file mode 100644 index c78fec5e59..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Columns -author: Natalia Kazakova -legacyId: 117531 ---- -# Columns -The Grid dashboard item supports four types of columns. - -![wdd-grid-columns-overview](../../../images/img125253.png) -* **Dimension** - - A dimension column displays values from the bound data item "as is". If the dimension column is bound to a data source containing images, it can display images. -* **Hyperlink** - - A dimension column allows you to display hyperlinks in the Grid dashboard item. You can provide hyperlinks as a separate data column, or they can be automatically created at run-time from any column using the specified **URI pattern**. - - ![grid_hyperlink_column](../../../images/grid_hyperlink_column.png) - - -* **Measure** - - A measure column displays summaries calculated against data in the bound data item. - - Values in the measure column can be displayed as text or represented by bars. - - ![wdd-grid-measure-options](../../../images/img125786.png) - - To select between these modes, open the column menu and go to the **Options** section. -* **Delta** - - A delta column calculates summaries against two measures: the **Actual** value and the **Target** value. When you switch the column type to **Delta**, a new **Target** data item container appears. - - ![wdd-grid-delta-target-data-section](../../../images/img125787.png) - - The difference between these values is displayed within the column. - - You can configure delta options in the **Delta Options** section of the [column menu](../../ui-elements/data-item-menu.md). -* **Sparkline** - - A sparkline column visualizes the variation of summary values over time. - - The sparkline column is bound to the measure providing sparkline values and to the dimension providing a date-time interval. Add the required date-time dimension to the **Sparkline** placeholder to show values depending on time. - - ![wdd-grid-sparkline-add-date](../../../images/img125788.png) - - You can configure sparkline options in the data item's **Sparkline Options** section. - -When you drop a data item into the Columns section, the type for the new column is determined automatically based on the data type. - -To change the column type, open the [column menu](../../ui-elements/data-item-menu.md) and click the corresponding type button. - -![wdd-grid-column-type](../../../images/img125212.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md deleted file mode 100644 index 05d3f9ec85..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md +++ /dev/null @@ -1,77 +0,0 @@ ---- -title: Conditional Formatting -author: Natalia Kazakova -legacyId: 117532 ---- -# Conditional Formatting -Use conditional formatting to highlight individual cells or rows based on specific conditions. You can apply format rules to the **dimension** and **measure** [column types](columns.md). You can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. - -![wdd-grid-conditional-formatting](../../../images/img125791.png) - -## Supported Format Rules - -Format rules that can be applied to different data item types are as follows: -* numeric - * **Value** - * **Top-Bottom** - * **Average** - * **Expression** - * **Icon Ranges** - * **Color Ranges** - * **Gradient Ranges** - * **Bar** - * **Bar Color Ranges** - * **Bar Gradient Ranges** -* string - * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * **Expression** -* date-time - * **Value** - * **A Date Occurring** (for dimensions with a continuous date-time group interval) - * **Expression** - * **Icon and Color Ranges** - * **Color Ranges** - * **Gradient Ranges** - * **Bar** - * **Bar Color Ranges** - * **Bar Gradient Ranges** - -Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Create and Edit a Format Rule - -You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: - -* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu - -* The [data item menu](../../ui-elements/data-item-menu.md) - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Appearance Settings - -You can add an icon to the cells/rows or configure the style for display text or background color. To do this, open the format rule's **Condition** section and specify the settings: - -* **Appearance** - - You can select a predefined style or create a *Custom Style* in the **Appearance** tab. You can specify the background color, the text color, and the font settings. - - ![|Web Dashboard - Appearance Tab](../../../images/wdd-cf-appearance-gallery126044.png) - -* **Icons** - - You can select an predefined icon from the **Icon** tab. - - ![Web Dashboard - Icons Tab](../../../images/wdd-cf-icons-gallery126045.png) - - -## Grid-Specific Format Condition Settings - -The format rule's **Miscellaneous** section contains the following properties that are specific to the Grid item: - -![web-cf-grid-miscellaneous](../../../images/web-cf-grid-miscellaneous.png) - - | Option | Description | - | -- | --| - | **Enabled** | Enables/disables the current format rule. | - | **Applied to Row** | Applies the current format rule to a row. | diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md deleted file mode 100644 index d751deaecc..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117991 ---- -# Interactivity -To enable interaction between the Grid and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. -* [Master Filtering](#masterfiltering) -* [Drill-Down](#drilldown) - -## Master Filtering -You can use the **Grid** dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -The Grid dashboard item supports filtering by rows. - -When **Master Filtering** is enabled, you can click a grid row (or multiple rows) to make other dashboard items only display data related to the selected record(s). - -![WebViewer_MasterFiltering](../../../images/img22459.gif) - -To enable **Master Filtering**, go to the Grid's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. - -![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Grid's [caption](../../dashboard-layout/dashboard-item-caption.md). - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. - -The **Grid** dashboard item supports drill-down for rows.When drill-down is enabled, you can click a grid row to view the details. - -![wdd-grid-interactivity-drill-down](../../../images/img125412.png) - -Drill-down requires that the Columns section contains several dimensions at the top, from the least detailed to the most detailed dimension. - -![wdd-grid-interactivity-several-dimensions](../../../images/img125410.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable **Drill-Down**, go to the Grid's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. - -![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) - -To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Grid's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md deleted file mode 100644 index 62451dbd3f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 117993 ---- -# Layout -The Grid dashboard item allows you to customize its layout in various ways. You can manage the width of grid columns, specify the visibility of column headers, enable cell merging, etc. - -To access the layout settings, use the **Layout** section in the Grid's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -The following settings are available. - -![wdd-grid-layout-options](../../../images/img125283.png) -* **Horizontal Lines** - Specifies grid's horizontal line visibility. -* **Vertical Lines** - Specifies grid's vertical line visibility. -* **Banded Rows** - Specifies the different background for odd and even rows. -* **Column Headers** - Allows you to toggle column header visibility. -* **Word Wrap** - Displays cell content on multiple lines if the size of a dashboard item is insufficient to completely display the cell content on a single line. -* **Column Width Mode** - Specifies column widths of the entire Grid using one of the available modes. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md deleted file mode 100644 index 1985972e53..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117990 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Grid** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Grid dashboard item that is bound to data. - -![wdd-grid-binding](../../../images/img125397.png) - -To bind the Grid dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Grid's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Columns** | Dimension or Measure (depending on the selected column type) | Contains data items that provide values for grid columns. The data item menu allows you to select the [column type](columns.md) and specify their options. | -| **Sparkline** | Dimension | Contains a data item that provides arguments for sparkline columns. To learn more, see [Columns](columns.md). | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md deleted file mode 100644 index 6fe74bc9cf..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Totals -author: Natalia Kazakova -legacyId: 117992 ---- -# Totals -The Grid dashboard item enables you to add a summary value (a **total**) calculated against displayed values of an individual column, and to show the result under this column. Note that you can add any number of totals for each column. For example, you can obtain the number of column records, average or maximum value, etc. - -![wdd-grid-totals](../../../images/img125280.png) -* [Totals Overview](#overview) -* [Create and Edit Totals](#create) - -## Totals Overview -You can use the following summary functions when creating totals. -* **Count** - The number of records. -* **Sum** - The sum of the values. - - ![func_sum](../../../images/img4460.png) -* **Min** - The smallest value. -* **Max** - The largest value. -* **Average** - The average of the values. - - ![func_average](../../../images/img4457.png) -* **Auto** - - The total is calculated using the type of [summary function](../../data-shaping/summarization.md) specified for the measure corresponding to the current Grid column. Note that in this case, the total is calculated based on values of the corresponding data field from the underlying data source. - - > [!NOTE] - > Note that the **Auto** type is not supported when the Grid is bound to the OLAP data source. - -You can create totals using different sets of summary functions. This depends on the type of the data source field providing data for the target column. - -> [!IMPORTANT] -> Note that the **Auto** type is available only for the [measure](columns.md) column. - -## Create and Edit Totals -To create a total, open a [data item menu](../../ui-elements/data-item-menu.md) and go to the **Totals** section. Click "+" to add a new total. - -To change the total type, open the drop down list and select the required type. - -![wdd-grid-totals-change-total-type](../../../images/img125281.png) - -You can delete the required total by clicking the **Delete** button (the ![wdd-icon-delete-big](../../../images/img126104.png) icon). - -![wdd-grid-delete-totals](../../../images/img125282.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images.md deleted file mode 100644 index aa1e39a454..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Images -author: Natalia Kazakova -legacyId: 117930 ---- -# Images -The Image dashboard item is used to display static images within a dashboard. - -![wdd-dashboard-items-image](../../images/img125123.png) - -You can either add a static image or you can use the Bound Image as a detail item along with the [Master Filtering](../interactivity/master-filtering.md) feature. -* [Image Overview](images/image-overview.md) -* [Providing Images](images/providing-images.md) -* [Interactivity](images/interactivity.md) -* [Image Settings](images/image-settings.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md deleted file mode 100644 index 6579118730..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Image Settings -author: Natalia Kazakova -legacyId: 117570 ---- -# Image Settings -This topic describes settings related to the representation of **Image** dashboard items. - -## Image Size Mode -You can specify the image size mode that defines how the image fits within the dashboard item. - -To do this, go to the [Options](../../ui-elements/dashboard-item-menu.md) menu and select the required size mode from the list. - -![wdd-image-size-mode](../../../images/img125755.png) - -The following modes are available. - -| Size Mode | Description | -|---|---| -| **Clip** | The image is clipped if it is larger than the Image dashboard item. | -| **Stretch** | The image within the Image dashboard item is stretched or shrunk to fit the size of the Image dashboard item. | -| **Squeeze** | If the dimensions of the Image dashboard item exceed those of the image it contains, the image is shown full-size. Otherwise, the image is resized to fit the dimensions of the Image dashboard item. | -| **Zoom** | The image is sized proportionally without clipping, so that it best fits the Image dashboard item. The closest fitting side of the image (either the height or the width) will be sized to fit the dashboard item, and the remaining side (height or width) will be sized proportionally, leaving empty space. | - -## Image Alignment -To specify how the image is aligned within the dashboard item, use the **Horizontal Alignment** and **Vertical Alignment** options in the Image's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-image-alignment](../../../images/img125756.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md deleted file mode 100644 index b1b97e7ec0..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117569 ---- -# Interactivity -This document describes the features that enable interaction between the Bound Image and other dashboard items. These features include **Master Filtering**. - -## Master Filtering -Data displayed in the Bound Image dashboard item can be filtered by other master filter items. The image below displays the Bound Image dashboard item filtered by [List Box](../filter-elements.md). - -![wdd-image-bound](../../../images/img125706.png) - -You can prevent the Bound Image from being affected by other master filter items using the **Ignore Master Filters** button in the Bound Image's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-pivot-interactivity](../../../images/img125456.png) - -To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md deleted file mode 100644 index 1d00c8d2e0..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Providing Images -author: Natalia Kazakova -legacyId: 117568 ---- -# Providing Images -This topic describes how to provide images for the **Image** and **Bound Image** dashboard items. - -## Provide a Static Image -To provide an image to the Image dashboard item, open the Image's [Options](../../ui-elements/dashboard-item-menu.md) menu and specify the image path using **URL** option. - -![wdd-image-provide-image](../../../images/img125751.png) - -The URL option saves the path to the image in the [dashboard definition](../../save-a-dashboard.md). - -## Provide a Set of Images -The **Bound Image** dashboard item provides the **Attribute** data section containing the corresponding placeholder. - -![wdd-image-bound-image-bindings](../../../images/img125753.png) - -You can specify the binding mode for the Bound Image. Go to the Bound Image's [Options](../../ui-elements/dashboard-item-menu.md) menu and specify the **Binding Mode**. The following options are available. -* **Binary Array** - Use this mode if images are stored in the data source as byte arrays. -* **URI** - Use this mode to locate images accessible by a predefined URI. In this case, the data source field should return strings that are parts of URIs to these images. For instance, the URI pattern in the form below specifies the path to the folder containing the required images. - - ![wdd-image-bound-template-eud](../../../images/img128884.png) - - _C:\Images\ProductDetailsImages\{0}.jpg_ - - Data source field values will be inserted to the position of the _{0}_ placeholder. Thus, the Bound Image maps the current dimension value with the image placed at the specified URI. - -> [!NOTE] -> Note that the **Bound Image** can display only a single image simultaneously. If Master Filtering is not applied to the Bound Image, it selects the displayed image in the following ways. -> * In the **Binary Array** mode, the displayed image cannot be predicted precisely as a result of sorting limitations for the image/binary data types. Use the [Master Filtering](../../interactivity/master-filtering.md) feature to display the specified image. -> * In the **URI** mode, the Bound Image displays an image corresponding a first attribute value taking into account the attribute's sort order. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies.md deleted file mode 100644 index 88f985fc04..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Pies -author: Natalia Kazakova -legacyId: 117944 ---- -# Pies -The Pie dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. - -![wdd-dashboard-items-pies](../../images/img125125.png) - -This section consists of the following subsections. -* [Providing Data](pies/providing-data.md) - - Describes how to supply the Pie dashboard item with data. -* [Interactivity](pies/interactivity.md) - - Describes features that enable interaction between the Pie dashboard item and other items. -* [Layout](pies/layout.md) - - Describes layout options of the Pie dashboard item. -* [Labels](pies/labels.md) - - Explains how to customize data labels and tooltips. -* [Style](pies/style.md) - - Describes how to select the style of pie charts. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md deleted file mode 100644 index 5a6a33e888..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117529 ---- -# Interactivity -To enable interaction between the Pie and other dashboard items, you can use interactivity features like **Master Filtering** and **Drill-Down**. -* [Master Filtering](#masterfiltering) -* [Drill-Down](#drilldown) - -## Master Filtering -You can use the Pie dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -The Pie dashboard item supports filtering by **arguments**, **series** or **points**. -* Filtering **by arguments** allows you to make other dashboard items display only data related to selected argument values by clicking a pie segment. - - ![Pies_FilteringByArguments_Web](../../../images/img22485.png) -* When filtering **by series** is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. - - ![Pies_FilteringBySeries_Web](../../../images/img22486.png) -* When filtering **by points** is enabled, you can click a single pie segment to make other dashboard items display only data related to the selected segment. - - ![wdd-pies-master-filter-points](../../../images/img125780.png) - -To configure filtering type, open the Pie's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select **Arguments**, **Series** or **Points** as a target dimension. - -![wdd-chart-interactivity-set-points](../../../images/img125061.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Pie's [caption](../../dashboard-layout/dashboard-item-caption.md). - -## Drill-Down -The drill-down capability allows you to change the detail level of data displayed in the Pie dashboard item. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. - -The Pie supports drill-down on **argument** or **series** values. -* To drill down on **arguments**, click a pie segment to view a detail diagram for the corresponding argument value. - - ![Pies_DrillDownOnArguments_Web](../../../images/img22487.png) - - Drill-down on arguments requires that the **Arguments** section contains several data items, from the least detailed to the most detailed item. - - ![wdd-pies-interactivity-arguments](../../../images/img125781.png) -* When drill-down on **series** is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. - - ![Pies_DrillDownOnSeries_Web](../../../images/img22488.png) - - Drill-down on series requires that the **Series** section contains several data items, from the least detailed to the most detailed item. - - ![wdd-pies-interactivity-series](../../../images/img125782.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To specify drill-down type, go to the Pie's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and set **Arguments** or **Series** as the target dimension. - -![wdd-chart-interactivity-set-series](../../../images/img125060.png) - -To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Pie's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md deleted file mode 100644 index baf0cbbbcb..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 117998 ---- -# Labels -Pies display **data labels** that contain descriptions for pie segments, and provide **tooltips** with additional information. - -![wdd-pie-labels](../../../images/img125620.png) - -To configure data labels and tooltips, open the Pie's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to the **Labels** section. - -![wdd-pies-data-labels-options](../../../images/img125618.png) ![wdd-pies-tooltips-options](../../../images/img125619.png) - -Here you can set argument, value, percent or their combinations as data labels or tooltips. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md deleted file mode 100644 index 1478937785..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 117996 ---- -# Layout -The Pie dashboard item allows you to specify the number of columns or rows in which pies are arranged. For example, the following image show pies arranged into 3 columns. - -![wdd-pie-content-arr-fixed-column.png](../../../images/img125197.png) - -To control how cards are arranged, use the **Layout** section in the Pie's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-pie-content-arrangement](../../../images/img125199.png) - -The following modes are available. - -| Arrangement Mode | Description | -|---|---| -| **Auto** | Automatically resizes pies to fit within the dashboard item. | -| **Fixed Rows** | Allows you to arrange pies in a specific number of rows. | -| **Fixed Columns** | Allows you to specify the number of columns in which pies are arranged. | - -To specify the number of rows / columns, use the **Line Count** field. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md deleted file mode 100644 index b6d3d28fb8..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117995 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pie** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Pie dashboard item that is bound to data. - -![wdd-pies-bindings](../../../images/img125650.png) - -To bind the Pie dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Pie's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Values** | Measure | Contains data items that define the share of pie segments. In case of negative measure values, Pie uses their absolute values. | -| **Arguments** | Dimension | Contains data items that provide values used to label pie segments. | -| **Series** | Dimension | Contains data items whose values are used to label pie charts. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/style.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/style.md deleted file mode 100644 index ec27738799..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/style.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Style -author: Natalia Kazakova -legacyId: 117999 ---- -# Style -The Pie dashboard item allows you to select whether diagrams should be painted as **pies** or **donuts**. - -![wdd-pie-style-pie](../../../images/img125202.png)![wdd-pie-style-donut](../../../images/img125201.png) - -To select the diagram style, go to the **Style** section of the Pie's [Options](../../ui-elements/dashboard-item-menu.md) menu and use the **Pie** or **Donut** buttons. - -![wdd-pie-style-settings](../../../images/img125200.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot.md deleted file mode 100644 index 1dd0936be6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Pivot -author: Natalia Kazakova -legacyId: 117947 ---- -# Pivot -The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. - -![wdd-dashboard-items-pivot](../../images/img125126.png) - -This section consists of the following topics. -* [Providing Data](pivot/providing-data.md) - - Explains how to supply the Pivot dashboard item with data. -* [Interactivity](pivot/interactivity.md) - - Describes features that enable interaction between the Pivot and other dashboard items. -* [Conditional Formatting](pivot/conditional-formatting.md) - - Describes the conditional formatting feature that provides the capability to apply formatting to cells whose values meet the specified condition. -* [Layout](pivot/layout.md) - - Describes layout options of the Pivot dashboard item. -* [Expanded State](pivot/expanded-state.md) - - Describes how to specify whether to expand column/row groups by default. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md deleted file mode 100644 index f76341e792..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md +++ /dev/null @@ -1,107 +0,0 @@ ---- -title: Conditional Formatting -author: Natalia Kazakova -legacyId: 117517 ---- -# Conditional Formatting -A Pivot dashboard item highlights cells with a certain color, depending on the cell's value. You can calculate a format rule by measures placed in the **Values** section and dimensions placed in the **Columns** or **Rows** section. - -You can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. - -![wdd-pivot-cf](../../../images/img126057.png) - -## Supported Format Rules - -Format rules that can be applied to different data item types are as follows: -* numeric - * **Value** - * **Top-Bottom** - * **Average** - * **Expression** - * **Icon Ranges** - * **Color Ranges** - * **Gradient Ranges** - * **Bar** - * **Bar Color Ranges** - * **Bar Gradient Ranges** -* string - * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * **Expression** -* date-time - * **Value** - * **A Date Occurring** (for dimensions with a continuous date-time group interval) - * **Expression** - * **Icon and Color Ranges** - * **Color Ranges** - * **Gradient Ranges** - * **Bar** - * **Bar Color Ranges** - * **Bar Gradient Ranges** - -Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Create and Edit a Format Rule - -You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: - -* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu - -* The [data item menu](../../ui-elements/data-item-menu.md) - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Appearance Settings - -You can add an icon to the cells/rows or configure the style for display text or background color. To do this, open the format rule's **Condition** section and specify the settings: - -* **Appearance** - - You can select a predefined style or create a *Custom Style* in the **Appearance** tab. You can specify the background color, the text color, and the font settings. - - ![|Web Dashboard - Appearance Tab](../../../images/wdd-cf-appearance-gallery126044.png) - -* **Icons** - - You can select an predefined icon from the **Icon** tab. - - ![Web Dashboard - Icons Tab](../../../images/wdd-cf-icons-gallery126045.png) - -## Pivot-Specific Format Condition Settings - -Appearance settings are applied to data cells that correspond to a row/column intersection. You can set a new intersection of the row and column or use predefined settings. - -Note the following specifics: - -1. The dashboard does not calculate format rules in a pivot item for percentage values at multiple levels. In this case, the "All Levels" intersection mode is not available. -2. If you create a new format rule for a dimension from the Columns/Rows section, the corresponding format condition dialog does not contain any Pivot-specific settings. - -The format rule's **Miscellaneous** section contains pivot-specific options: - -![](../../../images/web-cf-pivot-miscellaneous.png) - -| Option | Description | -| --|--| -| **Enabled** | Enables/disables the current format rule. | -| **Intersection Mode** | Specifies the level at which to apply conditional formatting to pivot cells. | -| **Intersection Row/Column Dimension** | Applies the format rule to the specified row/column dimension, if you select the _Specific Level_ as the intersection mode.| -| **Apply to Row/Column** | Specifies whether to apply the formatting to the Pivot item's entire row/column. - -A Pivot item allows you to specify the field intersection to which a format rule is applied. - -| Intersection Level Mode| Description | -| --|--| -| _Auto_ | Identifies the default level. For the Pivot dashboard item, _Auto_ identifies the First Level. | -| _First Level_ |The first level values are used to apply conditional formatting. | -| _Last Level_ | The last level values are used to apply conditional formatting. | -| _All Levels_ | All pivot data cells are used to apply conditional formatting. | -| _Specific Level_ | The specified measures/dimensions are used to apply conditional formatting. | - -For example, the Pivot item has three fields in the column area (_Year_, _Category_, and _Product_) and one field in the row area (_State_): - -![intersection_levels](../../../images/intersection_levels.png) - -The image below displays different intersection levels with the applied format rule: - -![pivot_applied_levels](../../../images/pivot_applied_levels.png) - -To apply a format rule to the row or column Grand Total, change the **Intersection Level Mode** to _Specific level_ and set the _[Grand Total]_ value as the intersection row/column dimension. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md deleted file mode 100644 index 39d5b018e5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Expanded State -author: Natalia Kazakova -legacyId: 118827 ---- -# Expanded State -If the [Columns or Rows](providing-data.md) section contains several data items, the Pivot column and row headers are arranged in a hierarchy and make up column and row groups. - -![wdd-pivot-expand-collapse.png](../../../images/img125647.png) - -You can collapse and expand row and column groups using the ![Pivot_Layout_ExpandCollapse_DownArrow](../../../images/img20154.png) and ![Pivot_Layout_ExpandCollapse_UpArrow](../../../images/img20155.png) buttons. However, the current expanded state of column and row groups do not save in the dashboard definition. If necessary, you can specify the default expanded state using the following options from **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Initial State**: -* **Auto Expanded Column Groups** - Specifies whether column groups should be collapsed or expanded by default; -* **Auto Expanded Row Groups** - Specifies whether row groups should be collapsed or expanded by default. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md deleted file mode 100644 index 7cd91a2622..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117548 ---- -# Interactivity -To enable interaction between the Pivot and other dashboard items, you can use the interactivity features. These features include **Master Filtering**. - -## Master Filtering -Data displayed in the Pivot dashboard item can be filtered by other master filter items. The image below displays the Pivot dashboard item filtered by [Tree View](../filter-elements.md). - -![wdd-pivot-interactivity](../../../images/img125754.png) - -You can prevent the pivot from being affected by other master filter items using the **Ignore Master Filters** button in the Pivot's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-pivot-interactivity](../../../images/img125456.png) - -To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md deleted file mode 100644 index ccd2c46b5c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 117550 ---- -# Layout -This topic describes how to control the Pivot dashboard item layout, the visibility of totals and grand totals, etc. -* [Layout Type](#layouttype) -* [Totals Visibility](#totalsvisibility) -* [Totals Position](#totalsposition) -* [Values Visibility](#valuesvisibility) -* [Values Position](#valuesposition) - -## Layout Type -If the Pivot dashboard item contains a hierarchy of dimensions in the [Rows](providing-data.md) section, you can specify the layout used to arrange values corresponding to individual groups. - -| Layout type | Example | Description | -|---|---|---| -| **Compact** | ![WebPivot_LayoutCompact](../../../images/img127806.png) | Displays values from different Row dimensions in a single column. Note that in this case totals are displayed at the top of a group, and you cannot change [totals position](#totalsposition). | -| **Tabular** | ![WebPivot_LayoutTabular](../../../images/img127807.png) | Displays values from different Row dimensions in separate columns. | - -To change the Pivot layout, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the **Layout** option. - -## Totals Visibility -You can control the visibility of totals and grand totals for the entire Pivot dashboard item. For instance, the image below displays the Pivot dashboard item with the disabled row totals. - -![WebPivot_DisableRowTotals_Example](../../../images/img127808.png) - -To manage the visibility of totals and grand totals, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the following options: -* **Row Totals** / **Row Grand Totals** -* **Column Totals** / **Column Grand Totals** - -Moreover, you can control the visibility of totals for individual dimensions/measures. To do this, go to **[Bindings menu](../../ui-elements/dashboard-item-menu.md)**, select the required data item and use its **Options** | **Show Totals** option. - -## Totals Position -If necessary, you can change the position of totals/grand totals for the Pivot dashboard item. For instance, in the Image below the Pivot dashboard item whose row totals are moved from bottom to top. - -![WebPivot_RowTotals_Bottom_Top](../../../images/img127809.png) - -To manage totals position, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the following options: -* **Row Totals Position** -* **Column Totals Position** - -## Values Visibility -The Pivot dashboard item can contain several measures in the [Values](providing-data.md) section. In this case, you can hide summary values corresponding to specific measures. For instance, the image below shows the Pivot with hidden _Quantity_ values. - -![WebPivot_ValuesVisibility](../../../images/img127811.png) - -To do this, go to **[Bindings menu](../../ui-elements/dashboard-item-menu.md)**, select the required measure and use its **Options** | **Show Values** option. - -## Values Position -The Pivot dashboard item allows you to control the position of headers used to arrange summary values corresponding to different measures. For instance, you can display values in columns or in rows. - -![WebPivot_ValuesPosition](../../../images/img127810.png) - -To manage this position, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the **Values Position** option. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md deleted file mode 100644 index aac065f14a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 118010 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pivot** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Pivot dashboard item that is bound to data. - -![wdd-pivot-bindings](../../../images/img125646.png) - -To bind the Pivot dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Pivot's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Values** | Measure | Contains data items used to calculate values displayed in the pivot table. | -| **Columns** | Dimension | Contains data items whose values are used to label columns. | -| **Rows** | Dimension | Contains data items whose values are used to label rows. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter.md deleted file mode 100644 index 16ca1a18c3..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Range Filter -author: Natalia Kazakova -legacyId: 117931 ---- -# Range Filter -The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. - -![wdd-dashboard-items-range-filter](../../images/img125127.png) - -This section consists of the following subsections. -* [Providing Data](range-filter/providing-data.md) - - Explains how to supply the Range Filter dashboard item with data. -* [Series](range-filter/series.md) - - Enumerates and describes different types of series that can be displayed within the Range Filter dashboard item. -* [Interactivity](range-filter/interactivity.md) - - Describes features that enable interaction between the Range Filter and other dashboard items. -* [Predefined Periods](range-filter/predefined-periods.md) - - Describes how to set predefined date-time periods that can be used to perform a selection. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md deleted file mode 100644 index a1f96532ea..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117557 ---- -# Interactivity -This document describes the features that enable interaction between the Range Filter and other dashboard items. These features include Master Filtering. - -## Master Filtering -The Dashboard allows you to use any data-aware dashboard item as a filter for other dashboard items. - -**Master filtering** is always enabled for the Range Filter dashboard item. The Range Filter displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. - -![wdd-dashboard-items-range-filter](../../../images/img125127.png) - -The Range Filter supports the **Ignore Master Filters** and **Cross Data Source Filtering** options. To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -## Predefined Periods -The Range Filter dashboard item allows you to add a number of _predefined date-time periods_ that can be used to perform a selection. - -![wdd-range-filter-select-custom-period](../../../images/img125361.png) - -To learn more about predefined periods, see [Predefined Periods](predefined-periods.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md deleted file mode 100644 index 804e13d7b5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117553 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Range Filter** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Range Filter dashboard item that is bound to data. - -![wdd-range-filter-bindings](../../../images/img125355.png) - -To bind the Range Filter dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Range Filter's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Values** | Measure | Contains data items against which the Y-coordinates of data points are calculated. | -| **Arguments** | Dimension | Contains a data item that provides values displayed along the horizontal axis of the Range Filter. These values are used for [filtering](interactivity.md). You can use only continuous **Date**, **Date-Time** and **Numeric** values as arguments. Discrete types like **String** or **Time** are not supported. Note that the **Custom Periods** section in the **Options** menu allows you to create [predefined ranges](predefined-periods.md) used to select the required date-time interval. | -| **Series** | Dimension | Contains data items whose values are used to create chart series. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md deleted file mode 100644 index 51b808cab3..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Series -author: Natalia Kazakova -legacyId: 117555 ---- -# Series -The Range Filter dashboard item supports various **Line**, **Area** and **Bar** series types. - -To switch between series types, click the data item located in the **Values** section and select the required type from the **Type** section of the [data item menu](../../ui-elements/data-item-menu.md). To show all available types, click the ellipsis button. - -![wdd-range-filter-change-series-type](../../../images/img125356.png) - -The Range Filter supports the following series types. -* Line -* Stacked Line -* Full-Stacked Line -* Area -* Stacked Area -* Full-Stacked Area -* Bar -* Stacked Bar -* Full-Stacked Bar \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md deleted file mode 100644 index d964252d67..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Scatter Chart -author: Natalia Kazakova -legacyId: 117942 ---- -# Scatter Chart -The topics in this section describe the features available in the **Scatter Chart** dashboard item, and explain how to create and customize scatter charts in the Web Dashboard. - -![wdd-dashboard-items-scatter-chart](../../images/img125128.png) - -This section is divided into the following subsections. -* [Providing Data](scatter-chart/providing-data.md) - - Explains how to supply the Scatter Chart dashboard item with data. -* [Interactivity](scatter-chart/interactivity.md) - - Describes features that enable interaction between the Scatter Chart and other dashboard items. -* [Legend](scatter-chart/legend.md) - - Describes the chart legend and its options. -* [Axes](scatter-chart/axes.md) - - Describes how to customize settings related to chart axes. -* [Orientation](scatter-chart/orientation.md) - - Describes how to toggle the chart's orientation. -* [Labels](scatter-chart/labels.md) - - Describes point labels and tooltips that contain descriptions of data points. -* [Conditional Formatting](scatter-chart/conditional-formatting.md) - - Describes the format condition settings. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md deleted file mode 100644 index 658dad1957..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Axes -author: Natalia Kazakova -legacyId: 117986 ---- -# Axes -Scatter Chart X and Y-axes are numerical axis of values. You can specify various axes settings to change visual data presentation. - -To access X and Y-axis settings, go to the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Axis X** or **Axis Y** section. - -Here you can configure the visibility of axes, their title and grid lines, reverse the axes, etc. - -The following options are available. - -![wdd-scatter-chart-axis-options](../../../images/img125602.png) - -| Options | Description | -|---|---| -| **Always show zero level** | Specifies whether or not the axis' zero level is visible. If this option is unchecked, the visible axis range is defined based on the values plotted in the chart. Note that the **Axis X** section does not contain the **Always show zero level** option. | -| **Reverse** | Allows you to reverse the axis. If the axis is reversed, its values are ordered from top to down. | -| **Grid Lines** | Allows you to hide and show grid lines for the axis. | -| **Visible** | Allows you to hide and show the axis. | -| **Title** | Allows you to hide and show the axis title. You can choose whether to use the default text or specify a custom string using the **Title Text** option. | -| **Logarithmic scale** | Specifies whether or not the axis should display its numerical values using a logarithmic scale. The combo box next to this option allows you to select the logarithmic base from one of the predefined values. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md deleted file mode 100644 index 3a8e6e086e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md +++ /dev/null @@ -1,81 +0,0 @@ ---- -title: Conditional Formatting -author: Margarita Zakhodyaeva ---- -# Conditional Formatting - -Use conditional formatting to highlight points in a Scatter Chart dashboard item. - -![web-cf-scatter-chart-main](../../../images/web-cf-scatter-chart-main.png) - -## Supported Format Rules - -You can use the following data in rule calculations: - -- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **X and Y axis** sections -- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Weight** section -- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Arguments** section -- hidden measures - -Format conditions that can be applied to different data item types are as follows: -* numeric - * **Value** - * **Top-Bottom** - * **Average** - * **Expression** - * **Color Ranges** - * **Gradient Ranges** -* string - * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * **Expression** -* date-time - * **Value** - * **A Date Occurring** (for dimensions with a continuous date-time group interval) - * **Expression** - * **Color Ranges** - * **Gradient Ranges** - - -Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Create and Edit a Format Rule - -You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: - -* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu - -* The [data item menu](../../ui-elements/data-item-menu.md) - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Format Condition Settings Specific to Scatter Charts - -Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. - -The image below displays the **Value** rule settings. The condition colors bubbles if their weight exceeds 200. - -![web-scatter-chart-cf-appearance-settings-dialog](../../../images/web-scatter-chart-cf-appearance-settings-dialog.png) - -You can apply one of the predefined colors or set a custom color for this condition. - -Go to the rule's **Legend** section and set the **Caption** field to specify the legend's text. It enables the **Display in Legend** option and the Scatter Chart item displays information about the applied rule in the legend. - -The image below displays the Scatter Chart item with the applied **Greater Than** format rule. The **Display in Legend** option is activated and the rule's caption is displayed in the legend: - -![web-scatter-chart-conditional-formatting](../../../images/web-scatter-chart-conditional-formatting.png) - -For Range format rules, the legend display text is generated automatically and depends on the range intervals: - -![web-scatter-chart-with-range-rule](../../../images/web-scatter-chart-with-range-rule.png) - -## Coloring - -A Scatter Chart item paints elements in pale gray if they don't meet the applied format condition. Note that this doesn't apply to elements that are painted by different hues. - -Enable coloring for arguments to restore the color scheme: - -![web-scatter-chart-color-by-hue](../../../images/web-scatter-chart-color-by-hue.png) - -> [!Tip] -> **Documentation:** -> [Web Dashboard - Coloring](../../appearance-customization/coloring.md) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md deleted file mode 100644 index bf16574b45..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117984 ---- -# Interactivity -To enable interaction between the Scatter Chart and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. -* [Master Filtering](#masterfiltering) -* [Drill-Down](#drilldown) - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -The Scatter Chart dashboard item supports filtering by points that correspond to specific argument values or their combinations. - -When Master Filtering is enabled, you can click a point (or multiple points) to make other dashboard items only display data related to the selected point(s). - -![wdd-grid-interactivity-master-filtering](../../../images/img125268.png) - -To enable **Master Filtering**, go to the Scatter Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. - -![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Scatter Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). - -## Drill-Down -The Drill-Down feature allows you to change the detail level of data displayed in dashboard items. To learn more about concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. - -When drill-down is enabled, you can click a point to view the details (or double-click a point in case of enabled Master Filtering). - -![wdd-grid-interactivity-drill-down](../../../images/img125267.png) - -Drill-down requires that the **Arguments** section contains several dimensions, from the least to the most detailed dimension. - -![wdd-scatter-chart-arguments-section](../../../images/img125269.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable **Drill-Down**, go to the Scatter Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. - -![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) - -To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Scatter Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md deleted file mode 100644 index 4bda86cf08..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 117988 ---- -# Labels -The Scatter Chart can display **point labels** that contain descriptions for data points, and provide **tooltips** with additional information. - -![wdd-scatter-chart-point-label](../../../images/img125604.png) - -To manage the visibility of point labels, open the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to the **Labels** section. Then, turn the **Show Point Labels** option on. - -Here you can specify the type of content displayed within point labels, configure label overlap mode and set the orientation of point labels. - -The following options are available. - -![wdd-scatter-chart-labels-option](../../../images/img125607.png) - -| Options | Description | -|---|---| -| **Show Point Labels** | Specifies whether or not to show point labels for the current series. | -| **Content** | Specifies the type of content displayed within point labels. You can select _Value_, _Argument_, _Series Name_ or _Argument and Value_ options. | -| **Overlapping Mode** | Specifies the label overlap mode. You can hide overlapping labels or disable a resolving algorithm. | -| **Orientation** | Specifies the orientation of point labels. You can set a default orientation or rotate point labels 90 degrees clockwise or counter clockwise. | -| **Position** | Specifies the position of point labels relative to bars. Point labels can be displayed inside or outside bars. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md deleted file mode 100644 index 187047531e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Legend -author: Natalia Kazakova -legacyId: 117985 ---- -# Legend -A legend is an element of a scatter chart that identifies chart points (for instance, colored points corresponding to argument values). - -![wdd-scatter-chart-legend](../../../images/img125606.png) - -To customize legend options, go to the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Legend** section. - -![wdd-scatter-chart-legend-options](../../../images/img125601.png) - -The following settings are available. - -| Setting | Description | -|---|---| -| **Show Legend** | Specifies whether or not to show a legend. | -| **Inside Diagram** | Locates a legend inside or outside the Scatter Chart. | -| **Position** | Sets a legend position and orientation. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md deleted file mode 100644 index d30e6a5834..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Orientation -author: Natalia Kazakova -legacyId: 117987 ---- -# Orientation -You can rotate the Scatter Chart so that the [X-axis](axes.md) becomes vertical, and the [Y-axis](axes.md) becomes horizontal. - -To rotate a Scatter Chart in the Web Dashboard, open the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to **Common** section. Then, turn the **Rotated** option on. - -![wdd-scatter-chart-rotate](../../../images/img125603.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md deleted file mode 100644 index 2206227e7a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117983 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Scatter Chart** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Scatter Chart dashboard item that is bound to data. - -![wdd-scatter-chart-bindings](../../../images/img125600.png) - -To bind the Scatter Chart dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Scatter Chart's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **X-Axis** | Measure | Contains the data item against which the X-coordinates of data points are calculated. | -| **Y-Axis** | Measure | Contains the data item against which the Y-coordinates of data points are calculated. | -| **Weight** | Measure | Contains the data item whose values are used to calculate the weight of data points. | -| **Arguments** | Dimension | Contains data items that provide scatter chart arguments used to create data points. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/tab-container.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/tab-container.md deleted file mode 100644 index 1cffe810e7..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/tab-container.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Tab Container -author: Natalia Kazakova -legacyId: 400300 ---- -# Tab Container - -Like the [Dashboard Item Group](dashboard-item-group.md), the **Tab Container** dashboard item allows you to combine elements within a dashboard. The main Tab Container's purpose is to split the dashboard layout into several pages. For example, you can place common filter elements on a separate tab page to display only data dashboard items. - -![](../../images/wdd-dashboard-item-tab-container.png) - -- [Create a Tab Container](#create-a-tab-container) -- [Interactivity](#interactivity) - -## Create a Tab Container -To create a tab container, use the **Tab Container** button (the ![Insert Tab Container](../../images/wdd-toolbox-insert-tab-container.png) icon) in the [Toolbox](../ui-elements/toolbox.md). The created tab container always contains one empty tab page (_Page 1_). - -![](../../images/wdd-tab-container-empty-page.png) - -Click the **Add page** button (the ![](../../images/wdd-tab-container-add-page-button.png) icon) to add a new page to the tab container. - -A tab page can contain [dashboard items](../dashboard-item-settings.md) and [dashboard item groups](dashboard-item-group.md). You can add them to a tab page using one of the following ways: - -* Create a new item using the buttons inside the empty tab page. -* Drag a new item from the [Toolbox](../ui-elements/toolbox.md) and drop it to the tab page. -* Use [drag-and-drop](../dashboard-layout/dashboard-items-layout.md) to move existing items to the tab page. - -> [!NOTE] -> Tab containers cannot be added to another tab container. - -## Interactivity - -The tab page allows you to manage the [interaction](../interactivity/master-filtering.md) between dashboard items inside and outside the page. - -The image below shows a tab page's default interactivity settings: - -![](../../images/wdd-tabContainer-interactivity.png) - -The **Master Filter** button controls whether the current tab page allows you to filter dashboard items outside the page using master filter items contained within the page. By default, this option is enabled: master filter items in the page can filter any dashboard items. - -The **Ignore Master Filters** button allows you to isolate dashboard items contained within the tab page from external master filter items. By default, this option is disabled: external master filter items can filter the dashboard items contained within the tab page. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/text-box.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/text-box.md deleted file mode 100644 index b8a92ba3e5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/text-box.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Text Box -author: Natalia Kazakova -legacyId: 117929 ---- -# Text Box -The Text Box dashboard item is used to display rich text within a dashboard. - -![wdd-text-box-rtf-example](../../images/img125853.png) - -You can provide text by uploading file in the RTF format. - -To do this, go to the Text Box's [Options](../ui-elements/dashboard-item-menu.md) menu and click the ellipsis button in the **Text** field. - -![wdd-textbox-add-rtf-file](../../images/img125845.png) - -This invokes the Open dialog, which allows you to locate the RTF file. - -> [!Note] -> The loaded RTF file's content in the Text Box can differ from the original RTF file's layout because of RTF to HTML conversion limitations and browser specifics. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap.md deleted file mode 100644 index 3631c4e5d6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Treemap -author: Natalia Kazakova -legacyId: 117928 ---- -# Treemap -The **Treemap** dashboard item allows you to visualize data in nested rectangles that are called _tiles_. - -![wdd-treemap-grouped](../../images/img125970.png) - -This section consists of the following topics. -* [Providing Data](treemap/providing-data.md) - - Provides information on how to supply the Treemap dashboard item with data. -* [Interactivity](treemap/interactivity.md) - - Describes features that enable interaction between the Treemap and other dashboard items. -* [Layout](treemap/layout.md) - - Describes layout options of the Card dashboard item. -* [Grouping](treemap/grouping.md) - - Describes how to group Treemap tiles intro groups. -* [Coloring](treemap/coloring.md) - - Provides information about coloring. -* [Labels](treemap/labels.md) - - Provides information about labels and tooltips that contain descriptions of tiles. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md deleted file mode 100644 index 6c7006fc61..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 118040 ---- -# Coloring -Treemap provides the capability to color its tiles by associating dimension values/measures and specified colors. You can choose whether to use a global color scheme to provide consistent colors for identical values or specify a local color scheme for each dashboard item. To learn more about coloring concepts common for all dashboard items, see [Coloring](../../appearance-customization/coloring.md). - -By default, the Treemap dashboard item colors its tiles in the following way. -* If the Treemap contains only measures (the _Values_ section), values corresponding to different measures are colored by different hues. -* If the Treemap contains arguments (the _Arguments_ section), values corresponding to the first argument are colored by different hues. - -If necessary, you can change the default behavior. For example, the image below shows the Treemap dashboard item whose measures and argument values are painted with the same color. - -![wdd-treemap-same-color](../../../images/img125995.png) - -To change the default coloring behavior, go to the **Coloring** section of the Treemap's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-treemap-coloring-options](../../../images/img125996.png) - -> [!NOTE] -> You can change the default palette used to color Treemap tiles. For this, go to the **Color Scheme** section of the Treemap's **Options** menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md deleted file mode 100644 index ba09deabab..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Grouping -author: Natalia Kazakova -legacyId: 118039 ---- -# Grouping -If you use several arguments in the Treemap, you can group tiles corresponding to child values by parent values. For example, the following Treemap dashboard item displays combinations of categories and sub-categories. - -![wdd-treemap-ungroupped](../../../images/img125968.png) - -To group sub-categories inside corresponding categories, click the _Product Category_ data item and go to the **Tile Options** section of the [data item menu](../../ui-elements/data-item-menu.md). There, toggle the **Group Tiles** option on. - -![wdd-treemap-group-tiles-option](../../../images/img125967.png) - -Product tiles will be grouped into category groups. - -![wdd-treemap-grouped](../../../images/img125970.png) - -> [!NOTE] -> Note that grouping is unavailable for the bottommost level. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md deleted file mode 100644 index 497732b713..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 118037 ---- -# Interactivity -To enable interaction between the Treemap and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. -* [Master Filtering](#masterfiltering) -* [Drill-Down](#drilldown) - -## Master-Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (Master Filter). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -The Treemap dashboard item supports filtering by tiles/[groups](grouping.md). - -When **Master Filtering** is enabled, you can click a tile or group caption (or multiple tiles/groups) to make other dashboard items only display data related to the selected tile/group(s). - -![wdd-treemap-interactivity](../../../images/img125959.png) - -> [!NOTE] -> If the Single Master Filter is used, you can select only tiles corresponding to the bottommost level. - -To enable **Master Filtering**, go to the Treemap's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. - -![wdd-treemap-enable-interactivity](../../../images/img125960.png) - -To reset multiple filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Treemap's [caption](../../dashboard-layout/dashboard-item-caption.md). - -## Drill-Down -The built-in drill-down capability allows end-users to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. - -When drill-down is enabled, an end-user can click a tile to view the details. - -![wdd-treemap-drill-down](../../../images/img127986.png) - -Drill-down requires that the **Arguments** section contains several dimensions at the top, from the least detailed to the most detailed dimension. - -![wdd-drill-down-arguments](../../../images/img127984.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable **Drill-Down**, go to the Treemap's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. - -![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) - -To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Treemap's [caption](../../dashboard-layout/dashboard-item-caption.md). - -> [!NOTE] -> [Grouping](grouping.md) is not in effect when drill-down is enabled. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md deleted file mode 100644 index f2efe4139e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 118041 ---- -# Labels -The Treemap displays labels that contain descriptions for tiles and groups, and provide tooltips with additional information. - -![wdd-treemap-labels](../../../images/img125998.png) - -You can specify which information should be displayed within tile and group labels separately. To do this, go to the **Labels** section of the Treemap's [Options](../../ui-elements/dashboard-item-menu.md) menu. Here you can specify a type of the following elements. -* Tile labels -* Tile tooltips -* Group labels -* Group tooltips - -The available types are similar for all elements. You can set one of these types. - -![wdd-treemap-labels-option](../../../images/img125997.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md deleted file mode 100644 index 52f27a6c90..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 118038 ---- -# Layout -This topic describes how to change a layout algorithm used to arrange Treemap tiles. To do this in the Web Dashboard, go to the Treemap's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Layout** section. - -![wdd-treemap-layout-options](../../../images/img125963.png) - -## Layout Algorithm -To change a layout algorithm, select the required direction in the Layout Algorithm list. The following algorithms are available. -* The **Slice and Dice** algorithm divides the space between items, slicing it in the specified direction depending on item value. - - ![wdd-treemap-slice-and-dice](../../../images/img125964.png) -* The **Squarified** algorithm arranges tiles so that their width/height ratio will be closer to 1. - - ![wdd-treemap-squarified](../../../images/img125965.png) -* The **Striped** algorithm is a modified version of the Squarified algorithm. The difference here is that tiles are drawn side by side as columns or rows. - - ![wdd-treemap-stripped](../../../images/img125966.png) - -## Layout Direction -You can also set a layout direction to specify an arrangement of tiles depending on their sizes. The Treemap arranges tiles in descending order from maximum to minimum values. To do this, select the required direction in the **Layout Direction** list. -* **Bottom Left - Top Right** arranges tiles from the bottom-left to the top-right corner. -* **Bottom Right - Top Left** arranges tiles from the bottom-right to the top-left corner. -* **Top Left - Bottom Right** arranges tiles from the top-left to the bottom-right corner. -* **Top Right - Bottom Left** arranges tiles from the top-right to the bottom-left corner. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md deleted file mode 100644 index 41b1dad79f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 118036 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Treemap** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Treemap dashboard item that is bound to data. - -![wdd-treemap-bindings](../../../images/img125955.png) - -To bind the Treemap dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Treemap's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Values** | Measure | Contains data items that provide numeric data. You can fill several data item containers in the Values section and use the **Values** drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the [dashboard item caption](../../dashboard-layout/dashboard-item-caption.md). | -| **Arguments** | Dimension | Contains data items that provide discrete categorical data. If the Arguments section contains several dimensions, you can [group](grouping.md) child tiles by values of the parent dimension. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout.md deleted file mode 100644 index 6a5aeb26b2..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Dashboard Layout -author: Natalia Kazakova -legacyId: 117952 ---- -# Dashboard Layout - -This section describes the features related to the dashboard layout. - -## Dashboard Width and Height - -The control automatically stretches or shrinks content (dashboard items) in a dashboard to fit available screen space horizontally and vertically. You can adjust layout options and specify exact content width and height. - -![|web-dashboard-stretched-layout](../images/web-dashboard-stretched-layout.png) - -As an alternative, you can set content size in pixels. If the width or height is too large, the Dashboard control displays a scrollbar. - -![|Web Dashboard Scrollable Layout](../images/web-dashboard-scrollable-layout.gif) - - -Specify the following options in the [Designer Toolbar](ui-elements/designer-toolbar.md): - -* _Auto_ - - The height or width of a dashboard surface fits to content. -* _Fixed_ - - The height or width of a dashboard surface is set in pixels. - -## Dashboard Title -The Dashboard Title is at the top of the [dashboard surface](ui-elements/dashboard-surface.md) and can contain static text, svg images, and command buttons. These elements are called toolbar items: - -![wdd-dashboard-title](../images/img126004.png) - -Refer to the following article for details: [Dashboard Title](dashboard-layout/dashboard-title.md). -## Dashboard Items Layout -The dashboard arranges dashboard items and groups using layout items and layout groups. They are containers that display a dashboard layout as a hierarchical structure. - -![DashboardLayoutHierarchy](../images/img25963.png) - -See the following article for more information: [Dashboard Items Layout](dashboard-layout/dashboard-items-layout.md). -## Dashboard Item Caption - -Each dashboard item has a caption that is displayed at the top of this item. The caption can contain static text, svg images, and command buttons. These elements are called toolbar items: - -![wdd-dashboard-item-caption](../images/img126135.png) - -See the following article for more information: [Dashboard Item Caption](dashboard-layout/dashboard-item-caption.md). - - diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md deleted file mode 100644 index 415bfca7b0..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Dashboard Item Caption -author: Natalia Kazakova -legacyId: 117727 ---- -# Dashboard Item Caption - -Each dashboard item has a caption that is displayed at the top of this item. The caption contains static text and other information, as well as command buttons. - -![wdd-dashboard-item-caption](../../images/img126135.png) - -You can control the dashboard item caption's visibility. - -* When the caption is **on**, it is always displayed at the top of the dashboard item. Some command buttons are displayed when you hover the mouse pointer over them. -* When the caption is **off**, it is not visible by default. Some command buttons are displayed in a floating panel when you hover the mouse pointer over them. On touch-based devices, you need to do extra click to show the caption elements when the caption is hidden. - -To show or hide the caption of a dashboard item, go to the dashboard item **Options** menu and use the **Show Caption** option. - -![wdd-di-caption-options](../../images/img126136.png) - -> [!NOTE] -> The [Range Filter](../dashboard-item-settings/range-filter.md) dashboard item's caption is not visible by default. - -The dashboard item caption consists of the following elements: - -* A **static item** is visible only if the caption is enabled (for example, the item caption, the data reducing icon). -* An **action item** is displayed only when the mouse pointer hovers over the dashboard item caption (for instance, the _Export To_ and _Values_ buttons). -* A **state item** is displayed only in specific dashboards states (for example, the _Drill Up_ and _Clear Master Filter_ buttons). -* A **navigation item** allows you to navigate through different dashboard screens (for example, _Dashboards_ and _Back_ buttons in [mobile layout](../../web-dashboard-viewer-mode/mobile-layout.md)). - -The table below lists the information and buttons that can be displayed in the dashboard item caption. - -| Icon / Text | Item | Description | -|---|---|---| -| ![](../../images/web-item-caption-data-reducing.png) | **Data Reducing** icon | **Static**. Shows that visible data is limited. | -| Text | **Drill-Down Text** | **Static**.Shows a value or values from the current drill-down hierarchy. See [Drill-Down](../interactivity/drill-down.md) for more details. | -| Text | **Caption Text** | **Static**. Shows a static text in the caption. | -| ![](../../images/web-item-caption-maximize.png) | **Maximize** button | **Action**. Expands any dashboard item into the whole dashboard size to examine data in greater detail. Refer to [Dashboard Items Layout](dashboard-items-layout.md) for more information. | -| ![](../../images/web-item-caption-restore.png) | **Restore** button | **Action**. Restores the expanded item to its initial state. | -| ![](../../images/web-item-caption-export.png) | **Export to** button | **Action**. Invokes the export menu for a dashboard item. To learn how to export individual dashboard items, see [Exporting](../exporting.md). | -| ![](../../images/web-item-caption-values.png) | **Values** button | **Action**. Invokes a drop-down menu that allows you to switch between provided values (in the pie, card, gauge and maps dashboard items). To learn more, see the **Providing Data** topic for the corresponding [dashboard item](../dashboard-item-settings.md). | -| ![](../../images/web-item-caption-multi-select.png) | **Multi-Select** button | **Action**. Allows you to filter data by selecting multiple elements in dashboard items. | -| ![](../../images/web-item-caption-select-date-time-period.png) | **Select Date Time Period** menu / button | **Action**. Allows you to select date-time periods for the Range Filter. | -| ![](../../images/web-item-caption-filters.png) | **Filters** button | **Action**. Displays filters affecting the current dashboard item or entire dashboard. This button is only available in [mobile layout](../../web-dashboard-viewer-mode/mobile-layout.md). | -| ![](../../images/web-item-caption-clear-master-filter.png) | **Clear Master Filter** button | **State**. Allows you to reset filtering when a dashboard item acts as the Master Filter. To learn more, see Master Filtering. | -| ![](../../images/web-item-caption-drill-up.png) | **Drill Up** button | **State**. Allows you to return to the previous detail level when the [drill-down](../interactivity/drill-down.md) capability is enabled for this item. | -| ![](../../images/web-item-caption-clear-selection.png) | **Clear Selection** button | **State**. Allows you to clear the selection inside an item. | -| ![](../../images/web-item-caption-initial-extent.png) | **Initial Extent** button | **State**. Restores the default size and position of the Map dashboard items. | -| Dashboards | **Dashboards** button | **Navigation**. Displays a list of available dashboards. | -| ![](../../images/web-item-caption-back-button.png) | **Back** button | **Navigation**. Returns to the dashboard items list. | diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md deleted file mode 100644 index 6a6ae610eb..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md +++ /dev/null @@ -1,55 +0,0 @@ ---- -title: Dashboard Items Layout -author: Natalia Kazakova -legacyId: 117728 ---- -# Dashboard Items Layout -The **Web Dashboard** provides the capability to arrange and resize dashboard items and groups using simple drag-and-drop operations. - -## Layout Concepts -The dashboard arranges dashboard items and groups using _layout items_ and _layout groups_. They are special containers that are used to present a dashboard layout as a hierarchical structure. -* A **layout item** is used as a container that displays an individual dashboard item. -* A **layout group** is used as a container that is used to arrange layout items (or other layout groups) either horizontally or vertically. At the same time, layout groups are used as containers that display dashboard item groups. - -Thus, a dashboard layout is hierarchically arranged from the root layout group to bottommost layout items, which display individual dashboard items. - -![DashboardLayoutHierarchy](../../images/img25963.png) - -## Item Resizing -You can resize individual items/groups of items by dragging their edges. For this, follow the steps below. -1. In the area allowing you to resize items, cursor types will be changed to **column resize** / **row resize**. - - ![wdd-di-resize1](../../images/img126142.png) -2. Left-click and drag the cursor until you get the expected sizes and release the left mouse button. - - ![wdd-di-resize2](../../images/img126143.png) -3. The dashboard items change their sizes. - - ![wdd-di-resize3](../../images/img126144.png) - -## Maximize and Restore Item -You can expand any dashboard item to fit the dashboard to examine data in greater detail. The expanded dashboard item size in this case is the same as the root layout group. - -1. Click the **Maximize** button in the [dashboard item caption](dashboard-item-caption.md) to maximize a dashboard item. - - ![](../../images/wdd-maximize-dashboard-item.png) - -2. Click **Restore** to restore the item's size. - - ![](../../images/wdd-restore-dashboard-item.png) - -## Item Positioning -You can change the position of a dashboard item by using drag-and-drop and the dashboard item's [Move](../ui-elements/dashboard-item-menu.md) button. - -Depending on the required dashboard item position, a new layout group is created (if required) to maintain the arrangement of items. Thus, the dashboard item can be inserted to the desired area of a new or existing dashboard layout group. - -The following steps illustrates how a dashboard item is dragged. -1. Select a dashboard item and hover the [Move](../ui-elements/dashboard-item-menu.md) button. - - ![wdd-move-dashboard-item](../../images/img126139.png) -2. Drag the dashboard item to the expected area and release the left mouse button when the drop indicator displays the required area. - - ![wdd-move-dashboard-item2](../../images/img126140.png) -3. The dashboard item is moved to a new position. - - ![wdd-di-new-position](../../images/img126141.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-title.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-title.md deleted file mode 100644 index ee9e8ec945..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-title.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Dashboard Title -author: Natalia Kazakova -legacyId: 117712 ---- -# Dashboard Title -The **Dashboard Title** is located at the top of the [dashboard surface](../ui-elements/dashboard-surface.md) and can contain text and image content. - -![wdd-dashboard-title](../../images/img126004.png) - -To change title settings, invoke the [dashboard menu](../ui-elements/dashboard-menu.md) and open the **Title** page. - -![wdd-title-page](../../images/img126668.png) - -Here you can specify the following options. -* **Text** - Specifies the dashboard title text. -* **Visible** - Specifies whether or not the dashboard title is visible. -* **Alignment** - Specifies the alignment of the dashboard title. -* **Include Master Filter** - Specifies whether or not to show the state of master filter items in the dashboard title. - - When you hover over the filter icon (![DashboardTitle_MasterFilterIcon](../../images/img23138.png)), all master filters applied to the dashboard are displayed in the invoked popup. - - ![wdd-title-master-filter](../../images/img126020.png) -* **Image** - Allows you to specify the image displayed within the dashboard title. The dashboard definition will contain an image as a byte array. - -The dashboard title can contain the following command buttons. -* **Export To** - Allows you to export the entire dashboard. To learn more about exporting, see [Exporting](../exporting.md). -* **Parameters** - Allows you to modify dashboard parameter values. To learn more about parameters, see [Parameters](../data-analysis/dashboard-parameters.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis.md deleted file mode 100644 index fe9a8aa4c5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Data Analysis -author: Natalia Kazakova -legacyId: 117950 ---- -# Data Analysis -This section describes how to perform advanced data analysis using the aggregate and window functions, dashboard parameters, etc. - -The section consists of the following topics. -* [Aggregations](data-analysis/aggregations.md) -* [Calculations](data-analysis/calculations.md) -* [Dashboard Parameters](data-analysis/dashboard-parameters.md) -* [Expression Constants, Operators, and Functions](data-analysis/expression-constants-operators-and-functions.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/aggregations.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/aggregations.md deleted file mode 100644 index f9e501590d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/aggregations.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Aggregations -author: Natalia Kazakova -legacyId: 117709 ---- -# Aggregations -The Web Dashboard allows you to prepare underlying data using additional aggregation levels when creating [calculated fields](../provide-data/calculated-fields.md). This topic shows how to evaluate calculated fields on a visualization (summary) and intermediate levels. - -## Summary Level Aggregations -To compute values of the calculated field on a visualization (or summary) level, you can use a set of predefined aggregate functions. In the [Expression Editor](../provide-data/calculated-fields.md), these functions are available within the **Functions** | **Aggregate**. - -| Function | Description | Example | -|---|---|---| -| Aggr(SummaryExpression, Dimensions) | Aggregates underlying data using the detail level specified by a predefined set of dimensions and a specified summary function. | Aggr(Sum([Sales]), [Category], [Product]) | -| Avg(Value) | Returns the average of all the values in the expression. | Avg([Profit]) | -| Count() | Returns the number of values. | Count() | -| CountNotNull(Value) | Returns a number of non-null objects in a collection. | CountNotNull([Orders]) | -| CountDistinct(Value) | Returns the number of distinct values. | CountDistinct([Orders]) | -| Max(Value) | Returns the maximum value across all records. | Max([Profit]) | -| Min(Value) | Returns the minimum value across all records. | Min([Profit]) | -| Mode(Value) | Returns the mode of the values. | Mode([Profit]) | -| Median(Value) | Returns the median of the values. | Median([Profit]) | -| Sum(Value) | Returns the sum of all values. | Sum([Profit]) | -| Var(Value) | Returns an estimate of the variance of a population, where the sample is a subset of the entire population. | Var([Orders]) | -| Varp(Value) | Returns the variance of a population, where the population is the entire data to be summarized. | Varp([Orders]) | -| StdDev(Value) | Returns an estimate of the standard deviation of a population, where the sample is a subset of the entire population. | StdDev([Orders]) | -| StdDevp(Value) | Returns the standard deviation of a population, where the population is the entire data to be summarized. | StdDevp([Orders]) | - -These functions can be used for all types of numeric fields. After creating such calculated fields, you can use them as measures contained in an OLAP cube. - -## Intermediate Level Aggregations -The Web Dashboard can aggregate and summarize data on different levels. -* The [Query Builder](../ui-elements/dialogs-and-wizards/query-builder.md) allows you to prepare an underlying data source before data analysis. You can group, sort, summarize, and apply other data shaping operations during data selection. -* [Dashboard items](../dashboard-item-settings.md) aggregate and summarize data at the visualization level using dimensions and measures, respectively. See the following topic to learn more: [Bind Dashboard Items to Data](../bind-dashboard-items-to-data.md). -* The **Aggr** function introduces an intermediate detail level that is not related to the visualization level. This allows you to create custom aggregations at different levels and combine these aggregations with existing visualizations. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md deleted file mode 100644 index 81097d2991..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md +++ /dev/null @@ -1,94 +0,0 @@ ---- -title: Cascading Parameters -author: Polina Tyureva ---- -# Cascading Parameters - -Create cascading parameters to filter a list of predefined parameter values based on values of another parameter. The following image illustrates cascading parameters where **Products** parameter values are filtered by the selected **Category**: - -![Dashboard for Web - Cascading Parameters](../../../images/cascading-parameters-web.gif) - -In case of two parameters, the first parameter is used to filter the data source for the second parameter with [dynamic list](creating-parameters.md#look-up-settings) settings. - -## Create Cascading Parameters - -The dashboard in this example is connected to a Northwind database (an SQL Database) and contains three [queries](../../provide-data/working-with-sql-data-sources/manage-sql-queries.md): *Categories*, *Products*, and *OrderReports*. The Grid item visualizes data from the *OrderReports* query. - -In this tutorial, you will create two dashboard parameters: -* The **categoryDashParam** parameter filters the *Products* query. The *Products* query is a data source for the **productsDashParam** parameter. -* The **productsDashParam** parameter filters the *OrderReports* query. - -The steps below create cascading parameters in the Web Dashboard: - -1. [Create a dashboard parameter](creating-parameters.md) called **categoryDashParam** with dynamic list settings. Use the *Categories* query as a data member and the *CategoryID* field as a value member. - - The parameter settings may look as follows: - - ![|Dashboard for Web - Create Dashboard Parameter](../../../images/web-category-parameter-cascading.png) - -2. [Filter](../../provide-data/working-with-sql-data-sources/filter-queries.md) the *Products* query. - - To do this, click the **Edit** button next to the query on the **Data Sources** page of the [dashboard menu](../../ui-elements/dashboard-menu.md). - - ![Dashboard for Web - Filter Query](../../../images/filter-sql-query.png) - - Click **Run Query Builder** in the opened window. - - In the invoked [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md), click the ellipsis button next to the **Filter** field in the **Query Properties** section: - - ![Dashboard for Web - Filter Query](../../../images/web-filter-properties.png) - - - In the [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), specify the filter criteria. From the drop-down list select *Parameter* and create a new [query parameter](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md) called **categoryQueryParam**: - - ![Dashboard for Web - Filter Query](../../../images/web-category-parameter-filter-cascading.png) - - The resulting filter looks as follows: - - ``` - [Products.CategoryID] = ?categoryQueryParam - ``` - -3. [Bind](creating-parameters.md#look-up-settings) the **categoryQueryParam** query parameter to the **categoryDashParam** dashboard parameter. - - To do this, in the **Parameters** section of the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) change the parameter’s type to *Expression*. Click the **Value** property’s ellipsis button to specify the dashboard parameter. - - The query parameter settings look as follows: - - ![Dashboard for Web - Query Parameter Settings](../../../images/web-category-query-parameter-setting.png) - - -4. Create a dashboard parameter called **productsDashParam** with dynamic list settings. Use the *Products* query as a data member and the *ProductID* field as a value member. - - The parameter settings may look as follows: - - ![|Dashboard for Web - Create Dashboard Parameter](../../../images/web-products-parameter-cascading.png) - - -5. [Filter](../../provide-data/working-with-sql-data-sources/filter-queries.md) the *OrderReports* query. - - To do this, click the **Edit** button next to the query on the **Data Sources** page of the [dashboard menu](../../ui-elements/dashboard-menu.md), then click **Run Query Builder**. In the invoked [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md), click the ellipsis button next to the **Filter** field in the **Query Properties** section. - - In the [Filter Editor](../../ui-elements/dialogs-and-wizards/query-builder.md), specify the filter criteria. From the drop-down list select *Parameter* and create a new [query parameter](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md) called **productsQueryParam**: - - ![Dashboard for Web - Filter Query](../../../images/web-products-parameter-filter-cascading.png) - - The resulting filter looks as follows: - - ``` - [OrderReports.ProductID] In(?productsQueryParam) - ``` - -6. [Bind](creating-parameters.md#look-up-settings) the **productsQueryParam** query parameter to the **productsDashParam** dashboard parameter. - - To do this, in the **Parameters** section in the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) change the parameter’s type to *Expression*. Click the **Value** property’s ellipsis button to specify the dashboard parameter. - - The query parameter settings look as follows: - - ![Dashboard for Web - Query Parameter Settings](../../../images/web-products-query-parameter-setting.png) - - -7. Create a Grid item to visualize data from the filtered *OrderReports* query. - ->[!TIP] ->When using a [multi-value](creating-parameters.md#allow-multiselect) parameter to filter a query, create the condition with the `Is any of` or `Is none of` operator. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md deleted file mode 100644 index 11a648ed55..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md +++ /dev/null @@ -1,131 +0,0 @@ ---- -title: Creating Parameters -author: Natalia Kazakova -legacyId: 117551 ---- -# Create Dashboard Parameters in the Web Dashboard - -This topic shows how to add a dashboard parameter and specify its settings in the UI. - -## Create a Parameter - -To create a dashboard parameter, follow the steps below. - -1. Invoke the [dashboard menu](../../ui-elements/dashboard-menu.md) and select **Parameters**. -2. In the **Parameter List**, click the **Add** button. The parameter's settings form appears as follows: - - ![Web Dashboard - Add a New Dashboard Parameter](~/eud-for-bi-dashboards/dashboard-for-web/images/img126106.png) - -3. Specify the parameter's settings. - -## Parameter Settings - -### Name - -Specifies the parameter name. - -When you create and modify parameter names, follow the rules below: - -* A name can contain letters, numbers, and underscores. -* A name cannot contain spaces. -* A name cannot be an empty string. -* The dashboard cannot contain parameters with the same name. -* Names are case-sensitive. For example, you can create the names _Parameter_ and _PARAMETER_. - -### Description - -Specifies the parameter description displayed in the **Parameter** column of the [Dashboard Parameters](requesting-parameter-values.md) dialog: - -![Dashboard Parameter with Description](~/eud-for-bi-dashboards/dashboard-for-web/images/dashboard-parameter-description.png) - -### Visible - -Specifies whether the parameter is visible in the [Dashboard Parameters](requesting-parameter-values.md) dialog. - -### Allow Null - -Specifies whether a null value can be passed as a parameter value. - -### Allow Multiselect - -Specifies whether multi-selection is enabled for the current parameter. - -* Use the **Is any of** or **Is none of** operators to pass a multi-select parameter to a filter criteria or to the Expression format condition. -* Use the **In** or **Not In** operators to pass a multi-select parameter to a calculated field expression. - -### Select All Values - -Specifies whether all parameter values should be selected in the initial state of the dashboard. - -Note that this option is in effect when the **Allow Multiselect** setting is enabled. - -### Type - -Specifies the parameter type. Select the parameter type from the drop-down list in the **Type** field. - -The following types are available: - -* String -* Date -* Time -* Date and Time -* Number (16-bit integer) -* Number (32-bit integer) -* Number (64-bit integer) -* Number (floating point) -* Number (double-precision floating point) -* Number (decimal) -* Boolean -* GUID (Globally Unique Identifier) - -### Default Value - -Specifies the default parameter value. - -### Look-Up Settings - -Specifies the parameter's look-up editor settings. - - -The following **Look-up Settings** are available in the Web Dashboard: - -#### No Look-Up - -An end user specifies the parameter value in the **Dashboard Parameters** dialog. - -#### Static List - -An end user selects a parameter value from a static list. To add predefined parameter values, use the plus button. - -#### Dynamic List - -An end user selects a parameter value defined in a data source. - ->[!TIP] ->You can also create cascading parameters in the Web Dashboard. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). - -You can specify a data source as a source for dashboard parameter values. To provide access to data source values, specify the following options: - -|UI Settings|Description| -|--------|-----------| -|**Data Source**| Specifies the data source for the dashboard parameter.| -|**Data Member**| Specifies the name of the data member with the parameter values for SQL and Entity Framework data sources.| -|**Value Member**|Specifies the name of the data field for the parameter values.| -|**Display Member** (optional)| Specifies the name of the data field displayed in the **Dashboard Parameters** dialog as a value description.| -|**Sort By** (optional)|Specifies the data member used to sort parameter values.| -|**Sort Order** (optional)|Specifies the sort order.| - ->[!NOTE] ->You cannot use an OLAP data source as the data source for a dashboard parameter. - -## Request Parameter Values before Data Loading - -You can display a Dashboard Parameters window at startup and prompt a user to input parameter values before a dashboard loads and aggregates data. Dashboard items display the following message to guide users: "Waiting for Parameter Values…". - -![dashboard-parameter-request-before-loading](~/eud-for-bi-dashboards/dashboard-for-web/images/dashboard-parameter-request-before-loading.png) - -The Web Dashboard control loads data only after the user submits all visible parameters. This operation mode prevents unnecessary data requests and ensures the dashboard fetches only data the user actually needs. - -To activate this mode, open the [dashboard menu](../../ui-elements/dashboard-menu.md), switch to the **Parameters** page, and select the following checkbox: **Request Parameter Values before Data Loading**. The setting value is saved in the dashboard XML definition. - -If a user changes this option at runtime, they need to initiate a data reload. The dashboard displays a Dashboard Parameters pop-up before it fetches data. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md deleted file mode 100644 index 9e1a9215ab..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md +++ /dev/null @@ -1,131 +0,0 @@ ---- -title: Reference Dashboard Parameters -author: Natalia Kazakova -legacyId: 117552 ---- -# Reference Dashboard Parameters - -This topic describes how to reference a dashboard parameter in [filter strings](#dashboard-item-filters), [calculated fields](#calculated-fields), and [window calculations](#window-calculations). You can also bind a dashboard parameter to a query parameter to filter the SQL data source dynamically. - ->[!TIP] ->You can also create cascading parameters in the Web Dashboard. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). - -## SQL Queries and Stored Procedures - -You can filter the SQL data sources dynamically if you bind a [query parameter](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md) to a dashboard parameter. - -Invoke the **Data Source Wizard** window or use the **Properties** section of the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) to access the query parameter settings. Change the query parameter type to *Expression* and specify the expression with a dashboard parameter in the **Value** field: - -![Query Parameter - Expression Type](../../../images/wdd-query-parameters-complex-expression.png) - -The resulting query parameter settings may appear as follows: - -![Query Parameter - Expression Type with Parameter](../../../images/wdd-query-parameters-parameter-expression.png) - -Refer to the following article for more information about query parameters: [Use Query Parameters](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md). - ->[!TIP] ->For information on how to filter Excel, Object, XPO, and JSON data sources, refer to the following article: [Filter Data Sources](../../provide-data/filter-data-sources.md). - -## Data Source Filtering - -The Web Dashboard allows you to filter Excel, Object, XPO, and JSON data sources dynamically if you use a dashboard parameter in the filter criteria. - -To add filters to a data source, open the dashboard menu, invoke the **Data Sources** page, select a data source and click **Filter**. - -![Data Sources - Filter Data Source](../../../images/filter-data-source-with-parameter.png) - -In the invoked [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), build a filter expression. Click the down arrow glyph in the operand value placeholder to expand the list of available objects. Select the **Parameter** option to compare a field value with a parameter value. - -![Filter Editor - Dashboard Parameters](../../../images/filter-editor-dashboard-parameter.png) - -To select a dashboard parameter from the list of available parameters, click the parameter operand: - -![Filter Editor - Select a Dashboard Parameter](../../../images/filter-editor-dashboard-parameter-selection.png) - -Click **OK** to save the created filter criteria. Now, when you change the dashboard parameter value, the data source is filtered according to the parameter value. - -## Dashboard Item Filters - -Web Dashboard allows you to use the following data filters in dashboard items: - -- [Dashboard Item Filter](../../data-shaping/filtering.md#dashboard-item-filter) - - Filters individual dashboard items independently. - -- [Measure Filter](../../data-shaping/filtering.md#measure-filter) - - Filters only the specified measure in the dashboard item. - -- [Visible Data Filter](../../data-shaping/filtering.md#visible-data-filter) - - Hides a part of the calculated data from the view. This filter type does not filter underlying data used in calculations or intermediate level aggregations. - -To apply filtering based on a dynamic value, you need to use a dashboard parameter in a filter criteria. The following example describes how to filter a dashboard item according to a dashboard parameter value. - -To add a dashboard item filter, open the dashboard item’s **Filters** menu, go to the **Item Filter** section and click the **Edit** button: - -![Dashboard Item Menu - Filters Section](../../../images/wdd-invoke-filter-editor124630.png) - -In the invoked [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), build a filter expression. Click the down arrow glyph in the operand value placeholder to expand the list of available objects. Select the **Parameter** option to compare a field value with a parameter value. - -![Filter Editor - Dashboard Parameters](../../../images/filter-editor-dashboard-parameter.png) - -To select a dashboard parameter from the list of available parameters, click the parameter operand: - -![Filter Editor - Select a Dashboard Parameter](../../../images/filter-editor-dashboard-parameter-selection.png) - -Click **OK** to save the created filter criteria. Now, when you change the dashboard parameter value, the dashboard item is filtered according to the parameter value. - ->[!TIP] ->For more information on filtering in Web Dashboard, refer to the following article: [Filtering](../../data-shaping/filtering.md). - -## Conditional Formatting - -You can apply [conditional formatting](../../appearance-customization/conditional-formatting.md) to a dashboard item according to the current parameter value. It allows you to format dashboard item elements dynamically. - -To reference a dashboard parameter in a [format rule](../../appearance-customization/conditional-formatting.md#create-a-format-rule), set the condition type to **Expression**: - -![Format Rule - Expression Type](../../../images/expression-type-conditional-formatting.png) - -In the invoked dialog, click the **Edit** button to create a condition: - -![Format Rule - Create a Condition](../../../images/conditional-formatting-create-expression-rule.png) - -In the invoked [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), build a filter expression. Click the down arrow glyph in the operand value placeholder to expand the list of available objects. Select the **Parameter** option to compare a field value with a parameter value. - -![Filter Editor - Dashboard Parameters](../../../images/filter-editor-dashboard-parameter.png) - -To select a dashboard parameter from the list of available parameters, click the parameter operand: - -![Filter Editor - Select a Dashboard Parameter](../../../images/filter-editor-dashboard-parameter-selection.png) -Click **OK** to save the created format rule. Now, when you change the dashboard parameter value, the dashboard item is formatted according to the parameter value. - ->[!TIP] ->For more information on conditional formatting in Web Dashboard, refer to the following article: [Conditional Formatting](../../appearance-customization/conditional-formatting.md). - -## Calculated Fields - -You can use parameters when you construct expressions for [calculated fields](../../provide-data/calculated-fields.md). This allows you to evaluate values of the calculated field dynamically depending on the current parameter value. - -To reference the dashboard parameter value in an expression, add or edit a calculated field. In the invoked **Edit Calculated Field** window, double-click the required parameter in the **Fields** section. - -![Edit Calculated Field - Reference a Dashboard Parameter](../../../images/wdd-parameters-calculated-field126509.png) - -Click **Save** to save the created calculated fields. Now, when you change the dashboard parameter value, the calculated field values are changed according to the specified expression. - ->[!TIP] ->For more information on calculated fields in Web Dashboard, refer to the following article: [Calculated Fields](../../provide-data/calculated-fields.md). - -## Window Calculations - -You can use dashboard parameters in [window calculations](../../data-analysis/calculations.md). This allows you to apply specific computations to measure values depending on the current parameter value. - -To reference the dashboard parameter value in an expression, create or edit a window calculation. In the invoked **Expression Editor** window, double-click the required parameter from the **Fields** section. - -![Expression Editor - Window Calculation with Parameters](../../../images/wdd-parameters-window-calculations126562.png) - -Click **OK** to save the created window calculation. Now, when you change the dashboard parameter value, the calculation values are changed according to the specified expression. - ->[!TIP] ->For more information on window calculations in Web Dashboard, refer to the following article: [Window Calculations](../../data-analysis/calculations.md). diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md deleted file mode 100644 index c3d8a4cbf5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Specify Dashboard Parameter Values -author: Natalia Kazakova -legacyId: 117554 ---- -# Specify Dashboard Parameter Values - -The Web Dashboard control includes a built-in **Dashboard Parameters** dialog, which allows users to change dashboard parameter values. This dialog is created automatically depending on the parameter settings. Select the **Visible** check box in the [parameter settings](creating-parameters.md#parameter-settings) to display the parameter in the **Dashboard Parameters** dialog. - - -To invoke the **Dashboard Parameters** dialog in the Web Dashboard, click the **Parameters** button in the dashboard title. Change the parameter values in the **Dashboard Parameters** dialog and click the **Submit** button to apply the changes. - -The following image shows how to invoke the **Dashboard Parameters** dialog and change the parameter value: - -![|Parameters Dialog](../../../images/dashboard-parameters-web.gif) - -To reset changes to the default values, click the **Reset** button. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md deleted file mode 100644 index fc40520671..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md +++ /dev/null @@ -1,389 +0,0 @@ ---- -title: Expression Constants, Operators, and Functions -author: Natalia Kazakova -legacyId: 400122 ---- -# Expression Constants, Operators, and Functions - -The DevExpress Dashboard uses criteria language that you can use in various DevExpress products for building expressions. An expression is a string that evaluates some value. The criteria language is based on the the cross-platform library with some additions and subtractions specific for dashboards. This topic details basic and dashboard-specific constants, operators, and functions. - -The tables below contain constants, operators, and functions you can use in dashboard expressions. - -## Constants - -| Constant | Description | Example | -|---|---|---| -| String constants | Wrap string constants in apostrophes. If a string contains an apostrophe, double the apostrophe. | [Country] == 'France' or [Name] == 'O''Neil'| -| Date-time constants | Wrap date-time constants in '#'. | [OrderDate] >= #2018-03-22 13:18:51.94944# | -| True | Represents the Boolean True value. | [InStock] == True | -| False | Represents the Boolean False value. | [InStock] == False | -| Enumeration | Specify an enumeration value using its underlying integer value. Note that you cannot specify an enumeration value using its qualified name. | [Status] == 1 | -| Guid | Wrap a Guid constant in curly braces. Use Guid constants in a relational operation with equality or inequality operators only. | [OrderID] == {513724e5-17b7-4ec6-abc4-0eae12c72c1f} | -| Numeric | Specify different numeric constant types in a string form using suffixes: Int32 (int) - _1_, Int16 (short) - _1s_, Byte (byte) - _1b_, Double (double) - _1.0_, Single (float) - _1.0f_, Decimal (decimal) - _1.0m_, | [Price] == 25.0m | -| ? | Represents a null reference that does not refer to any object. We recommend using the **IsNull** unary operator (for example, "[Region] is null") or the **IsNull** logical function (for example, "IsNull([Region])") instead. | [Region] != ? | - -You can build parameterized criteria using any number of positional parameters. To do this, add parameter placeholders (question mark characters) to a criteria expression to identify parameter positions and provide a list of parameter values. When building criteria, parameter placeholders are substituted with parameter values in values in the order they are listed. - -_CriteriaOperator.Parse("[Name] == ? and [Age] == ?", "John", 33)_ - -The following two examples are identical, but the second one allows you to avoid formatting errors. - -_CriteriaOperator.Parse("[OrderDate] >= #1/1/2009#")_ - -_CriteriaOperator.Parse("[OrderDate] >= ?", new DateTime(2009, 1, 1))_ - -When parameters are not specified, a parameter placeholder is substituted with null. - -_CriteriaOperator.Parse("[Region] != ?")_ - -## Operators - -| Operator | Description | Example | -|--|--|--| -| + | Adds the value of one numeric expression to another or concatenates two strings. | [UnitPrice] + 4 or [FirstName] + ' ' + [LastName] | -| - | Finds the difference between two numbers. | [Price1] - [Price2] | -| * | Multiplies the value of two expressions. | [Quantity] * [UnitPrice] * (1 - [BonusAmount]) | -| / | Divides the first operand by the second. | [Quantity] / 2 | -| % | Returns the remainder (modulus) obtained by dividing one numeric expression by another. | [Quantity] % 3 | -| \| | Performs a bitwise inclusive OR on two numeric expressions. Compares each bit of its first operand to the corresponding bit of its second operand. If either bit is 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag1] | [Flag2] | -| & | The bitwise AND operator. Compares each bit of its first operand to the corresponding bit of its second operand. If both bits are 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag] & 10 | -| ^ | Performs a bitwise exclusive OR on two numeric expressions. | [Flag1] ^ [Flag2] | -| == | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] == 10 | -| = | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] = 10 | -| != | Returns true if the operands do not have the same value; otherwise, it returns false. | [Country] != 'France' | -| < | Less than operator. Used to compare expressions. | [UnitPrice] < 20 | -| <= | Less than or equal to operator. Used to compare expressions. | [UnitPrice] <= 20 | -| >= | Greater than or equal to operator. Used to compare expressions. | [UnitPrice] >= 30 | -| > | Greater than operator. Used to compare expressions. | [UnitPrice] > 30 | -| In (,,,) | Tests for the existence of a property in an object. | [Country] In ('USA', 'UK', 'Italy') | -| Between (,) | Specifies a range to test. Returns true if a value is greater than or equal to the first operand and less than or equal to the second operand. | [Quantity] Between (10, 20) | -| And | Performs a logical conjunction on two Boolean expressions. | [InStock] And ([ExtendedPrice]> 100) | -| && | Performs a logical conjunction on two Boolean expressions. | [InStock] && ([ExtendedPrice]> 100) | -| Or | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' Or [Country]=='UK' | -| \| | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' \| [Country]=='UK' | -| ~ | Performs a bitwise negation on a numeric expression. | ~[Roles] = 251 | -| Not | Performs a logical negation on a Boolean expression. | Not [InStock] | -| ! | Performs a logical negation on a Boolean expression. | ![InStock] | -| + | Returns a numeric expression's value (a unary operator). | +[Value] = 10 | -| - | Returns the negative of a numeric expression's value (a unary operator). | -[Value] = 20 | -| Is Null | Returns true if an expression is a null reference, the one that does not refer to any object. | [Region] is null | - -## Functions - -**Advanced Functions - Intermediate Aggregation Level** - -| Function | Description | Example | -|---|---|---| -| aggr(SummaryExpression, Dimensions) | Uses the detail level specified by a predefined set of dimensions and a specified summary function to aggregate underlying data.| aggr(Sum([Sales]), [Category], [Product]) | -| w(WindowExpression, partitionByFunction, orderByFunction) | Calculates aggregated values with the specified window function for the window defined by the specified partitioning and ordering. | w(RankDense(Sum([ProductSales]), 'desc'), partitionBy([CategoryName]), orderBy()) | -| partitionBy(column1, column2, ...) | Specifies the columns by which the data rows are partitioned. The window function is applied to each partition separately. The _partitionBy_ function can be used only as a _w function_ argument. | partitionBy([Product])| -| orderBy(column1, column2, ...) | Specifies the logical order in which the window function calculation is performed on the rows in the window. The _orderBy_ function can be used only as a _w function_ argument.| orderBy(GetYear([Date]), desc(Sum([Sales]))) | -| asc(column) | Specifies that the values in the specified column are sorted in ascending order. This is the default sort order. The _asc_ function can be used only as a _w function_ argument. |asc(Sum([Sales]))| -| desc(column) | Specifies that the values in the specified column are sorted in descending order. The _desc_ function can be used only as a _w function_ argument. | desc(Sum([Sales]))| - -**Aggregate Functions** - -| Function | Description | Example | -|---|---|---| -| Avg(Value) | Returns the average of all the values in the expression. | Avg([Profit]) | -| Count() | Returns the number of values. | Count() | -| CountNotNull(Value) | Returns a number of non-null objects in a collection. | CountNotNull([Orders]) | -| CountDistinct(Value) | Returns the number of distinct values. | CountDistinct([Orders]) | -| Max(Value) | Returns the maximum value across all records. | Max([Profit]) | -| Min(Value) | Returns the minimum value across all records. | Min([Profit]) | -| Mode(Value) | Returns the mode of the values. | Mode([Profit]) | -| Median(Value) | Returns the median of the values. | Median([Profit]) | -| Sum(Value) | Returns the sum of all values. | Sum([Profit]) | -| Var(Value) | Returns an estimate of the variance of a population, where the sample is a subset of the entire population. | Var([Orders]) | -| Varp(Value) | Returns the variance of a population, where the population is the entire data to be summarized. | Varp([Orders]) | -| StdDev(Value) | Returns an estimate of the standard deviation of a population, where the sample is a subset of the entire population. | StdDev([Orders]) | -| StdDevp(Value) | Returns the standard deviation of a population, where the population is the entire data to be summarized. | StdDevp([Orders]) | - - -**Window Functions** - -| Function | Description | Example | Image | -|--|--|--|--| -| Last() | Returns the number of rows from the current row to the last row in the window. | Last() | ![CalculationFunction_Last](../../images/calculationfunction_last123018.png) | -| First() | Returns the number of rows from the current row to the first row in the window. | First() | ![CalculationFunction_First](../../images/calculationfunction_first123016.png) | -| Index() | Returns the index of the current row in the window. | Index() | ![CalculationFunction_Index](../../images/calculationfunction_index123017.png) | -| Size() | Returns the number of rows in the window. | Size() | ![CalculationFunction_Size](../../images/calculationfunction_size123029.png) | -| Lookup(SummaryExpression, Position) | Returns the value of the expression in a target position specified as a relative offset from the current position. | Lookup(Sum([Sales]), 3) | ![CalculationFunction_Lookup](../../images/calculationfunction_lookup123019.png) | -| RankCompetition(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the standard competition rank for the current row in the window. | RankCompetition(Sum([Sales]), 'asc') | - | -| RankDense(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the dense rank for the current row in the window. | RankDense(Sum([Sales]), 'asc') | - | -| RankUnique(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the unique rank for the current row in the window. | RankUnique(Sum([Sales]), 'asc') | - | -| RankModified(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the modified competition rank for the current row in the window. | RankModified(Sum([Sales]), 'asc') | - | -| RankPercentile(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the percentile rank for the current row in the window. | RankPercentile(Sum([Sales]), 'desc') | - | -| RunningAvg(SummaryExpression) | Returns the running average of the specified expression from the first row in the window to the current row. | RunningAvg(Sum([Sales])) | ![CalculationFunction_RunningAvg](../../images/calculationfunction_runningavg123020.png) | -| RunningCount(SummaryExpression) | Returns the running count of the specified expression from the first row in the window to the current row. | RunningCount(Sum([Sales])) | - | -| RunningMax(SummaryExpression) | Returns the running maximum of the specified expression from the first row in the window to the current row. | | RunningMax(Sum([Sales])) | ![CalculationFunction_RunningMax](../../images/calculationfunction_runningmax123021.png) | -| RunningMin(SummaryExpression) | Returns the running minimum of the specified expression from the first row in the window to the current row. | RunningMin(Sum([Sales])) | ![CalculationFunction_RunningMin](../../images/calculationfunction_runningmin123026.png) | -| RunningSum(SummaryExpression) | Returns the running sum of the specified expression from the first row in the window to the current row. | RunningSum(Sum([Sales])) | ![CalculationFunction_RunningSum](../../images/calculationfunction_runningsum123027.png) | -| WindowAvg(SummaryExpression, StartOffset, EndOffset) | Returns the average of the expression within the window, which is defined using offsets from the current row. | WindowAvg(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowAvg](../../images/calculationfunction_windowavg123031.png) | -| WindowCount(SummaryExpression, StartOffset, EndOffset) | Returns the count of the expression within the window. | WindowCount(Sum([Sales]), First()+2, Last()) | -![CalculationFunction_WindowCount_plus2](../../images/calculationfunction_windowcount_plus2123032.png) | -| WindowCountDistinct(SummaryExpression, StartOffset, EndOffset) | Returns the distinct count of the expression within the window. | WindowCountDistinct(Sum([Sales]), First(), Last()) | - | -| WindowMax(SummaryExpression, StartOffset, EndOffset) | Returns the maximum of the expression within the window. | WindowMax(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMax](../../images/calculationfunction_windowmax123033.png) | -| WindowMin(SummaryExpression, StartOffset, EndOffset) | Returns the minimum of the expression within the window. | WindowMin(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMin](../../images/calculationfunction_windowmin123036.png) | -| WindowMode(SummaryExpression, StartOffset, EndOffset) | Returns the mode of the expression within the window. | WindowMode(Sum([Sales]), First(), Last()) | - | -| WindowMedian(SummaryExpression, StartOffset, EndOffset) | Returns the median of the expression within the window. | WindowMedian(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMedian](../../images/calculationfunction_windowmedian123035.png) | -| WindowSum(SummaryExpression, StartOffset, EndOffset) | Returns the sum of the expression within the window. | WindowSum(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowSum-plus2](../../images/calculationfunction_windowsum-plus2123037.png) | -| WindowVar(SummaryExpression, StartOffset, EndOffset) | Returns the variance of the expression within the window. | WindowVar(Sum([Sales]), First(), Last()) | - | -| WindowVarp(SummaryExpression, StartOffset, EndOffset) | Returns the biased variance of the expression within the window. | WindowVarp(Sum([Sales]), First(), Last()) | - | -| WindowStdDev(SummaryExpression, StartOffset, EndOffset) | Returns the sample standard deviation of the expression within the window. | WindowStdDev(Sum([Sales]), First(), Last()) | - | -| WindowStdDevp(SummaryExpression, StartOffset, EndOffset) | Returns the biased standard deviation of the expression within the window. | WindowStdDevp(Sum([Sales]), First(), Last()) | - | -| Total(SummaryExpression) | Returns the total based on values from the underlying data source for the specified expression in a calculation window. | Total(Sum([Sales])) | ![CalculationFunction_Total](../../images/calculationfunction_total123030.png) | - -> [!IMPORTANT] -> Note that window functions cannot be used inside [Aggr](aggregations.md). - -**Date-time Functions** - -| Function | Description | Example | -|---|---|---| -| AddDays(DateTime, DaysCount) | Returns a date-time value that is the specified number of days from the specified DateTime. | AddDays([OrderDate], 30) | -| AddHours(DateTime, HoursCount) | Returns a date-time value that is the specified number of hours from the specified DateTime. | AddHours([StartTime], 2) | -| AddMilliSeconds(DateTime, MilliSecondsCount) | Returns a date-time value that is the specified number of milliseconds from the specified DateTime. | AddMilliSeconds(([StartTime], 5000)) | -| AddMinutes(DateTime, MinutesCount) | Returns a date-time value that is the specified number of minutes from the specified DateTime. | AddMinutes([StartTime], 30) | -| AddMonths(DateTime, MonthsCount) | Returns a date-time value that is the specified number of months from the specified DateTime. | AddMonths([OrderDate], 1) | -| AddSeconds(DateTime, SecondsCount) | Returns a date-time value that is the specified number of seconds from the specified DateTime. | AddSeconds([StartTime], 60) | -| AddTicks(DateTime, TicksCount) | Returns a date-time value that is the specified number of ticks from the specified DateTime. | AddTicks([StartTime], 5000) | -| AddTimeSpan(DateTime, TimeSpan) | Returns a date-time value that is from the specified DateTime for the given TimeSpan. | AddTimeSpan([StartTime], [Duration]) | -| AddYears(DateTime, YearsCount) | Returns a date-time value that is the specified number of years from the specified DateTime. | AddYears([EndDate], -1) | -| DateDiffDay(startDate, endDate) | Returns the number of day boundaries between two non-nullable dates. | DateDiffDay([StartTime], Now()) | -| DateDiffHour(startDate, endDate) | Returns the number of hour boundaries between two non-nullable dates. | DateDiffHour([StartTime], Now()) | -| DateDiffMilliSecond(startDate, endDate) | Returns the number of millisecond boundaries between two non-nullable dates. | DateDiffMilliSecond([StartTime], Now()) | -| DateDiffMinute(startDate, endDate) | Returns the number of minute boundaries between two non-nullable dates. | DateDiffMinute([StartTime], Now()) | -| DateDiffMonth(startDate, endDate) | Returns the number of month boundaries between two non-nullable dates. | DateDiffMonth([StartTime], Now()) | -| DateDiffSecond(startDate, endDate) | Returns the number of second boundaries between two non-nullable dates. | DateDiffSecond([StartTime], Now()) | -| DateDiffTick(startDate, endDate) | Returns the number of tick boundaries between two non-nullable dates. | DateDiffTick([StartTime], Now()) | -| DateDiffYear(startDate, endDate) | Returns the number of year boundaries between two non-nullable dates. | DateDiffYear([StartTime], Now()) | -| GetDate(DateTime) | Extracts a date from the defined DateTime. | GetDate([OrderDateTime]) | -| GetDateHour(DateTime) | Extracts the date part with the hour value from the defined DateTime. | GetDateHour([OrderDate]) | -| GetDateHourMinute(DateTime) | Extracts the date part with the hour and minute values from the defined DateTime. | GetDateHourMinute([OrderDate]) | -| GetDateHourMinuteSecond(DateTime) | Extracts the date part with the hour, minute, and second values from the defined DateTime. | GetDateHourMinuteSecond([OrderDate]) | -| GetDateMonthYear(DateTime) | Extracts the date with the month and year from the defined DateTime. | GetDateMonthYear([OrderDate]) | -| GetDateQuarterYear(DateTime) | Extracts the date with the quarter and year from the defined DateTime. | GetDateQuarterYear([OrderDate]) | -| GetDateWeekYear() |Returns the date of the first day of the week for a given DateTime (uses culture settings). | GetDateHourMinuteSecond([OrderDate]) | -| GetDay(DateTime) | Extracts a day from the defined DateTime. | GetDay([OrderDate]) | -| GetDayOfWeek(DateTime) | Extracts a day of the week from the defined DateTime. | GetDayOfWeek([OrderDate]) | -| GetDayOfYear(DateTime) | Extracts a day of the year from the defined DateTime. | GetDayOfYear([OrderDate]) | -| GetHour(DateTime) | Extracts an hour from the defined DateTime. | GetHour([StartTime]) | -| GetMilliSecond(DateTime) | Extracts milliseconds from the defined DateTime. | GetMilliSecond([StartTime]) | -| GetMinute(DateTime) | Extracts minutes from the defined DateTime. | GetMinute([StartTime]) | -| GetMonth(DateTime) | Extracts a month from the defined DateTime. | GetMonth([StartTime]) | -| GetSecond(DateTime) | Extracts seconds from the defined DateTime. | GetSecond([StartTime]) | -| GetTimeOfDay(DateTime) | Extracts the time of the day from the defined DateTime in ticks. | GetTimeOfDay([StartTime]) | -| GetWeekOfMonth(DateTime) | Extracts the week of the month from the defined DateTime. | GetWeekOfMonth([OrderDate]) | -| GetWeekOfYear(DateTime) | Extracts the week of the year from the defined DateTime. | GetWeekOfYear([OrderDate]) | -| GetYear(DateTime) | Extracts a year from the defined DateTime. | GetYear([StartTime]) | -| IsApril(DateTime) | Returns True if the specified date falls within April. | IsApril([OrderDate]) | -| IsAugust(DateTime) | Returns True if the specified date falls within August. | IsAugust([OrderDate]) | -| IsDecember(DateTime) | Returns True if the specified date falls within December. | IsDecember([OrderDate]) | -| IsFebruary(DateTime) | Returns True if the specified date falls within February. | IsFebruary([OrderDate]) | -| IsJanuary(DateTime) | Returns True if the specified date falls within January. | IsJanuary([OrderDate]) | -| IsJuly(DateTime) | Returns True if the specified date falls within July. | IsJuly([OrderDate]) | -| IsJune(DateTime) | Returns True if the specified date falls within June. | IsJune([OrderDate]) | -| IsLastMonth(DateTime) | Returns True if the specified date falls within the previous month. | IsLastMonth([OrderDate]) | -| IsLastYear(DateTime) | Returns True if the specified date falls within the previous year. | IsLastYear([OrderDate]) | -| IsMarch(DateTime) | Returns True if the specified date falls within March. | IsMarch([OrderDate]) | -| IsMay(DateTime) | Returns True if the specified date falls within May. | IsMay([OrderDate]) | -| IsNextMonth(DateTime) | Returns True if the specified date falls within the next month. | IsNextMonth([OrderDate]) | -| IsNextYear(DateTime) | Returns True if the specified date falls within the next year. | IsNextYear([OrderDate]) | -| IsNovember(DateTime) | Returns True if the specified date falls within November. | IsNovember([OrderDate]) | -| IsOctober(DateTime) | Returns True if the specified date falls within October. | IsOctober([OrderDate]) | -| IsSameDay(DateTime) | Returns True if the specified date/time values fall within the same day. | IsSameDay([OrderDate]) | -| IsSeptember(DateTime) | Returns True if the specified date falls within September. | IsSeptember([OrderDate]) | -| IsThisMonth(DateTime) | Returns True if the specified date falls within the current month. | IsThisMonth([OrderDate]) | -| IsThisWeek(DateTime) | Returns True if the specified date falls within the current week. | IsThisWeek([OrderDate]) | -| IsYearToDate(DateTime) | Returns True if the specified date falls within the year-to-date period. This period starts from the first day of the current year and continues to the current date (including the current date). | IsYearToDate([OrderDate]) | -| IsThisYear(DateTime) | Returns True if the specified date falls within the current year. | IsThisYear([OrderDate]) | -| LocalDateTimeDayAfterTomorrow() | Returns a date-time value corresponding to the day after Tomorrow. | AddDays(LocalDateTimeDayAfterTomorrow(), 5) | -| LocalDateTimeLastMonth() | Returns the DateTime value corresponding to the first day of the previous month. | AddMonths(LocalDateTimeLastMonth(), 5) | -| LocalDateTimeLastWeek() | Returns a date-time value corresponding to the first day of the previous week. | AddDays(LocalDateTimeLastWeek(), 5) | -| LocalDateTimeLastYear() | Returns the DateTime value corresponding to the first day of the previous year. | AddYears(LocalDateTimeLastYear(), 5) | -| LocalDateTimeNextMonth() | Returns a date-time value corresponding to the first day of the next month. | AddMonths(LocalDateTimeNextMonth(), 5) | -| LocalDateTimeNextWeek() | Returns a date-time value corresponding to the first day of the following week. | AddDays(LocalDateTimeNextWeek(), 5) | -| LocalDateTimeNextYear() | Returns a date-time value corresponding to the first day of the following year. | AddYears(LocalDateTimeNextYear(), 5) | -| LocalDateTimeNow() | Returns a date-time value corresponding to the current moment in time. | AddDays(LocalDateTimeNow(), 5) | -| LocalDateTimeThisMonth() | Returns a date-time value corresponding to the first day of the current month. | AddMonths(LocalDateTimeThisMonth(), 5) | -| LocalDateTimeThisWeek() | Returns a date-time value corresponding to the first day of the current week. | AddDays(LocalDateTimeThisWeek(), 5) | -| LocalDateTimeThisYear() | Returns a date-time value corresponding to the first day of the current year. | AddYears(LocalDateTimeThisYear(), 5) | -| LocalDateTimeToday() | Returns a date-time value corresponding to Today. | AddDays(LocalDateTimeToday(), 5) | -| LocalDateTimeTomorrow() | Returns a date-time value corresponding to Tomorrow. | AddDays(LocalDateTimeTomorrow(), 5) | -| LocalDateTimeTwoMonthsAway() | Returns the DateTime value corresponding to the first day of the following month. | AddMonths(LocalDateTimeTwoMonthAway(), 5) | -| LocalDateTimeTwoWeeksAway() | Returns the DateTime value corresponding to the first day of the following week. | AddDays(LocalDateTimeTwoWeeksAway(), 5) | -| LocalDateTimeTwoYearsAway() | Returns the DateTime value corresponding to the first day of the following year. | AddYears(LocalDateTimeTwoYearsAway(), 5) | -| LocalDateTimeYearBeforeToday() | Returns the DateTime value corresponding to the day one year ago. | AddYears(LocalDateTimeYearBeforeToday(), 5) | -| LocalDateTimeYesterday() | Returns a date-time value corresponding to Yesterday. | AddDays(LocalDateTimeYesterday(), 5) | -| MakeDateTime(Year, Month, Day) | Returns a date value constructed from the specified Year, Month and Day. | MakeDateTime(2018, 5, 5) | -| MakeDateTime(Year, Month, Day, Hour) | Returns a date value constructed from the specified Year, Month, Day and Hour. | MakeDateTime(2018, 5, 5, 20) | -| MakeDateTime(Year, Month, Day, Hour, Minute) | Returns a date value constructed from the specified Year, Month, Day, Hour and Minute. | MakeDateTime(2018, 5, 5, 20, 18) | -| MakeDateTime(Year, Month, Day, Hour, Minute, Second) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute and Second. | MakeDateTime(2018, 5, 5, 20, 18, 30) | -| Now() | Returns the current system date and time. | AddDays(Now(), 5) | -| ToDateTime(Value) | Converts Value to a DateTime value. | ToDateTime([Orders]) | -| Today() | Returns the current date. Regardless of the actual time, this function returns midnight of the current date. | AddMonths(Today(), 1) | -| UtcNow() | Returns the current system date and time, expressed as Coordinated Universal Time (UTC). | AddDays(UtcNow(), 7) | - -**Logical Functions** - -{| -|- - -! Function -! Description -! Example -|- - -| Iif(Expression1, True_Value1, ..., ExpressionN, True_ValueN, False_Value) -| Returns one of several specified values depending upon the values of logical expressions. - -The function can take *2N+1* arguments (*N* - the number of specified logical expressions): - -- Each odd argument specifies a logical expression; - -- Each even argument specifies the value that is returned if the previous expression evaluates to **true**; - -- **...** - -- The last argument specifies the value that is returned if the previously evaluated logical expressions yielded **false**. -| Iif(Name = 'Bob', 1, 0)") - -Iif(Name = 'Bob', 1, Name = 'Dan', 2, Name = 'Sam', 3, 0) - -|- - -| IsNull(Value) -| Returns True if the specified Value is NULL. -| IsNull([OrderDate]) -|- - -| IsNull(Value1, Value2) -| Returns Value1 if it is not set to NULL; otherwise, Value2 is returned. -| IsNull([ShipDate], [RequiredDate]) -|- - -| IsNullOrEmpty(String) -| Returns True if the specified String object is NULL or an empty string; otherwise, False is returned. -| IsNullOrEmpty([ProductName]) -|- - -| ToBoolean(Value) -| Converts Value to an equivalent Boolean value. -| ToBoolean([Value]) -|} - -**Math Functions** - -| Function | Description | Example | -|---|---|---| -| Abs(Value) | Returns the given numeric expression's absolute, positive value. | Abs(1 - [Discount]) | -| Acos(Value) | Returns a number's arccosine (the angle in radians, whose cosine is the given float expression). | Acos([Value]) | -| Asin(Value) | Returns a number's arcsine (the angle in radians, whose sine is the given float expression). | Asin([Value]) | -| Atn(Value) | Returns a number's arctangent (the angle in radians, whose tangent is the given float expression). | Atn([Value]) | -| Atn2(Value1, Value2) | Returns the angle whose tangent is the quotient of two specified numbers in radians. | Atn2([Value1], [Value2]) | -| BigMul(Value1, Value2) | Returns an Int64 containing the full product of two specified 32-bit numbers. | BigMul([Amount], [Quantity]) | -| Ceiling(Value) | Returns the smallest integer that is greater than or equal to the numeric expression. | Ceiling([Value]) | -| Cos(Value) | Returns the angle's cosine, in radians. | Cos([Value]) | -| Cosh(Value) | Returns the angle's hyperbolic cosine, in radians. | Cosh([Value]) | -| Exp(Value) | Returns the float expression's exponential value. | Exp([Value]) | -| Floor(Value) | Returns the largest integer less than or equal to the numeric expression. | Floor([Value]) | -| Log(Value) | Returns a specified number's natural logarithm. | Log([Value]) | -| Log(Value, Base) | Returns the logarithm of a specified number in a specified Base. | Log([Value], 2) | -| Log10(Value) | Returns a specified number's base 10 logarithm. | Log10([Value]) | -| Max(Value1, Value2) | Returns the maximum value from the specified values. | Max([Value1], [Value2]) | -| Min(Value1, Value2) | Returns the minimum value from the specified values. | Min([Value1], [Value2]) | -| Power(Value, Power) | Returns a specified number raised to a specified power. | Power([Value], 3) | -| Rnd() | Returns a random number that is less than 1, but greater than or equal to zero. | Rnd()*100 | -| Round(Value) | Rounds the given value to the nearest integer. | Round([Value]) | -| Round(Value, Precision) | Rounds the given value to the nearest integer, or to a specified number of decimal places. | Round([Value], 2) | -| Sign(Value) | Returns the positive (+1), zero (0), or negative (-1) sign of the given expression. | Sign([Value]) | -| Sin(Value) | Returns the sine of the angle defined in radians. | Sin([Value]) | -| Sinh(Value) | Returns the hyperbolic sine of the angle defined in radians. | Sinh([Value]) | -| Sqr(Value) | Returns the square root of a given number. | Sqr([Value]) | -| Tan(Value) | Returns the tangent of the angle defined in radians. | Tan([Value]) | -| Tanh(Value) | Returns the hyperbolic tangent of the angle defined in radians. | Tanh([Value]) | -| ToDecimal(Value) | Converts Value to an equivalent decimal number. | ToDecimal([Value]) | -| ToDouble(Value) | Converts Value to an equivalent 64-bit double-precision floating-point number. | ToDouble([Value]) | -| ToFloat(Value) | Converts Value to an equivalent 32-bit single-precision floating-point number. | ToFloat([Value]) | -| ToInt(Value) | Converts Value to an equivalent 32-bit signed integer. | ToInt([Value]) | -| ToLong(Value) | Converts Value to an equivalent 64-bit signed integer. | ToLong([Value]) | - -**String Functions** - -| Function | Description | Example | -|---|---|---| -| Ascii(String) | Returns the ASCII code value of the leftmost character in a character expression. | Ascii('a') | -| Char(Number) | Converts an integerASCIICode to a character. | Char(65) + Char(51) | -| CharIndex(String1, String2) | Returns the starting position of String1 within String2, beginning from the zero character position to the end of a string. | CharIndex('e', 'devexpress') | -| CharIndex(String1, String2, StartLocation) | Returns the starting position of String1 within String2, beginning from the StartLocation character position to the end of a string. | CharIndex('e', 'devexpress', 2) | -| Concat(String1, ... , StringN) | Returns a string value containing the concatenation of the current string with any additional strings. | Concat('A', ')', [ProductName]) | -| EndsWith(String1, SubString1) | Returns True if the end of String1 matches SubString1; otherwise, False is returned. | EndsWith([Description], 'The end.') | -| Insert(String1, StartPosition, String2) | Inserts String2 into String1 at the position specified by StartPositon | Insert([Name], 0, 'ABC-') | -| Len(Value) | Returns an integer containing either the number of characters in a string or the nominal number of bytes required to store a variable. | Len([Description]) | -| Lower(String) | Returns String in lowercase. | Lower([ProductName]) | -| PadLeft(String, Length) | Left-aligns the defined string's characters, padding its left side with white space characters up to a specified total length. | PadLeft([Name], 30) | -| PadLeft(String, Length, Char) | Left-aligns the defined string's characters, padding its left side with the specified Char up to a specified total length. | PadLeft([Name], 30, '<') | -| PadRight(String, Length) | Right-aligns the defined string’s characters, padding its left side with empty space characters up to a specified total length. | PadRight([Name], 30) | -| PadRight(String, Length, Char) | Right-aligns the defined string’s characters, padding its left side with the specified Char up to a specified total length. | PadRight([Name], 30, '>') | -| Remove(String, StartPosition) | Deletes all the characters from this instance, beginning at a specified position. | Remove([Name], 3) | -| Remove(String, StartPosition, Length) | Deletes a specified number of characters from this instance, beginning at a specified position. | Remove([Name], 0, 3) | -| Replace(String, SubString2, String3) | Returns a copy of String1, in which SubString2 has been replaced with String3. | Replace([Name], 'The ', '') | -| Reverse(String) | Reverses the order of elements within String. | Reverse([Name]) | -| StartsWith(String1, SubString1) | Returns True if the beginning of String1 matches SubString1; otherwise, False. | StartsWith([Title], 'The best') | -| Substring(String, StartPosition, Length) | Retrieves a substring from String. The substring starts at StartPosition and has a specified Length. | Substring([Description], 2, 3) | -| Substring(String, StartPosition) | Retrieves a substring from String. The substring starts at StartPosition. | Substring([Description], 2) | -| ToStr(Value) | Returns a string representation of an object. | ToStr([ID]) | -| Trim(String) | Removes all leading and trailing SPACE characters from String. | Trim([ProductName]) | -| Upper(String) | Returns String in uppercase. | Upper([ProductName]) | - - - - -## Operator Precedence -When an expression contains multiple operators, their precedence controls the order in which expression elements are evaluated. - -* Literal values -* Parameters -* Identifiers -* OR (left-associative) -* AND (left-associative) -* ==, != -* <, >, <=, >= -* -, + (left-associative) -* *, /, % (left-associative) -* NOT -* unary - -* In -* Iif -* Trim(), Len(), Substring(), IsNull() -* '[]' (for set-restriction) -* '()' - -The default precedence can be changed by grouping elements with parentheses. For instance, the operators are performed in a default order in the first of the following two code samples. In the second code sample, the addition operation is performed first, because its associated elements are grouped with parentheses, and the multiplication operation is performed last. - -_Amount == 2 + 48 * 2_ - -_Amount == (2 + 48) * 2_ - -## Case Sensitivity -Operators are case insensitive. Although field values’ case sensitivity depends on the data source. - -> [!NOTE] -> A data source affects certain operators' behavior. For instance, by default, the SQL Server Express 2005 is configured as case insensitive. In this case, the following expression always evaluates to **true**: -> -> _Lower(Name) == Upper(Name)_ - -## Escape Keywords -You can mark a keyword-like field name with an escape character (@ sign). In the expression below, the **CriteriaOperator.Parse** method interprets \@Or as the field named "Or", not the logical operator OR. - -_\@Or = 'value'_ - - -## Escape Characters - -Use a backslash (\) as an escape character for characters in expressions. Examples: - -- \\[ -- \\\ -- \\' diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping.md deleted file mode 100644 index ced77974e5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Data Shaping -author: Natalia Kazakova -legacyId: 117739 ---- -# Data Shaping -Topics in this section describe various data shaping operations such as grouping, sorting and filtering that can be performed in the Web Dashboard. - -This section contains the following topics. -* [Summarization](data-shaping/summarization.md) -* [Grouping](data-shaping/grouping.md) -* [Sorting](data-shaping/sorting.md) -* [Filtering](data-shaping/filtering.md) -* [Top N](data-shaping/top-n.md) -* [Formatting Data](data-shaping/formatting-data.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/filtering.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/filtering.md deleted file mode 100644 index dbc24bf4a7..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/filtering.md +++ /dev/null @@ -1,82 +0,0 @@ ---- -title: Filtering -author: Natalia Kazakova -legacyId: 117706 ---- -# Filtering -Web Dashboard allows you to filter data in the [dashboard items](../dashboard-item-settings.md) or apply filters to a specific measure. You can use [dimensions](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) and [hidden dimensions](../bind-dashboard-items-to-data/hidden-data-items.md) to build filter criteria. - -![Filtering_Main](../../images/filtering_main132414.png) - -## Dashboard Item Filter - -Filters that are applied to a dashboard item affect only this item. Open a dashboard item's [Filters](../ui-elements/dashboard-item-menu.md) menu, go to the **Item Filter** section and click **Edit** to add a filter: - -![wdd-invoke-filter-editor](../../images/wdd-invoke-filter-editor124630.png) - -This invokes the [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) dialog where you can specify filter criteria: - -![Filtering_FilterEditor_Empty](../../images/filtering_filtereditor_empty132417.png) - -> [!Tip] -> **Documentation**: [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) - -## Measure Filter - -You can apply filters to individual [measures](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md). If you create multiple measures that only differ in applied filters, you can compare values calculated over different date-time periods or against different categories. - -Open a dashboard item's [Binding](../ui-elements/dashboard-item-menu.md) menu and select a measure to filter. In the invoked [data item menu](../ui-elements/data-item-menu.md), open the **Filter** section and click **Edit**. This invokes the [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) dialog where you can specify filter criteria. - -![web-filter-to-measure-menu](../../images/web-filter-to-measure-menu.png) - -> [!Tip] -> **Documentation**: [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) - -You can clear the applied filter in the [data item menu](../ui-elements/data-item-menu.md)'s **Filter** section. - -> [!Note] -> The measure filter is technically an expression that uses the `filter(summaryExpression, filterCriteria)` function, where `summaryExpression` is the measure to be filtered and `filterCriteria` is the filter. See the following topic for more information about functions you can use in dashboard expressions: [Expression Constants, Operators, and Functions](../data-analysis/expression-constants-operators-and-functions.md). - -The image below shows a Chart with three measures: - -- _2019 - Opened_ is filtered by year 2019. -- _2020 - Opened_ is filtered by year 2020. -- _Opened_ is the original measure without filters. - -![web-filter-to-measure-year](../../images/web-filter-to-measure-year.png) - - -## Visible Data Filter - -You can specify a Visible Data Filter to limit displayed data. This filter type does not filter underlying data used in calculations or intermediate level aggregations. - -Open a dashboard item's [Filters](../ui-elements/dashboard-item-menu.md) menu, go to the **Visible Data Filter** section and click **Edit** to invoke the Filter Editor, where you can specify a condition: - -![web-invoke-visible-data-filter](../../images/web-invoke-visible-data-filter.png) - -For example, a Grid dashboard item has 35 rows and displays sales percentages. - -![web-filter-visible-data-filter-original-grid](../../images/web-filter-visible-data-filter-original-grid.png) - -The image below shows the difference between filters (the filter condition is the same): - -- **Dashboard Item Filter**: sales percentages are recalculated based on the visible data. -- **Visible Data Filter**: sales percentages remain the same because this filter type does not affect calculations. - -![web-filter-visible-data-filter-grids](../../images/web-filter-visible-data-filter-grids.png) - -## OLAP Filtering Specifics - -You cannot build complex filter criteria to filter data in OLAP mode. Filters for a measure are also not supported. Instead, you can filter dimension attributes and hierarchies: you can select the values you want (or do not want) to include in the dashboard. - -### Dimension Attribute - -For dimension attributes, the Filter Editor contains a list of all values. The search panel is available for non-hierarchical fields. - -![wdd-olap-filtering-attribute](../../images/img124640.png) - -### Dimension Hierarchy - -The Filter Editor displays hierarchies as a tree and allows you to filter values at any hierarchy level. - -![wdd-olap-filtering-hierarchy](../../images/img124639.png) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/formatting-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/formatting-data.md deleted file mode 100644 index 6d9b279101..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/formatting-data.md +++ /dev/null @@ -1,114 +0,0 @@ ---- -title: Formatting Data -author: Natalia Kazakova -legacyId: 117708 ---- -# Formatting Data -The Web Dashboard allows you to customize various format settings for numeric and date-time values. -* [Formatting Numeric Values](#numeric) -* [Formatting Date-Time Values](#datetime) -* [Currency Formatting Specifics](#currency) - -## Formatting Numeric Values -To specify a format for numeric values, open the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu, select a required data item and go to the **Format** section. - -![wdd-format-rype](../../images/img125536.png) - -In the **Format type** field, select the required format type. - -| Format Type | Description | -|---|---| -| **Auto** | Format settings are automatically determined based on the data type. | -| **General** | Converts a number to the most compact of either fixed-point or scientific notation, depending on the type of the number. | -| **Number** | Converts a number to a string of the "-d,ddd,ddd.ddd…" form where "-" indicates a negative number symbol (if required), "d" indicates a digit (0-9), "," indicates a group separator, and "." indicates a decimal point symbol. | -| **Currency** | Converts a number to a string that represents a currency amount. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency) section of this document. | -| **Scientific** | Converts a number to a string of the "-d.ddd…E+ddd" or "-d.ddd…e+ddd" form where each "d" indicates a digit (0-9). | -| **Percent** | Multiplies a number by 100 and converts it to a percentage string. | - -Other format settings are in effect for only specific format types. - -| Setting | Description | Format Types | -|---|---|---| -| **Unit** | The unit to which values should be converted. | Number, Currency | -| **Precision** | The number of fractional digits that should be displayed. | Scientific, Percent | -| **Include group separator** | Specifies whether or not separators should be inserted between digit groups. | Number, Currency, Percent | -| **Currency** | Defines the currency sign and format settings that should be used to display currency values. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency) section of this document. | Currency | - -## Formatting Date-Time Values -To specify a format for date-time values, use the **Format Type** option in the data item's **Format** section. - -![wdd-format-type-date-time](../../images/img124765.png) - -> [!NOTE] -> Specific group intervals do not have format options. This means that corresponding values can only be presented in a single manner. The **Format** section is not displayed for such group intervals. - -The following list shows format types by group interval. -* Year - * _Full_ - The full year pattern (Example - 6/15/2017 1:45:30 PM -> 2017 (en-US)). - * _Abbreviated_ - The year from 00 to 99 (Example - 6/15/2017 1:45:30 PM -> 17 (en-US)). -* Quarter - * _Full_ - The full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 (en-US)). - * _Numeric_ - The quarter from 1 through 4 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). -* Month - * _Full_ - The full name of the month (Example: 6/15/2017 1:45:30 PM -> June (en-US)). - * _Abbreviated_ - The abbreviated name of the month (Example: 6/15/2017 1:45:30 PM -> Jun (en-US)). - * _Numeric_ - The month from 1 through 12 (Example: 6/15/2017 1:45:30 PM -> 6 (en-US)). -* Hour - * _Long_ - Long hour pattern, 12-hour format (Example: 6/15/2017 1:45:30 PM -> 1:00 PM). - * _Short_ - Short hour pattern, 24-hour format (Example: 6/15/2017 1:45:30 PM -> 13). -* Day of Week - * _Full_ - The full name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Monday (en-US)). - * _Abbreviated_ - The abbreviated name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Mon (en-US)). - * _Numeric_ - The day of the week from 1 through 7 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). -* Day-Month-Year - * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). - * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). -* Date-Hour - * _Long_ - Long date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). - * _Short_ - Short date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). - * _Time only_ - Long hour pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). -* Date-Hour-Minute - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). -* Date-Hour-Minute-Second - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). - -The list below illustrates format types related to the **Exact Date** group interval. -* Year - * _Full_ - The full year pattern (Example: 6/15/2017 1:45:30 PM -> 2017 (en-US)). - * _Abbreviated_ - The year from 00 to 99 (Example: 6/15/2017 1:45:30 PM -> 17 (en-US)). -* Quarter - * _n/a_ - The default year and full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 2017 (en-US)). -* Month - * _n/a_ - The default year pattern and the full name of the month (Example: 6/15/2017 1:45:30 PM -> June, 2017 (en-US)). -* Day - * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). - * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). -* Hour - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). -* Minute - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). -* Second - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). - -## Currency Formatting Specifics -The Web Dashboard allows you to specify currency formats for the current data item or for entire dashboard. -* To set a data item currency format, open the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu, select a required data item and go to the **Format** section. Select **Currency** as a format type and specify the required culture using the **Currency** combo box. - - ![wdd-format-type-currency](../../images/img126159.png) - - You can also specify the data item to use the client culture. For this, select the _Use client system settings_ in the combo box. -* To set the dashboard currency, open the [dashboard menu](../ui-elements/dashboard-menu.md) and go to the **Currency** page. Here you can select the required currency from the list. - - ![wdd-format-type-currency-entire-dashboard](../../images/img124766.png) - - You can also specify the dashboard to use the client culture. For this, select the _Use client system settings_ item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/grouping.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/grouping.md deleted file mode 100644 index e1bf0d813e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/grouping.md +++ /dev/null @@ -1,48 +0,0 @@ ---- -title: Grouping -author: Natalia Kazakova -legacyId: 117704 ---- -# Grouping -The Web Dashboard allows you to group dimension values and display summaries for entire groups rather than individual values. You can arrange dimension values in groups of different sizes by specifying the appropriate group interval. For instance, date-time values can be grouped by year, month, quarter, etc. - -## Changing a Date-Time Group Interval -Date-time values support the following group intervals. - -> [!NOTE] -> Examples in the table below are formatted with the default settings. To learn how to customize format settings, see the following help topic: [Formatting Data](formatting-data.md). - -| Group interval | Description | Examples | -|---|---|---| -| **Year** | Values are grouped by the year. | 2010, 2011, 2012 | -| **Quarter** | Values are grouped by the quarter. | Q1, Q2, Q3, Q4 | -| **Month** | Values are grouped by the month. | January, February, March, ... December | -| **Day** | Values are grouped by the day of the month. | 1, 2, 3, ... 31 | -| **Hour** | Values are grouped by the hour. | 0, 1, 2, ... 23 | -| **Minute** | Values are grouped by the minute. | 0, 1, 2, ... 59 | -| **Second** | Values are grouped by the second. | 0, 1, 2, ... 59 | -| **Day of the Year** | Values are grouped by the day of the year. | 1, 2, 3, ... 365 | -| **Day of the Week** | Values are grouped by the day of the week. | Sunday, Monday, Tuesday, ... Saturday | -| **Week of the Year** | Values are grouped by the week of the year. | 1, 2, 3, ... 52 | -| **Week of the Month** | Values are grouped by the week of the month. | 1, 2, 3, 4, 5 | -| **Week-Year** | Values are grouped by the date of the first day of the week (uses culture settings). | 7/1/2018, 7/8/2018, 7/15/2018, ... 11/4/2018, 11/11/2018, 11/18/2018, ... | -| **Month-Year** | Values are grouped by the year and month. | January 2012, February 2012, ... December 2012, January 2013, ... | -| **Quarter-Year** | Values are grouped by the year and quarter. | Q3 2012, Q4 2012, Q1 2013, Q2 2013, ... | -| **Day-Month-Year** | Values are grouped by date. | 3/4/2012, 3/5/2012, 3/6/2012, ... | -| **Date-Hour** | Values are grouped by date with the hour value. | 3/4/2012 0:00 AM, 3/4/2012 1:00 AM, 3/4/2012 2:00 AM, ... | -| **Date-Hour-Minute** | Values are grouped by date with the hour and minute values. | 3/4/2012 0:00 AM, 3/4/2012 0:01 AM, 3/4/2012 0:02 AM, ... | -| **Date-Hour-Minute-Second** | Values are grouped by date with the hour, minute and second values. | 3/4/2012 0:00:00 AM, 3/4/2012 0:00:01 AM, 3/4/2012 0:00:02 AM, ... | -| **Exact Date** | Each value is displayed "as is". | 2009, Q2 2009, 6/15/2009 1:45:30 PM, ... | - -To specify a date-time group interval in the Web Dashboard, invoke the dashboard item **Bindings** menu and select the required data item. In the _Bindings_ section, select the desired interval from the drop-down **Group Interval** list. - -![wdd-change-grouping-interval](../../images/img124606.png) - -## Changing a Text Group Interval -String values support the following grouping intervals. -* **No Grouping:** each value is displayed "as is". -* **Alphabetical:** values are grouped alphabetically (e.g., A, B, C, ... Z). - -For string values, go to the _Data Shaping_ section of the data item menu. Here, you can change the group interval to alphabetical. - -![wdd-change-grouping-interval-text](../../images/img124612.png) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/sorting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/sorting.md deleted file mode 100644 index e69d814933..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/sorting.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Sorting -author: Natalia Kazakova -legacyId: 117705 ---- -# Sorting -The Web Dashboard allows you to easily change the sort order of values within a dashboard item. You can also enable sorting by measure values. - -## Changing Sort Order -To change the sort order of dimension values displayed within a dashboard item, open the dashboard item **Bindings** menu, select a data item and go to the **Data Shaping** section. Here you can select the _Ascending_ or _Descending_ sort order. - -![wdd-change-sort-order](../../images/img124613.png) - -## Sorting by Measure Values -The Web Dashboard also allows you to sort dimension values by summary values calculated for a specific measure. To do this, in the drop-down **Sort Measure** list, select a measure by which you want to sort this data item. - -![wdd-sort-by-measure](../../images/img124614.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/summarization.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/summarization.md deleted file mode 100644 index 8ae1c1f5f6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/summarization.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Summarization -author: Natalia Kazakova -legacyId: 117703 ---- -# Summarization -To obtain numeric values that should be displayed within a dashboard item, Dashboard calculates a summary function against the specified measure. - -## Summary Function Types -The following summary functions are available. -* **Count** - The number of values (excluding **Null** and **DBNull** values). - - This is the only summary type that can be calculated against non-numeric data. -* **Count Distinct** - The number of distinct values. -* **Sum** - The sum of the values. - - ![func_sum](../../images/img4460.png) -* **Min** - The smallest value. -* **Max** - The largest value. -* **Average** - The average of the values. - - ![func_average](../../images/img4457.png) -* **StdDev** - An estimate of the standard deviation of a population, where the sample is a subset of the entire population. - - ![func_stddev](../../images/img4458.png) -* **StdDevP** - The standard deviation of a population, where the population is the entire data to be summarized. - - ![func_stddevp](../../images/img4459.png) -* **Var** - An estimate of the variance of a population, where the sample is a subset of the entire population. - - ![func_var](../../images/img4461.png) -* **VarP** - The variance of a population, where the population is the entire data to be summarized. - - ![func_varp](../../images/img4462.png) - -## Changing Summary Type -By default, Dashboard calculates **Sum** for numeric measures and **Count** for measures that contain another type of data. - -You can change the summary function type for numeric measures. To do this, invoke the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu and select the required data item. In the drop-down **Summary Type** list, select the desired summary type. - -![wdd-change-summary-type](../../images/img124599.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/top-n.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/top-n.md deleted file mode 100644 index 81e12f1145..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/top-n.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Top N -author: Natalia Kazakova -legacyId: 117707 ---- -# Top N -The **Top N** feature allows you to display only a limited number of values that correspond to the highest or lowest values of a particular measure. - -To enable the Top N feature, open the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu, select a required data item and go to the _Top N_ section. - -![wdd-top-n](../../images/img124644.png) - -Click **ON** and specify the following settings. - -| Setting | Description | -|---|---| -| **Measure** | The parameter according to which the top or bottom values will be determined. | -| **Count** | The number of values to be displayed. | -| **Mode** | Specifies whether top or bottom values should be displayed. | -| **Show "Others" value** | If enabled, all values that are not the top/bottom ones are consolidated in the "Others" value. Note that this capability is not supported in OLAP mode. | - -You can use the [hidden measure](../bind-dashboard-items-to-data/hidden-data-items.md) as a parameter according to which the top or bottom values will be determined. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/exporting.md deleted file mode 100644 index e4c18b337f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/exporting.md +++ /dev/null @@ -1,69 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 117953 ---- -# Exporting -The Web Dashboard allows you to export an entire dashboard or individual [dashboard items](dashboard-item-settings.md). You can export the dashboard/dashboard items to PDF and Image formats; additionally, you can export dashboard item's data to Excel/CSV. -* [Exporting Dashboards](#exportingdashboards) -* [Exporting Dashboard Items](#exportingdashboarditems) - -## Exporting Dashboards -To export the entire dashboard, click the ![Printing_ExportElementButtonWeb](../images/img19570.png) button in the dashboard title area and choose the required action. - -![Printing_ExportMenuWeb](../images/img19567.png) - -### Export to PDF - -Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available: - -![ExportToPDF_DashboardOptions](../images/img22288.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_ and _Auto_. Note that in the _Auto_ mode the page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. -* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. - - > [!NOTE] - > Note that this option is in effect when **Page Layout** is set to value different from _Auto_. - -### Export to Image - -Invokes a corresponding dialog that allows you to export a dashboard to image of the specified format. The following options are available: - -![ExportToImage_DashboardOptions](../images/img22289.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. - -### Export to Excel - -Invokes a corresponding dialog that allows you to export dashboard's data to the Excel file. The following options are available: - -![wdd-export-excel-dashboard](../images/img128973.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in the dialog and click the **Export** button to export the dashboard. To reset the changes to the default values, click the **Reset** button. - -> [!NOTE] -> If you export the entire dashboard, its current state is preserved (e.g., the [dashboard layout](dashboard-layout.md), the scroll position of individual dashboard items and selections within [master filter](interactivity/master-filtering.md) items). - -## Exporting Dashboard Items -To export a dashboard item, click the ![Printing_ExportElementButtonWeb](../images/img19570.png) button in the dashboard item caption area and choose the required action. - -![Printing_ExportElementWeb](../images/img19610.png) -* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. -* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image of the specified format. -* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. - -To learn more about exporting specifics of different dashboard items, see the **Exporting** topic for the required [dashboard item](../web-dashboard-viewer-mode/dashboard-items.md). - -> [!NOTE] -> When an individual dashboard item is printed, the entire item's content is reflected in the printed document regardless of the item's current scroll position. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity.md deleted file mode 100644 index 64cd6b7f67..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117724 ---- -# Interactivity -This section describes features that enable interaction between various dashboard items, like Master Filtering and Drill-Down features. - -The section consists of the following topics. -* [Master Filtering](interactivity/master-filtering.md) -* [Drill-Down](interactivity/drill-down.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/drill-down.md deleted file mode 100644 index 1caca204b1..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/drill-down.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 117726 ---- -# Drill-Down -Dashboard provides the **Drill-Down** feature, which allows you to change the detail level of data displayed in a dashboard item. Drill-Down enables users to drill down to display detail data, or drill up to view more general information. - -## Enable Drill-Down -Drill-down requires that the data section contains several dimensions... - -![wdd-drill-down-hierarchy](../../images/img124803.png) - -... or a hierarchy data item (in OLAP mode). - -![wdd-drill-down-hierarchy-olap](../../images/img124804.png) - -To be able to change the detail level of data, go to the dashboard item's **Interactivity** menu and enable the **Drill Down** option. - -![wdd-drill-down](../../images/img124784.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/master-filtering.md deleted file mode 100644 index 6198670eef..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/master-filtering.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 117725 ---- -# Master Filtering -The Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items. This feature is called **Master Filtering**. You can select elements in a Master Filter item (grid records, chart bars, pie segments, etc.) to filter data in other dashboard items by the selected values. -* [Master Filter Modes](#modes) -* [Filtering Across Data Sources](#across) -* [Preventing Items from Being Filtered](#ignore) - -## Master Filter Modes -To enable master filtering, go to the dashboard item's **Interactivity** menu and use the **Master Filtering Mode** option. - -![wdd-master-filter-single](../../images/img124780.png) - -The Master Filter item supports the following modes. -* **None** - Disables master filtering. -* **Multiple** - Allows you to select multiple elements in the Master Filter item. To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../images/img125072.png) icon) in the dashboard item's caption. -* **Single** - Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it. - -To disable the Master Filter, select **None** as a Master Filter mode. - -## Filtering Across Data Sources -When different items in a dashboard are bound to different data sources, you can specify that a particular Master Filter should be applied across data sources. This means that it will apply filtering to fields with matching names in all data sources. - -To filter data across data sources, enable the **Cross-Data-Source Filtering** in the dashboard item's **Interactivity** menu. - -![wdd-master-filter-cross-data-source](../../images/img124783.png) - -## Preventing Items from Being Filtered -You can prevent specific dashboard items from being affected by Master Filters. To do this, enable the **Ignore Master Filters** option in the dashboard item's **Interactivity** menu. - -![wdd-master-filter-ignore](../../images/img124782.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/neutral-filter-mode.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/neutral-filter-mode.md deleted file mode 100644 index d6c9766d48..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/neutral-filter-mode.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Neutral Filter Mode -author: Natalia Kazakova -legacyId: 400262 ---- - -# Neutral Filter Mode - -The [filter elements](../dashboard-item-settings/filter-elements.md) show all items selected by default, to indicate that no filtering is currently taking place. Starting from this state, users typically begin each filtering operation by deselecting **All**, before they select individual items. - -An extra click is required to begin any actual filtering operation, because the **standard filter mode** shows all items selected. This is not an optimal implementation for performance reasons, because it generates filtering criteria that are evaluated by the data layer and/or the database. - -To solve these issues, the **Neutral Filter Mode** is implemented. It is neutral in the sense that it does not apply any criteria to the data source in its default state, resulting in improved performance. - -![](../../images/web-neutral-filter-mode-deselected.png) - -All items are shown deselected. This means that an extra click is no longer required in the most common scenarios, and this behavior is familiar to end users from websites world-wide. - -The **Neutral Filter Mode** helps in a situation when there is a potential “dead lock”, due to the fact that multiple filter elements influence each other. The **Clear Master Filter** button resets the filters. - -![](../../images/web-neutral-filter-mode-clear-master-filter.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data.md deleted file mode 100644 index 5cf07c1bc0..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Provide Data -author: Natalia Kazakova -legacyId: 116573 ---- -# Provide Data -Topics in this section describe how to connect dashboards to data sources and work with the connected data. -* [Create a New Data Source](provide-data/create-a-new-data-source.md) -* [Connect to an Existing Data Source](provide-data/connect-to-an-existing-data-source.md) -* [Manage Data Sources](provide-data/manage-data-sources.md) -* [Working with SQL Data Sources](provide-data/working-with-sql-data-sources.md) -* [Filter Data Sources](provide-data/filter-data-sources.md) -* [Calculated Fields](provide-data/calculated-fields.md) -* [Data Inspector](provide-data/data-inspector.md) - diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/data-inspector.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/data-inspector.md deleted file mode 100644 index 0b39be0851..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/data-inspector.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Data Inspector -author: Margarita Zakhodyaeva ---- -# Data Inspector -**Data Inspector** is a dialog window that displays raw or aggregated data. - -## Overview - -To invoke the Data Inspector window, click the "Inspect Data" button ![](../../images/inspect-data-web.png) in the [dashboard item caption](../dashboard-layout/dashboard-item-caption.md) or select the "Inspect Data" context menu item. - -## Aggregated (Displayed) Data - -The data shown as _Aggregated_ is retrieved from the dashboard item's data storage. - -![](../../images/data-inspector-aggr.png) - -The columns are: - -* [Dimensions](../dashboard-item-settings/grid/columns.md), except the **Sparkline**. -* [Measures](../dashboard-item-settings/grid/columns.md). A list of dimensions does not include unbound measures (the measures without a DataMember, such as [Totals](../dashboard-item-settings/grid/totals.md) and the number of points in a [Cluster](../dashboard-item-settings/geo-point-maps/clustering.md). - * The [Sparkline](../dashboard-item-settings/grid/columns.md) is displayed as a column. - -## Raw Data - -Raw data is the dashboard item's underlying data. - -![](../../images/data-inspector-raw.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md deleted file mode 100644 index 71b214be92..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Filter Queries -author: Natalia Kazakova -legacyId: 117968 ---- -# Filter Queries -You can filter SQL queries constructed in the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) by including _WHERE_ clauses in the query. You can also apply filters to either underlying or aggregated data, and limit the number of data records returned by the filter. - -To filter a query, deselect added tables and click the ellipsis button of the **Filter** field within the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md). - -![wdd-invoke-filter-editor-for-query](../../../images/img125644.png) - -This will invoke the **Filter Editor** dialog, which allows you to build filter criteria. - -![wdd-filter-editor-filter-query](../../../images/img124905.png) - -You can create complex filter criteria with an unlimited number of filter conditions. These filter conditions can be arranged into groups with **And**, **Or**, **Not And**, and **Not Or** operators. The Filter Editor displays filter criteria as a tree-like structure, in which each node can be edited separately. - -In the Filter Editor, you can compare a field value with the following objects. -* **Value** - represents a static value. -* **Property** - represents another field value. -* **Parameter** - represents a parameter value. Click the **Create new parameter** button to create a new parameter and specify its name. To learn how to configure the created parameter, see [Pass Query Parameters](pass-query-parameters.md). - -To switch between values, click a down arrow glyph in the operand value placeholder to expand the list of available objects. - -![wdd-filter-editor-change-object](../../../images/img126182.png) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md deleted file mode 100644 index 841ad00ab6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Manage SQL Queries -author: Natalia Kazakova -legacyId: 117965 ---- -# Manage SQL Queries -After you [connect](../connect-to-an-existing-data-source.md) to the data source and select the required data, you can create new SQL queries or edit the existing queries in the SQL data sources. To manage data sources, open the dashboard menu and go to the **Data Sources** page. - -![wdd-data-sources-page](../../../images/img124589.png) -* To **add** a new query, click the **Add Query** button. This invokes the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md), where you can create a query, select a stored procedure, or configure [query parameters](pass-query-parameters.md). -* To **edit** an existing query, click the query's **Edit** button (the ![wdd-icon-edit-query](../../../images/img125497.png) icon) in the Field List. This action invokes the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md). -* To **delete** an existing query or calculated field from a dashboard SQL data source, click the query's **Delete** button (the ![wdd-icon-delete-query](../../../images/img125498.png) icon). diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md deleted file mode 100644 index e8f1f9c423..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Pass Query Parameters -author: Natalia Kazakova -legacyId: 117969 ---- -# Pass Query Parameters -The [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) allows you to [filter queries](filter-queries.md) using parameters. To specify settings of an added query parameter after creating a query, click **Next** in the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) dialog. - -![wdd-configure-query-parameters](../../../images/img124954.png) - -On the next page, select the query parameter you have created to configure it. - -![wdd-configure-query-param-page2](../../../images/img124955.png) - -The following settings are available. -* **Name** - Specifies a parameter's name. -* **Type** - Specifies the parameter's type. -* **Value** - Specifies the parameter's value. If the parameter type is set to _Expression_, invoke the **Expression Editor** dialog using the ellipsis button and specify the required expression. For example, you can use an existing [dashboard parameter](../../data-analysis/dashboard-parameters.md) to pass to the SQL query. - -Use **Add** to add a new parameter and the **Remove** button to remove the selected query parameter. - -Then, click **Finish** to complete query modifications. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md deleted file mode 100644 index bb5e4b0907..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Stored Procedures -author: Natalia Kazakova -legacyId: 117971 ---- -# Stored Procedures -If you use a stored procedure to supply the dashboard with data, you should specify the stored procedure parameters. In the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) dialog, select the required stored procedure and click **Next**. - -![wdd-stored-procedure](../../../images/img124982.png) - -On the next page, you can configure the parameters. - -![wdd-stored-procedure-page2](../../../images/img124983.png) - -The following parameter settings are available. -* **Name** - Displays a parameter's name. -* **Type** - Specifies the parameter's type. -* **Value** - Specifies the parameter's value. If the parameter type is set to _Expression_, you can invoke the **Expression Editor** dialog to specify the required expression. For example, you can select an existing [dashboard parameter](../../data-analysis/dashboard-parameters.md) to pass to the stored procedure. - -Click **Finish** to complete query modifications. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/save-a-dashboard.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/save-a-dashboard.md deleted file mode 100644 index 24c5323289..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/save-a-dashboard.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Save a Dashboard -author: Natalia Kazakova -legacyId: 117715 ---- -# Save a Dashboard -The Web Dashboard provides the capability to save a dashboard definition (dashboard items, data source, data binding and layout settings, etc.) to an XML definition. This can be accomplished in the following ways. -* You can save the dashboard definition manually. For this, open the [dashboard menu](ui-elements/dashboard-menu.md) and click **Save**. - - ![wdd-save-dashboard](~/eud-for-bi-dashboards/dashboard-for-web/images/img122631.png) - - The following message indicates that you have successfully saved the dashboard. - - ![wdd-dashboard-saved-message](~/eud-for-bi-dashboards/dashboard-for-web/images/img125564.png) -* The dashboard definition can be saved when the currently opened dashboard is closed (for instance, the page containing the Web Dashboard is closed, a new dashboard is created or a different dashboard is [opened](open-a-dashboard.md)). By default, a save confirmation dialog will be invoked. - - ![wdd-save-chages-confirm-dialog](~/eud-for-bi-dashboards/dashboard-for-web/images/img125634.png) - -To learn how to open the saved dashboard, see [Open a Dashboard](open-a-dashboard.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements.md deleted file mode 100644 index 053f23bdfb..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: UI Elements -author: Natalia Kazakova -legacyId: 117730 ---- -# UI Elements -The topics on this page describe control elements that you can see on the screen. Each topic contains a screenshot that outlines the described element and a brief overview of the element's purpose. - -The Web Dashboard consists of the following visual elements: -* [Toolbox](ui-elements/toolbox.md) -* [Dashboard Surface](ui-elements/dashboard-surface.md) -* [Dashboard Menu](ui-elements/dashboard-menu.md) -* [Dashboard Item Menu](ui-elements/dashboard-item-menu.md) -* [Data Item Menu](ui-elements/data-item-menu.md) -* [Dialogs and Wizards](ui-elements/dialogs-and-wizards.md) -* [Designer Toolbar](ui-elements/designer-toolbar.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-surface.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-surface.md deleted file mode 100644 index 943eb4e0a4..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-surface.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Dashboard Surface -author: Natalia Kazakova -legacyId: 117732 ---- -# Dashboard Surface -The **Dashboard Surface** is a rectangular area that displays the dashboard that you are designing. This area includes [dashboard items](../dashboard-item-settings.md) and the [dashboard title](../dashboard-layout/dashboard-title.md). - -![wdd-dashboard-surface](../../images/img125804.png) - -You can configure a dashboard layout in the UI: - -* [Dashboard Items Layout](../dashboard-layout/dashboard-items-layout.md) -* [Dashboard Layout](../dashboard-layout.md) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md deleted file mode 100644 index c9cac815b0..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Preview Data -author: Margarita Zakhodyaeva -legacyId: 117972 ---- -# Preview Data -The [Dashboard Data Source Wizard](dashboard-data-source-wizard.md) and [Query Builder](query-builder.md) allow you to preview data returned after a query or [stored procedure](../../provide-data/working-with-sql-data-sources/stored-procedures.md) execution. To do this, click the **Preview...** button. - -![wdd-preview-result](../../../images/img124959.png) - -This invokes the **Data Preview** window containing data returned after you execute the current query. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/undo-and-redo-operations.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/undo-and-redo-operations.md deleted file mode 100644 index 43036c57e3..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/undo-and-redo-operations.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Undo and Redo Operations -author: Natalia Kazakova -legacyId: 117714 ---- -# Undo and Redo Operations -The Web Dashboard keeps track of all user actions, and allows you to undo or repeat them using the **Undo**/**Redo** buttons. - -To undo/redo the last action, use the following buttons located in the [Toolbox](ui-elements/toolbox.md). - -![wdd-undo-redo](../images/img125582.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items.md deleted file mode 100644 index d8bba20d78..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Dashboard Items -author: Natalia Kazakova -legacyId: 16732 ---- -# Dashboard Items -**DevExpress Dashboard** provides a number of visualization elements (**dashboard items**) designed to effectively present visual or textual information in a dashboard. - -This section describes the available dashboard items. -* [Chart](dashboard-items/chart.md) -* [Scatter Chart](dashboard-items/scatter-chart.md) -* [Grid](dashboard-items/grid.md) -* [Pies](dashboard-items/pies.md) -* [Cards](dashboard-items/cards.md) -* [Gauges](dashboard-items/gauges.md) -* [Pivot](dashboard-items/pivot.md) -* [Choropleth Map](dashboard-items/choropleth-map.md) -* [Geo Point Maps](dashboard-items/geo-point-maps.md) -* [Range Filter](dashboard-items/range-filter.md) -* [Date Filter](dashboard-items/date-filter.md) -* [Image](dashboard-items/image.md) -* [Text Box](dashboard-items/text-box.md) -* [Treemap](dashboard-items/treemap.md) -* [Filter Elements](dashboard-items/filter-elements.md) -* [Tab Container](dashboard-items/tab-container.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards.md deleted file mode 100644 index 49fe87e5f6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Cards -author: Natalia Kazakova -legacyId: 16741 ---- -# Cards -The topics in this section describe the **Card** dashboard item, which displays a series of cards. Each card can display a single value, or show the difference between two values. -* [Data Presentation Basics](cards/data-presentation-basics.md) -* [Interactivity](cards/interactivity.md) -* [Exporting](cards/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md deleted file mode 100644 index 3117c9ea31..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16742 ---- -# Data Presentation Basics -The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. - -![Cards_Web](../../../images/img22502.png) - -The **Card** dashboard item can illustrate this difference for various sets of values. You can switch between these sets using the **Values** button (the ![Cards_ValuesIcon](../../../images/img22504.png) icon) in the card's [caption](../../data-presentation/dashboard-layout.md). - -![Cards_SwitchValues_Web](../../../images/img22503.png) - -## Tooltip -A **Card** dashboard item can display a tooltip for cards containing a sparkline. When the mouse pointer is hovered over the sparkline, the tooltip can display start/end values and minimum/maximum values. - -![CardSparkline_Tooltip_Web](../../../images/img23717.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/exporting.md deleted file mode 100644 index 8c61980159..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/exporting.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17261 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Card** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_PiesWeb](../../../images/img22954.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Auto Arrange Content** - Specifies whether cards are arranged automatically in the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Card dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md deleted file mode 100644 index be7faf0a9b..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16743 ---- -# Interactivity -This topic describes features that enable interaction between the **Card** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -When Master Filtering is enabled, you can click a card (or cards) to make other dashboard items only display data related to the selected card (or cards). - -![Cards_MasterFiltering_Web](../../../images/img22505.png) - -To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the card's [caption](../../data-presentation/dashboard-layout.md). - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -When drill-down is enabled, you can click a card to view the details. - -![Cards_DrillDown_Web](../../../images/img22506.png) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by clicking a selected card. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the card's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart.md deleted file mode 100644 index 1bffe81bdc..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Chart -author: Natalia Kazakova -legacyId: 16729 ---- -# Chart -The topics in this section describe the **Chart** dashboard item, which visualizes data in XY-diagrams of different kinds - from line and bar charts to candle stick and bubble charts. -* [Data Presentation Basics](chart/data-presentation-basics.md) -* [Interactivity](chart/interactivity.md) -* [Exporting](chart/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md deleted file mode 100644 index c2d1904236..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16730 ---- -# Data Presentation Basics -The **Chart** dashboard item presents data visually using different types of series. - -![ChartDashboardItem_Web](../../../images/img22473.png) - -A series represents a grouping of related data points. The most important characteristic of a series is its type, which determines a particular visual representation of data. - -The Chart dashboard item includes the following series types. -* ![Charts_SeriesTypes_Bar_Icon](../../../images/img18730.png) A **Bar** series displays data as sets of rectangular bars with lengths proportional to the values that they represent. -* ![Charts_SeriesTypes_Line_Icon](../../../images/img18746.png) **Point** and **Line** series display data as standalone points or points joined by a line. -* ![Charts_SeriesTypes_Area_Icon](../../../images/img18728.png) An **Area** series displays data by a line that joins points, and the shaded area between the line and the argument axis. -* ![Charts_SeriesTypes_RangeArea_Icon](../../../images/img18748.png) A **Range** series is the area between two simple series displayed as a shaded area, or bars that stretch from a point in one series to the corresponding point in another series. -* ![Charts_SeriesTypes_Bubble_Icon](../../../images/img18732.png) A **Weighted** series displays data using a third dimension, expressed by a bubble's size. -* ![Charts_SeriesTypes_HighLowClose_Icon](../../../images/img18744.png) **Financial** series are useful in analyzing stock and bond prices, as well as the behavior of commodities. - -## Tooltip -The Chart dashboard item can display a tooltip that shows information on a hovered series point. - -![Chart_CrosshairLabel_Web](../../../images/img22474.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/exporting.md deleted file mode 100644 index 3c1c5df55a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/exporting.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17258 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Chart** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_ChartWeb](../../../images/img22925.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Chart dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Chart dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md deleted file mode 100644 index eb97326253..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16731 ---- -# Interactivity -This topic describes features that enable interaction between the **Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -The Chart dashboard item supports filtering by **argument** or **series** values. -* **Filtering by Arguments** - - When filtering by arguments is enabled, you can click series points to make other dashboard items display only data related to selected argument values. - - ![Chart_FilterByArguments_Web](../../../images/img22475.png) -* **Filtering by Series** - - When filtering by series is enabled, you can click a series point to make other dashboard items display only data related to the selected series. - - ![Chart_FilterBySeries_Web](../../../images/img22476.png) - -To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the chart's [caption](../../data-presentation/dashboard-layout.md) area. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -The Chart dashboard item supports drill-down on argument or series values. -* **Drill Down on Arguments** - - When drill-down on arguments is enabled, you can click a series point to view a detail chart for the corresponding argument value. - - ![Chart_DrillDownOnArguments_Web](../../../images/img22477.png) - - > [!NOTE] - > When **Filtering by Arguments** is enabled, you can view the details by clicking a selected series point. -* **Drill-Down on a Series** - - When drill-down on a series is enabled, you can click a series point (or corresponding legend item) to view a detail chart for the corresponding series. - - ![Chart_DrillDownOnSeries_Web](../../../images/img22478.png) - - > [!NOTE] - > When **Filtering by Series** is enabled, you can view the details by clicking a selected series point. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the chart's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map.md deleted file mode 100644 index 7306c799fe..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Choropleth Map -author: Natalia Kazakova -legacyId: 16748 ---- -# Choropleth Map -The topics in this section describe the **Choropleth Map** dashboard item, which colorizes the required areas in proportion to the provided values. -* [Data Presentation Basics](choropleth-map/data-presentation-basics.md) -* [Interactivity](choropleth-map/interactivity.md) -* [Exporting](choropleth-map/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md deleted file mode 100644 index a0f122d429..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16749 ---- -# Data Presentation Basics -The **Choropleth Map** dashboard item colorizes map areas in two ways. -* Based on the provided values. - - ![ChoroplethMap_Value_Web](../../../images/img22514.png) -* Based on the difference between the actual and target values of a particular parameter. - - ![ChoroplethMap_Delta_Web](../../../images/img22515.png) - -You can switch between the provided values using the **Values** button (the ![Cards_ValuesIcon](../../../images/img22504.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). - -## Map Zooming and Scrolling -Use the following actions to scroll a map. -* **Zooming** - * Use the mouse scroll wheel to change the current zoom level for the map. - * On a touchscreen device, use pinch or spread gestures to change the current zoom level. - - ![ChoroplethMap_PinchGesture](../../../images/img23691.png)![ChoroplethMap_SpreadGesture](../../../images/img23692.png) -* **Scrolling** - * To scroll the map, hold down the left mouse button and drag it. - * On a touchscreen device, use flick gestures to scroll the map. - - ![ChoroplethMap_FlickGesture](../../../images/img22518.png) - -## Tooltip -The **Choropleth Map** dashboard item can display a tooltip that shows information on a hovered area. - -![ChoropletMap_Tooltip_Web](../../../images/img23704.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md deleted file mode 100644 index 8fd5125ea2..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17264 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Choropleth Map** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_ChoroplethMapWeb](../../../images/img22960.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Choropleth Map dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Choropleth Map dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md deleted file mode 100644 index 3f011812b3..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16750 ---- -# Interactivity -This document describes the **Master Filtering** feature, which enables interaction between the **Choropleth Map** and other dashboard items.. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -When Master Filtering is enabled, you can click a shape (or multiple shapes) to make other dashboard items only display data related to the selected shape (or shapes). - -![ChoroplethMap_MasterFiltering_Web](../../../images/img22519.png) - -To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/date-filter.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/date-filter.md deleted file mode 100644 index add4be7cef..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/date-filter.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Date Filter -author: Natalia Kazakova ---- -# Date Filter -The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. - -![](../../images/datefilter-web-overview.png) - -The Date Filter item displays a set of intervals that can be used as quick filters: - -![](../../images/datefilter-web-autoheight.png) - -## Date Picker - -The Date Filter item displays a **Date Picker** that is a button with a drop-down calendar. A drop-down calendar allows the end-user to select a single date or a date range: - -![](../../images/datefilter-web-datepicker.png) - -## Quick Filters - -**Quick Filters** are buttons displayed within the Date Filter item. Each button is bound to a predefined date-time period that can be used to perform a selection. You can click the button to apply a custom period to a Date filter: - -![](../../images/datefilter-web-quick-filters.png) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/filter-elements.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/filter-elements.md deleted file mode 100644 index 0a058fed54..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/filter-elements.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Filter Elements -author: Natalia Kazakova -legacyId: 17948 ---- -# Filter Elements -Filter elements provide the capability to [filter](../data-presentation/master-filtering.md) other dashboard items. -* [Combo Box](#combo-box) -* [List Box](#list-box) -* [Tree View](#tree-view) - -## Combo Box -The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. -* The **Standard** type allows you to select only a single value. - - ![StandardCombobox_Web](../../images/img25527.png) -* The **Checked** type allows you to select multiple values in the invoked drop-down list. - - ![CheckedCombobox_Web](../../images/img25528.png) - -## List Box -The **List Box** dashboard item allows you to select a value(s) from the list. -* The **Checked** type allows you to select multiple values in the list box. - - ![StandardListbox_Web](../../images/img25529.png) -* The **Radio** type allows you to select only a single value in the radio group. - - ![RadioListbox_Web](../../images/img25530.png) - -## Tree View -The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. - -![TreeView_Web](../../images/img25531.png) - -## Date Filter - -The [Date Filter](../dashboard-items/date-filter.md) dashboard item allows you to filter dashboard data based on the selected data range. - -![](../../images/datefilter-web-autoheight.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges.md deleted file mode 100644 index b20347668a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Gauges -author: Natalia Kazakova -legacyId: 16744 ---- -# Gauges -The topics in this section describe the **Gauge** dashboard item, which displays a series of gauges. -* [Data Presentation Basics](gauges/data-presentation-basics.md) -* [Interactivity](gauges/interactivity.md) -* [Exporting](gauges/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md deleted file mode 100644 index c8dd0e292a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16745 ---- -# Data Presentation Basics -The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. - -![Gauges_Web](../../../images/img22507.png) - -The **Gauge** dashboard item can illustrate this difference for various sets of values. You can switch between these sets using the **Values** button (the ![Cards_ValuesIcon](../../../images/img22504.png) icon) in the gauge's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md deleted file mode 100644 index b4dd704b8a..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17262 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Gauge** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_PiesWeb](../../../images/img22954.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Auto Arrange Content** - Specifies whether gauges are arranged automatically in the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Gauge dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md deleted file mode 100644 index 2b7aadebbb..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16746 ---- -# Interactivity -This topic describes features that enable interaction between the **Gauge** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -When Master Filtering is enabled, you can click a gauge (or multiple gauges) to make other dashboard items only display data related to the selected gauge or gauges. - -![Gauges_MasterFiltering_Web](../../../images/img22508.png) - -To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the dashboard item [caption](../../data-presentation/dashboard-layout.md). - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -When drill-down is enabled, you can click a gauge to view the details. - -![Gauges_DrillDown_Web](../../../images/img22509.png) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by clicking a selected gauge. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the dashboard item's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md deleted file mode 100644 index e011858a51..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Geo Point Maps -author: Natalia Kazakova -legacyId: 16751 ---- -# Geo Point Maps -The topics in this section describe various types of **Geo Point Map** dashboard items which places callouts, bubbles or pies on the map using geographical coordinates. -* [Data Presentation Basics](geo-point-maps/data-presentation-basics.md) -* [Interactivity](geo-point-maps/interactivity.md) -* [Exporting](geo-point-maps/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md deleted file mode 100644 index 2257a078b6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16752 ---- -# Data Presentation Basics -The Web Dashboard supports three types of **Geo Point** maps. -* The **Geo Point Map** dashboard item places callouts on the map using geographical coordinates. - - ![MapsOverview_GeoPointMap_Web](../../../images/img23667.png) -* The **Bubble Map** dashboard item displays bubbles on the map. The color and size of each bubble relay data particular to that color and size. - - ![MapsOverview_BubbleMap_Web](../../../images/img23668.png) -* The **Pie Map** dashboard item displays pies on the map. Each pie shows the relative contribution that different values contribute to the total. - - ![MapsOverview_PieMap_Web](../../../images/img23669.png) - - You can switch between the provided values using the **Values** button (the ![Cards_ValuesIcon](../../../images/img22504.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). - -## Map Zooming and Scrolling -Use the following actions to scroll a map. -* **Zooming** - * Use the mouse scroll wheel to change the current zoom level for the map. - * On a touchscreen device, use pinch or spread gestures to change the current zoom level. - - ![ChoroplethMap_PinchGesture](../../../images/img23691.png)![ChoroplethMap_SpreadGesture](../../../images/img23692.png) -* **Scrolling** - * To scroll the map, hold down the left mouse button and drag it. - * On a touchscreen device, use flick gestures to scroll the map. - - ![ChoroplethMap_FlickGesture](../../../images/img22518.png) - -## Tooltip -A **Geo Point Map** dashboard item can display a tooltip that displays information in a hovered callout/bubble/pie. - -![GeopointMap_Tooltip_Web](../../../images/img23705.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md deleted file mode 100644 index f574c75c24..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17265 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting **Geo Point Map** dashboard items. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_ChoroplethMapWeb](../../../images/img22960.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Geo Point Map dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Geo Point Map dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md deleted file mode 100644 index 2d30fd8188..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16753 ---- -# Interactivity -This document describes the **Master Filtering** feature, which enables interaction between the **Geo Point Map** and other dashboard items. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies by holding down the **CTRL** key) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). - -![GeoPointMap_MasterFiltering_Web](../../../images/img22521.png) - -To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid.md deleted file mode 100644 index 5983e07b54..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Grid -author: Natalia Kazakova -legacyId: 16733 ---- -# Grid -The topics in this section describe the **Grid** dashboard item, which displays data in a two-dimensional table. -* [Data Presentation Basics](grid/data-presentation-basics.md) -* [Interactivity](grid/interactivity.md) -* [Exporting](grid/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md deleted file mode 100644 index cacd95940e..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16734 ---- -# Data Presentation Basics -The **Grid** displays data in a two-dimensional table that supports four types of columns. - -![Grid_ColumnTypes_Web](../../../images/img22479.png) -* The **dimension column** displays values from the bound data item "as is". -* The **measure column** displays summaries calculated from data in the bound data item. -* The **delta column**, bound to two measures, calculates summaries for both measures, and displays the difference between these summaries. -* The **sparkline column** visualizes the variation of summary values over time. - -## Sort Grid Rows -To sort records by a column's values and replace the existing sort conditions applied to the current or other columns, click the target column's header until the _Up_ or _Down_ arrow icon is displayed within the header. The _Up_ and _Down_ arrows indicate ascending and descending sort orders, respectively. - -![Grid_SortRows_Web](../../../images/img22480.png) - -You can also apply the required sort condition by right-clicking a column header and selecting **Sort Ascending** or **Sort Descending** from the invoked context menu. - -![Grid_ColumnHeaderMenu](../../../images/img23690.png) - -To remove sorting by a column, select **Clear Sorting** from the context menu or click a column header while holding down the **CTRL** key. - -## Tooltips -A Grid dashboard item can display a tooltip when the mouse pointer is hovered over the bar in the measure column. - -![GridBar_Tooltip_Web](../../../images/img23714.png) - -The tooltip shows the value in the measure column as text. - -When the mouse pointer is hovered over the cell in the sparkline column, the tooltip can display start/end values and minimum/maximum values. - -![GridSparkline_Tooltip_Web](../../../images/img23715.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/exporting.md deleted file mode 100644 index 4873713fdd..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/exporting.md +++ /dev/null @@ -1,55 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17259 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Grid** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_GridWeb](../../../images/img22952.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Print Headers on Every Page** - Specifies whether to print column headers of the Grid dashboard item on every page. -* **Fit to Page Width** - Specifies whether the size of the grid is changed according to the width of the exported page. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Grid dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md deleted file mode 100644 index 291953052f..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16735 ---- -# Interactivity -This topic describes features that enable interaction between the **Grid** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a grid row (or multiple rows) to make other dashboard items only display data related to the selected record(s). - -![WebViewer_MasterFiltering](../../../images/img22459.gif) - -To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the grid's [caption](../../data-presentation/dashboard-layout.md) area. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -The Grid dashboard item supports drill-down for rows. - -When drill-down is enabled, you can click a grid row to view the details. - -![Grid_DrillDown_Web](../../../images/img22481.png) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by clicking the selected row. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the grid's [caption](../../data-presentation/dashboard-layout.md) area. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image.md deleted file mode 100644 index 9abf1c1c18..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Image -author: Natalia Kazakova -legacyId: 16755 ---- -# Image -The **Image** dashboard item is used to display images within a dashboard. - -![Image_Web](../../images/img22523.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image/exporting.md deleted file mode 100644 index ed06d4aabf..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image/exporting.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17267 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting an **Image** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) - -## Export To PDF -![ExportToPdfDialog_ImageWeb](../../../images/img22972.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -![ExportToImageDialog_ImageWeb](../../../images/img22973.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies.md deleted file mode 100644 index 398a7bc1bb..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Pies -author: Natalia Kazakova -legacyId: 16736 ---- -# Pies -The topics in this section describe the **Pie** dashboard item, which displays a series of pies or donuts that represent the contribution of each value to a total. -* [Data Presentation Basics](pies/data-presentation-basics.md) -* [Interactivity](pies/interactivity.md) -* [Exporting](pies/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md deleted file mode 100644 index 2241047e75..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16737 ---- -# Data Presentation Basics -The **Pie** dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. - -![Pies_Web](../../../images/img22483.png) - -## Tooltip -A Pie dashboard item can display a tooltip that shows information about the hovered pie segment. - -![Pies_Label_Web](../../../images/img22484.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/exporting.md deleted file mode 100644 index 537492c3e1..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/exporting.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17260 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Pie** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_PiesWeb](../../../images/img22954.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Auto Arrange Content** - Specifies whether pies are arranged automatically in the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Pie dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md deleted file mode 100644 index 654e3c9e22..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16738 ---- -# Interactivity -This topic describes features that enable interaction between the **Pie** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -The Pie dashboard item supports filtering by **argument** or **series** values. -* **Filtering by Arguments** - - When filtering by arguments is enabled, you can click a pie segment to make other dashboard items only display data related to the selected argument value. - - ![Pies_FilteringByArguments_Web](../../../images/img22485.png) -* **Filtering by Series** - - When filtering by series is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. - - ![Pies_FilteringBySeries_Web](../../../images/img22486.png) - -To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the pie's [caption](../../data-presentation/dashboard-layout.md) area. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -The Pie dashboard item supports drill-down on argument or series values. -* **Drill Down on Arguments** - - When drill-down on arguments is enabled, you can click a pie segment to view a detail diagram for the corresponding argument value. - - ![Pies_DrillDownOnArguments_Web](../../../images/img22487.png) - - > [!NOTE] - > When **Filtering by Arguments** is enabled, you can view the details by clicking a selected pie segment. -* **Drill-Down on Series** - - When drill-down on a series is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. - - ![Pies_DrillDownOnSeries_Web](../../../images/img22488.png) - - > [!NOTE] - > When **Filtering by Series** is enabled, you can view the details by clicking a selected pie chart. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the pie's [caption](../../data-presentation/dashboard-layout.md) area. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot.md deleted file mode 100644 index 19626ca586..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Pivot -author: Natalia Kazakova -legacyId: 16747 ---- -# Pivot -The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. - -![PivotDemo_Web](../../images/img22510.png) - -## Expanding and Collapsing Groups -To expand or collapse row and column groups, use the ![Pivot_Expand_Web](../../images/img22512.png) and ![Pivot_Collapse_Web](../../images/img22513.png) buttons, respectively. - -![Pivot_ExpandCollapse_Web](../../images/img22511.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md deleted file mode 100644 index 198c7c776c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17263 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Pivot** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_PivotWeb](../../../images/img22957.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Print Headers on Every Page** - Specifies whether to print column headers of the Pivot dashboard item on every page. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Pivot dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter.md deleted file mode 100644 index eda4e15f85..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Range Filter -author: Natalia Kazakova -legacyId: 16754 ---- -# Range Filter -The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter values displayed along the argument axis. - -![RangeFilter_Web](../../images/img22522.png) - -To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../images/img22461.png) icon). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md deleted file mode 100644 index 3f80406c28..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17266 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Range Filter** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_RangeFilterWeb](../../../images/img22968.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Range Filter dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Range Filter dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart.md deleted file mode 100644 index 329cc3bae7..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Scatter Chart -author: Natalia Kazakova -legacyId: 115259 ---- -# Scatter Chart -The topics in this section describe the **Scatter Chart** dashboard item, which visualizes summaries using numerical X/Y-axes and the size of data points. -* [Data Presentation Basics](scatter-chart/data-presentation-basics.md) -* [Interactivity](scatter-chart/interactivity.md) -* [Exporting](scatter-chart/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md deleted file mode 100644 index 9eb24f81d0..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 115260 ---- -# Data Presentation Basics -The **Scatter Chart** dashboard item visualizes summaries using three dimensions: the X-axis, the Y-axis and the size of data points. - -![ScatterChart_Main_Web](../../../images/img121201.png) - -## Point Labels and Tooltips -The Scatter Chart dashboard item can display point labels and tooltips that show information on data points. To see a tooltip, hover over the required point. - -![ScatterChartLabels_Web](../../../images/img121202.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md deleted file mode 100644 index a793bac478..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md +++ /dev/null @@ -1,55 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 115262 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Scatter Chart** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -The following options are available when exporting the Scatter Chart dashboard item to a PDF. - -![ExportToPdfDialog_ChartWeb](../../../images/img22925.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Scatter Chart dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Scatter Chart dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md deleted file mode 100644 index 384b928a38..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 115261 ---- -# Interactivity -This topic describes features that enable interaction between the **Scatter Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a point (or multiple points) to make other dashboard items only display data related to the selected point(s). - -![ScatterChart_MasterFiltering_Web](../../../images/img121206.png) - -To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the Chart's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Chart's context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -When drill-down is enabled, you can click a point to view the details. - -![ScatterChart_DrillDown_Web](../../../images/img121207.png) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by clicking a selected point. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) within the Chart's [caption](../../data-presentation/dashboard-layout.md) area, or the **Drill Up** command in the Chart's context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/tab-container.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/tab-container.md deleted file mode 100644 index c555225f22..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/tab-container.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Tab Container -author: Natalia Kazakova -legacyId: 400300 ---- -# Tab Container - -Like the Dashboard Item Group, the **Tab Container** dashboard item allows you to combine elements within a dashboard. The main Tab Container's purpose is to split the dashboard layout into several pages. - -![](../../images/wdd-dashboard-item-tab-container.png) - -Click the tab page's header to switch between tab pages: - -![](../../images/wdd-viewer-select-tab-page.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box.md deleted file mode 100644 index 60ec96c8cb..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Text Box -author: Natalia Kazakova -legacyId: 16756 ---- -# Text Box -The **Text Box** dashboard item is used to display rich text within a dashboard. - -![wdd-text-box-rtf-example](../../images/img125853.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md deleted file mode 100644 index d66fe4c10c..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17268 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Text Box** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) - -## Export To PDF -![ExportToPdfDialog_TextBoxWeb](../../../images/img22975.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -![ExportToImageDialog_TextBoxWeb](../../../images/img22976.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap.md deleted file mode 100644 index 716ca12be6..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Treemap -author: Natalia Kazakova -legacyId: 17379 ---- -# Treemap -The Treemap dashboard item visualizes data in nested rectangles that are called _tiles_. -* [Data Presentation Basics](treemap/data-presentation-basics.md) -* [Interactivity](treemap/interactivity.md) -* [Exporting](treemap/exporting.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md deleted file mode 100644 index ab948cb4f7..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 17381 ---- -# Data Presentation Basics -The Treemap dashboard item visualizes data in nested rectangles that are called _tiles_. Tiles corresponding to child values can be combined by parent values into groups. For example, the Treemap below displays combinations of categories and sub-categories. - -![wdd-treemap-grouped](../../../images/img125970.png) - -## Labels and Tooltips -The Treemap displays **labels** that contain descriptions for tiles and groups, and provide **tooltips** with additional information. - -![wdd-treemap-labels](../../../images/img125998.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md deleted file mode 100644 index 8b2239cf22..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md +++ /dev/null @@ -1,55 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17395 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Treemap** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -The following options are available when exporting the Treemap dashboard item to a PDF. - -![ExportToPdfDialog_ChartWeb](../../../images/img22925.png) -* **File Name** - Specifies the name of the exported PDF. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Treemap dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Treemap dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md deleted file mode 100644 index 1cab0223b5..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 17392 ---- -# Interactivity -This topic describes features that enable interaction between the **Treemap** and other dashboard items. These features include **Master Filtering**. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a tile/group caption (or multiple tiles/group captions) to make other dashboard items only display data related to the selected tile(s). - -![wdd-treemap-interactivity](../../../images/img125959.png) - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Treemap's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Treemap's context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../data-presentation/drill-down.md) topic. - -When drill-down is enabled, you can click a tile to view the details. - -![wdd-treemap-drill-down](../../../images/img127986.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md deleted file mode 100644 index 0b9b49fa99..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Requesting Parameter Values -author: Natalia Kazakova -legacyId: 16726 ---- -# Requesting Parameter Values -The **Web Dashboard** provides a built-in **Dashboard Parameters** dialog, which allows you to change dashboard parameter values. - -To invoke the **Dashboard Parameters** dialog, click the **Parameters** button (the ![Parameters_ParametersButtonWin_Title](../../images/img21814.png) icon) in the [dashboard title](../data-presentation/dashboard-layout.md). - -![Parameters_DashboardParametersDialog_Web](../../images/img21818.png) - -Select the required parameter values and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Request Parameter Values before Data Loading - -If you see a Dashboard Parameters window at startup, you need to input parameter values before a dashboard loads and aggregates data. Dashboard items display the following message: "Waiting for Parameter Values…". - -![dashboard-parameter-request-before-loading](~/eud-for-bi-dashboards/dashboard-for-web/images/dashboard-parameter-request-before-loading.png) - -The Web Dashboard control loads data only after you submit all visible parameters. The dashboard displays a Dashboard Parameters pop-up before it fetches data. This operation mode prevents unnecessary data requests and ensures the dashboard fetches only data you actually need. - -To change this mode, open the [dashboard menu](../../web-dashboard-designer-mode/ui-elements/dashboard-menu.md) in Designer Mode, switch to the **Parameters** page, and use the following checkbox: **Request Parameter Values before Data Loading**. The setting value is saved in the dashboard XML definition. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/dashboard-layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/dashboard-layout.md deleted file mode 100644 index e3e56a36ae..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/dashboard-layout.md +++ /dev/null @@ -1,49 +0,0 @@ ---- -title: Dashboard Layout -author: Natalia Kazakova -legacyId: 16723 ---- -# Dashboard Layout -This topic describes the features related to the dashboard layout. -* [Dashboard Title](#dashboard-title) -* [Dashboard Item Caption](#dashboard-item-caption) -* [Resizing Dashboard Items](#resizing-dashboard-items) - -## Dashboard Title -The **Dashboard Title** is located at the top of the dashboard. The dashboard title can contain text or image content, elements selected in the master filter item, and command buttons. - -![wdd-dashboard-title](../../images/img126004.png) - -When you hover over the filter icon (![DashboardTitle_MasterFilterIcon_Web](../../images/img23672.png)), all master filters applied to the dashboard are displayed in the invoked popup. - -![DashboardTitle_MasterFilterPopup_Web](../../images/img23673.png) - -The dashboard title can contain the following command buttons. -* **Export To** button - allows you to export the dashboard. To learn more about exporting, see the [Exporting](../exporting.md) topic. -* **Parameters** button - allows you to modify dashboard parameter values. To learn how to modify dashboard parameter values, see the [Requesting Parameter Values](../dashboard-parameters/requesting-parameter-values.md) topic. - -## Dashboard Item Caption -Each [dashboard item](../dashboard-items.md) can include a caption that is displayed at the top of this item. The caption contains static text along with other information, as well as command buttons. - -![WebViewer_DashboardItemCaption](../../images/img22466.png) - -> [!NOTE] -> If the dashboard item caption is not visible, command buttons are displayed at the top right corner of the item. - -The caption of the dashboard item contains the following information and buttons, depending on the dashboard item type. -* **Names** - * **Dashboard Item Name** - represents the static text within a dashboard item's caption. - * **Data Item Container Name** - represents the name of the data item container. -* **Interactivity Information** - * **Drill-Down** value - shows a value or values from the current drill-down hierarchy. To learn more, see the [Drill-Down](drill-down.md) topic. -* **Command Buttons** - * **Export to** button - allows you to export a dashboard item. To learn how to print individual dashboard items, see the [Exporting](../exporting.md) topic. - * **Values** button - invokes a drop-down menu that allows you to switch between provided values (in the pie, card, gauge and maps dashboard items). To learn more, see the **Data Presentation Basics** topic for the corresponding dashboard item. - * **Clear Master Filter** button - allows you to reset filtering when a dashboard item acts as the **Master Filter**. To learn more, see the [Master Filtering](master-filtering.md) topic. - * **Drill Up** button - allows you to return to the previous detail level when the drill-down capability is enabled for this item. To learn more, see the [Drill-Down](drill-down.md) topic. - * **Multi-Select** button - allows multiple element selection in the Master Filter item, when [Multiple Master Filter](master-filtering.md) mode is enabled. - -## Resizing Dashboard Items -You can resize individual items (or a group of items) by dragging their edges. - -![Layout_ResizingItem_Web](../../images/img22857.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md deleted file mode 100644 index 8d5d8abd80..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16720 ---- -# Data Presentation Basics -The Web Dashboard can be used to present dashboards on the web. -A wide range of dashboard items are used to display visual or textual information. - -| Dashboard Item | Image | Description | -|---|---|---| -| [Chart](../dashboard-items/chart.md) | ![Fundamentals_DashboardItems_Charts](../../images/img22432.png) | Displays data graphically using bars, lines, points, etc. | -| [Scatter Chart](../dashboard-items/scatter-chart.md) | ![AddingItems_ScatterChart](../../images/img121120.png) | Visualizes relationships between numeric variables. | -| [Grid](../dashboard-items/grid.md) | ![Fundamentals_DashboardItems_Grid](../../images/img22433.png) | Presents data in tabular form. | -| [Pies](../dashboard-items/pies.md) | ![Fundamentals_DashboardItems_Pies](../../images/img127030.png) | Displays a series of pies or donuts that represent the contribution of each value to the total. | -| [Cards](../dashboard-items/cards.md) | ![Fundamentals_DashboardItems_Cards](../../images/img22434.png) | Displays a series of cards, each illustrating the difference between two values. | -| [Gauges](../dashboard-items/gauges.md) | ![Fundamentals_DashboardItems_Gauges](../../images/img22435.png) | Visualizes data within a series of gauges. | -| [Pivot](../dashboard-items/pivot.md) | ![WebViewer_Pivot](../../images/img22456.png) | Displays cross-tabular reports and allows you to analyze multi-dimensional data. | -| [Choropleth Map](../dashboard-items/choropleth-map.md) | ![WebViewer_ChoroplethMap](../../images/img22457.png) | Colorizes areas in proportion to the provided values. | -| [Geo Point Map](../dashboard-items/geo-point-maps.md) | ![WebViewer_GeoPointMap](../../images/img22458.png) | Displays callouts on the map using geographical coordinates. | -| [Bubble Map](../dashboard-items/geo-point-maps.md) | ![Fundamentals_DashboardItems_BubbleMap](../../images/img121486.png) | Displays bubbles on the map using geographical coordinates. | -| [Pie Map](../dashboard-items/geo-point-maps.md) | ![Fundamentals_DashboardItems_PieMap](../../images/img121487.png) | Places pies on the map using geographical coordinates. | -| [Range Filter](../dashboard-items/range-filter.md) | ![Fundamentals_DashboardItems_Rangefilter](../../images/img22439.png) | Allows you to apply filtering by dragging selection thumbs along the argument axis. | -| [Images](../dashboard-items/image.md) | ![ImageOverview](../../images/img124553.png) | Displays images. | -| [Text Box](../dashboard-items/text-box.md) | ![TextboxOverview](../../images/img124554.png) | Displays rich text within a dashboard. | -| [Treemap](../dashboard-items/treemap.md) | ![Treemap_Thumbnail](../../images/img125084.png) | Visualizes data in nested rectangles. | -| [Combo Box](../dashboard-items/filter-elements.md) | ![WebViewer_ComboBox_Thumbnail](../../images/img127031.png) | Allows you to select a value(s) from the drop-down list. | -| [List Box](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_ListBox](../../images/img127032.png) | Allows you to select a value(s) from the list. | -| [Tree View](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_TreeView](../../images/img127033.png) | Displays values in a hierarchical way and allows you to filter other dashboard items by selecting parent/child values. | - -The Web Dashboard enables interaction between various dashboard items. These features include **Master Filtering** and **Drill-Down**. -* [Master Filtering](master-filtering.md) -* [Drill-Down](drill-down.md) - -To learn more about the dashboard layout, see the [Dashboard Layout](dashboard-layout.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/drill-down.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/drill-down.md deleted file mode 100644 index 8a51d7fe6d..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/drill-down.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16722 ---- -# Drill-Down -The Web Dashboard provides the **drill-down** feature, which allows you to change the detail level of data displayed in a dashboard item. This feature allows you to drill down to display the details, or drill up to view more general information. - -![WebViewer_DrillDown](../../images/img22463.gif) - -> [!NOTE] -> You cannot drill down to view the details if **Multi-Select** is enabled in [Multiple Master Filter](master-filtering.md) mode. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../images/img22464.png) icon) in the dashboard item's [caption](dashboard-layout.md) area. - -To learn how to drill down using a particular dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/master-filtering.md deleted file mode 100644 index b04235cc74..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/master-filtering.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16721 ---- -# Master Filtering -The Web Dashboard allows you to use any data-aware dashboard item as a filter for the entire dashboard (**Master Filter**). You can select elements in a **Master Filter** item (chart bars, pie segments, grid records, etc.) to filter data in the rest of the dashboard by the selected values. - -![WebViewer_MasterFiltering](../../images/img22459.gif) - -## Master Filtering Modes -The Master Filter item supports two selection modes. -* **Multiple** - - Allows you to select multiple elements in the Master Filter item. To enable multiple element selection, use the **Multi-Select** button (the ![WebViewer_MultiSelectionIcon](../../images/img22460.png) icon) in the dashboard item [caption](dashboard-layout.md) area. - - To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../images/img22461.png) icon) in the dashboard item [caption](dashboard-layout.md) area. -* **Single** - - Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but you cannot clear it. - -To learn how to filter dashboard data via a specific dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) section. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/exporting.md deleted file mode 100644 index 9ac27ddce8..0000000000 --- a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/exporting.md +++ /dev/null @@ -1,68 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 16727 ---- -# Exporting -The Web Dashboard provides the capability to export an entire dashboard and individual items. -* [Exporting Dashboards](#exportingdashboards) -* [Exporting Dashboard Items](#exportingdashboarditems) - -## Exporting Dashboards -To export the entire dashboard, click the ![Printing_ExportElementButtonWeb](../images/img19570.png) button in the [dashboard title](data-presentation/dashboard-layout.md) area and select the required format. - -![Printing_ExportMenuWeb](../images/img19567.png) - -### Export to PDF - -Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available: - -![ExportToPDF_DashboardOptions](../images/img22288.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_ and _Auto_. Note that in the _Auto_ mode, page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. -* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. - - > [!NOTE] - > Note that this option is in effect when **Page Layout** is set to a value different from _Auto_. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -### Export to Image - -Invokes a corresponding dialog that allows you to export a dashboard to an image in the specified format. The following options are available. - -![ExportToImage_DashboardOptions](../images/img22289.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -### Export to Excel - -Invokes a corresponding dialog that allows end-users to export dashboard's data to the Excel file. The following options are available: - -![ExportToExcel_DashboardOptions_Web](../images/img128222.png) -* **File Name** - Specifies the name of the exported Image file. -* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in the invoked dialog and click the **Export** button to export the dashboard. To reset changes to the default values, click the **Reset** button. - -## Exporting Dashboard Items -To export a dashboard item, click the ![Printing_ExportElementButtonWeb](../images/img19570.png) button in its [caption](data-presentation/dashboard-layout.md) and choose the required action. - -![Printing_ExportElementWeb](../images/img19610.png) -* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. -* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image in the specified format. -* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. - -To learn more about exporting specifics of different dashboard items, see the **Exporting** topic for the required [dashboard item](dashboard-items.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/end-user-documentation-for-bi-dashboards.md b/eud-for-bi-dashboards/end-user-documentation-for-bi-dashboards.md deleted file mode 100644 index c65203f069..0000000000 --- a/eud-for-bi-dashboards/end-user-documentation-for-bi-dashboards.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: End-User Documentation for BI Dashboard -author: Margarita Zakhodiaeva ---- -# End-User Documentation for BI Dashboard - -DevExpress Dashboards ships end-user documentation that explains how to use dashboard UI elements across supported platforms. It helps users understand the interface, configure visualizations, and solve the most common tasks when working with dashboards. - -This documentation describes the basic principles of creating, editing, and configuring dashboards with Dashboard Designers and Viewers. - -The Dashboard Designer UI varies depending on the target platform. - -The following topics are available in this section: - -* [Dashboards for Web](dashboard-for-web/index.md) - -* [Dashboards for Desktop](dashboard-for-desktop/index.md) - -If you are looking for developer-oriented documentation with API reference, refer to [Business Intelligence Dashboard](https://docs.devexpress.com/Dashboard/12049/dashboard). - -## White-label End-User Documentation - -The documentation source is available in the GitHub repository: [github.com/DevExpress/dotnet-eud](https://github.com/DevExpress/dotnet-eud). - -You can clone the repository and build your own documentation website or help files for projects based on DevExpress Dashboard controls. For more information, review the repository’s README file: [README.md](https://github.com/DevExpress/dotnet-eud/blob/master/README.md). diff --git a/eud-for-devexpress-reports/end-user-documentation-for-devexpress-reports.md b/eud-for-devexpress-reports/end-user-documentation-for-devexpress-reports.md index 8d35e984a6..a4460ab97d 100644 --- a/eud-for-devexpress-reports/end-user-documentation-for-devexpress-reports.md +++ b/eud-for-devexpress-reports/end-user-documentation-for-devexpress-reports.md @@ -17,7 +17,7 @@ The following topics are available in this section: If you search for DevExpress developer documentation with API reference, refer to [.NET Reporting Tools for Web, Mobile, and Desktop](https://docs.devexpress.com/XtraReports/2162/reporting). -## White-label End-User Documentation +## Custom-Branded End-User Documentation This documentation source is available in the GitHub repository: [github.com/DevExpress/dotnet-eud](https://github.com/DevExpress/dotnet-eud). diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md index 75cad853ac..93d9b47c6a 100644 --- a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md @@ -1,115 +1,113 @@ ---- -title: Bind a Report to a Union-Based Federated Data Source -author: Mary Sammal ---- - -# Bind a Report to Union-Based Federated Data Source - -You can create a federated data source for your report to display data combined from several sources. This topic demonstrates how to use the **Union** and **UnionAll** operations to combine data into a single query. - -## Create a Report and Data Sources - -1. [Create a new blank report](../../report-designer-for-winforms/report-designer-tools/report-wizard/blank-report.md). - -2. [Add a SQL data source](../../report-designer-for-winforms/bind-to-data/bind-a-report-to-a-database.md) that provides one data table. - -3. [Add an Excel data source](../../report-designer-for-winforms/bind-to-data/bind-a-report-to-an-excel-workbook.md) that provides the other data table. - - ![](../../../images/DataFederationUnion-initial-data-sources.png) - -## Create Data Federation and Bind the Report to It - -1. Click the report's smart tag, expand the **DataSource** property's drop-down menu and click **Add Report Data Source**. - - ![](../../../images/DataFederationUnion-report-smart-tag.png) - -2. In the invoked [Data Source Wizard](../../report-designer-for-winforms/report-designer-tools/data-source-wizard.md), select **Data Federation** and click **Next**. - - ![](../../../images/eurd-data-federation-wizard.png) - -3. On the next page, click **Add Query**. - - ![](../../../images/DataFederationUnion-wizard-add-query.png) - -4. In the invoked [Query Builder](../../report-designer-for-winforms/report-designer-tools/query-builder.md) (adapted to federated data sources), choose **Union** as a query type. - - ![**Union**](../../../images/DataFederationUnion-Switch-to-Union.png) - - Or you can choose **Union All**. - - ![**Union All**](../../../images/DataFederationUnion-Switch-to-UnionAll.png) - -5. Double-click the **Customers** table and the **Excel data source**. The two sources are added to the query. - - ![](../../../images/DataFederationUnion-Added-Sources.png) - - The query includes only fields that have identical names and types in the origin sources. - - - ![](../../../images/DataFederationUnion-Common-Fields.png) - -6. Rename fields. - - - ![](../../../images/DataFederation-FieldAliases.png) - -7. Click **OK** to close the Query Builder. Click **Finish** to complete the Data Source Wizard. - -The Wizard creates a new **FederationDataSource** that includes the single **Customers** query. This data source becomes available in the [Report Explorer](../../report-designer-for-winforms/report-designer-tools/ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../../report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md) reflects the data source structure. - -![](../../../images/DataFederationUnion-data-source-structure.png) - -The federated query's default name equals to the first source's name (the **Customers** table in this tutorial). You can rename this query in the **Manage Queries** dialog. To invoke it, right-click the data source in the **Field List** or **Report Explorer** and select **Manage Queries** in the context menu. - -![](../../../images/DataFederationUnion-rename-query.png) - -The **Manage Queries** dialog appears. - -![](../../../images/data-federation-union-manage-queries-dialog.png) - -Double-click the table name in the left menu and use the editor to change this name. - -![](../../../images/data-federation-union-change-query-name.png) - -Besides renaming table names, you can also use the Manage Queries dialog to add, modify, or delete queries. - -To add a new query, click the Add button in the left menu. - -![](../../../images/data-federation-union-add-new-query.png) - -Double-click a table or drag-and-drop it onto the right surface to add the table to the query. - -![](../../../images/data-federation-union-add-table-to-query.png) - -Specify the query type. Then, use the menus on the right to configure data fields for the selected or existing tables. - -![](../../../images/data-federation-union-configure-data-fields.png) - -Once you rename the query, update the report's **DataMember** property. - -![](../../../images/DataFederationUnion-report-data-source-property.png) - -## Design the Report Layout - -1. Click the report's smart tag and select **Design in Report Wizard**. - - ![](../../../images/DataFederationUnion-design-in-report-wizard.png) - -2. In the invoked [Report Wizard](../../report-designer-for-winforms/report-designer-tools/report-wizard.md), select **Table Report** and click **Next**. - - ![](../../../images/data-federation-report-wizard-table-report.png) - -3. Select data fields to display in the report and click **Finish**. You can also go to the [next page](../../report-designer-for-winforms/report-designer-tools/report-wizard/table-report/add-grouping-levels.md) to continue layout creation. - - ![](../../../images/DataFederationUnion-report-wizard-select-fields.png) - -The resulting layout looks similar to the following image: - -![](../../../images/DataFederationUnion-report-layout-result.png) - -Switch to the Preview tab to see the report document. It displays contacts from the Customers and Suppliers tables. - -![](../../../images/DataFederationUnion-report-document-result-union.png) - -> [!Note] +--- +title: Bind a Report to a Union-Based Federated Data Source +author: Mary Sammal +--- + +# Bind a Report to Union-Based Federated Data Source + +You can create a federated data source for your report to display data combined from several sources. This topic demonstrates how to use the **Union** and **UnionAll** operations to combine data into a single query. + +## Create a Report and Data Sources + +1. [Create a new blank report](../../report-designer-for-winforms/report-designer-tools/report-wizard/blank-report.md). + +2. [Add a SQL data source](../../report-designer-for-winforms/bind-to-data/bind-a-report-to-a-database.md) that provides one data table. + +3. [Add an Excel data source](../../report-designer-for-winforms/bind-to-data/bind-a-report-to-an-excel-workbook.md) that provides the other data table. + + ![](../../../images/DataFederationUnion-initial-data-sources.png) + +## Create Data Federation and Bind the Report to It + +1. Click the report's smart tag, expand the **DataSource** property's drop-down menu and click **Add Report Data Source**. + + ![](../../../images/DataFederationUnion-report-smart-tag.png) + +2. In the invoked [Data Source Wizard](../../report-designer-for-winforms/report-designer-tools/data-source-wizard.md), select **Data Federation** and click **Next**. + + ![](../../../images/eurd-data-federation-wizard.png) + +3. On the next page, click **Add Query**. + + ![](../../../images/DataFederationUnion-wizard-add-query.png) + +4. In the invoked [Query Builder](../../report-designer-for-winforms/report-designer-tools/query-builder.md) (adapted to federated data sources), choose **Union** as a query type. + + ![**Union**](../../../images/DataFederationUnion-Switch-to-Union.png) + + Or you can choose **Union All**. + + ![**Union All**](../../../images/DataFederationUnion-Switch-to-UnionAll.png) + +5. Double-click the **Customers** table and the **Excel data source**. The two sources are added to the query. + + ![](../../../images/DataFederationUnion-Added-Sources.png) + + The query includes only fields that have identical names and types in the origin sources. + + ![](../../../images/DataFederationUnion-Common-Fields.png) + +6. Rename fields. + + ![](../../../images/DataFederation-FieldAliases.png) + +7. Click **OK** to close the Query Builder. Click **Finish** to complete the Data Source Wizard. + +The Wizard creates a new **FederationDataSource** that includes the single **Customers** query. This data source becomes available in the [Report Explorer](../../report-designer-for-winforms/report-designer-tools/ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../../report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md) reflects the data source structure. + +![](../../../images/DataFederationUnion-data-source-structure.png) + +The federated query's default name equals to the first source's name (the **Customers** table in this tutorial). You can rename this query in the **Manage Queries** dialog. To invoke it, right-click the data source in the **Field List** or **Report Explorer** and select **Manage Queries** in the context menu. + +![](../../../images/DataFederationUnion-rename-query.png) + +The **Manage Queries** dialog appears. + +![](../../../images/data-federation-union-manage-queries-dialog.png) + +Double-click the table name in the left menu and use the editor to change this name. + +![](../../../images/data-federation-union-change-query-name.png) + +Besides renaming table names, you can also use the Manage Queries dialog to add, modify, or delete queries. + +To add a new query, click the Add button in the left menu. + +![](../../../images/data-federation-union-add-new-query.png) + +Double-click a table or drag-and-drop it onto the right surface to add the table to the query. + +![](../../../images/data-federation-union-add-table-to-query.png) + +Specify the query type. Then, use the menus on the right to configure data fields for the selected or existing tables. + +![](../../../images/data-federation-union-configure-data-fields.png) + +Once you rename the query, update the report's **DataMember** property. + +![](../../../images/DataFederationUnion-report-data-source-property.png) + +## Design the Report Layout + +1. Click the report's smart tag and select **Design in Report Wizard**. + + ![](../../../images/DataFederationUnion-design-in-report-wizard.png) + +2. In the invoked [Report Wizard](../../report-designer-for-winforms/report-designer-tools/report-wizard.md), select **Table Report** and click **Next**. + + ![](../../../images/data-federation-report-wizard-table-report.png) + +3. Select data fields to display in the report and click **Finish**. You can also go to the [next page](../../report-designer-for-winforms/report-designer-tools/report-wizard/table-report/add-grouping-levels.md) to continue layout creation. + + ![](../../../images/DataFederationUnion-report-wizard-select-fields.png) + +The resulting layout looks similar to the following image: + +![](../../../images/DataFederationUnion-report-layout-result.png) + +Switch to the Preview tab to see the report document. It displays contacts from the Customers and Suppliers tables. + +![](../../../images/DataFederationUnion-report-document-result-union.png) + +> [!Note] > Duplicate contacts from the Customers and Suppliers tables are not removed in the **Union All** mode. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/preview-print-and-export-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/preview-print-and-export-reports.md index 0b53d03304..15672f0629 100644 --- a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/preview-print-and-export-reports.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/preview-print-and-export-reports.md @@ -1,117 +1,105 @@ ---- -title: Preview, Print and Export Reports ---- -# Preview, Print and Export Reports - -## Preview a Report -To switch a report to the print preview mode, click the **Preview** tab. You will see your report populated with data and broken down into pages, as specified. - -![eurd-win-preview](../../images/eurd-win-preview.png) - -## Print a Report - -When in the Print Preview mode, you can print out your report using the appropriate menu and toolbar commands. - -![eurd-win-print](../../images/eurd-win-print.png) - -## Export a Report - -When in the Print Preview mode, you can export your report to files in different formats. The resulting files can either be saved to the hard drive or sent by e-mail. - -![eurd-win-export](../../images/eurd-win-export.png) - - -The following documents describe the basics of report exporting and format-specific export options. -<<<<<<<< HEAD:eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/preview-print-and-export-reports.md -* -* -* -* -* -* -* -* -* -* -======== -* -* -* -* -* -* -* -* -* -* ->>>>>>>> 05df5c28763b4aa9fb5c78d15422603198f71820:eud-for-devexpress-reports/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/preview-print-and-export-reports.md - - -## Hide Report Controls in Documents Exported to Specific Formats - -You can specify the **Can Publish Options** setting in the Properties grid to exclude report controls from certain export formats. - -![CanPublishOptions](../../images/can-publish-options-property-grid.png) - -The following image illustrates the resulting XLXS document with and without page information: - -![Resulting XLXS document](../../images/can-publish-options-example-image.png) - -## Export a Report to PDF with Accessible Tags (PDF/UA Compatibility) - -You can specify how Label, Table, Table Row, and Table Cell should be treated by screen readers in the exported PDF document. - -When you export a report to PDF, the report elements have no role. Assistive software commonly treats such elements as HTML
tags. Change the element’s role to one of the values listed below to help the screen reader correctly identify the element’s purpose in the exported PDF document. - -### Define Label Accessible Role - -Set the control’s **Accessible Role** property to **Heading 1 - Heading 6** before you export a report. - -![Set AccessibleRole in Property Grid](~/eud-for-devexpress-reports/reporting-for-desktop/images/label-assesible-role.png) - -In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. - -The image below shows the result. **Accessible Role** is set to **Heading 2**, and the screen reader treats **Label** as a “level two” heading in the exported document: - -![Exported report in the screen reader](~/eud-for-devexpress-reports/reporting-for-desktop/images/accessible-exported-document-with-label.png) - -### Define Table Accessible Role - -You can specify how Table should be treated by screen readers in the exported PDF document. For this, set the control's **Accessible Role** property to **Table** before you export a report. - -![Set AccessibleRole in Property Grid](~/eud-for-devexpress-reports/reporting-for-desktop/images/table-assesible-role.png) - -In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. - -The image below shows the result. **Accessible Role** is set to **Table**, and the screen reader treats Table as a table in the exported document: - -![Exported report in the screen reader](~/eud-for-devexpress-reports/reporting-for-desktop/images/accessible-exported-document-with-table.png) - -### Define Table Row Accessible Role - -You can specify how Table Row should be treated by screen readers in the exported PDF document. - -Before you export a report, set the **Table**'s **Accessible Role** property to **Table** to define a control as a table. Then, specify **Table Row**'s **Accessible Role**: - -![Set AccessibleRole in Property Grid](~/eud-for-devexpress-reports/reporting-for-desktop/images/table-row-assesible-role.png) - -In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. - -The image below shows the result. **Table Row**'s **Accessible Role** is set to **Table Header Row**, and the screen reader treats **Table Row** as a header row of the table in the exported document: - -![Exported report in the screen reader](~/eud-for-devexpress-reports/reporting-for-desktop/images/accessible-exported-document-with-tablerow.png) - -### Define Table Cell Accessible Role - -Before you export a report, set the **Table**'s **Accessible Role** property to **Table** to define a control as a table. Then, specify the **Table Cell**'s **Accessible Role** property: - -![Set AccessibleRole in Property Grid](~/eud-for-devexpress-reports/reporting-for-desktop/images/tablecell-assesible-role.png) - -> [!NOTE] -> **Accessible Role** is not in effect for cells merged with the Cell's **Row Span** property. - -In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. - -The image below shows the result. **Table Cell**'s b is set to **Table Header Cell**, and the screen reader treats Table Cell with "Bill to:" text as a header cell in the exported document: - -![Exported report in the screen reader](~/eud-for-devexpress-reports/reporting-for-desktop/images/accessible-exported-document-with-table.png) +--- +title: Preview, Print and Export Reports +--- +# Preview, Print and Export Reports + +## Preview a Report +To switch a report to the print preview mode, click the **Preview** tab. You will see your report populated with data and broken down into pages, as specified. + +![eurd-win-preview](../../images/eurd-win-preview.png) + +## Print a Report + +When in the Print Preview mode, you can print out your report using the appropriate menu and toolbar commands. + +![eurd-win-print](../../images/eurd-win-print.png) + +## Export a Report + +When in the Print Preview mode, you can export your report to files in different formats. The resulting files can either be saved to the hard drive or sent by e-mail. + +![eurd-win-export](../../images/eurd-win-export.png) + + +The following documents describe the basics of report exporting and format-specific export options: + +* [Exporting from Print Preview](../../print-preview/print-preview-for-winforms/exporting/exporting-from-print-preview.md) +* [PDF-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/pdf-specific-export-options.md) +* [HTML-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/html-specific-export-options.md) +* [MHT-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/mht-specific-export-options.md) +* [RTF-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/rtf-specific-export-options.md) +* [XLS-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/xls-specific-export-options.md) +* [XLSX-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md) +* [CSV-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/csv-specific-export-options.md) +* [TXT-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/txt-specific-export-options.md) +* [Image-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/image-specific-export-options.md) + + +## Hide Report Controls in Documents Exported to Specific Formats + +You can specify the **Can Publish Options** setting in the Properties grid to exclude report controls from certain export formats. + +![CanPublishOptions](../../images/can-publish-options-property-grid.png) + +The following image illustrates the resulting XLXS document with and without page information: + +![Resulting XLXS document](../../images/can-publish-options-example-image.png) + +## Export a Report to PDF with Accessible Tags (PDF/UA Compatibility) + +You can specify how Label, Table, Table Row, and Table Cell should be treated by screen readers in the exported PDF document. + +When you export a report to PDF, the report elements have no role. Assistive software commonly treats such elements as HTML
tags. Change the element’s role to one of the values listed below to help the screen reader correctly identify the element’s purpose in the exported PDF document. + +### Define Label Accessible Role + +Set the control’s **Accessible Role** property to **Heading 1 - Heading 6** before you export a report. + +![Set AccessibleRole in Property Grid](~/eud-for-devexpress-reports/reporting-for-desktop/images/label-assesible-role.png) + +In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. + +The image below shows the result. **Accessible Role** is set to **Heading 2**, and the screen reader treats **Label** as a “level two” heading in the exported document: + +![Exported report in the screen reader](~/eud-for-devexpress-reports/reporting-for-desktop/images/accessible-exported-document-with-label.png) + +### Define Table Accessible Role + +You can specify how Table should be treated by screen readers in the exported PDF document. For this, set the control's **Accessible Role** property to **Table** before you export a report. + +![Set AccessibleRole in Property Grid](~/eud-for-devexpress-reports/reporting-for-desktop/images/table-assesible-role.png) + +In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. + +The image below shows the result. **Accessible Role** is set to **Table**, and the screen reader treats Table as a table in the exported document: + +![Exported report in the screen reader](~/eud-for-devexpress-reports/reporting-for-desktop/images/accessible-exported-document-with-table.png) + +### Define Table Row Accessible Role + +You can specify how Table Row should be treated by screen readers in the exported PDF document. + +Before you export a report, set the **Table**'s **Accessible Role** property to **Table** to define a control as a table. Then, specify **Table Row**'s **Accessible Role**: + +![Set AccessibleRole in Property Grid](~/eud-for-devexpress-reports/reporting-for-desktop/images/table-row-assesible-role.png) + +In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. + +The image below shows the result. **Table Row**'s **Accessible Role** is set to **Table Header Row**, and the screen reader treats **Table Row** as a header row of the table in the exported document: + +![Exported report in the screen reader](~/eud-for-devexpress-reports/reporting-for-desktop/images/accessible-exported-document-with-tablerow.png) + +### Define Table Cell Accessible Role + +Before you export a report, set the **Table**'s **Accessible Role** property to **Table** to define a control as a table. Then, specify the **Table Cell**'s **Accessible Role** property: + +![Set AccessibleRole in Property Grid](~/eud-for-devexpress-reports/reporting-for-desktop/images/tablecell-assesible-role.png) + +> [!NOTE] +> **Accessible Role** is not in effect for cells merged with the Cell's **Row Span** property. + +In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. + +The image below shows the result. **Table Cell**'s b is set to **Table Header Cell**, and the screen reader treats Table Cell with "Bill to:" text as a header cell in the exported document: + +![Exported report in the screen reader](~/eud-for-devexpress-reports/reporting-for-desktop/images/accessible-exported-document-with-table.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-summary.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-summary.md index 555557894b..d8f4416ec9 100644 --- a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-summary.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-summary.md @@ -1,46 +1,47 @@ ---- -title: Calculate a Summary -author: Anna Gubareva ---- -# Calculate a Summary - -This document shows how to use a report control's Expression property to calculate a group summary, as shown in the image below: - -![xtrareports-summary](../../../../images/eurd-summary.png) - -Follow the steps below to calculate a summary: - -1. Create a report [bound](../../bind-to-data.md) to a data source. - -1. Use the [Group and Sort Panel](../../report-designer-tools/ui-panels/group-and-sort-panel.md) to [group report data](../../shape-report-data/group-and-sort-data/group-data.md) by the key data field and construct a layout like the following: - - ![xtrareports-summary-report-layout](../../../../images/eurd-summary-layout.png) - -1. Right-click the report's **Detail** band and select **Insert Band** / **Group Footer** from the context menu. - - ![xtrareports-summary-add-group-footer](../../../../images/eurd-summary-add-group-footer.png) - -1. Drop a **Label** control onto the **Group Footer** band. - - ![xtrareports-summary-drop-label](../../../../images/eurd-summary-drop-label.png) - -1. Click the label's smart tag, then click the **Summary** field's ellipsis button to open the **Summary Editor** form. - - ![summary-expressions-label-smart-tag](../../../../images/eurd-summary-label-summary.png) - -1. In the **Summary Editor** form, use the following options: - - * **Summary running** - specifies summary calculation range (the entire report, current report group, or current document page). - * **Summary function** - specifies a summary function. - * **Argument expression** - specifies a data field or a complex expression. - - ![summary-expressions-label-smart-tag](../../../../images/eurd-label-summaryeditor.png) - - -2. You can use the **Format String** property to format the summary value: - - ![summary-format-string-label-smart-tag](../../../../images/eurd-summary-label-details.png) - -Switch to Print Preview mode to see the result: - -![summary-report-group-result-preview](../../../../images/eurd-summary-preview.png) +--- +title: Calculate a Summary +author: Anna Gubareva +--- +# Calculate a Summary + +This document shows how to use a report control's Expression property to calculate a group summary, as shown in the image below: + +![xtrareports-summary](../../../../images/eurd-summary.png) + +Follow the steps below to calculate a summary: + +1. Create a report [bound](../../bind-to-data.md) to a data source. + +1. Use the [Group and Sort Panel](../../report-designer-tools/ui-panels/group-and-sort-panel.md) to [group report data](../../shape-report-data/group-and-sort-data/group-data.md) by the key data field and construct a layout like the following: + + ![xtrareports-summary-report-layout](../../../../images/eurd-summary-layout.png) + +1. Right-click the report's **Detail** band and select **Insert Band** / **Group Footer** from the context menu. + + ![xtrareports-summary-add-group-footer](../../../../images/eurd-summary-add-group-footer.png) + +1. Drop a **Label** control onto the **Group Footer** band. + + ![xtrareports-summary-drop-label](../../../../images/eurd-summary-drop-label.png) + +1. Click the label's smart tag, then click the **Summary** field's ellipsis button to open the **Summary Editor** form. + + ![summary-expressions-label-smart-tag](../../../../images/eurd-summary-label-summary.png) + +1. In the **Summary Editor** form, use the following options: + + * **Summary running** - specifies summary calculation range (the entire report, current report group, or current document page). + * **Summary function** - specifies a summary function. + * **Argument expression** - specifies a data field or a complex expression. + + ![summary-expressions-label-smart-tag](../../../../images/eurd-label-summaryeditor.png) + + See the [Expression Operators, Functions and Constants](../../../../../../eud-for-bi-dashboard/dashboard-for-desktop/dashboard-designer/ui-elements/expression-editor/expression-operators-functions-and-constants.md) topic for more information. + +2. You can use the **Format String** property to format the summary value: + + ![summary-format-string-label-smart-tag](../../../../images/eurd-summary-label-details.png) + +Switch to Print Preview mode to see the result: + +![summary-report-group-result-preview](../../../../images/eurd-summary-preview.png) diff --git a/index.md b/index.md index af4b1388eb..56c5a6a956 100644 --- a/index.md +++ b/index.md @@ -1,4 +1,4 @@ ---- +--- _disableBreadcrumb: true title: End-User Documentation author: Natalia Kazakova @@ -19,11 +19,11 @@ The end user documentation is divided into the following platforms and products: #### Web (ASP.NET): * [Reporting for Web](eud-for-devexpress-reports/reporting-for-web/index.md) -* [Dashboard for Web](eud-for-bi-dashboards/dashboard-for-web/index.md) +* [Dashboard for Web](eud-for-bi-dashboard/dashboard-for-web/index.md) #### Desktop (WinForms & WPF): * [Reporting for Desktop](eud-for-devexpress-reports/reporting-for-desktop/index.md) -* [Dashboard for Desktop](eud-for-bi-dashboards/dashboard-for-desktop/index.md) +* [Dashboard for Desktop](eud-for-bi-dashboard/dashboard-for-desktop/index.md) If you search for DevExpress developer documentation with API reference, refer to [docs.devexpress.com](https://docs.devexpress.com). diff --git a/toc.yml b/toc.yml index 805798286f..a0db820e86 100644 --- a/toc.yml +++ b/toc.yml @@ -3,5 +3,5 @@ items: href: eud-for-devexpress-reports/ topicHref: eud-for-devexpress-reports/end-user-documentation-for-devexpress-reports.md - name: End-User Documentation for BI Dashboards - href: eud-for-bi-dashboards/ - topicHref: eud-for-bi-dashboards/end-user-documentation-for-bi-dashboards.md \ No newline at end of file + href: eud-for-bi-dashboard/ + topicHref: eud-for-bi-dashboard/end-user-documentation-for-bi-dashboard.md \ No newline at end of file