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Modified on Tue, 04 Mar 2014 10:47 AM Categorized as Bookmarks, Navigation, Viewer
Click to return to: Documentation | Viewing Dashboards


Overview

Click the Bookmark icon in the Toolbar to create a bookmark for the dashboard (or mashup) you are currently viewing.

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A bookmark is similar in concept to “favorites” in your web browser. You create a bookmark for the dashboard you are currently viewing so that you can easily return to it later.

Note: A bookmark saves the values of parameters/filters on your dashboard as well as any formulas which have been applied. This lets you return to the exact state the dashboard was in when the bookmark was created.

Note: If you change the appearance of controls through scripting while viewing a dashboard, such changes are not saved as part of the bookmark.

Creating a bookmark

To bookmark the dashboard (or mashup) you are currently viewing:

  1. Click the Bookmark icon in the Toolbar. The Create Bookmark dialog is displayed.
    The Create Bookmark dialog.
  2. Enter a name for the bookmark.
  3. Choose the folder location for the new bookmark.
  4. Click OK.
  5. A new bookmark appears in the Bookmarks tab in the Sidebar. If you don't see the new bookmark right away, click the Refresh button at the top of the tab.
    The Bookmarks tab.
    The new bookmark will also be accessible from the Dashboard Viewer's Navigation Bar.

Using bookmarks

Bookmarks you create are accessible from the Bookmarks tab in the Sidebar and the Navigation Bar in the Dashboard Viewer.

Accessing a bookmark from the Bookmarks tab

To view a bookmarked dashboard (or mashup) from the Bookmarks tab:

  1. Click Bookmarks in the Sidebar. The Bookmarks tab is displayed.
  2. Select the bookmark you want to view, then click its menu icon. The Bookmark menu is displayed.
    The Bookmark menu.
  3. From the Bookmark menu, choose the View item. The corresponding dashboard (or mashup) is displayed in the Dashboard Viewer on the right.

Tip: You can also double-click on a bookmark to view the corresponding dashboard.

Accessing a bookmark from the Navigation Bar

To view a bookmarked dashboard (or mashup) from the Navigation Bar in the Dashboard Viewer:

  1. Click the Select a location folder icon in the top-left corner of the Navigation Bar. The Location menu is displayed.
    The Location menu.
  2. Change the navigation path by selecting the Bookmarks folder in the Location menu. The list of bookmarks is displayed in the Navigation Bar's preview list.
    The Location menu.
  3. Drag a bookmark from the preview list to the viewing area (or double-click on a bookmark) in order to view the corresponding dashboard (or mashup).

Managing bookmarks

You can manage your bookmarks from either the Bookmarks tab in the Sidebar or the Manage My Dashboards dialog, which is accessible from the Toolbar.

Managing bookmarks from the Bookmarks tab

To delete a bookmark:

  1. Click Bookmarks in the Sidebar.
  2. Select the bookmark you want to delete, then click its menu icon.
    The Bookmark menu.
  3. From the Bookmark menu, choose Delete.
  4. When prompted to confirm the operation, click Delete. The bookmark is removed from the tab.

To rename a bookmark:

  1. Click Bookmarks in the Sidebar.
  2. Select the bookmark you want to rename, then click its menu icon.
  3. From the Bookmark menu, choose Rename. A text box appears in place of the bookmark item.
  4. Type the new name for your bookmark, then press ENTER. The name of the bookmark is changed.

To view the properties of a bookmark:

  1. Click Bookmarks in the Sidebar.
  2. Select the bookmark, then click its menu icon.
  3. From the Bookmark menu, choose Properties. A Properties dialog is displayed.
    The properties of a bookmark.
    From the dialog you can see the name of the corresponding dashboard (or mashup), its description, and its type.

Creating bookmark folders

To create a new bookmark folder:

  1. Select the top-level Bookmarks folder, or an existing bookmark folder. This will be the parent of the new bookmark folder.
  2. Click the Create a new Bookmark Folder button at the top of the Bookmarks tab.
    Create bookmark folder button.
  3. Type the new folder name in the text box that appears, then press ENTER. The new bookmark folder is created.
    Created bookmark folder.

The next time you create a bookmark, you can choose to place it in the newly created bookmark folder.

Using a new bookmark folder.

Tip: In the Bookmarks tab, you drag-and-drop bookmarks to and from bookmark folders.

Managing bookmarks from the Toolbar

Click the Manage button in the Toolbar.

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Use the resulting Manage My Dashboards dialog to rename a bookmark, delete a bookmark, or view the properties of a bookmark.

Managing bookmarks from the Toolbar.

Managing bookmarks from the Toolbar.


Setting the default view when you log in

In Dundas Dashboard 5.0.2 or later, you can select a dashboard or mashup to be the default view that appears when you log in to Dundas Dashboard:

  • Click Set current dashboard as default in the Manage My Dashboards dialog to set the current dashboard you are viewing as the default view.
  • Or, select a bookmark or mashup in the treeview that you want as the default, right-click, and then select Set as Default View.

Tip: You can also go to your My Profile screen to set a bookmark (&ie; dashboard) or mashup as your default view.

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