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Viewing Dundas Dashboards with SharePoint

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Modified on Thu, 30 Jan 2014 05:53 PM Categorized as SharePoint, Viewer
Click to return to: Documentation | Dundas Dashboard for SharePoint


Overview

This article shows how to configure and use the Dundas Dashboard Viewer Web Part, which lets you integrate Dundas Dashboards into your SharePoint sites and portals.

The Dundas Dashboard Viewer Web Part.

The Dundas Dashboard Viewer Web Part.


Configuring the Viewer Web Part

Add the Viewer Web Part

Add the Dundas Dashboard Viewer Web Part to your SharePoint page as follows:

  1. While editing your SharePoint page, click Add a Web Part.
    Adding a Web Part.
  2. The Add Web Parts screen is displayed, which lists all of the available Web Parts organized into various categories.
    Add Web Parts screen.
  3. Under the Dundas Web Parts category, select the Dundas Dashboard Viewer Web Part item.
  4. Click Add. The Viewer Web Part is added to your SharePoint page but needs to be further configured.
    Viewer Web Part just added.
  5. Click open the tool pane. A tool pane is displayed, which lets you configure the properties of the Dundas Dashboard Viewer Web Part.
    The tool pane for configuring the Viewer Web Part.

Connection settings

Set up the connection from the Viewer Web Part to your Dundas Dashboard server by using the Connection Settings section of the tool pane:

  1. Enter your Dundas Dashboard server URL (but omit the default.aspx portion of that URL). Examples:
    • http://mydashserver/
    • http://mydashserver:7000/
    • http://localhost:7000/ (may work if Dundas Dashboard is installed on your SharePoint server).
  2. Choose the Login Type for logging on to Dundas Dashboard:
    • Select Windows to log on using Windows Authentication. In this case, leave the User and Password boxes blank.
    • Select Local to log on using Dundas Dashboard's built-in authentication system. In this case, enter a Dundas Dashboard user name in the User box and the corresponding password in the Password box.
  3. Click Connect to connect to the Dundas Dashboard server. Verify that the Connection Status shows Connected.

You can now perform more detailed configuration of the Viewer Web Part as shown in the sections below. Or, you can begin using the Viewer Web Part by clicking OK in the tool pane and then clicking Exit Edit Mode (top-right corner of the SharePoint page).

Exit edit mode to begin using the Web Part.

Exit edit mode to begin using the Web Part.


Viewer settings

Optionally configure Viewer Settings as follows:

  1. If you want to choose an initial dashboard to be displayed in the Viewer Web Part, click the Default Item ellipsis button.
    Choosing a default item or folder.
  2. Locate the dashboard that you want as the default, then click Select.
    Select a default dashboard.
  3. Similarly, if you want to choose a default folder location for the Navigation Bar to start in, click the Default Folder ellipsis button and choose the desired folder.
  4. Choose a Background color for the Web Part. You can enter named values such as Red or Transparent, or use a hexadecimal RGB value like #0000FF.
    Set the background color.
  5. Select the Allow Mashups check box if you want to allow your users to create and save their own dashboard mashups. A mashup is a personalized dashboard view that users compose out of dashblocks.
  6. The Navigation Visible option lets you show or hide the Navigation Bar at the bottom of the Web Part.
  7. If the Navigation Bar is visible, use the Navigation Collapsed option to expand or collapse it by default.
  8. Select the Toolbar Visible check box if you want to show the Dundas Dashboard Toolbar at the top of the Viewer Web Part.
  9. If the Toolbar is visible, use the Toolbar Collapsed option to expand or collapse it by default.
  10. If you want to display the Dundas Dashboard logo in the Toolbar, select the Logo Visible check box and leave the Logo Image Url box blank. Or, if you want to incorporate your own corporate branding in the Toolbar enter a URL path to your own logo image in the Logo Image Url box (supported image file formats include JPEG, BMP, and PNG).
  11. Select the Windowless Mode checkbox to enable Silverlight Windowless mode for the Web Part. This option can help to avoid problems with the Web Part overlapping your SharePoint dropdown menus.

Note: By default, the Silverlight plugin renders on top of the web page. So, if your SharePoint site has dropdown menus, the menus may be overlapped by the Silverlight plugin. To workaround this issue, enable Silverlight Windowless mode via the Web Part's Windowless Mode option. Using Windowless mode may incur some performance problems or other limitations. For details, see Windowless (Silverlight Plug-In Object).

Standard Web Part settings

Below the Viewer Settings section of the tool pane are standard Web Part settings that you can configure, including Appearance properties and Advanced properties. For example, under the Appearance section, you can configure the height and width of the Viewer Web Part.

Appearance settings.

Appearance settings.


Using the Viewer Web Part

Elements of the Viewer Web Part

The figure below shows the main user interface elements of the Viewer Web Part:

  1. The application logo (which can be the Dundas Dashboard logo or your own custom logo image).
  2. The Toolbar.
  3. The dashboard viewing area.
  4. The Navigation Bar (which shows dashboard icons that you can double-click or drag to the viewing area)

Elements of the Viewer Web Part.

Elements of the Viewer Web Part.


Using the Toolbar

Tip: Toggle the pin button at the top-right corner of the Toolbar in order to expand or collapse the bar.

Annotations

Click the Annotate button in the Toolbar to create a user annotation and attach it to a data point (or data range) on the dashboard you are currently viewing. A user annotation is like a comment that you attach to a data visualization in order to add context or to communicate with other users viewing the same data. For example, you may want to add a personalized remark to a data point on a data visualization to provide background information or to raise concerns.

The Annotation Filter option lets you filter user annotations on your dashboard by annotation group.

For more details, see Creating Annotations.

A user annotation.

A user annotation.


Bookmarks

Click the Bookmark button in the Toolbar to create a bookmark for the dashboard (or mashup) you are currently viewing. 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. Bookmarks you create are displayed in the Navigation Bar (under their own folder) just like any other other dashboard.

The Create Bookmark dialog.

The Create Bookmark dialog.


A bookmark in the Navigation Bar.

A bookmark in the Navigation Bar.


Click the Manage button in the Toolbar if you want to rename or delete a bookmark.

Managing bookmarks.

Managing bookmarks.


Exporting

Click the Export button in the Toolbar to:

  • Export the entire dashboard, or selected data visualization controls within your dashboard, to the Excel format.
  • Export the entire dashboard, or a selected data visualization control within your dashboard, as a PNG image file.
  • Export the data from a selected data visualization control within your dashboard to a CSV file.
  • Export the entire dashboard, or selected data visualization controls within your dashboard, to other formats as provided by Dundas Dashboard Data Export add-ons.

Exporting as an image file.

Exporting as an image file.


Formulas

Click the Customize dropdown button in the Toolbar to apply formulas to data series appearing in your dashboard.

For more details, see Formulas and Dashboard Viewing.

Applying a formula.

Applying a formula.


Notifications

Click the Notify button in the Toolbar to subscribe to email notifications of:

  • A business metric going above or below a certain threshold.
  • Someone adding or replying to a user annotation.
  • A regularly scheduled occurrence (⪚ daily or monthly).

For more details, see the article on Notifications.

Printing

Click the Print button in the Toolbar to print the dashboard (or mashup) you are currently viewing.

Sharing

Click the Share button in the Toolbar to obtain a URL link to the current dashboard/mashup which you can share with other viewers.

The Share wizard.

The Share wizard.


Using the Navigation Bar

Changing the navigation location

The Navigation Bar lets you navigate the hierarchy of bookmarks, Dundas Dashboard projects, dashboards, dashblocks, and mashups that are available for viewing. While you are at a certain point in the hierarchy, all of the available items (⪚ dashboards) under that location are displayed in a horizontal navigation slider. By default, the Navigation Bar is set to display All items, which represents the root of the navigation hierarchy. To change the navigation location, click the Select a location folder icon at the top-left corner of the Navigation Bar.

Changing the navigation location.

Changing the navigation location.


A new navigation location.

A new navigation location.


Navigation slider

The navigation slider in the Navigation Bar is a horizontal, scrollable list of bookmarks, dashboards, dashblocks, and mashups which are available for viewing. The precise list of available items depends on the current navigation location and search terms, if any.

The Navigation Slider.

The Navigation Slider.


Double-click on an item in the navigation slider or drag it to the viewing area if you want to view the corresponding dashboard or mashup.

Mashups

A mashup is a personalized dashboard that you assemble using dashblocks. To create a mashup you simply drag (or double-click on) a dashblock from the Navigation Bar to the viewing area. Each successive dashblock will be automatically arranged in the viewing area. You can further reposition the dashblocks in the viewing area by dragging them to a new quadrant, for example.

See Mashups for more details.

Searching

Use the Search box to locate specific dashboards by name under the current navigation location. The items appearing in the navigation slider are updated dynamically as you type search terms.

The Search box.

The Search box.


Expand and collapse

Toggle the pin button next to the Search box to collapse or expand the Navigation Bar.

Related topics


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