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This is the support page for the legacy Dundas Dashboard application. For assistance with the current Dundas BI application please click here.
Dashboard v5.0

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The Dundas Dashboard Screen

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Modified on Wed, 15 May 2013 04:23 PM Categorized as User Interface
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Overview

When you initially log in to the application, the first screen you will see is the Dundas Dashboard Home Screen. Depending on the options you have installed, the Home Screen will be overlaid by a Tutorial window (which lets you view guided tours of Dundas Dashboard).

View guided tours of the application.

View guided tours of the application.


The exact content appearing in the Home Screen will vary depending on the privileges associated with your Dundas Dashboard user account. For example, if you have privileges to design dashboards and KPIs, you will be able to access design-related tools from the Home Screen.

The Home Screen for a user with privileges to design KPIs, dashboards, etc.

The Home Screen for a user with privileges to design KPIs, dashboards, etc.


The Dundas Dashboard Screen has three main areas:

  1. The Toolbar at the top of the screen.
  2. The Sidebar on the left side.
  3. The Content Pane which fills up the remainder of the screen.

The width of the Sidebar can be adjusted by moving the splitter bar attached to its right side (i.e. area 4 in the above figure).

The Dundas Dashboard Toolbar

The Dundas Dashboard Toolbar is the row of buttons appearing at the top of the application's screen. The Toolbar is always available, even if you navigate away from the Home Screen.

The buttons in the Toolbar are grouped into two areas. You can use the buttons appearing on the left side of the Toolbar to perform application-wide operations. For example, use the:

  • Back button to navigate to the previous screen.
  • Forward button to navigate to the next screen in the history of previously viewed screens.
  • Home button to go back to the Home Screen.
  • Log Out button to log out of Dundas Dashboard and return to the Login Screen.

The set of buttons appearing on the right side of the Toolbar varies depending on what's displayed in the Content Pane and the current state of your actions. For example, while viewing the Home Screen, click:

  • My Profile to update your user profile, including changing your password.
  • Tutorial to view guided tours of Dundas Dashboard.
  • About to display the About Box for Dundas Dashboard, which shows version and licensing information.

If you are designing a dashboard, click:

  • Save to save changes to your dashboard locally.
  • Team | Check In to check in the saved changes you made to the dashboard.
  • Team | Check Out to check out a dashboard for modification.
  • Copy to copy selected dashboard elements to the clipboard.
  • Paste to copy clipboard contents to your dashboard.
  • Undo to undo the previous design operation.
  • Redo to redo the previously undone operation.
  • Preview to preview your dashboard.
  • Preview | HTML Preview to preview your dashboard as HTML.
  • Help to view context-sensitive, online documentation for Dundas Dashboard.

Additionally, the Toolbar displays the login name of the current user as well as application version information. For evaluation editions, the Toolbar also presents a link that shows how many days left there are in the evaluation period. See Timed Evaluations for more details.

The Dundas Dashboard Toolbar during dashboard design.

The Dundas Dashboard Toolbar during dashboard design.


The Dundas Dashboard Sidebar

The Dundas Dashboard Sidebar appears on the left side of the application's screen and offers a set of vertically stacked buttons for choosing a particular application area within Dundas Dashboard. For example, if you are at the Home Screen, select:

  • Bookmarks to view or manage your set of bookmarked (i.e. favorite) dashboards.
  • Administration to configure Dundas Dashboard user accounts, object security groups, projects, and units.
  • Dashboard Directory to view your available dashboards.
  • Design Explorer to design Dundas Dashboard project items, such as dimensions, KPIs, and dashboards.

The set of available options will vary depending on your Dundas Dashboard user privileges.

The Dundas Dashboard Sidebar.

The Dundas Dashboard Sidebar.


Additional buttons may appear in the Sidebar, depending on what's displayed in the Content Pane. For example, while designing a dashboard, select Toolbox in the Sidebar to access an assortment of data visualization controls, general controls, and available datasets and KPIs.

The Toolbox for dashboard design.

The Toolbox for dashboard design.


Collapsing and expanding the Sidebar

By default, the Dundas Dashboard Sidebar is displayed in its expanded state. To collapse the Sidebar, click the pin toggle button at the top-left corner of the Sidebar.

Click the pin button to collapse the Sidebar.

Click the pin button to collapse the Sidebar.


The Sidebar in its collapsed state.

The Sidebar in its collapsed state.


When the Sidebar is collapsed, you can hover over or click its buttons to access application areas such as Administration or the Design Explorer.

Accessing the Design Explorer.

Accessing the Design Explorer.


To return the Sidebar to its expanded state, click the pin button once more.

The Content Pane

The Content Pane is the primary working area in Dundas Dashboard. All of the designer screens appear in this content area, based on your current selections and actions issued from the Sidebar.

At the top of the Content Pane is a text area which describes the content that is currently displayed in the pane. At the bottom of the Content Pane is a status area, which may be used to display application messages or offer content-specific functionality.

The Content Pane displaying the Dashboard Designer.

The Content Pane displaying the Dashboard Designer.


Tip: If you're editing a dashboard, KPI or other item in the Content Pane but you haven't saved any of your changes yet, and then you try to navigate away from the current page (⪚ by pressing 'F5' in your browser or closing your browser window), Dundas Dashboard will display a browser popup asking you to confirm the operation. This can help you to avoid losing any changes accidentally.

Related topics


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