Opening an Analytical Dashboard
This article focuses on how to use viewsheets effectively, and demonstrates key concepts using sample viewsheets. To open a viewsheet, follow these steps:
1. Launch the Report Portal.
2. Click the Report tab at the top of the Report Portal.
3. In the tree on the left side of the Portal, expand a folder (e.g. ‘Tutorial’).
4. Single click an entry (e.g. ‘Analysis’).
You can experiment with the viewsheet by manipulating the various controls and observing how the display updates. To return a viewsheet to its original configuration, use the ‘Home’ button on the toolbar. To save a particular viewsheet configuration (control settings), use the ‘Add Bookmark’ button.
“Flexible product with great training and support. The product has been very useful for quickly creating dashboards and data views. Support and training has always been available to us and quick to respond.
- George R, Information Technology Specialist at Sonepar USA
The dashboard has a unique toolbar with the following function buttons:
The ‘Home’ button resets all dashboard controls to their original settings. This reverts the dashboard to the configuration in which it was first opened.
The ‘Previous’ button undoes the most recent action.
The ‘Next’ button restores the most recent action that was undone.
The ‘Edit’ button opens the current dashboard in the Visual Composer. For more information about creating and modifying dashboards using the Visual Composer refer to the Viewsheet Guide.
The ‘Refresh’ button updates the dashboard with current data.
The ‘Add Bookmark’ button saves the current control settings as a“bookmark.” When you open the bookmark in the future, the saved control settings are applied to the current data. (Unlike a snapshot, the bookmark is not stored in the Repository.)
Use ‘Browse Bookmark’, to restore a previous state that you bookmarked. Fresh data will be pulled from the database, but your prior settings will be applied.
The ‘Email’ button permits you to send an export of the dashboard to another person.
The ‘Save Snapshot’ button saves the current control settings as a“snapshot” in the Repository Tree. When you open the snapshot in the future, the saved control settings are applied to the current data. It is similar to a bookmark but creates a new repository entry and can be shared with others.
The ‘Export’ button allows you to export a copy of the dashboard in Excel, PowerPoint, or PDF format.