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Ribbon - Dashboard Design

The Dashboard Design ribbon contains three different ribbon tabs: Dashboard, Insert, and Share.

The ribbon in the Dashboard tab contains the following options:

Dashboard_design_ribbon_dashboard

Ribbon Button

Description

Save As

Saves the dashboard with a new name and ID.

Delete

Deletes the dashboard (enter the name of the dashboard to confirm delete action).

Note: The dashboard will not actually be deleted from the database, it will only get another status flag  in the database.

Edit dashboard/ Leave edit

Toggle buttons between entering edit mode in dashboard and leave edit mode in order to view the dashboard in view mode (only visible for users that are a member of the BV30 role).

The ribbon in the Insert tab contains the following options:

Dashboard_design_ribbon_insert

Ribbon Button

Description

Save

Saves the changes you made in the dashboard.

Chart

Displays data graphically using bars, lines, points, etc.

Pie Chart

The pie dasharea displays a series of pies that represent the contribution of each value to the total.

Linear Gauge

Visualizes data within a linear gauge.

Circular Gauge

Visualizes data within a circular gauge.

Grid

Presents data in tabular form.

Image

Adds images to dashboard, either local or from a library.

Text

Use the Text Box dashboard item to display rich text within a dashboard.

IFrame

Adds an IFrame to a dashboard by entering the URL.

My favourites

Shows all reports/forms/gridforms/analytic reports that the user has tagged as favourites.

User information

Dasharea that shows the logged in user's name, logged in client, and current date/time.

Workflow tasks

List of workflow tasks that the logged in user must perform an action on.

The ribbon in the Share tab contains the following options:

Dashboard_design_ribbon_share

Ribbon Button

Description

Save

Saves the dashboard with the same ID.

Print

Prints the active dashboard tab, not the entire dashboard (not possible in Microsoft Edge).

Export to PDF

Creates a .pdf file of the active dashboard tab (not possible in Microsoft Edge).

Share

Select this button to copy the link to this dashboard. Then, choose if you want to include Navigation and/or Header, and if you want URL or a link to embed the dashboard.

Published:

Ribbon - Dashboard Design

The Dashboard Design ribbon contains three different ribbon tabs: Dashboard, Insert, and Share.

The ribbon in the Dashboard tab contains the following options:

Dashboard_design_ribbon_dashboard

Ribbon Button

Description

Save As

Saves the dashboard with a new name and ID.

Delete

Deletes the dashboard (enter the name of the dashboard to confirm delete action).

Note: The dashboard will not actually be deleted from the database, it will only get another status flag  in the database.

Edit dashboard/ Leave edit

Toggle buttons between entering edit mode in dashboard and leave edit mode in order to view the dashboard in view mode (only visible for users that are a member of the BV30 role).

The ribbon in the Insert tab contains the following options:

Dashboard_design_ribbon_insert

Ribbon Button

Description

Save

Saves the changes you made in the dashboard.

Chart

Displays data graphically using bars, lines, points, etc.

Pie Chart

The pie dasharea displays a series of pies that represent the contribution of each value to the total.

Linear Gauge

Visualizes data within a linear gauge.

Circular Gauge

Visualizes data within a circular gauge.

Grid

Presents data in tabular form.

Image

Adds images to dashboard, either local or from a library.

Text

Use the Text Box dashboard item to display rich text within a dashboard.

IFrame

Adds an IFrame to a dashboard by entering the URL.

My favourites

Shows all reports/forms/gridforms/analytic reports that the user has tagged as favourites.

User information

Dasharea that shows the logged in user's name, logged in client, and current date/time.

Workflow tasks

List of workflow tasks that the logged in user must perform an action on.

The ribbon in the Share tab contains the following options:

Dashboard_design_ribbon_share

Ribbon Button

Description

Save

Saves the dashboard with the same ID.

Print

Prints the active dashboard tab, not the entire dashboard (not possible in Microsoft Edge).

Export to PDF

Creates a .pdf file of the active dashboard tab (not possible in Microsoft Edge).

Share

Select this button to copy the link to this dashboard. Then, choose if you want to include Navigation and/or Header, and if you want URL or a link to embed the dashboard.

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