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Plug-in installation and Access

Please refer to Getting Started section.

 

Overview

 

Search

 

Global Search

To search on the whole dashboard, you usually have a "Search" text bar : 

You can type the searched value and a list of different categories containing the name appears and you

can choose  which dimension you want from the list.

Note that * is used in the search to replace any number of characters. Ex : *doc* will return all data with doc in it. *doc will return any data that ends with doc.

 

 

Search in list

  • For some large lists, it's possible to search directly in the lists. Just click on the list, then start typing 

 

  • In some list boxes you may also have a search icon :  

 

 

Printing and Exporting

Via the chart caption bar icons

Chart Toolbar

The print, export, search... options in the chart toolbar are not always active. That depends on the design of the dashboard.

  • To print, click 
  • To export data to excel , click 
  • To maximize, double-click on minimized icon to launch
  • To minimize, double-click 

Via right click on the chart

  • To export as image, right-click on the chart / object and select “Copy to Clipboard > Image”

  • To export the data into excel, right click on the chart / object and select "Export to Excel"

Chart export to excel

Note that if you export to Excel a chart, it will export the underlying data into an excel table. Not as an excel chart.

 

 

Navigation

Drill-down & Cycle Buttons

If available, click on the cycle icon  to display other dimensions, or drill-down button  to the next variable in the chart.

 

 

Change columns order

In most tables (straight or pivot) you can change the order of the columns 

  1. Click and drag: Blue arrow appears
  2. Place the pointer where you want and release the click
  3. The columns are switched

Chart-switch (Fast Change)

If available, you will be able to see the “Fast Change” icon, located at right top corner of the chart.
Click the icon to switch between charts. 

 

 

Bookmark

Add a bookmark

To save your selections for recurrence use, click “Bookmarks > Add Bookmark” from the tool bar.

Save it under your desire name.

 

 

Delete a bookmark

To delete a bookmark, first, you will have to select a bookmark, then, “Remove Bookmark”

 

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