Main dossier screen

Use the Main Dossier screen to access all of the features and functionality for creating dossiers.

Note: The Editor, Filter, and Format panels are stacked together by default. You change the location of these panels, as well as any of the other panels, by dragging them to a different area of the screen. You can also toggle between viewing or hiding panels, by clicking the corresponding icon in the left toolbar.

Access

To access the main dossier screen, open an existing dossier or create a new one.

Fields

Visualization Area: Displays the data that has been added to the dossier, including interactive visualizations and text fields.

Toolbar: Provides the most commonly used tools, including Undo and Redo .

Datasets Panel: Lists the dossier's datasets, and the attributes and metrics in each dataset. You can drag and drop objects from the Datasets panel to add them to a visualization, filter a visualization based on an attribute or metric, and so on.

Editor Panel: Displays the objects that have been added to the current visualization. Drag and drop objects from the Datasets panel to the Editor panel to add them to the current visualization.

Filter Panel: Displays the filtering options for the current chapter. To filter the chapter to refine the data displayed in it, select and change the filtering options.

Format Panel: Displays the formatting options for the selected object (for example, visualizations, text, images, etc.). You can select formatting options to specify the type of graph elements to display in a graph visualization, banding options for a grid visualization, whether to allow rectangles to be deleted in a heat map visualization, format the title of a filter, size an image, etc.

Contents Panel: View the structure of chapters and pages within your dossier, as well as navigate between them. Click on a page to open it. Click on a chapter to open the first page of that chapter.

Visualization Gallery: Changes the visualization used to display your data, and allows you to quickly view data requirements to display visualizations.