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Dashboard Editor Reference

Field-level detail for the two dialogs in the dashboard editor that have more fields than a procedure can carry. This page supports the Build a Dashboard Workflow rather than sitting at a numbered step in it.

For the procedures themselves, see Work with Grids and Apply Thresholds.

Show Data Dialog​

Use the Show Data dialog box to examine the underlying attribute and metric data of a visualization in a simple grid format.

Access​

To access the Show Data dialog:

  1. Select a grid visualization.
  2. Click More More icon in the top right of the visualization and choose Show Data.

You can also preview data by selecting a grid or panel visualization and then clicking Show Data from the three-dot menu.

The Show Data dialog displaying the underlying attribute and metric data of a visualization in a grid.

Fields​

  • Add Data: Click to add data from the visualization's primary dataset to the grid.

  • Rows: Displays the number of rows in the grid.

  • Export Data: Select this drop-down to export the data on this dialog to Excel, PDF, or CSV format.

  • Add as Grid: Click to create a new grid visualization using the data in the grid.

  • Grid: Displays the underlying data for the selected area of the visualization. You can perform the following actions in the grid:

    • Resize columns by clicking and dragging column edges.
    • Reorder columns by clicking and dragging headers.
    • Sort columns by selecting the drop-down in the column header and choosing Sort Ascending or Sort Descending.
    • Copy the grid data to the clipboard so you can paste it into another application. Click on a row to select it for copying. Press and hold the CTRL key to select specific rows. Press and hold the SHIFT key to select consecutive rows. Then press CTRL + C to copy the data to the clipboard.

Note: The Show Data dialog box is not available for visualizations created using the data in a dataset imported from a server.

Advanced Thresholds Editor​

The Advanced Thresholds Editor displays a list of all thresholds currently defined for the visualization. Use thresholds to format data in a visualization based on multiple attribute or metric qualifications.

Pre-requisites:

  • Your dashboard must contain a grid visualization. You can only use the Advanced Thresholds Editor for grid visualizations. See Create a Classic Grid.
  • You have placed a metric in the Metrics area or an attribute in the Rows or Columns area.

Access

To access the Advanced Thresholds Editor:

  1. In the Editor panel, right-click an attribute or metric and choose Thresholds. If you select an attribute, the Advanced Thresholds Editor opens. If you select a metric, the Quick Thresholds Editor opens.
  2. If you opened the Quick Thresholds Editor, select the Advanced Thresholds Editor link to open the Advanced Thresholds Editor.

Fields

New Threshold: Select this link to add a new threshold.

Order: Displays the order in which the system evaluates a threshold. Click and drag a threshold to reorder it.

Threshold Conditions: Displays the threshold conditions. Select a threshold condition to edit its corresponding metrics, attributes, filter options, qualifications, operators, elements, or values.

Add Condition: Select this link to add a new condition.

Group Conditions: Select this link to group conditions together. A threshold must contain multiple conditions for this link to appear.

Operator: Select the drop-down between conditions and choose an operator for combining conditions (for example, AND, OR, AND NOT, and OR NOT). A threshold must contain multiple conditions for this drop-down to appear.

Format Preview: Displays a preview for displaying data that meets the threshold's condition. Click on the preview to select formatting options for the condition. Click More More icon to perform the following actions:

  • Apply to: Select whether to apply the condition to Metrics Only, Subtotals Only, or Metrics and Subtotals that meet the threshold conditions.
  • Formatting: Allows you to select the following formatting options for the condition:
    • Replace Data: Select the Enable Data Replace checkbox to replace the data that meets the threshold condition with the options in the corresponding drop-downs.
    • Font: Select font formatting options.
    • Color and Border: Select fill color and border options.
  • Duplicate: Adds a copy of the current condition to the end of the list.
  • Move Up/Move Down: Change the order in which the system evaluates a condition by moving it up or down in the list.
  • New Condition: Add a new condition to the end of the list.

Quick Thresholds Editor: Select this link to open the Quick Thresholds Editor.

To create a threshold, see Apply Thresholds.

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