Lesson 4 – Creating or opening a dashboard and managing tabs

Introduction

In this lesson you will learn how to open an existing dashboard, or create a new one. You will also learn how to manage tabs in a dashboard.

Learning Objectives

When you complete this lesson you should be able to:

 

  • Open an existing dashboard from disk.
  • Open an existing dashboard from the server.
  • Create a new dashboard.
  • Add tabs to a dashboard.
  • Delete tabs from a dashboard.
  • Rename tabs.
  • Delete tabs.

 

Prerequisites

Before you begin this lesson you should be able to:

  • Install the inmydata client applications.
  • Open the dashboard designer.
  • Understand the dashboard designer interface.

 


Creating or Opening a Dashboard

Dashboards opened from two different places.

 

To create a dashboard, follow these steps:

 

  • Select Create New Dashboard from the File menu of inmydata dashboard designer.

 

To open a dashboard that has been saved locally to disk, follow these steps:

 

  • Select Open From File from the File menu of inmydata dashboard designer.
  • Select the dashboard file you wish to open and press ok.

 

To open a dashboard that has been published, follow these steps:

 

  • Select Open From Server from the File menu of inmydata dashboard designer.
  • Select the dashboard file you wish to open and press ok.

 


Working with Tabs

A dashboard is a visual display of the most important information that a user needs. The information is consolidated and arranged on a single screen so that it can be monitored at a glance.

 

However, it is not unusual to want a single dashboard to convey a number of different types of information. As such, a single dashboard can contain several screens, allowing the user navigating between these screens using tabs.

 

When you first create a new dashboard, inmydata creates a single tab. The Dashboard Tabs group in the Edit Dashboard tab on the Ribbon allows you to add, remove and change the name tabs in the dashboard. You can re-order tabs by dragging them.

Adding a new tab to the Dashboard

To add a new tab to your dashboard, follow these steps:

 

  1. Press the New command in the Dashboard Tabs group in the Edit Dashboard tab of the Ribbon.

 

Deleting a tab from the dashboard

To delete a tab from the dashboard, follow these steps:

 

  1. Select the tab.
  2. Press the Delete command in the Dashboard Tabs group in the Edit Dashboard tab of the Ribbon.
  3. Press Yes in the message box.

 

Changing the tab title

To change the title of a tab, follow these steps:

 

  1. Select the tab.
  2. Press the Change Tab Title command in the Dashboard Tabs group in the Edit Dashboard tab of the Ribbon.
  3. Enter the new title for the tab
  4. Press OK.

 

As an alternative, you can edit the tab title directly in the tab selection list in the Dashboard Tabs group of the Edit Dashboard tab in the Ribbon.

 

Changing the tab order

To change the tab order, follow these steps:

 

  1. Press and hold the left mouse button over the header of the tab you wish to move.
  2. Drag the tab into the position you require.
  3. Release the left mouse button.