The Home ribbon contains buttons used to open various properties controls and add design elements to the dashboard.
This section is an overview of the buttons available. For details on designing dashboards see Designing a Basic Dashboard (Grid, Chart, or Pie Dashboard Item) and Advanced Dashboard Design.
Button |
Description |
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File and History |
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Save: Click to save the current dashboard design and continue working on it. |
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Save & Close: Click to save the current dashboard design and close the dashboard designer. |
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Close: Click to close the dashboard designer without saving the current dashboard design first. |
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Undo: Click to undo the last action. To select multiple previous actions to undo, click the arrow beneath the button and select the last action to undo from the drop-down list. All actions from that action forward are undone. |
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Redo: Click to redo the last undone action. To select multiple previous actions to redo, click the arrow beneath the button and select the last action to redo from the drop-down list. All actions from that action forward are redone. |
Dashboard, Data Providers, and Data |
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Title: Click to access the Dashboard Title dialog box. This dialog box allows you to edit the title of the dashboard. See Changing the Dashboard Title Settings. |
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Properties: Click to access the dashboard Properties dialog box. This dialog box allows you to edit the configuration of the dashboard and control the data that is returned. See Changing Existing Dashboards. |
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Currency Format: Click to access the Dashboard Currency dialog box. This dialog box allows you to edit the currency settings for the dashboard. See Changing the Dashboard Currency Settings. |
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Full Screen Theme: Click to access the Full Screen Theme dialog box. This dialog box allows you to change the color scheme of the dashboard interface. See Changing the Dashboard Theme. |
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Add/Remove: Click to access the Data Providers tab of the dashboard Properties dialog box. This tab allows you to add or remove data providers for the dashboard. See Data Providers. |
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Edit Current: Click to access the data provider Properties dialog box of the data provider selected. This dialog box allows you to edit the configuration of the data provider and control the data that is returned. See Changing the Properties of Existing Data Providers. |
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Edit Colors: Click to change the default colors assigned to Charts, Pies, and Maps. See Changing Dashboard Item Colors. |
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Parameters: Click to access the Parameters dialog box. This dialog box allows you to change the values of the parameters for the dashboard that accept user input. After changing the parameters, click OK. Click Cancel to close the dialog box without applying any changes. |
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Refresh: Click to refresh the data in the main designer pane based on the changes made to the configuration options and other settings. |
Dashboard Items and Item Note:
The buttons in the Dashboard Items ribbon group are used to add specific dashboard items to a dashboard. For details on these options, see Designing a Basic Dashboard (Grid, Chart, or Pie Dashboard Item) and Advanced Dashboard Design. |
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Duplicate: Select a dashboard item on the dashboard and click Duplicate to add a copy of it to the dashboard. The copied item can be altered to fine-tune the new display. See Designing a Basic Dashboard (Grid, Chart, or Pie Dashboard Item). |
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Delete: Select a dashboard item on the dashboard item and click Delete to remove it from the dashboard. |
For details on designing dashboards see: