General Operations in JDashboard
This topic provides a general view of the operations you can perform in JDashboard.
Below is a list of the sections covered in this topic:
- Operations on Dashboards
- Operations on Objects in the Dashboard Header
- Operations on Components in the Dashboard Body
- Creating a new blank dashboard in the current web browser
The ways to create a dashboard differ depending on whether your Logi JReport Server is enabled with Visual Analysis.
- When Visual Analysis is disabled, choose a method from the following:
- Select + beside the rightmost dashboard tab.
- Select the New button on the toolbar.
- Select the Options button on the toolbar and select New from the option list.
- When Visual Analysis is enabled, choose a method from the following:
- Select + beside the rightmost dashboard tab.
- Put the mouse pointer on the + button beside the rightmost dashboard tab for one second until a drop-down menu displays, then select Dashboard from the menu.
- On the toolbar, select the New button and then select New Dashboard.
- On the toolbar, select the Options button and then select New > Dashboard.
A blank dashboard tab will be added in the browser. You can then add components to customize the dashboard.
- When Visual Analysis is disabled, choose a method from the following:
- Opening another dashboard in the current web browser
Select the Open button on the toolbar, or select the Options button and then select Open from the option list. In the appearing dialog, browse to the desired folder, select the dashboard you want to open and then select OK, or simply double-click the dashboard to open it.
- Showing, hiding and resizing the dashboard header
To show or hide the dashboard header, select the Options button on the toolbar and select Show/Hide Dashboard Header from the option list.
Even though the dashboard header is open, its border is unseen by default. However, when you drag objects into the dashboard editing area, you will see the area is divided into two sections with the activated section highlighted in gray: the upper section is the header and the lower the body. Or you can simply press Ctrl on the keyboard to make the border between the header and body shown. Then drag the border line vertically to adjust the size of the header and body.
- Removing all filters from a dashboard
JDashboard provides the ability to remove all the filters from the current dashboard at one time including those generated via filter controls, messages, drilling and going actions and those designed using web browsers such as Page Report Studio and Web Report Studio, except query filters and others designed and taking effect in Logi JReport Designer. To do this, select the Clear Filters button on the toolbar, or select the Options button and then select Clear Filters from the option list.
- Refreshing the current dashboard
Select the Refresh button on the toolbar to refresh the data of the current dashboard.
- Applying a theme to the current dashboard
Select the Options button on the toolbar and select Themes from the option list. In the Themes dialog, select a theme from the left panel and then select OK.
- Customizing the way of showing the component title bar
You can customize the way of showing the component title bar and icons on it for each component in the current dashboard.
- Select the Options button on the toolbar and select Component Title Bar from the option list.
- In the Customize Component Title Bar dialog, select a component from the component box on the left.
- Specify the way of showing its component title bar and the icons on it: Always Show, Show When Mouse Over or Never Show. Icons on the component title bar allow you to edit a component so it is recommended not to select the Never Show option.
- Repeat the above steps to customize the component bar for other components in the dashboard.
- If you want to apply the profile settings for the component title bar, check Use Profile, then the settings defined for the component title bar in the JDashboard profile will be used for all components in the dashboard.
- Select OK to apply the changes.
If you want to exit JDashboard and release the resources, select the Options button on the toolbar and select Exit from the option list. Do not use the close button on the browser window as that may not release the resources used by JDashboard.
At any time, you can select the Options button on the toolbar and select Help from the option list to access the JDashboard help documents. Furthermore, you can select in any dialog to show the help document about the dialog.
- Moving an object
Place the mouse pointer on the object then select the mouse button and it becomes a four-arrow icon, then drag to the desired position.
- Resizing an object
Place the mouse pointer on the object until an orange rectangle appears, next move the pointer on the right border, bottom border, or the bottom right corner until the pointer becomes a two-arrow icon, then drag to the desired position.
The following operations require using the object's title bar icons, which could always display on the object or display when mouse over, depending on your customization.
- Editing an object
Hover the mouse pointer on the object and then select the Edit button that appears around the object.
- For a label or the dashboard title, you can edit the text related properties like font face, font color, and so on in the Edit Label dialog.
- For a special field, you can change it to another special field and edit the text related properties in the Edit Special Field dialog.
- For an image, you can select another image to replace the current one in the Edit Image dialog.
- Deleting an object
Hover the mouse pointer on the object and then select the Delete button that appears around the object.
- Resizing a component
Place the mouse pointer on the component's right border, bottom border, or the bottom right corner until the pointer becomes a two-arrow icon, then drag to the desired position.
- Navigating component data via scrollbar
For tables, crosstabs and charts, you can use the scrollbar to navigate their data if the container cannot display all data of the component.
- Turning component pages
If a table or a crosstab contains more than one page, a page navigation bar specific for the component will be available right below the component. You can use the navigation bar to view the desired pages:
- Select a number to go to that page.
- Input a number in the text field.
- Select Prev to go to the previous page.
- Select Next to go to the next page.
- Going to links
Once an object in a library component has been linked to a report, a web page, or an e-mail address, you can right-click the trigger object and select Show Linked Target from the shortcut menu to launch the linked target. If the select priority of the link action is specified to be the highest for the library component at design time, you can also directly select the trigger object to open the link.
- Automatically Arranging Components in the Current Dashboard
Sometimes you may drag many library components to random positions in a dashboard and would like them to look neat, there is a simple way to do this: on the toolbar, select the Arrange button , or select the Options button and then select Arrange from the option list, the dashboard layout will then be adjusted immediately. Arrange is an instant action, selecting it once will arrange the layout once, and in this sense it benefits when you seldom need to reorder the layout.
In the case when frequent reorder of dashboard layout is required, select the Options button on the toolbar and select Auto Arrange on the option list. Then later each time a library component is resized, moved, removed, or added, the dashboard body will be rearranged automatically so that the library components will be placed neatly. When Auto Arrange is checked, it functions similarly as responsive view.
JDashboard is able to responsive to any size of browsers on any mobile devices or computers. Dashboard contents excluding the dashboard header can automatically scale and fold according to the current browser window size, as long as the window is smaller than the designed dashboard size. Information presented will always be legible and the layout will perfectly adapt to best utilize the available display screen. This is called responsive view. It is always available to mobile devices. When JDashboard runs on computers, you can enable/disable it by customizing the JDashboard properties via profile, and specify whether it is applied by default in the JDashboard view mode by setting the profile option View Dashboards in Responsive Mode.
When running JDashboard on computers, if Responsive View is enabled, you can open or close it as follows:
- Select the Open Responsive Mode button or Close Responsive Mode button on the toolbar.
- Select the Options button on the toolbar and select/deselect Responsive View.
The following operations require using the component title bar or icons on the bar, which could always display on the component or display when mouse over, depending on your customization.
- Moving a component
Place the mouse pointer on the component title bar, select the mouse button and it becomes a four-arrow icon, then drag to the desired position.
- Editing a component
Select on the component title bar and select Edit Setting from the drop-down menu.
- Exporting a component
Select on the component title bar and select Export from the drop-down menu. In the Export dialog, choose the format to which you want to export the library component, then select OK.
- Maximizing a component
Select on the component title bar and the component will take up the whole dashboard body. By selecting the button again the component will be restored to the original size.
- Editing the title of a component
Double-select on the component title bar and it will become editable. Input the new title and select Enter on the keyboard to confirm the change.
- Customizing the auto refresh action
For a library component that uses only one business view as the data source, if its Auto Refresh feature is enabled, you can select on the component title bar and select Refresh from the drop-down menu to adjust the refresh interval or pause the auto refresh action with the Refresh Interval dialog.
- To change the refresh interval, select the drop-down list to select the new interval. Currently there are only 3 values available, which are ordinal multiples (starting from 2) of the default interval value defined in Logi JReport Designer.
- To make the auto refresh action paused, select .
- To resume the auto refresh action after it is stopped, select .
- Showing component information
Information about a component such as a library component's ID, the author and his/her e-mail address, and the description about the component are provided. To view the information, select on the component title bar and select About from the drop-down menu. A panel will be displayed showing the information. You can select the OK button in the panel to close the panel.
- Deleting a component
Select on the component title bar and select Delete from the drop-down menu.
Making use of the configuration panel
Each library component can be equipped with a configuration panel. The configuration panel can be used to specify parameter values to its library component, to filter or sort the data of its library component, or to change properties of objects in its library component. For how a configuration panel is configured, see "Using the Configuration Panel" in the Logi JReport Designer User's Guide.
Once a configuration panel has been defined for a library component, you can open it in JDashboard and then perform actions as defined. To do this, select on the component title bar and select Edit Setting from the drop-down menu to display the configuration panel. After specifying values in the panel, select OK to apply the values in the library component. The Cancel button is used to close the configuration panel.