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JDashboard Window Elements

JDashboard window elements vary with its two working modes: edit mode and view mode. This topic describes the full UI elements based on the edit mode.

The full-featured JDashboard window contains three sections: the dashboard title bar at the top, the toolbar on the left providing options for working with dashboards, and the dashboard editing area where you navigate and modify dashboards. Since you can also use JDashboard to access Visual Analysis, if your Logi Report Server enables Visual Analysis, the elements in the JDashboard window have slight differences.

The default JDashboard profile provides full options. You can change the options in JDashboard by Customizing JDashboard Profile.

Dashboard Title Bar

The dashboard title bar at the top contains tabs labeling the names of the open dashboards.

Dashboard name tabs

Each tab represents an open dashboard and the tab name is the dashboard name.

You can perform the following operations on the tabs:

• Select a tab to activate the corresponding dashboard.
• Rename a tab. Double-click a tab name and the name becomes editable. Type a new name, then press Enter or select outside of the input field to save the name.
• Move a tab. Drag a tab and drop it beside a different tab to change the tab order.
• Select x beside a dashboard name to close the dashboard.

Add

Adds a new blank dashboard in the current web browser.

If Server enables Visual Analysis, you can put the mouse pointer on the button for one second and JDashboard will display a drop-down menu that contains the following options:

• Dashboard
  Creates a new blank dashboard as a new tab.
• Analysis
  Opens Visual Analysis as a new tab.

Specifies the language in which the dashboard will be displayed if it is an NLS dashboard. Available when you have selected Enable NLS in the server profile.

Toolbar

The toolbar on the left contains these buttons:

Show/Hide Resources

Shows or hides the Resources panel which includes these branches:

• Component Library lists the library components that you created in and published from Logi Report Designer. You can select a library component and drag it into the dashboard body.
• Reports lists page reports and web reports. You can open any report in JDashboard or add report data components into your dashboards.
• Toolbox lists the objects that you can insert in your dashboards such as labels, images, special fields, filtering tools, third-party objects, and HTML components.

You can use the search bar to search for resources in a fast and convenient way. To display the search bar, select the Search button on the Resources panel title bar.

See the following properties in the search bar:

• Text box
  Type the text you want to search in the text box. Server lists the values that contain the matched text.
• Close button
  Select to close the search bar.
• More Options button
  Select the button and Server displays more search options.
  • Highlight All
    Select if you want to highlight all matched text.
  • Match Case
    Select if you want to search for text that meets the case of the typed text.
  • Match Whole Word
    Select if you want to search for text that looks the same as the typed text.
• Previous button
  Select to go to the previous matched text when you have selected Highlight All.
• Next button
  Select to go to the next matched text when you have selected Highlight All.

New

Creates a new blank dashboard with a new tab.

If Server enables Visual Analysis, selecting the button will bring out a drop-down menu that contains the following options:

• Dashboard
  Creates a new blank dashboard as a new tab.
• Analysis
  Opens Visual Analysis as a new tab.

Open

Displays the Open Dashboard dialog box for you to specify a dashboard to run, or the Open Document dialog box where you can select a dashboard or an analysis template to open. Which dialog box JDashboard will display depends on whether Server enables Visual Analysis.

Save

Saves the changes you made to the current dashboard.

Refresh

Refreshes the current dashboard.

Enter Parameter Values

Opens the Enter Parameter Values dialog box which lists all the parameters that the dashboard uses for specifying their values.

Clear Filters

Removes all the filters from the current dashboard 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 Report Designer.

Arrange

Automatically arranges the library components in the current dashboard neatly one time. It is an instant action.

Export

Displays the Export dialog box for exporting the library components in the current dashboard.

Print

Displays the Print dialog box for printing the library components in the current dashboard.

/Open/Close Responsive Mode

Enables or disables the capability of automatically scaling and folding the dashboard in the view mode according to the current browser window on computers. For more information, see Responsive View.

Options

Displays the following options:

• New
  Creates a new blank dashboard.

  If Server enables Visual Analysis, the New option contains a sub menu:

  • Dashboard
    Creates a new blank dashboard as a new tab.
  • Analysis
    Opens Visual Analysis as a new tab.
• Open
  Displays the Open Dashboard dialog box for you to specify a dashboard to open, or the Open Document dialog box where you can select a dashboard or a analysis template to open. Which dialog box JDashboard will display depends on whether Server enables Visual Analysis.
• Save
  Saves the changes you made to the current dashboard.
• Save As
  Saves the dashboard with a different name or to a new location.
• Export
  Displays the Export dialog box for exporting library components in the current dashboard.
• Print
  Displays the Print dialog box for printing library components in the current dashboard.
• Clear Filters
  Removes all the filters from the current dashboard 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 Report Designer.
• On-screen Filter Values
  The option is unavailable when Enable Setting Default On-screen Filter Values For Dashboard is not selected in the server profile.
  • Save as Default
    Saves the current on-screen filter values as the user defined default values for the dashboard and for the user. JDashboard disables this menu item when the current on-screen filter values are the same as the default values.
  • Restore to Default
    Restores to the default on-screen filter values. JDashboard disables this menu item when current on-screen filter values are the same as the default values.
  • Clear Default
    Clears user defined default on-screen filter values. JDashboard disables this menu item when there are no user defined default values.
• Share Parameter
  Opens the Share Parameters Setting dialog box for sharing parameters between library components.
• Arrange
  Automatically arranges the library components in the current dashboard neatly one time. It is an instant action.
• Auto Arrange
  Automatically arranges the library components in the current dashboard neatly once the layout requires arrangement. It is a status setting. After you select it, JDashboard will keep this option selected and will disable the Arrange option until you clear Auto Arrange. JDashboard will save the status with the dashboard.
• Responsive View
  Enables or disables the capability of automatically scaling and folding the dashboard in the view mode according to the current browser window on computers. For more information, see Responsive View.
• Set as Server Home
  Sets the current dashboard as the home page after signing in to the Server Console.
• Language
  You can specify the language in which to display the dashboard. Available when you have selected Enable NLS in the server profile.
• Component Title Bar
  Customizes the way of showing component title bar and the icons on it.
• Themes
  Opens the Themes dialog box for selecting a theme to apply to the current dashboard.
• Show/Hide Dashboard Header
  Changes the current status of the dashboard header from being shown to hidden or from being hidden to shown.
• Help
  Displays the JDashboard help documents.
• Exit
  Exits JDashboard.

Dashboard Editing Area

Dashboard view has header and body sections.

The dashboard header can contain labels, images, and special fields.

The dashboard body can contain library components, report components, filtering tools, third-party objects, and HTML components. You can insert the same library component repeatedly to the same dashboard body.

Library components that you inserted in dashboards are references of the library components in the component library. The changes to a library component in the library will be reflected in all the dashboards referencing the library component, such as removal of library components, version update, and permission change.

Likewise, data components you referenced directly from reports can also obtain changes from the reports.

Component Options menu

Each component in the dashboard body has its own Options menu, which is available when you select the Options button on the title bar of the component.

This Options menu varies with the component type. It may contain the following items:

• Analyze
  Loads the analysis template in Visual Analysis in a new dashboard tab or browser window.
• Edit Setting
  Edits the component setting in the corresponding edit dialog box.
• Export
  Exports the library component.
• Delete
  Deletes the library component from the current dashboard.
• Refresh
  Customizes the auto refresh action for the library component.
• About
  Displays the component information such as its ID, the author and the email address, and the description about the component.

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