• Metric Reports for Web
  • Dashboard for Web

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    • Web Dashboard - Designer Mode
      • Creating a Dashboard
      • Providing Data
        • Create a New Data Source
        • Connect to an Existing Data Source
        • Dashboard Data Source Wizard
          • Specify Data Source Settings (Database)
          • Specify Data Source Settings (JSON)
          • Specify Data Source Settings (OLAP)
        • Query Builder
        • Preview Data
        • Manage Data Sources
        • Working with SQL Data Sources
          • Manage SQL Queries
          • Filter Queries
          • Pass Query Parameters
          • Stored Procedures
        • Filter Data Sources
        • Calculated Fields
        • Data Inspector
      • Adding Dashboard Items
      • Binding Dashboard Items to Data
        • Binding Dashboard Items to Data in the Web Dashboard
        • Hidden Data Items
        • Binding Dashboard Items to Data in OLAP Mode
      • Designing Dashboard Items
        • Chart
          • Providing Data
          • Series
          • Panes
          • Interactivity
          • Legend
          • Axes
          • Orientation
        • Scatter Chart
          • Providing Data
          • Interactivity
          • Legend
          • Axes
          • Orientation
          • Labels
        • Grid
          • Providing Data
          • Columns
          • Interactivity
          • Conditional Formatting
          • Totals
          • Layout
        • Pies
          • Providing Data
          • Interactivity
          • Layout
          • Labels
          • Style
        • Cards
          • Providing Data
          • Layout
          • Delta
          • Sparkline
          • Formatting
          • Interactivity
          • Cards Arrangement
          • Conditional Formatting
        • Gauges
          • Providing Data
          • Delta
          • Gauge Scale
          • Interactivity
          • Layout
          • Style
        • Pivot
          • Providing Data
          • Interactivity
          • Conditional Formatting
          • Layout
          • Expanded State
        • Choropleth Map
          • Providing Maps
          • Providing Data
          • Delta
          • Map Navigation
          • Interactivity
          • Labels
          • Legend
        • Geo Point Maps
          • Map Types Overview
          • Providing Maps
          • Geo Point Map
            • Providing Data
          • Bubble Map
            • Providing Data
            • Legends
          • Pie Map
            • Providing Data
            • Pie Options
            • Coloring
            • Legends
          • Clustering
          • Map Navigation
          • Interactivity
          • Labels
        • Range Filter
          • Providing Data
          • Series
          • Interactivity
          • Predefined Periods
        • Date Filter
        • Images
          • Image Overview
          • Providing Images
          • Interactivity
          • Image Settings
        • Text Box
        • Treemap
          • Providing Data
          • Interactivity
          • Layout
          • Grouping
          • Coloring
          • Labels
        • Filter Elements
          • Filter Elements Overview
          • Providing Data
          • Interactivity
        • Dashboard Item Group
        • Tab Container
      • Data Shaping
        • Summarization
        • Grouping
        • Sorting
        • Filtering
        • Top N
        • Formatting Data
      • Interactivity
        • Master Filtering
        • Drill-Down
        • Neutral Filter Mode
      • Appearance Customization
        • Conditional Formatting
        • Coloring
        • Themes
      • Data Analysis
        • Aggregations
        • Calculations
        • Dashboard Parameters
          • Creating Parameters
          • Passing Parameter Values
          • Requesting Parameter Values
        • Expression Constants, Operators, and Functions
      • Converting Dashboard Items
      • Dashboard Layout
        • Dashboard Title
        • Dashboard Item Caption
        • Dashboard Items Layout
      • Undo and Redo Operations
      • Saving a Dashboard
      • Opening a Dashboard
      • Exporting
      • UI Elements
        • Toolbox
        • Dashboard Surface
        • Dashboard Menu
        • Dashboard Item Menu
        • Data Item Menu
    • Web Dashboard - Viewer Mode
      • Data Presentation
        • Data Presentation Basics
        • Master Filtering
        • Drill-Down
        • Dashboard Layout
      • Mobile Layout
      • Dashboard Parameters
        • Requesting Parameter Values
      • Exporting
      • Dashboard Items
        • Chart
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Scatter Chart
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Grid
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Pies
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Cards
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Gauges
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Pivot
          • Exporting
        • Choropleth Map
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Geo Point Maps
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Range Filter
          • Exporting
        • Image
          • Exporting
        • Text Box
          • Exporting
        • Treemap
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Filter Elements
        • Tab Container

    Converting Dashboard Items

    The Web Dashboard provides the capability to convert data-bound dashboard items to another type.

    To convert the selected dashboard item to another type, use the dashboard item's Convert To menu.

    wdd-convert-to-dialog

    Note

    You can also created a copy of the selected dashboard item using the Duplicate current item command.

    The Web Dashboard always preserves the following settings for data-bound dashboard items.

    • The set of data items used to bind the dashboard item to data.
    • Data shaping settings of data items and their names.
    • A custom name displayed within the dashboard item caption.

    The following settings are kept if the dashboard item is being converted to an item that also supports this feature.

    • Master Filtering settings (e.g., the specified master filter mode).
    • Drill-Down settings (e.g., the target dimension).
    • Conditional Formatting settings.
    • Coloring settings.
    • Calculation settings.

    For different types of dashboard items, some specific settings can be preserved. For example, the following settings are preserved.

    • Legend settings for the Chart/Scatter Chart dashboard items.
    • Series types for the Chart/Range Filter dashboard items.
    • Element arrangement settings for the Pie/Card/Gauge dashboard items.
    • Caption settings for the Pie/Gauge dashboard items.
    • Navigation settings for Choropleth Map/Geo Point Maps.
    • The attribute whose values are displayed within shape titles for Choropleth Map/Geo Point Maps.
    • Legend settings for the Choropleth Map/Geo Point Maps.
    • Clustering settings for Geo Point Maps.
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