• Metric Reports for Web
  • Dashboard for Web

    Show / Hide Table of Contents
    • 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

    Dashboard Menu

    The dashboard menu allows you to create, save or open dashboards and invokes pages containing global dashboard settings. To invoke this menu, use the Dashboard Menu button on the Toolbox.

    The dashboard menu consists of the following buttons.

    wdd-dashboard-menu

    Button Description Shortcut
    New... Use this button to create a new dashboard. The invoked New... page allows you to set a dashboard name, choose an existing data source for this dashboard or create a new one. To learn more, see Creating a Dashboard. Alt+N
    Open... This button allows you to open the existing dashboards. Alt+O
    Save Use this button to save the current dashboard. Alt+S
    Data Sources This button opens the Data Sources page where you can configure dashboard data sources. To learn more, see Manage Data Sources. Alt+A
    Title This button opens the Title page where you can set a dashboard title and specify its settings like title visibility, alignment, etc. Alt+T
    Currency This button opens the Currency page. Here you can specify the currency format for the entire dashboard. To learn more about formatting, see Formatting Data. Alt+C
    Parameters This button invokes the Parameters page containing a list of dashboard parameters and their settings. To learn more about parameters, see Dashboard Parameters. Alt+P
    Color Scheme This button opens the Color Scheme page where you can customize a global color scheme that provides consistent colors for identical values across the dashboard. To learn more about coloring, see Coloring. -
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