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Version: 4.2.1

Data Source

Article Date

Dashboard Designer provides users with the ability to perform a variety of key actions, such as seamlessly adding calculated fields, renaming them as needed, switching data sources on the fly, and easily adjusting column selections within the data source. With these capabilities, users can tailor their reports precisely to their requirements, ensuring clarity and relevance in every. These options will be detailed later on.

Dashboard Designer also provides the ability to apply certain actions to the selected view in the report, as we will detail below:

  1. Group Fields by Type: This option groups the fields according to the data type of each one.
  2. Sort Fields A to Z: This option applies ascending sorting to the fields.
  3. Sort Fields Z to A: This option applies descending sorting to the fields.
  4. Reload data: This option reloads the data if a column is included or unlinked from the selected view.
  5. Change the data source: This option changes the data source of a selected chart if working with another view in the same report.

Delete​

This option removes the current data source.

Add Calculated Field​

This option allows the user to create custom calculated fields, enabling users to tailor their reports to specific needs. Calculated fields are expressions that utilize other existing fields in the report. Instead of containing physically stored data, a calculated field generates its value based on data in other fields. This allows for additional calculations, manipulations, and analysis on existing data, which can be useful for obtaining specific information or performing customized operations according to user needs.

Change DataSources​

This option allows the user to change the data source in case they need to add another view to the report. When adding a new view, you must select the columns that will be included in the report of the selected new view.

Change Columns​

This option allows the user to select or deselect the columns included in the report according to the selected view.

Calculate Fields Change Names​

This option allows the user to rename the calculated fields that have been created in the report.