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Wyn Enterprise: Resource Portal

The Resource Portal displays all resources on the server. The Data section contains data sources, datasets, and semantic models. Dashboards and Reports are displayed under the Documents section. Templates, images, and themes are grouped and displayed under the Other Resources section.

Working with Resources

You can perform the following actions on resources using the Resource Portal. The corresponding buttons are located near each document in the list or in the right corner on top of the view.

Data Sources

Action Description
Preview Opens the data source in Preview.
Open in New Window Opens the data source in a new window.
Edit Opens the Edit Data Source dialog window where you can modify the data source's properties.
Rename Allows you to rename the selected data source in the displayed Properties pane.
Delete Deletes the data source and removes it from the list.
Download Downloads the data source.

Datasets

Action Description
Preview Opens the dataset in Preview.
Open in New Window Opens the dataset in a new window.
Edit Opens the dataset editor where you can modify the dataset's properties.
Refresh cache Refreshes the dataset cache.
Rename Allows you to rename the selected dataset in the displayed Properties pane.
Delete Deletes the dataset and removes it from the list.
Download Downloads the dataset.

Semantic Models

Action Description
Preview Opens the semantic model in Preview.
Open in New Window Opens the semantic model in a new window.
Edit Opens the semantic model editor where you can modify the semantic model's properties.
Rename Allows you to rename the selected semantic model in the displayed Properties pane.
Delete Deletes the semantic model and removes it from the list.
Download Downloads the semantic model.

Dashboards

Action Description
Preview Runs the dashboard and displays it in Preview.
Open in New Window Opens the dashboard in a new window.
Edit Dashboard Displays the selected dashboard in the Designer.
Duplicate Duplicates the selected dashboard.
Categories Allows you to assign categories to the selected dashboard. Click the Categories button to open the Categories dialog.
Rename Allows you to rename the selected dashboard in the displayed Properties pane.
Delete Deletes the dashboard and removes it from the list.

Reports

Action Description
Preview Runs the report and displays it in Preview.
Open in New Window Opens the report in a new window.
Edit Displays the selected report in the Designer.
Export Export the report to one of the following formats - PDF, Xlsx, HTML, CSV, JSON, Image, or Docx.
Duplicate Duplicates the selected report.
Categories Allows you to assign categories to the selected report. Click the Categories button to open the Categories dialog.
Rename Allows you to rename the selected report in the displayed Properties pane.
Delete Deletes the report and removes it from the list.

Templates

Action Description
Preview Opens the template in Preview.
Open in New Window Opens the template in a new window.
User for new report Opens the template in the Designer where you can use it for another report.
Edit Template Opens the template in the Designer where you can modify the template's properties.
Rename Allows you to rename the selected template in the displayed Properties pane.
Delete Deletes the template and removes it from the list.
Download Downloads the template.

Images

Action Description
Preview Opens the image in Preview.
Open in New Window Opens the image in a new window.
Rename Allows you to rename the selected image in the displayed Properties pane.
Delete Deletes the image and removes it from the list.
Download Downloads the image.

Themes

Action Description
Preview Opens the theme in Preview.
Open in New Window Opens the theme in a new window.
Edit Opens the theme in the Theme Designer where you can modify its properties.
Rename Allows you to rename the selected theme in the displayed Properties pane.
Delete Deletes the theme and removes it from the list.
Download Downloads the theme.

Creating Resources

In the Resources Portal, you can also create a new data source, dataset, semantic model, theme, report or dashboard by using the corresponding commands.