Wyn Enterprise User Guide
- An Introduction to Wyn Enterprise
- Document Portal for End Users
- Using Report Designer
- Working with Dashboards
- Governing Data and Resources
- Using Dashboard Designer
- Section 508 Compliance
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 source
Action | Description |
---|---|
Preview | Opens the data source in Preview. |
New Window | Opens the data source in a new window. |
Reconfigure | Opens the Reconfigure Data Source dialog window where you can modify the data source's properties. |
Append Data | Append the existing data source with the one as specified in the schema. |
Copy URL | Creates the document url which can be copied. |
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. |
Dataset
Action | Description |
---|---|
Preview | Opens the dataset in Preview. |
New Window | Opens the dataset in a new window. |
Edit | Opens the dataset editor where you can modify the dataset's properties. |
Copy URL | Creates the document url which can be copied. |
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 Model
Action | Description |
---|---|
Edit | Opens the semantic model editor where you can modify the semantic model's properties. |
Duplicate | Creates a copy of the semantic model. |
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. |
Dashboard
Action | Description |
---|---|
Preview | Runs the dashboard and displays it in Preview. |
New Window | Opens the dashboard in a new window. |
Edit Dashboard | Displays the selected dashboard in the Designer. |
Duplicate | Duplicates the selected dashboard. |
Copy URL | Creates the document url which can be copied. |
Rename | Allows you to rename the selected dashboard in the displayed Properties pane. |
Delete | Deletes the dashboard and removes it from the list. |
Download | Downloads the dashboard. |
Report
Action | Description |
---|---|
Preview | Runs the report and displays it in Preview. |
New Window | Opens the report in a new window. |
Export | Export the report to one of the following formats - PDF, Xlsx, HTML, CSV, JSON, Image, or Docx. |
Edit | Displays the selected report in the Designer. |
As Template | Copies the report as template. |
Duplicate | Duplicates the selected report. |
Copy URL | Creates the document url which can be copied. |
Rename | Allows you to rename the selected report in the displayed Properties pane. |
Delete | Deletes the report and removes it from the list. |
Download | Downloads the report. |
Template
Action | Description |
---|---|
Preview | Opens the template in Preview. |
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. |
Copy URL | Creates the document url which can be copied. |
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. |
Master Report
Action | Description |
---|---|
Rename | Allows you to rename the selected master report in the displayed Properties pane. |
Delete | Deletes the master report and removes it from the list. |
Download | Downloads the master report. |
Image
Action | Description |
---|---|
Preview | Opens the image in Preview. |
New Window | Opens the image in a new window. |
Copy URL | Creates the document url which can be copied. |
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. |
Theme
Action | Description |
---|---|
Preview | Opens the theme in Preview. |
New Window | Opens the theme in a new window. |
Copy URL | Creates the document url which can be copied. |
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. |
Floor Plan
Action | Description |
---|---|
Preview | Opens the theme in Preview. |
New Window | Opens the theme in a new window. |
Edit | Opens the theme in the Theme Designer where you can modify its properties. |
Copy URL | Creates the document url which can be copied. |
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, floor plan, master report, template, report, or dashboard by using the corresponding commands.