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.