Wyn Enterprise Documentation

Wyn Enterprise User Guide

• An Introduction to Wyn Enterprise
  • Admin Portal
  • Document Portal
  • Resource Portal
• Document Portal for End Users
  • Create Report
  • Create Dashboard
  • Manage Favorites
  • Assign Categories
• Governing Data and Resources
  • Create Data Source
    • Data Source Connections
      • Oracle
      • SQL Server
      • MySQL
      • Postgres
      • Snowflake
      • SQLite
      • GreenPlum
      • TimeScale
      • Amazon Redshift
      • MariaDB
      • ClickHouse
      • IBM DB2
      • IBM DB2 iSeries/AS400
      • Google BigQuery
      • Hive (beta)
      • ElasticSearch (beta)
      • Hana
      • Excel
      • JSON
      • CSV
      • XML
      • MongoDB
      • ODBC
      • OData
    • Map Table and Column Names
  • Work with Data Model
    • Create a Data Model
      • Add an Entity
      • Add an Attribute
      • Add a Relationship
  • Work with Direct Query Model
    • Create a Direct Query Model
      • Add an Entity
      • Add a Local Entity
      • Add an Attribute
      • Add a Relationship
  • Work with Cached Model
    • Create a Cached Model
      • Add an Entity
      • Add an Attribute
      • Add a Relationship
    • Schedule a Refresh Task
  • Create a Direct Dataset
    • Add Custom Table to Dataset
  • Create a Cached Dataset
  • Create a Streaming Dataset
  • Create a Push Dataset
  • Secure Data Management
    • Security Filters in a Data Model
    • User-context Based Parameters in a Data Set
  • Create Floor Plan
  • Add Font
  • Create Web Page
  • Upload Resources
  • View and Manage Resources
    • Assign a Category
    • Refresh a Dataset
    • Create a Cleanup Task
    • Set Sharing Permissions
    • Enable Report Caching
    • Create Custom Report Template
    • Manage a Draft Approval
• Working with Reports
  • Report Designer
  • Data Binding in Reports
  • Report Controls
    • Table
      • Add Rows and Columns
      • Merge Cells
      • Group Data
      • Freeze Rows and Columns
      • Sort Data
      • Filter Data
      • Show Row Numbers
    • Tablix
      • Add Row and Column Groups
      • Show Totals and Subtotals
      • Merge Cells
      • Freeze Rows and Columns
      • Expand and Collapse Groups
  • Data Analysis and Interactivity
    • Create Custom Parameter Panel
  • Expression Editor
    • Common Values
    • Common Functions
  • Page Layout
    • Hide Pages at Run Time
  • Styles and Themes
  • Preview Report
  • Export Report
  • Report Templates
    • Create Custom Report Template
  • Using Report Designer
    • Create Static Report
    • Create Tabular Report
    • Create Parameterized Report
    • Create Master-Detail Report
      • Master-Detail Report using Groups
      • Master-Detail Report using Subreport
    • Create Pivot Report
      • Simple Pivot Report
      • Complex Pivot Report
      • Drill Down Report
    • Create Report with Chart
      • Simple Report with Chart
      • Drill-through in Chart
• Working with Dashboards
  • Dashboard Designer
  • Selecting a Dataset
  • Data Attributes
    • Rename a Data Attribute
    • Modify Data Format
    • Modify Display Unit
    • Aggregation Methods
    • Quick Functions
    • Filter Data
    • Create a Hierarchy Field
    • Change Timezone Format
  • Dashboard Scenarios
    • Charts and KPIs
      • Column Chart
      • Bar Chart
      • Line Chart
      • Area Chart
      • Pie Chart
      • Sunburst Chart
      • Radar Chart
      • Bubble Chart
      • Scatter Chart
      • Treemap Chart
      • Combined Chart
      • Funnel Chart
      • Gauge
      • Indicator
      • KPI Chart
    • Tables
      • Data Table
      • Pivot Table
      • KPI Matrix
    • Maps
      • Maps
      • Floor Plan
    • Calc Charts
    • Containers and Components
    • Slicers
  • Visual Gallery
  • Visualization Wizard
  • Data Analysis and Interactivity
    • Dashboard Parameters
    • Drill Down
    • Jump To
      • Dynamic URLs
    • Conditional Visualization
    • Sort
    • Conditional Format
    • Reference Line
    • Trend Line
    • Annotations
    • Modify Data Binding
  • Analytical Expressions
    • Syntax
    • Measures and Calculated Columns
    • Operators
    • Functions
      • Aggregation Functions
      • Window Functions
      • Date and Time Functions
      • Filter Functions
      • Logical Functions
      • Math Functions
      • Time Intelligence Functions
      • Table Manipulation Functions
      • Text Functions
    • Statements
  • Dashboard Appearance
  • Preview Dashboard
  • Export Dashboard
  • Dashboard Lite Viewer
    • Switch to Lite Viewer
  • Using Dashboard Designer
    • Create an Income Statement Dashboard
    • Create a Revenue Summary Dashboard
    • Create an Employee Demographics Dashboard
• View and Manage Documents
  • View Documents
  • Duplicate a Document
  • Delete a Document
  • Rename a Document
  • Copy URL
  • Share a Document
  • Schedule a Task
    • Create a Scheduled Task to Run a Report
    • Create a Scheduled Task to Run a Dashboard
  • Enable Report Caching
• Section 508 Compliance