Wyn Enterprise User Guide

Wyn Enterprise: Dashboard Designer

Wyn Dashboards Designer provides a friendly user interface to create highly interactive dashboards. It makes it easy for the users to create and edit the dashboards without any prior knowledge.

Here is a video walkthrough of our Dashboard Designer.

Dashboard Designer Elements

Wyn Dashboards Designer contains Toolbox, Menu bar, Data Binding and Properties panels, Design area, and a Page Setup bar as shown in the following image.

Dashboard Designer Elements

  1. Dashboard Toolbox: Contains scenarios, components, and slicers to build dashboards.

    • Data Visualization: Contains built-in scenarios such as charts, tables, maps, etc.
    • Custom Visualization: Contains user-defined scenarios.
    • Components: Contains components such as containers, tab containers, rich text, and image, that organize the data in the dashboards.
    • Slicers: Contains label slicer, multi-dimensional slicer, multi-dimensional dropdown slicer, data range slicer, and relative dates slicer, that are used to filter the data dynamically.
    • Visual Gallery: Lists the widgets (scenarios, containers, and grouped components) available in other dashboards that you can reuse in the current dashboard. The copied widget (dashboard scenario, container, or grouped component) retains all the settings of the initial widget such as title, appearance, data binding, and others.
    • Visualization Wizard: Generates smart scenarios for better data visualization. This is extremely beneficial for the new users who have no prior knowledge of the BI tools.
  2. Menu Bar: It allows you to undo and redo actions, save a dashboard, preview dashboard, and specify document settings.

    • Undo: Undo an action in the designer.
    • Redo: Redo an action in the designer.
    • Save: Save a dashboard in the designer.
    • Preview: Preview the dashboard in the designer.
    • Document Settings: Allows you to specify properties for the dashboard such as general, document appearance, layout, and global settings.
  3. Data Binding and Inspector Panels: You can switch between these two panels by clicking the required tab in the designer.

    • Data Binding: This panel contains the dataset and associated data attributes, and the data binding area. In the databinding area, you bind the data to the scenarios, and set the properties associated with measures and dimensions. It should be noted that each dashboard scenario has a set of data sections, such as Values for Chart and Pivot table; Columns, and Rows for KPI Matrix and Pivot table; and Columns for Slicers.

    • Inspector: This panel contains the properties of the selected scenario in the designer to enhance its appearance.

      Use the Collapse/Expand toggle button to collapse and expand the panels in the designer.

  4. Design Area: Create and edit dashboards by simply dragging and dropping the scenarios from the Toolbox into the design area.

  5. Page Setup Bar: Lets you add new pages, set zoom percentage, switch between multiple pages, etc.

    • Add Page: Add a new page in the dashboard.
    • Navigation Button: Switch between multiple pages in a dashboard.
    • Zoom: Change the zoom percentage of the design area by clicking the zoom-in and zoom-out buttons.
    • Interaction Setting: Set a relationship between scenarios in the dashboard.
    • Show Grid Line: Displays or hides the grid lines in the design area.
    • Enable Overlap: Enables overlapping of the scenarios in the dashboard.
    • Snap: Enables the scenarios to automatically snap to the closest grids and guides when you drag them in the design area.
    • Mobile Designer: Switch to the mobile designer view of the dashboard designer. The default is Web Designer. See this help doc to learn more about using the Mobile Designer for your dashboard scenarios.