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.
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 Toolbox: Contains scenarios, components, and slicers to build dashboards.
Menu Bar: It allows you to undo and redo actions, save a dashboard, preview dashboard, and specify document settings.
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.
Design Area: Create and edit dashboards by simply dragging and dropping the scenarios from the Toolbox into the design area.
Page Setup Bar: Lets you add new pages, set zoom percentage, switch between multiple pages, etc.
This section will explain the basic operations of dashboard components, which will help you in creating the dashboards. Listed below are the basic operations.
Adding a Component
From the Dashboard Toolbox, open the Data Visualization node, to add a component. A list of built-in scenarios such as charts, tables, maps, etc. is displayed. Select the desired component and simply drag and drop it into the design area.
Selecting Multiple Components
You can select multiple components in the design area and set their common properties like the Appearance, Title, etc. on the Inspector tab. There are two ways for selecting the components:
Adjusting the Position of a Component
You can adjust the positioning of the component by selecting the component and dragging it to the target position and then releasing the mouse button.
Swap Positions
You can exchange the positions of the components in the design area. To exchange the positions, select two components, then right-click and select the Swap Positions option.
The position of the components will be exchanged.
Group/Ungroup Components
In various cases, you might use multiple components in a dashboard to display the same kind of analysis. So, in such cases, you can combine multiple components together which will be more convenient for further operations.
Group: To combine multiple components, select the components by mouse frame selection or by mouse click + keyboard CTRL method, and then right-click and select the option, Group.
You can also select the individual component in the group. For this, click any component in the group to select the combination, and then click the particular component again to select it.
Example: In the image below, there are two components (1 and 2) grouped together. Click component 1. Both the components are selected as a group.
Now again click component 1. Component 1 will be selected individually in that group, and you can move, resize, scale, etc. this component in the group.
If you again want to select components 1 and 2 as a group, then just click outside the component and again click any component, it will be selected as a group.
You can also integrate this group into other applications through URL and DIV.
Ungroup: You can ungroup the grouped components. Select the group, right-click the mouse, and select the option Ungroup.
Cut, Copy, Paste, and Delete Components
Select the component(s), right-click the mouse, and select the corresponding operation.
Alternatively, you can use keyboard shortcuts to operate: Ctrl+C→copy; Ctrl+X→cut, Ctrl+V→paste, Delete key→delete.
When only one component is selected, then you can delete it by clicking the delete icon in the upper right corner of the component.
Focus On a Component
This option lets you focus on an individual dashboard component. Click the Focus icon in the upper right corner of the component, to enter the focus mode.
In focus mode, the entire editing area displays only the currently focused component. Click Back to Designer, to exit the focus mode.