Wyn Enterprise User Guide

Wyn Enterprise: Preview Dashboard

Wyn Enterprise has an in-built Dashboard Viewer that allows you to preview the dashboard any time you want. The Dashboard Viewer also provides you a variety of additional features that can help you to analyze your data more effectively.

Previewing Dashboard

The Dashboard Viewer can be Standard or Lite, which is controlled in the Dashboard Settings in the Admin Portal. You can also control this setting in the Dashboard Designer in the Inspector panel as described in this article - Switch to Lite Viewer. This panel is displayed on the right and contains the Default Viewer property under the General settings.

To Preview a Dashboard

  1. In the Document Portal of Wyn Enterprise, select the dashboard you want to preview.

  2. Click the More button More Button and select Edit Dashboard from the list.

    Preview a dashboard


    You can directly click the Preview button against the dashboard to preview the selected dashboard on the Document Portal. If you want to reload the dashboard or preview the dashboard in a new window, use the Reload or New Window options in the Dashboard Viewer, respectively.

    Preview a dashboard

  3. Click the Preview button.

Additional Features

You can access these additional features from the toolbar available on top of the Dashboard Viewer.

  1. Cross Filter (Single Source, Multi-Source, Off)
    The Cross Filter feature provides the capability to focus on relevant information across the scenarios in a dashboard.

    • The Single Source cross-filtering allows the data to filter across other scenarios based on the data attribute selected for the single scenario. As the selection is changed, the new filter is applied without retaining the previous filter. The single source cross-filtering is very useful for simple analysis.

      Single Source cross-filtering

    • The Multi-Source cross-filtering allows the data to be filtered across all dashboards based on selections across multiple scenarios. That is, the filter is applied based on data attributes selected across multiple scenarios.

      Consider a scenario where you are analyzing the Average Revenue by Retailer Country, Product Line, and Product Type. You want to filter data such that the average revenue for only two countries - the United States and Canada are displayed based on the two product lines - Camping Equipment and Outdoor Protection.

      In this case, multi-source cross-filtering can be applied as shown. Note that the filters over previous selections are retained.

      Multi source cross-filtering

  2. Fit to Screen (Fit to Width, Fit to Height, Auto)
    Adjust the dashboard display to fit the screen, width, or height. The default can be specified from the Page Size property of the dashboard.

  3. Slide Show
    To create a slideshow of the dashboard pages.

    Slide show example

  4. Refresh
    To refresh the dashboard for any modifications or updates.

  5. Export
    Select Export on top of the page if you would like to export the complete dashboard document.

    • Export Formats - Select export format - export as a PNG Image or export as a PPT.
    • Pages – Select what pages to export - Current Page, Visible Pages, All Pages, Custom Pages.
    • Export to (for PNG Image) – Select how to export the dashboard - as Single Image or Separated Pages.
  6. Filter View
    Set the filtered state of the dashboard.

    • Reset to default view - Set the filter view state to the original view.
    • Save current view - Save the current filter state of the dashboard. Provide a name in the Save Filter View pop-up dialog (should be a unique filter view name) and select it from the dropdown list to switch the state.
    • Manage views - Edit or delete the added filter views from the Manage Views pop-up dialog.

    Note: The filter state is saved for the current dashboard, current user, and on the current browser.

When you hover on any dashboard scenario in the Viewer, you can switch to the Focus mode, Export the scenario, and apply Actions as described below.

  1. Focus
    Lets you focus attention on an individual dashboard scenario in the viewer. Click Back to Designer Back to Designer button to go back to the preview mode. Click Show/Hide Data Show or hide data button to show or hide the data bound to the scenario.

  2. Export
    Allows you to export the dashboard scenario as a PNG image or export the data of a dashboard scenario.

  3. More Actions
    Use Action Bar to filter and sort data, specify conditional visualization settings, add reference line, bind data, etc. For more information on these operations, see the topic Data Analysis and Interactivity in Dashboards.