Main Menu
The Main Menu gives access to control a variety of settings that are fully customizable and extendable.
Global settings
General preferences
Notifications
The system can notify the user when an action is triggered or completed.
By default, the application displays the messages both on screen and in the Notifications menu.
If selected, a notification type is displayed only in the Notifications menu as unread message.
Home
The Home workspace is automatically displayed every time the user logs in.
Set a Home workspace by selecting one of the available workspaces in the drop-down list.
Display format
- Language default value is set according to the browser settings. It can be changed by selecting another language from the drop-down list.
- Time zone default value is set according to the browser settings. It can be changed by selecting another time zone from the drop-down list.
- Default offers a set of predefined display format settings.
If Default is enabled, the display format option menu is in read-only mode.
If Default is disabled, each display format setting is customizable.
- Number format sets the appearance of numbers. Select from the drop-down list the preferred combination of decimal and thousand separators.
- Decimal digits set the number of digits displayed to the right of the decimal separator.
- List separator is the symbol used to separate lists. The default setting is comma.
- Time format is set to
H:mm:ss a
. - Date format is set to
M/d/yyyy
.
Click to see the options available for specifying the date and time format.
Boards loading
- Load. Select a loading mode for the boards:
- All boards of the active workspace to load all the boards of the selected workspace at once, making the navigation from one board to another faster.
- Only the active board to load one board at a time, once the user selects it. When the user navigates to another board, the application clears the cache and loads the new board.
- Board transition in ms allows you to specify the duration of the transition between boards in milliseconds.
Themes
Apply either a white or dark Main theme.
Palettes
The predefined color schemes can be used in displays, such as default, finastra or vintage, or you can customize your own palette by clicking Create a palette. Name your new palette and add colors by clicking .
To add a specific color, select one you want to replace. The color spectrum is then displayed and you can choose the color shade you want to add. Once the palette is saved, it is displayed along the predefined ones and it can be selected.
To modify, clone or delete a palette, point to it to display the action bar.
Shortcuts
Default offers you a set of pre-defined shortcuts.
If Default is enabled, the shortcuts menu is in read-only mode.
If Default is disabled, each shortcut can be customizable.
Advanced settings
Responsive states
If Responsive states is enabled, you can customize a layout for a specific screen type or size. You can add and edit the list of devices, then design the layout for each device format by selecting it from the component bar, in Design mode. You can decide which elements are visible, depending on the device you are using (mobile, tablet, or computer) or the size of your screen, and how are they displayed on the board.
Reporting
Default offers you a set of pre-defined reporting settings.
If Default is enabled, the reporting menu is in read-only mode.
If Default is disabled, each setting can be customizable.- Refresh mode
Select a refresh type:- In Push mode, the request for updates is initiated on the server side (by the publisher or central server).
- In Pull mode, the request for updates is initiated on the client side (by the user).
Refresh throttle in milliseconds
The field displays the frequency for real-time updates. The default value is 5000 milliseconds.Realtime diff sensitivity
You can choose the degree of sensitivity that triggers the real-time update. The default Realtime diff sensitivity is set to -6, meaning that if an update changes only the 6th fractional digit of a decimal number, the update highlight is not triggered.
Real Time
Pause and resume the real-time updates by clicking or for the entire workspace, or board or for individual components. You can only access the real-time settings for the current workspace.
Data sources
Summary
General
You can edit a Report Name and view its Type once a report is selected from the left side list of available reports.
Filters
If filters are applied to the selected report, the Filters section is displayed with the respective filters.
Perimeter
You can select a report from the left side list of available reports and the Perimeter tab displays the columns or, more exactly, the collection of measures and dimensions contained in the respective report and their data type, such as double, string or date.
When a column is selected, depending on its type, the following configuration options are available:
- Label – change the displayed name.
- Decimals – set the number of decimals.
- Order – select between sorting data in ascending or descending order.
- Short amount – enable the short amount and then select the unit of measurement the values are expressed in, such as K, M, B, T, Q.
- Percentage – enable the percentage and then set the power of 10 to 1 to multiply the value by 10. For example, 0.042*10 = 0.42%.
- Color - assign a specific color.
Filters can also be applied to a specific column by selecting any piece of data available in the Filter section, in the right side display. Filter selections determine what data to display for the selected column, when it is used in a component.
These configuration setups persist across all the components connected to the respective data source.
Packages
A package is a .json
file with a directory-like structure. The package contains the list of components and services to load. Each component is built using a set of:
- JavaScript files
- HTML fragments
- CSS files
You can access a package by default or you can inject it or add it manually.
Help
The Help tab can be used to access online help pages.