Data Models and Views
The Data Models and Views tab allows you to:
- Open all available views (Worksheets, Gauges, Maps, Charts and Dashboards).
- Select and execute view-related operations.
- Organize data models and views in different folders.
Legend:
- : Folder
- : Data model
- : Worksheet view
- : Chart view
- : Gauge view
- : Map view
- : Favorites
- : Dashboard view
- : KPI (Dynamic Label)
- : Reports
If the user double-clicks on a view from the Data Models and Views tab, the navigation area displays the corresponding data in the appropriate layout (worksheet, chart, gauge, map or dashboard). When the user double-clicks on another view it opens in a new tab.
The content of the Data Models and Views tab can vary from one user to another. It only represents the Data Models and Views for the specific user who is authorized to access the system currently being used.
Context Menus
Right-click Option | Description |
---|---|
Data Model | |
New View |
To create a new view in the selected data model. |
New Folder |
To create a new folder in the selected data model. |
Design Data Model |
To open the Data Model Designer into a new tab of the web browser and load the selected data model into it. |
Translate Data Model |
To display a window allowing the user to enter translations in various languages for the data model name, views, fields, etc. |
Copy Data Model |
To create a copy of the data model. |
Overwrite Data Model |
To overwrite the data model. |
Rename Data Model |
To rename the data model. |
Delete Data Model |
To delete the data model. |
Manage Data Model Parameters |
To open the window which adds, removes or edits the parameters of the data model. |
Set Data Model Parameters |
To open prompt to change the data model parameters. |
Manage Stored Procedures |
To display the Manage Stored Procedures dialog box. |
Execute Stored Procedures |
To execute the defined stored procedures. |
Manage Info Pages |
To create and edit info-pages. |
Edit Selection Pages |
To display a window allowing the user to define selection pages. |
View Info-Pages |
To access and use the info-pages. |
Manage Documentation |
To select files to upload as reference documents for the users. Add as many files as needed. |
View | |
Open |
To open the view. |
Open in Sample Mode |
To open view with limited data (top 100). Refer to Sample Mode for Views for more details. |
Rename View |
To rename the selected element. |
Add to Favorites |
To add view to favorites. |
Delete View |
To delete the selected element |
Properties |
To display/change the view properties. |
Set as Landing Page |
To set the view to be opened automatically when the user logs in. |
Subscribe |
To configure the distribution for the current user on the selected View. |
Manage Documentation |
To select files to upload as reference documents for the users. Add as many files as needed. |
Notify Users About Modification |
To set notifications. |
Some options in this context menu may or may not be enabled depending on the user’s authority and on the nature of the selection (Folder, data model or View).
It is possible for authorized users to create multiple folders within a single data model.
This allows them to better organize their Views.