7.6
  • What's New in the BDB 7.6?
    • Core Platform
    • Data Center
    • Data Science Lab
    • Data Pipeline
    • Data Visualization
      • Self-Service
      • Governed Dashboards
  • Core Platform
    • About Data Platform
      • Why Data Platform
      • Design Philosophy
      • Plugin Architecture
    • Getting Started
      • Sign in
        • Resetting Password
        • Force Login
      • Homepage
        • Data Catalog Search
        • AI Search
        • Apps Menu
        • Notification
        • Help Menu
        • User Profile
        • Search Option
        • Documents Folders
          • Document Options
            • Accessing Document Options
            • Options Assigned to a Folder
            • Options Assigned to a Linked URL
            • Options Assigned to a Story
            • Options for a Published Dashboard
        • Sorting Documents
        • Filter
      • Signing Out
    • Platform Administration
      • Accessing the Admin Module
      • Admin Panel Options
        • Document Management
        • Configurations
          • Geo Spatial
          • Data Science Servers
          • Bulk User Creation
          • Custom Field Settings
          • Data Connectors
          • API Connectors Configurations
          • Encryption
          • Form Settings
          • Data Sheet Settings
          • Data Lake Settings
          • Data Catalog Settings
          • Open ID Settings
          • Version Control
          • New Version Control
            • Versioning
            • Migration
          • Pipeline Settings
          • Keycloak Settings
          • Core Ownership Transfer
          • Email Server
          • Password
          • Sandbox Settings
          • Secret Management
          • DS Lab Settings
          • Data Store Settings
        • Authentication
          • AD Configuration
          • CA PPM Configuration
          • AWS Cognito Configuration
        • Audit Trail
          • Log Status
          • Audit Log Table
        • Language Mapping
          • Languages
          • Mapping Table
        • Migration
          • SFTP Settings
          • Document Migration
          • DSW Migration
        • GIT Migration
          • Migrating a Dashboard
          • Migrating an API Service
          • Migrating a Pipeline
        • Session Manager
        • Schedule Monitor
        • Server Monitor
        • License
        • API Client Registration
    • Users & Roles
      • User Security Page
      • Creating a new User
        • Restrict Data Access
      • Creating a new User Group
        • Assigning Custom Fields to Group Users
      • Various User Roles
        • Viewer Role
        • Admin Role
        • Non-admin User Roles
      • User Status
  • Data Center
    • Homepage
    • Data Virtualization
    • Data Connectors
      • Creating a Data Connector
      • Data Connector List
        • Edit Data Connectors
        • Create Option
        • Reconnecting to a Data Connector
        • Sharing a Data Connector
        • Delete a Data Connector
      • Supported Data Connectors
        • Database Connectors
          • MySQL
          • MSSQL
          • Elastic (Beta Release)
          • Oracle
          • ClickHouse
          • Arango DB
          • Hive
          • Cassandra
          • MongoDB
          • MongoDB for BI
          • PostgreSQL
          • Snowflake
        • File Data Connector
        • API Connectors
          • API Connector
          • Amazon
          • App Store
          • Bing Ads
          • Dropbox
          • FTP Server
          • Facebook
          • Facebook Ads
          • Firebase DB
          • Fitbit
          • Flipkart
          • Google Adwords
          • Google Analytics
          • Google Big Query
          • Google Forms
          • Google Sheet
          • HubSpot
          • Jira
          • Lead Squared
          • Linkedin
          • Linkedin Ads
          • MS Dynamics
          • Mailchimp
          • QuickBooks
          • SalesForce
          • ServiceNow
          • Twitter
          • Twitter Ads
          • Yelp
          • YouTube
          • ZOHO Books
        • Others
          • MS Sql Olap
          • Data Store
          • OData
          • Spark SQL
          • AWS Redshift
          • SAP HANA
    • Data Sets
      • Creating a New Data Set using RDBMS Connector
      • Creating a Data Set using Arango DB Connector
      • Creating a Data Set using an API Connector
      • Creating a New FTP Data Set
      • Creating a Data Set based on an Elastic Connector
      • Data set list page
        • View Options: Data Sets List Page
        • Data Set List: Actions
    • Data Stores
      • Creating a New Data Store
        • Data Store using an RDBMS Connector
        • Data Store using a Flat File Data Connector
        • Data Store using an API Data Connector
      • Adding Synonyms to a Datastore
      • Data Stores List
    • Data Store Meta Data
      • Sharing a Meta Data Store
      • Deleting a Meta Data Store
    • Data Sheets
      • Creating a Data Sheet
      • Publishing a Data Sheet
        • Entering Data
        • Viewing Data
        • Deleting a Row
      • Editing a Data Sheet
      • Removing a Data Sheet
    • Data Catalog
    • Data Sandbox
      • Creating a Data Sandbox File
      • Data Sandbox List Page
        • Uploading File Status
        • Using the Data Preparation Option
        • Deleting a Data Sandbox
    • Data as API
    • Data Preparation (Beta Release)
      • Accessing the Data Preparation Option
      • Data Preparation Workspace
        • Data Grid
          • Data Grid Header
          • Data Quality Bar in the Grid
        • Profile: Summary Pane
          • Charts
          • Info: Values/Statistics
          • Pattern
        • Transforms
          • Data Cleansing
          • String
          • Numbers
          • Columns
          • Conversions
          • Integer
          • Dates
          • ML
          • Anonymization
        • Steps
      • Data Preparation List
        • Rename
        • Edit
        • Delete
  • Data Science Lab
    • What is Data Science Lab?
      • Design Philosophy
      • What is a DSL Project?
    • Getting Started
      • Accessing the DS Lab Module
    • Start your Data Science Experiment with DS Lab
    • Project
      • Creating a Project
      • Keep Multiple Versions of a Project
      • Sharing a Project
      • Editing a Project
      • Activating a Project
      • Deactivating a Project
      • Deleting a Project
      • Various Tabs to work with
        • Notebook
          • Ways to Access Notebook
            • Creating a Notebook
            • Uploading a Notebook
          • Notebook Page
            • Notebook Cells
              • Using a Code Cell
              • Using a Markdown Cell
            • Modifying a Notebook
            • Notebook Task Bar
            • Notebook Operations
              • Datasets
              • Secrets
              • Algorithms
              • Transforms
              • Models
                • Registering a Model
                • Filtering a Model
              • Predict
              • Artifacts
                • Preview Artifact
              • Variable Explorer
              • Find and Replace
          • Notebook List Page
            • Export
              • Export to Pipeline
              • Export to GIT
            • Notebook Version Control
            • Sharing a Notebook
            • Editing a Notebook
            • Delete a Notebook
        • Dataset
          • Adding Data Sets
            • Data Sets
            • Data Sandbox
          • Dataset List Page
            • Preview
            • Data Profile
            • Create Experiment
            • Data Preparation
            • Delete
        • Utility
        • Model
          • Export to GIT
          • Register a Model
          • Unregister a Model
          • Register Model as an API Service
            • Register a Model as an API
            • Register an API Client
            • Pass Model values in Postman
        • Auto ML (Alpha Release)
          • Creating Experiments
            • Accessing the Create Experiment Option
              • Configure
              • Specify Prediction
          • AutoML List Page
            • View Report
              • Details
              • Models
                • View Explanation
                  • Model Summary
                  • Model Interpretation
                    • Individual Explanation
                    • Partial Dependence
                    • Model Performance
                    • Feature Importance
                  • Dataset Explainer
            • Delete
  • Data Pipeline
    • About Data Pipeline
      • Design Philosophy
      • Low Code Visual Authoring
      • Real-time and Batch Orchestration
      • Event based Process Orchestration
      • ML and Data Ops
      • Distributed Compute
      • Fault Tolerant and Auto-recovery
      • Extensibility via Custom Scripting
    • Getting Started
      • Homepage
        • List Pipeline
        • Creating Pipeline
          • Adding Components to Canvas
          • Connecting Components
          • Events [Kafka and DB Sync]
          • Memory and CPU allocations
        • List Components
        • Delete Orphan Pods
        • Scheduler
        • Data Channel
        • Settings
      • Pipeline Workflow Editor
        • Pipeline Toolbar
        • Component Panel
        • Right-side Panel
      • Testing Suite
      • Activating Pipeline
      • Monitoring Pipeline
    • Components
      • Adding component to worflow
      • Component Architecture
      • Component Base Configuration
      • Resource Configuration
      • Intelligent Scaling
      • Connection Validation
      • Readers
        • S3 Reader
        • HDFS Reader
        • DB Reader
        • Elastic Search Reader
        • SFTP Stream Reader
        • SFTP Reader
        • Mongo DB Reader
          • Docker Reader
          • Spark
        • Azure Blob Reader
        • Azure Metadata Reader
        • ClickHouse Reader [Docker]
      • Writers
        • S3 Writer
        • RDBMS Writer
        • HDFS Writer
        • ES Writer
        • Mongo Writers
          • Mongo Writer (Spark)
          • Mongo Writer(Docker)
        • Azure Writer
        • ClickHouse Writer [Docker]
        • Sandbox Writer
      • AI/ML
        • Python Model Runner
        • DSL Model & Script Runner
      • Consumers
        • SFTP Monitor
        • MQTT Consumer
        • Eventhub Subscriber
        • Twitter Scrapper
        • API Ingestion and Webhook Listener
        • Mongo Change Stream
        • Rabbit MQ Consumer
        • AWS SNS Monitor
        • Kafka Consumer
        • Kafka Producer
      • Producers
        • WebSocket Producer
        • Eventhub Publisher
        • EventGrid Producer
        • Rabbit MQ Producer
      • Transformation
        • SQL Component
        • Dataprep Script Runner
        • File Splitter
        • Rule Splitter
        • Stored Procedure Runner
        • Flatten JSON
        • Email Component
        • Pandas Query Component
        • Enrichment Component
        • Mongo Aggregation
        • Data Loss Protection
      • Scripting
        • Script Runner
        • Python Script
      • Scheduler
    • Custom Components
    • Advance Configuration & Monitoring
      • Configuration
        • Kafka Configuration
        • Default Component Configuration
        • Logger Setting
      • Data Channel
      • Cluster Events
      • System component Status
    • Version Control
    • Use Cases
  • Data Visualization
    • Self Service
      • Getting Started
        • What is Story?
        • Creating a new Story
          • Accessing the Story Module
            • Creating and Updating Instance
          • Designing a View
      • Design Workspace
        • Guided Tour
        • Dimension Profiling
        • Data Store Merge at View Level
        • Measure Summary
        • Series Properties
        • Formula Field Editor
          • Creating a Formula
            • Record Level Option
            • Summary Level Option
          • Creating a Range
        • Order by and Limit
        • Adding a Slicer
      • Chart Gallery
        • Mixed chart
        • Area chart
        • Bar chart
        • Bubble chart
        • Column Stack chart
        • Line chart
        • Pie chart
        • Scattered Plot chart
        • TreeMap chart
        • Circumplex chart
        • Pareto chart
        • Semi Gauge
        • KPI Tile
        • KPI Tile: Comparative Tile
        • KPI Tile: Sparkline
        • Map
        • Data Grid
        • Metric Summary
        • R Server Visual
        • Dissolution chart
        • Spider chart
        • Waterfall chart
      • Storyboard
        • Search
        • Shared Views
        • Export
        • Alert Center
        • Change Theme
        • Data Store Information
        • Options Assigned to a View
          • Analyse
            • Timeline Play
          • Edit
          • Remove
        • Data Interactions/ Data Drills
          • Drill Into
          • Drill Through
      • Applying Filters
        • View Specific Filter
          • Dimension-based View Filter
          • Measure-based View Filter
          • Date-based View Filter
        • Global Filter
          • Exclude from the Global Filter
          • Saving a Global Filter
          • Custom View Filter
          • Like and Not Like Filter Operations
      • Actions
        • Interactions
    • Governed Dashboards
      • About Dashboard Designer
        • What is Dashboard Designer?
        • Why is it used?
      • Getting Started
        • Accessing the Designer Module
        • Overview of Designer Module
          • Homepage
            • Guided Tour
            • Left Menu Panel
              • New
              • Manage
              • Open Dashboard
              • Preferences
              • Save As
              • Help
              • Exit
          • Dashboard Canvas Page
            • Right side Panel
              • Connection Page
              • Chart Container
              • Manage Window
              • Script Window
              • Guided Tour
            • Canvas Properties
            • Context Menu Properties
      • Create New Workspace
        • Workspace Creation: Complete Flow
        • Creating a Workspace
        • Renaming a Workspace
        • Deleting a Workspace
      • Create New Dashboard
        • Dashboard Creation: Complete Flow
        • Adding a New Dashboard
        • Create Connection
        • Drag and Drop Charts
        • Associate the Dataset
        • Preview the Dashboard
        • Save the Dashboard
      • Managing Options for a Dashboard
        • Open Dashboard in Designer
        • Publish a Dashboard
        • Share a Dashboard
        • Dashboard Version Control
        • Action Menu
          • Preview Dashboard
          • Export to Local Disk
          • Rename
          • Delete
          • Moving a Dashboard
          • Information Icon
      • Connecting to a Data Source
        • Accessing the Data Connectors
        • Establishing a Data Connection
          • CSV Connection
          • Excel Connection
          • Data Service Connection
          • Data Science Service
          • Data store Connection
          • Data Sheet
            • Data Sheet Enhancements
          • WebSocket Connection
          • Merged Connection
      • Charts Gallery
        • Charts
          • Area Chart
          • Bar Chart
          • Bubble Chart
          • Circumplex Chart
          • Column Chart
          • Funnel Chart
          • Histogram Chart
          • Inverted Funnel
          • KPI Tile
          • Line Chart
          • Map Chart
            • Leaflet Properties
          • Mito Plot
          • Mixed Chart
          • Pie Chart
          • Project Timeline
          • Pyramid Chart
          • Spark Line
          • Scatter Plot
          • Spider Chart
          • Waterfall Chart
        • Grids
          • Data Grid
          • Paging Grid
          • Data Sheet
          • Scorecard
          • Pivot Grid
        • Filters
          • Checkbox
          • Combobox
          • Hierarchical Combobox
          • List
          • Radio Button
        • Advanced Charts
          • Box Plot
          • Candle Stick
          • Chevron
          • Data Search
          • Decision Tree
          • Group Bar
          • Group Column
          • Heat Map
          • Text Analyzer
          • Time Series
          • Tree Map
          • Trellis
          • Word Cloud
        • Other Charts
          • Box
          • Bullet
          • Date Picker
          • Export
          • Filter Chips
          • Filter Saver
          • Gauge
          • Graphics
          • Guided Tour
          • H-Slider
          • Image
          • Info Button
          • Label
          • Legend
          • Progress Pie
          • Semi Gauge
          • Stepper
          • SVG Image
          • Text Box
          • Trend
          • Url Button
          • V-Slider
        • Custom Charts
        • Common Chart Properties
          • Background
          • Title & Sub-title
          • X & Y Axis Properties
          • Legend Properties
          • Formatter
          • Axis Setup
          • Export Options
      • Dashboard Objects
        • Manage Dashboard Components
        • Dashboard Objects Properties
      • Configuration
        • Filtering the Data
        • Drill Through
        • Dataset Properties
        • Indicators in Charts
        • Tooltip(Default & Custom)
        • Data Label
        • Geo Mapping
        • Language Mapping
        • Legend Mapping
        • Alerts in Grids
      • Script Help Section
        • Navigate to Script Help page
        • How to use Scripts?
  • Survey
    • Accessing Survey Module
    • Creating a Survey
      • Creating a New Survey
      • Creating a New Survey using Template
    • Survey Builder: Designing a Survey
      • Questions
        • Inserting a Question
        • Available Question Types
        • Deleting a Question
      • Page
        • Inserting a New Page
        • Editing an Existing Page
      • Survey Options
      • Properties
      • Theme
      • Saving a Survey
    • Publishing a Survey
      • Providing the Publish Survey Information
      • Collectors
        • Accessing the Collector Options
        • Creating a Collector
          • Creating a Weblink Collector
          • Creating an Email Collector
            • Adding Recipient to an Email Collector
        • Editing Collector(s)
        • Deleting Collector(s)
    • Analyzing Result for a Survey
      • Creating a New View in the Analyze Result
      • Filter Rule in the Analyze Result
        • Creating a Filter
        • Filter Types
      • Show/Hide Rules for Page/Questions
    • More Options
      • Preview Survey
      • Benchmark
        • Editing a Benchmark
        • Benchmark Goals
          • Adding a Goal to Benchmark
          • Editing a Benchmark Goal
          • Deleting a Benchmark Goal
        • Questions for Benchmark Goals
          • Adding Questions to a Benchmark Goal
          • Viewing a Goal Question
          • Deleting a Goal Question
      • Managing Datamart
        • Creating a Datamart
        • Implementing Scheduler for Datamart
        • Other Options
      • Copying a Survey
      • Survey Summary
      • Deleting a Survey
    • Contacts
      • Creating a Contact Group
        • Editing a Contact Group
        • Deleting a Contact Group
      • Creating New Contacts
        • Creating New Contacts (Manually)
        • Uploading Contacts from a CSV file
      • Listing a Contact
    • Survey Template
  • Forms
    • Accessing the Forms Module
    • General Workflow for Forms
      • Creating a Form
      • Listing a form
      • Form Page Component
      • Page Settings
        • Rename
        • Duplicate
        • Delete
      • Question
        • Duplicate
        • Delete
        • Properties
          • Properties
          • Condition
          • Look up
      • Form Preview
      • Publishing a form
        • Options Context Menu
          • Open in New Tab
          • Properties
          • Modifying a form
          • Adding a form to favorite
          • Moving a form
          • Renaming a form
          • Coping a form
          • Deleting a form
      • Form Response
        • Filter Response
          • Filtering Responses by Page
          • Filtering Responses by Date
          • Filtering Responses by Users
      • Form Settings
        • Properties
          • Status
          • Configuration
        • Theme
          • Form Header Theme
          • Page Header Theme
          • Form Body Theme
        • Form Instruction per User
    • Form Options
      • Edit
      • Delete
      • Duplicate
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  1. Data Visualization
  2. Governed Dashboards
  3. Getting Started
  4. Overview of Designer Module
  5. Homepage
  6. Left Menu Panel

Help

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Last updated 2 years ago

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  • Navigate to the Designer homepage.

  • Click the Help option.

  • The Help content gets displayed to understand the Designer plugin.

The Help section of the Designer.