Designing a View

The user can start creating/ designing a View for a newly created Report by using the Design page or Design canvas.

Once the Report gets created, the user gets redirected to the Design page/ Design canvas to begin with the View creation.

Design Page/ Design Canvas with New UI

Design Page/ Design Canvas with Old UI

Please Note: The reports based on the file uploads will support the Designing View functionality only after the data gets loaded to the data store.

Designing a View with the Old UI

• Navigate to the Design page.

• Use the Switch UI icon to select the Old UI.

Switch UI icon on the Design Page

• Drag and drop Dimensions/Measures to the suggested place or use double clicks on a Dimension or Measure value to get added in the specified place.

• Instantly a View gets created using the Grid (default chart type).

• Click the Save View icon to save it.

Instantly created Grid View on the Old Design Canvas

• A confirmation message appears.

• The View gets saved on the final screen of the Report.

A saved View in the Report

Designing a View with the New UI

• Navigate to the Design page.

• By default, New UI gets selected by the Switch UI icon.

Switch UI icon displaying New UI for the Design Canvas

• Use the Search bar provided at the top of the page.

• By using the left click in the Search bar all the available Dimensions and Measures under the selected Datastore get listed.

• Choose the desired Dimension and Measure with a click. The user may repeat the same steps to choose the desired combination of Dimensions and Measures for creating a View.

• The selected combination of the Dimension and Measures will be added to the Search bar.

• Click the GO option.

• Instantly a View gets created using the Mixed chart (by default).

• Click the Save View icon to save it.

• A confirmation message appears.

• The View gets saved on the final screen of the Report.

Please Note:

• Refer to the Design Canvas section of this document for a detailed understanding of the Design page options.

• The user can select another charting component from the Chart tab to change the default visual display of the newly created View.

• Use the Chart Properties icon to set the chart-specific properties and enhance the look and feel of the newly created View.