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.

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.

  • 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.

  • A confirmation message appears.

  • The View gets saved on the final screen of 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.

  • 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.

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