Designers Toolbar
The Designers toolbar provides access to the administration and configuration features. These tools control how SmartView retrieves data from external systems, the layout of the dashboards, and how the various data elements are organized and linked together. Some configuration options are merely set as defaults, allowing the dashboard users to make changes and save custom settings.
The Designers toolbar is accessed using the Design option in the Analysis toolbar. This toolbar provides options and controls for the behind-the-scenes configuration of dashboards. This includes the setups for pulling in data from a range of sources, organizing that data, and the visual layout of the dashboard itself.
Click anywhere on the header to open the toolbar panel. This contains various options divided into groups.
The Designers group is used to navigate between the different design tools. The following options are available.
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Configurator | Used to create Data Sources, which define how SmartView will obtain data from external systems. |
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Template | Used to design HTML templates that can be used as custom content in dashboards, dataviews, and other features. |
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MergeView | Used to create custom data sources by selecting fields form other data sources and merging them into one. |
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Layout | Used to define layout options for dashboards, arranging and resizing cells to produce an organized presentation. |
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DataView | Used to build and configure the individual dataviews that will display the data in the dashboard. This is where data is selected, organized, and formatted. |
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Dashboard | Used to assemble the final dashboard. A layout is selected, dataviews are assigned to cells, default filters and conditions are applied, and links between dataviews are established. |
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Exits designer mode and returns to the standard dashboard toolbar. |
Additional groups become available for each tool. See the individual descriptions for details.