DevExpress Dashboard
DevExpress Dashboard
DevExpress Dashboard
Table of Contents
Dashboard for Web (Home Page)
Dashboard.................................................................................................................................................
Viewer
3
Data Presentation
........................................................................................................................................................................................... 5
Data Presentation
..................................................................................................................................................................................
Basics
5
Master Filtering
.................................................................................................................................................................................. 6
Drill-Dow n .................................................................................................................................................................................. 7
Dashboard Layout
.................................................................................................................................................................................. 8
Dashboard...........................................................................................................................................................................................
Param eters
11
Requesting..................................................................................................................................................................................
Param eter Values
11
Exporting ........................................................................................................................................................................................... 12
Dashboard...........................................................................................................................................................................................
Item s
14
Chart
.................................................................................................................................................................................. 15
Data Presentation
...........................................................................................................................................................................
Basics
16
Interactivity
........................................................................................................................................................................... 18
Exporting ........................................................................................................................................................................... 20
Grid
.................................................................................................................................................................................. 22
Data Presentation
...........................................................................................................................................................................
Basics
23
Interactivity
........................................................................................................................................................................... 25
Exporting ........................................................................................................................................................................... 27
Pies
.................................................................................................................................................................................. 29
Data Presentation
...........................................................................................................................................................................
Basics
30
Interactivity
........................................................................................................................................................................... 31
Exporting ........................................................................................................................................................................... 33
Cards
.................................................................................................................................................................................. 35
Data Presentation
...........................................................................................................................................................................
Basics
36
Interactivity
........................................................................................................................................................................... 37
Exporting ........................................................................................................................................................................... 39
Gauges
.................................................................................................................................................................................. 41
Data Presentation
...........................................................................................................................................................................
Basics
42
Interactivity
........................................................................................................................................................................... 43
Exporting ........................................................................................................................................................................... 45
Pivot
.................................................................................................................................................................................. 47
Exporting ........................................................................................................................................................................... 48
Choropleth..................................................................................................................................................................................
Map
49
Data Presentation
...........................................................................................................................................................................
Basics
50
Interactivity
........................................................................................................................................................................... 52
Exporting ........................................................................................................................................................................... 53
Geo Point Maps
.................................................................................................................................................................................. 55
Data Presentation
...........................................................................................................................................................................
Basics
56
Interactivity
........................................................................................................................................................................... 58
Exporting ........................................................................................................................................................................... 59
Range Filter
.................................................................................................................................................................................. 61
Exporting ........................................................................................................................................................................... 62
Im age
.................................................................................................................................................................................. 64
Exporting ........................................................................................................................................................................... 65
Text Box .................................................................................................................................................................................. 66
Exporting ........................................................................................................................................................................... 67
Dashboard Viewer
Dashboard Viewer
The Dashboard Viewer provides the capability to display dashboards in web browsers on desktop and mobile
devices.
Data Presentation
The topics in this section provide information on how the Dashboard Viewer presents data.
Data Presentation Basics
Master Filtering
Drill-Down
Dashboard Layout
Dashboard Parameters
The following topic describes how to change dashboard parameter values.
Requesting Parameter Values
Exporting
The Dashboard Viewer provides the capability to export individual items of a dashboard, as well as the entire
dashboard.
Exporting
Dashboard Items
Dashboard items are used to present information in various ways.
Chart
Grid
Pies
Cards
Gauges
Pivot
2014 DevExpress Inc.
Dashboard Viewer
Choropleth Map
Geo Point Maps
Range Filter
Image
Text Box
Dashboard Viewer
Data Presentation
Data Presentation Basics
The Dashboard Viewer is used to present dashboards on the web. A wide range of dashboard items are used to
present visual or textual information.
Chart
Grid
Gauges
Cards
Pivot
Choropleth Map
Pies
Range Filter
The Dashboard also provides the Image and Text Box dashboard items, used to display static images or text
within the dashboard.
The Dashboard Viewer enables interaction between various dashboard items. These features include Master
Filtering and Drill-Down.
Master Filtering
Drill-Down
To learn more about the dashboard layout, see the Dashboard Layout topic.
Dashboard Viewer
Master Filtering
The Dashboard allows you to use any data-aware dashboard item as a filter for the entire dashboard (Master
Filter). You can select elements in a Master Filter item (chart bars, pie segments, grid records, etc.) to filter data
in the rest of the dashboard by the selected values.
icon) in the
Single
Allows you to select only one element in the Master Filter item. When this mode is enabled, the default
selection will be set to a Master Filter element. You can change this selection, but you cannot clear it.
To learn how to filter dashboard data via a specific dashboard item, refer to the documentation for this item in the
Dashboard Items section.
Dashboard Viewer
Drill-Down
Dashboard provides the drill-down feature, which allows you to change the detail level of data displayed in a
dashboard item. This feature allows you to drill down to display the details, or drill up to view more general
information.
Note
You cannot drill down to view the details if Multi-Select is enabled in Multiple Master Filter mode.
To return to the previous detail level (drill up), use the Drill Up button (the
caption area.
To learn how to drill down using a particular dashboard item, refer to the documentation for this item in the
Dashboard Items topic.
Dashboard Viewer
Dashboard Layout
This topic describes the features related to the dashboard layout.
Dashboard Title
Dashboard Item Caption
Resizing Dashboard Items
Dashboard Title
The Dashboard Title is located at the top of the Dashboard. The dashboard title can contain text or image
content, elements selected in the master filter item, and command buttons.
When you hover over the filter icon ( ), all master filters applied to the dashboard are displayed in the invoked
popup.
Dashboard Viewer
Note
If the dashboard item caption is not visible, command buttons are displayed at the top right corner of the item.
The caption of the Dashboard item contains the following information and buttons, depending on the dashboard
item type.
Names
Interactivity Information
Command Buttons
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You can resize individual items (or a group of items) by dragging their edges.
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Dashboard Parameters
Requesting Parameter Values
The Dashboard Viewer provides a built-in Dashboard Parameters dialog, which allows you to change dashboard
parameter values. This dialog can be used to apply filtering to dashboard data.
To invoke the Dashboard Parameters dialog in the Dashboard Viewer, click the Parameters button (the
in the dashboard title.
icon)
Select the required parameter values in the Dashboard Parameters dialog and click the Submit button to apply
the changes.
To restore the default values, click the Reset button.
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Exporting
This document explains how to export a dashboard and its items using the Web Viewer functionality.
Exporting Dashboards
Exporting Dashboard Items
Exporting Dashboards
The Web Viewer allows you to export the entire content of the dashboard, or individual items of the dashboard.
To export the entire dashboard, click the
button in the dashboard title area and select the required format.
Depending on the selected format, the corresponding Export To... dialog will be invoked.
Export To PDF
Export To Image
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Note
The current state of the dashboard is maintained when it is exported (the dashboard layout, the scroll position of
individual dashboard items, selections within master filter items, etc.).
Exporting Dashboard Items
To export a dashboard item, click the
format.
button at the top right corner of the item, and choose the required
When you export a dashboard item, an Export To... dialog specific to the exported dashboard item will be
invoked. To learn more, see the Exporting topic for the required dashboard item.
Note
When an individual dashboard item is exported, the entire item's content is reflected in the exported document
regardless of the item's current scroll position.
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Dashboard Items
DevExpress Dashboard provides a number of visualization elements (dashboard items) designed to effectively
present visual or textual information in a dashboard.
This section describes the available dashboard items.
Chart
Grid
Pies
Cards
Gauges
Pivot
Choropleth Map
Geo Point Maps
Range Filter
Image
Text Box
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Chart
The topics in this section describe the Chart dashboard item, which visualizes data in XY-diagrams of different
kinds - from line and bar charts to candle stick and bubble charts.
Data Presentation Basics
Interactivity
Exporting
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A series represents a grouping of related data points. The most important characteristic of a series is its type,
which determines a particular visual representation of data.
The Chart dashboard item includes the following series types.
A Bar series displays data as sets of rectangular bars with lengths proportional to the values that
they represent.
Point and Line series display data as standalone points or points joined by a line.
An Area series displays data by a line that joins points, and the shaded area between the line and
the argument axis.
A Range series is the area between two simple series displayed as a shaded area, or bars that
stretch from a point in one series to the corresponding point in another series.
A Weighted series displays data using a third dimension, expressed by a bubble's size.
Financial series are useful in analyzing stock and bond prices, as well as the behavior of
commodities.
Tooltip
The Chart dashboard item can display a tooltip that shows information on a hovered series point.
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Interactivity
This topic describes features that enable interaction between the Chart and other dashboard items. These
features include Master Filtering and Drill-Down.
Master Filtering
Dashboard allows you to use any data-aware dashboard item as a filter for the entire dashboard (Master Filter).
To learn more about filtering concepts common to all dashboard items, see the Master Filtering topic.
The Chart dashboard item supports filtering by argument or series values.
Filtering by Arguments
When filtering by arguments is enabled, you can click series points to make other dashboard items display
only data related to selected argument values.
Filtering by Series
When filtering by series is enabled, you can click a series point to make other dashboard items display
only data related to the selected series.
To clear the selection in the Master Filter item, use the Clear Master Filter button (the
caption area.
Drill-Down
The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the
fly. To learn more, see Drill-Down.
The Chart dashboard item supports drill-down on argument or series values.
Drill Down on Arguments
When drill-down on arguments is enabled, you can click a series point to view a detail chart for the
corresponding argument value.
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Note
When Filtering by Arguments is enabled, you can view the details by clicking a selected series point.
Drill-Down on a Series
When drill-down on a series is enabled, you can click a series point (or corresponding legend item) to view
a detail chart for the corresponding series.
Note
When Filtering by Series is enabled, you can view the details by clicking a selected series point.
To return to the previous detail level (drill up), use the Drill Up button (the
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Exporting
Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about
exporting concepts common to all dashboard items, see the Exporting topic.
This topic describes the specifics of exporting a Chart dashboard item.
Exporting
You can export the Chart dashboard item to PDF or Image format. The following options are available.
Export to PDF
Export to Image
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To reset changes to the default values, click the Reset
button.
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Grid
The topics in this section describe the Grid dashboard item, which displays data in a two-dimensional table.
Data Presentation Basics
Interactivity
Exporting
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The dimension column displays values from the bound data item "as is".
The measure column displays summaries calculated from data in the bound data item.
The delta column, bound to two measures, calculates summaries for both measures, and displays the
difference between these summaries.
The sparkline column visualizes the variation of summary values over time.
Sort Grid Rows
To sort records by a column's values and replace the existing sort conditions applied to the current or other
columns, click the target column's header until the U p or Dow n arrow icon is displayed within the header. The U p
and Dow n arrows indicate ascending and descending sort orders, respectively.
You can also apply the required sort condition by right-clicking a column header and selecting Sort Ascending or
Sort Descending from the invoked context menu.
To remove sorting by a column, select Clear Sorting from the context menu or click a column header while holding
down the CTRL key.
Tooltips
A Grid dashboard item can display a tooltip when the mouse pointer is hovered over the bar in the measure
column.
2014 DevExpress Inc.
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Interactivity
This topic describes features that enable interaction between the Grid and other dashboard items. These
features include Master Filtering and Drill-Down.
Master Filtering
Dashboard allows you to use any data-aware dashboard item as a filter for the entire dashboard (Master Filter).
To learn more about filtering concepts common to all dashboard items, see the Master Filtering topic.
When Master Filtering is enabled, you can click a grid row (or multiple rows by holding down the CTRL key) to
make other dashboard items only display data related to the selected record(s).
To clear the selection in the Master Filter item, use the Clear Master Filter button (the
caption area.
Drill-Down
The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the
fly. To learn more, see Drill-Down.
The Grid dashboard item supports drill-down for rows.
When drill-down is enabled, you can click a grid row to view the details.
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Note
When Master Filtering is enabled, you can view the details by clicking the selected row.
To return to the previous detail level (drill up), use the Drill Up button (the
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Exporting
Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about
exporting concepts common to all dashboard items, see the Exporting topic.
This topic describes the specifics of exporting a Grid dashboard item.
Exporting
You can export the Grid dashboard item to PDF or Image format. The following options are available.
Export to PDF
Export to Image
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Pies
The topics in this section describe the Pie dashboard item, which displays a series of pies or donuts that
represent the contribution of each value to a total.
Data Presentation Basics
Interactivity
Exporting
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Tooltip
A Pie dashboard item can display a tooltip that shows information about the hovered pie segment.
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Interactivity
This topic describes features that enable interaction between the Pie and other dashboard items. These features
include Master Filtering and Drill-Down.
Master Filtering
Dashboard allows you to use any data-aware dashboard item as a filter for the entire dashboard (Master Filter).
To learn more about filtering concepts common to all dashboard items, see the Master Filtering topic.
The Pie dashboard item supports filtering by argument or series values.
Filtering by Arguments
When filtering by arguments is enabled, you can click a pie segment to make other dashboard items only
display data related to the selected argument value.
Filtering by Series
When filtering by series is enabled, you can click a pie to make other dashboard items display only data
related to the selected pie.
To clear the selection in the Master Filter item, use the Clear Master Filter button (the
caption area.
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Drill-Down
The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the
fly. To learn more, see Drill-Down.
The Pie dashboard item supports drill-down on argument or series values.
Drill Down on Arguments
When drill-down on arguments is enabled, you can click a pie segment to view a detail diagram for the
corresponding argument value.
Note
When Filtering by Arguments is enabled, you can view the details by clicking a selected pie segment.
Drill-Down on Series
When drill-down on a series is enabled, you can click a pie chart to view a detail diagram for the
corresponding series value.
Note
When Filtering by Series is enabled, you can view the details by clicking a selected pie chart.
To return to the previous detail level (drill up), use the Drill Up button (the
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Exporting
Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about
exporting concepts common to all dashboard items, see the Exporting topic.
This topic describes the specifics of exporting a Pie dashboard item.
Exporting
You can export the Pie dashboard item to PDF or Image format. The following options are available.
Export to PDF
Export to Image
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Cards
The topics in this section describe the Card dashboard item, which displays a series of cards. Each card can
display a single value, or show the difference between two values.
Data Presentation Basics
Interactivity
Exporting
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The Card dashboard item can illustrate this difference for various sets of values. You can switch between these
sets using the Values button (the
icon) in the card's caption.
Tooltip
A Card dashboard item can display a tooltip for cards containing a sparkline. When the mouse pointer is hovered
over the sparkline, the tooltip can display start/end values and minimum/maximum values.
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Interactivity
This topic describes features that enable interaction between the Card and other dashboard items. These
features include Master Filtering and Drill-Down.
Master Filtering
Dashboard allows you to use any data-aware dashboard item as a filter for the entire dashboard (Master Filter).
To learn more, see the Master Filtering topic, which describes filtering concepts common to all dashboard items.
When Master Filtering is enabled, you can click a card (or cards) to make other dashboard items only display data
related to the selected card (or cards).
To clear the selection in the Master Filter item, use the Clear Master Filter button (the
caption.
Drill-Down
The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the
fly. To learn more, see Drill-Down.
When drill-down is enabled, you can click a card to view the details.
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Note
When Master Filtering is enabled, you can view the details by clicking a selected card.
To return to the previous detail level (drill up), use the Drill Up button (the
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Exporting
Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about
exporting concepts common to all dashboard items, see the Exporting topic.
This topic describes the specifics of exporting a Card dashboard item.
Exporting
You can export the Card dashboard item to PDF or Image format. The following options are available.
Export to PDF
Export to Image
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Gauges
The topics in this section describe the Gauge dashboard item, which displays a series of gauges.
Data Presentation Basics
Interactivity
Exporting
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The Gauge dashboard item can illustrate this difference for various sets of values. You can switch between these
sets using the Values button (the
icon) in the gauge's caption.
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Interactivity
This topic describes features that enable interaction between the Gauge and other dashboard items. These
features include Master Filtering and Drill-Down.
Master Filtering
Dashboard allows you to use any data-aware dashboard item as a filter for the entire dashboard (Master Filter).
To learn more, see the Master Filtering topic, which describes filtering concepts common to all dashboard items.
When Master Filtering is enabled, you can click a gauge (or multiple gauges) to make other dashboard items only
display data related to the selected gauge or gauges.
To clear the selection in the Master Filter item, use the Clear Master Filter button (the
item caption.
Drill-Down
The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the
fly. To learn more, see Drill-Down.
When drill-down is enabled, you can click a gauge to view the details.
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Note
When Master Filtering is enabled, you can view the details by clicking a selected gauge.
To return to the previous detail level (drill up), use the Drill Up button (the
caption.
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Exporting
Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about
exporting concepts common to all dashboard items, see the Exporting topic.
This topic describes the specifics of exporting a Gauge dashboard item.
Exporting
You can export the Gauge dashboard item to PDF or Image format. The following options are available.
Export to PDF
Export to Image
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item.
To reset changes to the default values, click the Reset
button.
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Pivot
The Pivot dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read
format.
and
buttons, respectively.
See Also
Exporting
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Exporting
Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about
exporting concepts common to all dashboard items, see the Exporting topic.
This topic describes the specifics of exporting a Pivot dashboard item.
Exporting
You can export the Pivot dashboard item to PDF or Image format. The following options are available.
Export to PDF
Export to Image
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Choropleth Map
The topics in this section describe the Choropleth Map dashboard item, which colorizes the required areas in
proportion to the provided values.
Data Presentation Basics
Interactivity
Exporting
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Based on the difference between the actual and target values of a particular parameter.
You can switch between the provided values using the Values button (the
Mouse
Use the mouse scroll wheel to
change the current zoom level
for the map.
Touch
On a touchscreen device, use pinch or
spread gestures to change the current
zoom level.
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Scrolling
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Tooltip
The Choropleth Map dashboard item can display a tooltip that shows information on a hovered area.
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Interactivity
This document describes the Master Filtering feature, which enables interaction between the Choropleth Map
and other dashboard items..
Master Filtering
Dashboard allows you to use any data-aware dashboard item as a filter for the entire dashboard (Master Filter).
To learn more, see the Master Filtering topic, which describes filtering concepts common to all dashboard items.
When Master Filtering is enabled, you can click a shape (or multiple shapes) to make other dashboard items only
display data related to the selected shape (or shapes).
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Exporting
Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about
exporting concepts common to all dashboard items, see the Exporting topic.
This topic describes the specifics of exporting a Choropleth Map dashboard item.
Exporting
You can export the Choropleth Map dashboard item to PDF or Image format. The following options are available.
Export to PDF
Export to Image
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dashboard item.
To reset changes to the default values, click the Reset
button.
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To reset changes to the default values, click the Reset
button.
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The Bubble Map dashboard item displays bubbles on the map. The color and size of each bubble relay
data particular to that color and size.
The Pie Map dashboard item displays pies on the map. Each pie shows the relative contribution that
different values contribute to the total.
You can switch between the provided values using the Values button (the
Mouse
Use the mouse scroll wheel to
Touch
On a touchscreen device, use pinch or
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Scrolling
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change the current zoom level
for the map.
Tooltip
A Geo Point Map dashboard item can display a tooltip that displays information in a hovered callout/bubble/pie.
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Interactivity
This document describes the Master Filtering feature, which enables interaction between the Geo Point Map and
other dashboard items.
Master Filtering
Dashboard allows you to use any data-aware dashboard item as a filter for the entire dashboard (Master Filter).
To learn more, see the Master Filtering topic, which describes filtering concepts common to all dashboard items.
When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies by holding
down the CTRL key) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/
pie(s).
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Exporting
Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about
exporting concepts common to all dashboard items, see the Exporting topic.
This topic describes the specifics of exporting Geo Point Map dashboard items.
Exporting
You can export the Geo Point Map dashboard item to PDF or Image format. The following options are available.
Export to PDF
Export to Image
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dashboard item.
To reset changes to the default values, click the Reset
button.
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To reset changes to the default values, click the Reset
button.
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Range Filter
The Range Filter dashboard item allows you to apply filtering to other dashboard items. This item displays a chart
with selection thumbs that allow you to filter values displayed along the argument axis.
icon).
See Also
Exporting
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Exporting
Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about
exporting concepts common to all dashboard items, see the Exporting topic.
This topic describes the specifics of exporting a Range Filter dashboard item.
Exporting
You can export the Range Filter dashboard item to PDF or Image format. The following options are available.
Export to PDF
Export to Image
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item.
To reset changes to the default values, click the Reset
button.
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Image
The Image dashboard item is used to display static images within a dashboard.
See Also
Exporting
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Exporting
Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about
exporting concepts common to all dashboard items, see the Exporting topic.
This topic describes the specifics of exporting an Image dashboard item.
Exporting
You can export the Image dashboard item to PDF or Image format. The following options are available.
Export to PDF
Export to Image
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Text Box
The Text Box dashboard item is used to display rich text within a dashboard.
See Also
Exporting
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Exporting
Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about
exporting concepts common to all dashboard items, see the Exporting topic.
This topic describes the specifics of exporting a Text Box dashboard item.
Exporting
You can export the Text Box dashboard item to PDF or Image format. The following options are available.
Export to PDF
Export to Image
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