Editing Dashboard Worksheets

InetSoft's dashboard software allows users to edit data worksheets to allow for a high level of data customizations for executives and end-users alike. View the example below to learn more about the Style Intelligence solution.

This section provides basic information about working with Worksheets. To create a new Worksheet (in Asset Composer or Visual Composer), click the 'New Worksheet' button in the toolbar. This opens a blank Worksheet named 'Untitled'.

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To open a saved Worksheet in Visual Composer (or Asset Composer), follow these steps:

1. Expand the 'Global Worksheet' or 'User Worksheet' node in the Asset Repository tree, and locate the desired Worksheet.

2. Double-click the Worksheet in the Asset tree, or right-click the Worksheet and select 'Open Sheet'.

The Visual Composer loads the Worksheet into a new page, and displays the name of the Worksheet in the tab at the bottom. Visual Composer allows you to keep many Worksheets (and Viewsheets) open simultaneously.

This section discusses Worksheet storage and scope. To save a new version of an existing Worksheet, click the 'Save' button in the toolbar, or press Ctrl-S on the keyboard. This replaces the older version with the current version, retaining the same name.

To save the new version of the Worksheet under a different name, click the 'Save As' button. This opens the 'Save Worksheet' dialog box. Then follow the instructions for saving a new Worksheet below. To save a new Worksheet, follow these steps:

1. Click the 'Save' button in the toolbar, or press Ctrl-S on the keyboard. This opens the 'Save Worksheet' dialog box.

2. Under the Repository tab, enter a name for the Worksheet in the 'Name' field.

3. Select the appropriate scope for the saved Worksheet ('Global Worksheet', 'User Worksheet', or a sub-folder). The scope in which you save the Worksheet determines the accessibility of the Worksheet to different users.

4. Under the Options tab, select 'As data source to reports' to make the Worksheet result (i.e., the Primary asset) available to reports as well as Viewsheets. This will allow you to bind the Worksheet result to report elements such as tables, charts, and sections.

5. Set the 'Design mode sample data size' to the maximum number of rows that wish tables in the Worksheet to retrieve.

6. Click 'OK' to save the Worksheet. The Worksheet is saved to the Asset Repository, and appears in the Asset Repository tree under the specified scope. Saved Worksheets are stored in a file called asset.dat in the SREE Home directory.

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