Selecting Templates and Open Editable Source Masters (ESMs)

The Select a Framework Template window is the Dashboard Studio starting point. You select a template to use to create a dashboard or connect to an open ESM to modify it in Interactive Reporting Studio.

Figure 3. Select a Framework Template

The image shows a sample Select a Framework Template window.

You can only connect to an ESM, because runtime dashboards contain no Dashboard Studio build structures.

Full File Path displays the path of the selected Interactive Reporting document, which can be a template or an ESM. Roll the mouse over a listed template or dashboard to view the full path in the information box.

Tip:

Because Dashboard Studio can communicate with only one instance of Interactive Reporting Studio at a time, to display multiple ESMs, open the ESMs in the same instance of Interactive Reporting Studio.

Several controls are located on the frame, and are present on other Dashboard Studio Steps.

Table 4. Dashboard Studio Controls

Control

Description

Release Information button

Provides software release information

Diagnostics button

Assists with fixing a broken installation (Interactive Reporting Studio Type Library Diagnostics. See Using the Type Library File to Synchronize Releases)

Help button

Displays context-sensitive help

POV Refresh button

Refreshes Step settings

Import button

Launches Import and Merge features (see Import Feature)

Properties button

Opens the Options window (see Options Window)

Next button

Move to the next step

*  To select a template or connect to an open ESM:

  1. From Select a Framework Template, from Create a Document From Template, select a template or from Connect to open dashboard, select an ESM.

  2. To move to the first Dashboard Studio step, click Next button or double-click the selected template or ESM.

    Step 1: Create Queries, Tables, Charts, Pivots, and Reports is displayed.

The name of the selected Interactive Reporting document is displayed in the window title bar of Step 1: Create Queries, Tables, Charts, Pivots, and Reports. An Interactive Reporting document is a structured document that describes to Interactive Reporting Studio viewer applications how to acquire, manipulate, and present information to users. Dashboards created with Dashboard Studio are in Interactive Reporting document format.