Dossier page controls

Last Updated : Feb 23, 2024 |

Prolog information

Metadata

Keywords:

The following actions are available on the dossier page depending on your permissions:

FILE
Action	Description
New Dossier	To create a new customized dossier.
Open	To open another dossier. Tip: Use this option to open any dossier from an existing dossier without browsing the dossier path from the top navigation panel.
Save As	To save a copy of the dossier.
Change Prompt Option and Save	To clear the cache from the input prompts that you entered to run the dossier.
Save As	To save a copy of the dossier with a different name.
Export to PDF	To export the dossier in PDF format.
SHARE	To share the dossier generated through an email link or embedded links in a web page.
Print	To print the dossier using Adobe Portable Document Format (PDF).
Download Dossier	To download the entire dossier in .mstr file format. Download the dossier to reuse it in your i-server, lab, or machine without migrating the package.
Import Dossier	To add a dossier as a chapter in another dossier.
Add to History List	To send a dossier to the History List, to be saved for future reference.
Schedule Delivery to History List	To send a dossier to the History List page. This page specifies a folder to store dossiers on a specific schedule.
Schedule Delivery to E-mail	To send a dossier to a pre-configured email address on a specific schedule.
Send Now	To send a dossier to any email address.
Create Personal View	To create and save a personal view of the dossier generated on a given date and time.
Re-prompt	To change the filter selection parameters.
Dossier Properties	To view and change the dossier properties.
Close	To close the FILE option.

INSERT
Action	Description
Browse Objects	To browse objects for adding in the dossier.
Add Data	To add data to customize an existing dossier. The options are: New Data: To add a data from your local machine or external database. Existing Datasets: To add existing datasets to the datasets panel. You can add multiple datasets at a time. Existing Objects: To add existing objects from your environment to a dossier.

FORMAT
Action	Description
Themes	To change the theme of the entire dossier. The options are: Default Theme Classic Theme
Palettes	To choose the color scheme of your visualizations. Each dossier contains built-in color palettes. You can also create custom color palettes.
Format Selected Container	To change the format of the individual containers in the dossier. You must select the container to make the required format changes, such as title, border, position, and size.
Dossier Formatting	To change the entire look of the dossier. You can make format changes, such as page style, container title bar, and fonts.

SHARE
Action	Description
Get a link	To share a dossier through email by using the dossier URL link.
Embed	To share a dossier generated through an embedded dossier links on a web page.

VIEW
Action	Use
Contents Panel	To change the display of the contents panel to the following views: List View: Displays the contents panel with all chapters and pages in an expandable tree format. Tab View - Top: Displays a list of tabs above the dossier for each chapter. Tab View - Bottom: Displays a list of tabs below the dossier for each chapter.
Datasets Panel	To do the following: Add datasets to a dossier Add an existing dataset Search for objects in the datasets panel Add existing objects Add multiple datasets Select the datasets that determine the available values of a dossier Edit datasets Replace datasets with imported data
Editor Panel	To do the following: Rename a visualization Add, replace, or remove data from a visualization Move rows or columns in a grid Sort data in a grid using multiple objects Add subtotals to a grid Swap objects in a dossier Add subtotals to a grid Add and rearrange data in a graph visualization Add multiple conditions to a threshold in the advanced thresholds editor Select attribute forms to display in a visualization Create a derived attribute Create a threshold on a metric using the quick thresholds editor
Filter Panel	To do the following: Create dossier or chapter filters Create and edit a visualization-based filter for a chapter Apply dossier or chapter filter changes Target other attribute filters within a chapter with attribute filters
Format Panel	To do the following: Format different visualizations Format text Format images
Visualization Gallery	To create visualizations for displaying your data in a dossier.
Layers Panel	To access overlapping visualizations or containers while using free form layout to: Rename layers Rearrange layers to create a specific design Select multiple layers to group and ungroup them Select layers to modify them on the Editor, Filter, and Format panels Duplicate and move layers that correspond to your visualizations, images, and text boxes
Enter Presentation Mode	To view the dossier in presentation mode. You cannot make any changes to the dossier in this mode. To change the dossier back to editable mode, navigate to the toolbar, and click the icon.

SHARE
Icon	Name	Description
	Save	To save your changes in the dossier.
	Refresh	To refresh the data in the dossier.
	Pause Data Retrieval	To edit the dossier without retrieving any data.
	Re-prompt	To change the input prompts for the dossier.
	Add Data	To add data to a dossier. The options are: New Data: To add a data from your local machine or external database. Existing Datasets: To add existing datasets to the datasets panel. You can add multiple datasets at a time. Existing Objects: To add existing objects from your environment to a dossier.
	Add Chapter	To add a chapter or chapters to an existing dossier. Each chapter contains one or more pages.
	Add page	To add a page or pages to an existing chapter in a dossier. Each page can contain multiple visualizations and other dossier objects such as text and images.
	Visualization	To add a visual representation of the data in a dossier, such as a grid, KPI, bar chart, line chart, pie chart, or map. Other data visualizations include Waterfall, Heat Map, Bubble Chart, Histogram, Box Plot, Network, Sankey Diagram, and Time Series. You can also use third-party custom visualizations, such as a Bubble Chart, Circle Packing, Collapsible Tree, Stream Graph, Word Cloud, Zoomable Sunburst, Google Timeline, or Sequences Sunburst.
	Filter	To choose the selector among the following two available options: Element/Value Filter: Use the attribute objects to function like a prompt. Attribute/Metric Selector: Use to make the object list dynamic for a grid or any visualization. You can choose the attributes or metrics at run time.
	Text	Add a text container in a dossier.
	Image	Add image in a dossier.
	HTML container	To customize the UI and place the Java/HTML code.
	Convert to Auto Layout	The default dossier layout. In auto layout, containers automatically fill the entire canvas, and you can reposition the containers around each other.
	Convert to Free-form Layout	To organize and overlap the containers that contain your visualizations, filters, selectors, and images. You can independently position, size, and layer containers on a page.
	Responsive View Editor	To select the containers for creating a responsive view.
	Responsive Preview	To see your dossier on a small screen, such as a phone or tablet. You can toggle between a full or responsive preview of your dossier.
	Presentation Mode	To view your dossier in presentation mode. You cannot make any edits in this mode. To change to editable mode, click on the presentation mode icon.
	Show Navigation Bar	To hide or show the navigation bar. Use the navigation bar to return to the homepage.
	Close	To close the current dossier view.
	Use natural language to create visualizations	To create dossier using Natural Language Processing (NLP).