Working with Dashboards

Dashboards in Wyn Enterprise are powerful, interactive visual canvases designed to transform complex datasets into meaningful insights. Whether you're building a quick KPI snapshot or a comprehensive data exploration tool, dashboards empower you to create visually compelling, flexible, and deeply customizable data experiences.

This guide walks you through every aspect of working with dashboards in Wyn—from foundational concepts and data connectivity to advanced customization, interactivity, and publishing. Explore each section to master the full potential of dashboard design and delivery.

In this video, we’ll create a customized dashboard in less than five minutes.

1. Create a Dashboard

Start with a clear understanding of what dashboards are, the types of scenarios you can build, and how they differ from paginated reports. This section introduces the dashboard designer, viewer, and key components of a typical dashboard workflow.

2. Data Binding

Data is the backbone of every dashboard. Learn how to bind data sources to your dashboard, configure dataset parameters, work with expressions, and connect scenarios to meaningful data relationships using lookup, filter, and aggregation logic.

3. Scenarios

Scenarios are the building blocks of dashboards—charts, tables, maps, filters, slicers, and more. This section introduces each scenario type and explains where and how to use them effectively in your design.

4. Appearance

Tailor the look and feel of your dashboard to match branding guidelines or enhance readability. This section covers:

• Set a Theme and Color Scheme

• Chart Color Palettes

• Customize Fonts and Label Styles

• Configure Scenario Titles

• Adjust Padding

• Apply and Manage Custom Color Assignments

5. Layout

Control how scenarios are arranged and how users interact with them:

• Explorer

• Arrange and Manage Components

• Enable Sorting, Filtering, and Drill-Down

6. Parameters

Use parameters to create dynamic dashboards that respond to user input. Learn how to define parameters, bind them to filters and data, and build custom parameter panels for interactive exploration.

7. Interactions

Enable seamless navigation between dashboards and reports using Jump To actions. This section explores how to set up interactive drill-through links, use parameters across destinations, and configure cross-document interactivity.

8. Finalize Your Dashboard

Once design and interactivity are complete, learn how to polish and publish your dashboards:

• Preview Dashboard

• Dashboard Variants

• Generate Thumbnail

• Dashboard Viewer Modes

• Export Dashboard

• Document Binder

With these tools and techniques, you can build dashboards that not only communicate insights clearly but also respond intuitively to user needs. Each topic in this documentation serves as a stepping stone toward mastering dashboard design in Wyn Enterprise. Explore them in order, or dive into the sections that matter most to your workflow.