Preview Dashboard

Wyn Enterprise provides a built-in Dashboard Viewer that allows users to preview dashboards and access several tools to interact with and analyze the data.

The viewer has two modes:

• Standard Viewer – Includes full toolbar and interaction capabilities.

• Lite Viewer – A simplified version with limited functionality.

  The viewer mode is configured in the Admin Portal (Dashboard Settings) or in the Dashboard Designer via the Default Viewer property in the Inspector panel.

Previewing a Dashboard

To preview a dashboard:

1. Go to the Documents or Resource portal.

2. Hover over the desired dashboard and click its name.

3. Click Preview to open the dashboard in the viewer.

You can also use the View in New Window icon to open the preview in a separate window.

To refresh the content or reopen the preview in a new window, use the Reload or New Window options in the viewer toolbar.

Key Features in Standard Viewer

1. Toolbar

The top toolbar includes the following tools:

• Cross Filter (On/Off)

  Enables data interaction across dashboard scenarios.

  • On: Filters apply across all linked charts and scenarios.

  • Off: Charts act independently.

  Note: Clicking the empty area of a chart clears its selection only when cross-filtering is enabled.

• Fit to Screen (Auto, Fit to Width, Fit to Height)

  Adjusts the dashboard display layout based on your preference.

• Slide Show

  Automatically cycles through pages of the dashboard.

• Refresh

  Reloads the dashboard to reflect any updates or changes.

• Export

  Export the dashboard as:

  • PNG Image (Single Image or Separate Pages)

  • PowerPoint (PPT)

  • Choose from Current Page, Visible Pages, All Pages, or Custom Pages

• Filter View

  Save and switch between filter states of the dashboard:

  • Save current view – Save a filtered state with a unique name.

  • Reset to default view – Restore to original filter state.

  • Manage views – Edit or delete saved views.

  Filter views are saved per dashboard, per user, and per browser.

2. Page Settings

For dashboards with multiple pages, you can control pagination behavior and display:

• Auto Switch: Enable automatic page transitions.

• Auto Switch Interval: Set time (in seconds) between automatic transitions.

• Page Switch Animation: Choose between Fade and Slide transitions.

• Pagination Visibility: Show or hide page navigation controls.

• Pagination Style (Visible only if pagination is enabled):

  • Tabs – Allows quick switching between pages with optional position, width, and alignment settings.

  • Navigator – Displays navigation arrows at the bottom.

• Page Navigator: (Visible only if pagination is hidden)

  • Default – Shows left/right arrows for navigation.

  • Hidden – No manual navigation; relies on Auto Switch if enabled.

Note: The toolbar is not visible in Lite Viewer mode.

Scenario-Level Features

When you hover over a scenario (visual) in the viewer, you can:

• Focus

  Zoom in on a specific scenario to isolate its data.

  • Click Back to Designer to return to the full dashboard.

  • Use Show/Hide Data to toggle scenario data display.

  Note: Card charts do not support Focus mode.

• Export

  Export the scenario as a PNG or SVG image, or export its data.

• More Actions

  Apply scenario-specific actions if configured.