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Design Your First Dashboard

Topics in this section describe how to create a dashboard using the Dashboard Designer

The Dashboard Designer provides an intuitive UI that facilitates data binding and shaping, and layout design. Many of these normally complex tasks can be accomplished with a simple drag-and-drop operation, allowing you to start creating dashboards immediately.

Create a Dashboard

When you run an application containing the Dashboard Designer, it already contains an empty dashboard. To create a new dashboard, click the New button in the ribbon Home tab.

Provide Data

The topics in this section describe how to provide data to be visualized in the dashboard.

Supported Data Sources

The Dashboard Designer allows you to establish a connection to various data sources such as SQL databases, Microsoft Excel workbooks, XML/CSV data files or OLAP cubes.

The following data source types are supported:

SQL Data Source

To connect to various SQL databases, the Dashboard Designer requires corresponding providers to be installed on your machine. The table below lists the supported data sources and the required data providers.

 

SQL Data Source
Supported VersionsProvider
Microsoft SQL Server2005, 2008, 2008R2, 2012, 2014, 2016, 2005 Express Edition, 2008 R2 Express, 2012 Express, 2014 Express, 2016 Express, Azure SQL Database.NET Framework Data Provider for SQL Server
Microsoft Access2000 or higherMicrosoft Jet OLE DB Provider / Microsoft Access Database Engine (ACE)
Microsoft SQL Server CE3.5, 4.0.NET Framework Data Provider for SQL Server Compact
Oracle Database9i or higherOracle Data Provider for .NET / .NET Framework Data Provider for Oracle
Amazon Redshiftn/a.NET data provider for PostgreSQL
Google BigQueryn/aDevExpress.DataAccess.BigQuery ADO.NET provider
Teradata13.0 or higher.NET Data Provider for Teradata
SAP Sybase AdvantageAdvantage Database Server 9.1 or higherAdvantage .NET Data Provider
SAP Sybase ASESybase Adaptive Server 12.0 or higherSAP Sybase ASE Database Client
SAP SQL Anywhere11 or higherSAP SQL Anywhere Database Client
IBM DB29.5 or higherADO.Net client from IBM
Firebird1.5 or higher, Dialect 3Firebird ADO.NET Data Provider
MySQL4.1 or higherADO.NET driver for MySQL
Pervasive PSQL9.x or higherPSQL ADO.NET Data Provider
PostgreSQL7.x or higher.NET data provider for PostgreSQL
VistaDB4, 5, 6VistaDB ADO.NET Provider
SQLite3.xADO.NET provider for SQLite
XML filen/an/a

Connecting to SQL Databases

The Dashboard Designer provides the capability to connect to multiple types of SQL databases using the Data Source wizard. This tutorial describes how to establish a connection to any supported database and select the required data.

To connect to an SQL database in the Dashboard Designer, follow the steps below.

Click the New Data Source button in the Data Source ribbon tab.

On the first page of the invoked Data Source Wizard dialog, select Database and click Next.

On the next page, select the required data provider and specify the required connection parameters.

For instance, if you selected the Microsoft SQL Server data provider, the following options should be specified.

  • Server name

    Specify the name of the MS SQL server to which the connection should be established.

  • Authentication type

    Specify the authentication mode of the MS SQL Server. You can choose whether to use Windows authentication or Server authentication.

  • User name

    Specify the user name used to authenticate to the MS SQL server.

  • Password

    Specify the password used to authenticate to the MS SQL server.

  • Database

    Select the database that contains required data.

After you have specified the required connection parameters, click Next and specify how to select data from the database.

  • Select the Query option and run the Query Builder by clicking the Run Query Builder… button. The Query Builder allows you to choose the required tables/columns visually and passes the resulting SQL query to the SQL String editor. Click Finish to create the data source.
  • Select the Stored Procedure option to select one of the stored procedures from the database.

    Click Next.

On the final page, you can optionally add query parameters and preview data.

Click Finish to create the data source.

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