This page describes a part of the Mobile Dashboard's process for configuring reports. For an introduction to the report configuration process, see Section 5.1, “Introduction To Report Configuration”. For an example of how a report can be configured, see Section 5.28, “Report Configuration Example”. For a general introduction to the online help manual, see Section 1.1, “Mobile Dashboard Online Help Manual Overview”.
In this activity, you decide how you want your data to be shown to the user.
The user will be presented with at least one Screen of data. Each screen will contain at least one Table. The tables are used to present the data.
The data is divided into Data Sets that you named in an earlier step (Section 5.20, “Name Data Sets”).
Here you are able to create screens, create tables within the screens, and control which data sets go in the tables.
This step has the following areas and controls:
The Screens/Tables/Data table: The table near the top of the page shows you the screens that have already been defined. It also shows you the tables within those screens, and the data sets within those tables. It allows you to select a screen (so you can work on that screen).
Main Screen selector: You can select which screen is the "main" screen -- the one to be shown first to the user on a mobile device. By default, the first screen in the table will be the "main" screen.
Remove Screen: The selected screen will be removed.
Remove Table: The selected table will be removed.
The Edit Screen area: The area below the Main Screen selector enables you to create a new screen or to edit the currently selected screen.
The Edit Screen area has the following parts:
Help Overlay button: In the upper right is a button that toggles help on or off. This help is shown in call-out boxes, overlaid on the Edit Screen area. It provides reminders about how to use the Edit Screen area.
Data Set labels: A list of data sets is shown on the left. There is one label (in a dark blue rectangle) for each data set.
Screen Configuration area: If a screen is currently selected, it is shown in the center (on a light blue background). If no screen is currently selected, this area says, "Drop Data To Create Screen".
You can do the following things within the Screen Configuration area:
If no screen is selected (e.g., because there are no screens), you may drag a data set into this area to create a new screen.
If a screen is selected, then you may click on the screen title. This will allow you to edit the name of the screen. (A dialog will appear; see Section 5.24, “Edit Screen Configuration”.)
If a screen is selected, and it contains a table, then you may click on the table title. This will allow you to edit the properties of the table -- including the name of the table, as well as its rows and columns. (A dialog will appear; see Section 5.23, “Edit Table Configuration”.)
Create Screen Above area: Above the Screen Configuration area is a yellow rectangle with a Drop Data To Create Screen Above label. Drag a data set into this area to create a new screen above the currently selected screen.
Create Screen Below area: Below the Screen Configuration area is a yellow rectangle with a Drop Data To Create Screen Below label. Drag a data set into this area to create a new screen below the currently selected screen.
Trash area: To the right of the Screen Configuration is a yellow area with a Trash label. Drag a screen or table into this area to delete the screen or table.
To create a screen, drag a Data Set (by clicking on a Data Set label (on the left) and holding down the left mouse button) and drop it on the Drop Data to Create Screen Below area (by releasing the left mouse button over the area).
To add data to an existing screen:
Select a screen in the Screens/Tables/Data table.
Drag a Data Set (by clicking on a Data Set label and holding down the left mouse button) and drop it on the Screen Configuration area (by releasing the left mouse button over the area). If you drop the Data Set label inside an existing table, then the corresponding data will be added to that table, otherwise a new table will be created.
Once you have completed configuring screens, you may click on to set up abbreviations, or you may click on (if you have completed all of the report configuration agenda items) to complete the report configuration process.