CDE Menu bar

Pentaho CTools

Version
10.2.x
Audience
anonymous
Part Number
MK-95PDIA006-12

On the top-left of the window, the CDE Menu bar is always visible. Use this menu bar to create new dashboards, save your work, reload your current view, and define dashboard settings.


CDE Menu bar

Menu options include:

Menu Description
New Select to create a new CDE dashboard. When clicked, a blank dashboard appears.
Save Select to save the CDE dashboard which you are currently editing. It is recommended that you continuously save your work while editing. If you have not previously saved this dashboard, the Save as dialog box displays. Choose the location to save your new dashboard and enter a file name for it.

(Optional) You can enter the following:

Dashboard or Widget
You can choose to save your work as a dashboard or as a widget. For now, it is recommended you keep the default option of Dashboard. The Widget option is an advanced feature which is described in CDE advanced solutions.
Title
Enter a name for your dashboard
Description
Enter a small description of your dashboard's purpose and details.
When finished, select OK to save your dashboard or Cancel to close the dialog box without saving your changes.
Save as Select to save the current CDE dashboard in a new location and/or rename it. You can also modify the title and the description. When clicked, the Save as dialog box displays. Choose the location to save your new dashboard and enter a file name for it. In addition, you can choose to save your work as a Dashboard or as a Widget. For now, it is recommended you keep the default option of Dashboard. The Widget option is an advanced feature which is described in CDE advanced solutions.

(Optional) You can enter the following:

Title
Enter a name for your dashboard
Description
Enter a small description of your dashboard's purpose and details.
When finished, select OK to save your dashboard or Cancel to close the dialog box without saving your changes.
Reload Select to refresh the CDE interface to the last saved state. This is useful when you make changes which are not immediately reflected after saving, or when you want to discard your most recent changes and return to the last saved state.
Settings Select to define settings for your dashboard, such as metadata information, HTML templates, and dashboard type. You can do the following:
  • Add or modify the Title and Description for your dashboard
  • Set the Author for your dashboard.
  • Select the Style (HTML template) which you want to apply to the dashboard. Clean is selected by default.
  • Select the Dashboard Type. Bootstrap is selected by default.
  • Click the RequireJS Support check box. By default, this check box is cleared.
The Style and Dashboard Type settings are described in CDE advanced solutions.