Knowledgebase: RadarBI
RadarBI Designer. Getting Started
Posted by Vladimir Lyutetsky on 24 August 2010 07:00 AM

RadarBI Designer. Getting Started

To create a new report in RadarBI Designer, select "New workbench" from the main menu.
The designing of the report is done in the Designer main window. Most actions are performed through the context menu or by drag-and-drop. Tuning the settings of a selected object is done in the property grid.


Designer main window

Another way to create a new report is step-by-step using wizard. To call it, select "Workbench with wizard..." from the main menu, and follow the instructions.


Connecting to database

RadarBI supports two types of data sources - relation and OLAP. Relation data sources are created with the "New data source" command. To call it, switch to the Data sources bookmark and select "New data source" from the "Data sources" context menu. To create a new OLAP source, select "New OLAP source" from the "OLAP sources" context menu.


Selecting the command of creating a new data source.

In RadarBI there're a few components for presenting data. Their corresponding sources are given in the following table:

Correspondence of data sources

Component name Corresponding sources Source type
WidgetTable
WidgetChart
DataSource
ServiceSource
DataSource
WidgetOLAPGrid
WidgetOLAPChart
ServerSource
DesktopSource
OLAPSource


Selecting the type of connection in the Data Source Wizard.


Creating visual presentation

To create a visual presentation, drag-and-drop the components from the palette tab or from the the toolbar. The place, where you can insert a component will be highlighted by a line (if you insert it between two elements) or by a rectangle (if you insert it into a container).


Drag-and-dropping a component from the toolbar to the report page



Drag-and-dropping a component from the bookmark palette to the workbench tree

A typical report page contains:

  • Explaining elements (header, explanations, etc.)
  • Presentation element (table, chart, etc.)
  • Filters (selection of the presented data)
  • Page footer elements (date, author)

In RadarBI all you have to do is drag-and-drop and then tune the presentation element! You need not drag-and-drop the explaining elements, if you use the templates from the template pack. Thus, a report page in RadarBI looks way simplier:

  • Presentation element (table, chart, etc.)
  • Filters (selection of the presented data)

Templates give you a way of placing user elements. The properties of the templates allow you to tune the properties of the explanation remarks from the template.
To use this option, assign the "ElementTemplate" property for the report page (or any other report element).


The view of the page without template

When you assign a template, the workbench tree remains as is, but in the designer area the report page is displayed based on the template. In the property grid, the properties of the element will be hidden (except for the Name and ElementTemplate), but the template properties will be displayed instead.


Report page with a template assigned

By assigning the same template to all report pages, you'll keep to the same style throughout your report. Templates can be changed, if necessary - for details, see the documentation. If you leave the ElementTemplate property empty, you can design your report with usual means.

Viewing the report

To view your report, press "Preview" command in the View menu or use the hot keys:

  • F5 - Windows preview;
  • F6- Web preview;
  • Esc - Cancel preview mode.
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